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Research, Spreadsheets & Dashboards

Source-backed research, editable models and useful dashboards. I separate verified facts from assumptions.

08 / Research by quote; data services as pilots

What I provide.

Turn approved sources and supplied exports into usable information.

Market and competitor research

  • Public-source competitor profiles
  • Published price comparisons
  • Directory research and evidence-linked reports
Pilot service

Data and customer feedback

  • CSV cleanup and deduplication
  • Date, category and field normalization
  • Survey and interview guides
  • Themes from supplied feedback with traceable examples
Pilot service

Working spreadsheets

  • Quote calculators and job-cost trackers
  • Capacity and content planners
  • Simple inventory or order logs
  • Checked formulas and handoff instructions
Pilot service

Dashboards and reports

  • Sales and enquiry dashboards
  • Charts with agreed definitions
  • Monthly reports from supplied exports
  • Documented refresh steps
Discuss the data you have
See the handoff for Research, Spreadsheets & Dashboards

Example filenames and formats. This is a possible file packet, not an included bundle. I set the final files, editable sources, exports and licences in the written scope.

  • research-report.docxThe agreed question, findings, method and verification gaps.Editable source
  • sources.csvPublic sources and the specific findings they support.Editable data
  • clean-data.csvA scoped cleaned export with documented field definitions.Editable data
  • working-model.xlsxThe agreed formulas, inputs and checks in an editable workbook.Editable source
  • refresh-guide.pdfInstructions for replacing the source data and checking the result.Instructions
Inspect the working forecast

Business presence audits

I review the website, search presence, public reviews and enquiry path against a written checklist. The report names the evidence, limits and next actions. It does not promise traffic or sales gains.

Agree the work before it starts.

  1. Brief. I confirm the task, audience, source material and intended use.
  2. Written scope. I confirm outputs, review rounds, price, payment schedule and delivery date.
  3. Production and review. AI helps with research, drafts and production. I check the facts and final work.
  4. Handoff. I supply the agreed files and use instructions. Other formats and ongoing work need a separate scope.

The fourteen-day commitment applies to the published Launch and Growth website packages. Other services use the date in their signed scope.

Request a scoped quote