Help pages and reports

• Job

  Give the next account owner a brief on each account that traces to the CRM

  One page per named account where every statement links to the CRM record it came from. Where no record exists, the brief says "no record".

  $320

• Job

  Give your writer a proper brief for each page you should write

  Up to ten briefs, each with a target query from your own export, intent, headings, sources with working links and claims not to make. We write and publish no article.

  $325

• Job

  See which pages are losing traffic and what to do with each

  A list of pages whose clicks or impressions fell, with query-level evidence, pairs of pages competing for one query, and one proposed action each. We publish nothing.

  $195

• Job

  Document every custom CRM field and see which ones nobody uses

  You get a data dictionary of every custom property, with fill rates and where each is used, plus a list of fields that look safe to retire. No changes made.

  $195

• Job

  List every CRM workflow and see which ones overlap or conflict

  You get an inventory of every workflow in your CRM export, with trigger, fields changed and owner, plus the pairs that overlap or loop. A report only: nothing is changed.

  $255

• Job

  See where your finance data goes when your team uses AI tools, in one sourced table

  For up to five AI tools you name, a table of what data goes in, whether inputs train models by default, how long they are kept and how to switch it off, each cell with its source link and date.

  $195

• Job

  Get a month-end variance draft, every figure traced to your ledger lines

  A one-page draft on the largest variances against budget or last month. Every figure is recomputed from your export and tied to ledger lines; every reason is from your notes or a question.

  $255

• Job

  Get VAT return working papers from your ledger, for your accountant to check and file

  For one VAT period, a workbook that ties the VAT in your ledger export to every transaction behind it and lists odd items. Your accountant checks and files; we never file.

  $515

All back office and finance services