Note

How we sit with the figures

The working sequence for a Service Pilotfield review: files, questions, challenge list, then a readout that a finance lead can defend.

Hands typing beside a notebook during file review

This page is the working map. It is not a product tour.

Before kickoff

You send a one-page note: stores, approximate monthly billing events, whether refunds are separate rows, and the date a pack must exist. We reply with a fee range and a start week. A fifty percent deposit holds that week.

Kickoff

Ninety minutes. You walk a new subscriber from signup to first charge, then a failed card, then a refund. We ask who can grant complimentary access. If that person is not in the room, we stop and reschedule rather than invent a rule.

File week

We read what you actually export. If a field is missing, we ask once, in writing. We do not scrape your consoles.

Challenge list

A short list of mismatches: events without cash, cash without events, entitlements without charges. You have two working days to send the missing file or to confirm the gap is real.

Readout and pack

The pack is a letter plus tables. We sit with you and go page by page. After the readout, minor clarifications are included for five working days. New stores or a second year of history are a new quote.

Where this happens

Kickoff and readout can be at Office 10, 72 Demo Street, London ZZ1 1AD, or on video. We work with clients in Great Britain. If you want this sequence on a named date, write to us or start from the diagnostic.