Monthly Retainer · Ongoing Partnership

YOUR DEDICATED DATA ANALYST

Every month, every decision, every insight. Stop relying on stale snapshots. Get a dedicated analyst who monitors, interprets, and recommends continuously, keeping your business decisions current and proactive.

The Upgrade

Continuous Insight vs Stale Snapshots

A single analysis captures a moment in time. But your business operates in real time. The retainer solves this by giving you a dedicated analyst.

Without a Retainer

  • Today's insight becomes outdated next month.
  • Problems develop between analyses, undetected.
  • You implement changes but have no one to tell you if they're working.
  • Seasonal shifts catch you unprepared.

With the Retainer

  • Continuous insight replaces stale snapshots.
  • Proactive anomaly alerts detect issues immediately.
  • Ongoing measurement of implemented changes.
  • Forward planning keeps you ahead of seasons.
The Outcome

After This Engagement, You Will Have

A permanent analytics partner ensuring your decisions stay current and proactive.

Current Data State

Decisions stay current.

Proactive Monitoring

Problems detected early.

Implementation Tracking

See if changes are working.

Seasonal Planning

Stay ahead of shifts.

Ad-Hoc Answers

Immediate data questions answered.

Dedicated Analyst

A partner who knows your business.

What We Deliver

A Four-Week Rhythm That Keeps You Moving Forward

A disciplined monthly sequence that ensures every aspect of your business is monitored and optimized.

1

Monthly Performance Report

Objective: Baseline Review

Data Analyzed: Previous month's revenue, conversion, and customer metrics.

We provide a complete review of the previous month. Your dashboard is updated with commentary. We clearly identify the Top 3 wins and Top 3 problems, so you know exactly where you stand.

Strategic Recommendation: Address the identified problems immediately and replicate the wins.
Revenue
$54K
CR
1.8%
2

Customer Health Update

Objective: Churn Prevention

Data Analyzed: RFM segment movement and churn risk metrics.

We track how many customers moved from Champions to At-Risk. Churn risk is refreshed, and new vs. returning customer trends are analyzed to ensure your customer base is healthy.

Strategic Recommendation: Launch targeted win-back flows for the newly At-Risk segment.
At-Risk
Segment
3

Marketing Efficiency Review

Objective: Budget Optimization

Data Analyzed: Channel performance and CAC trends Month-over-Month.

We compare channel performance MoM. CAC trends are tracked. If new campaigns were launched, we provide campaign-specific analysis. Budget reallocation recommendations are made if the data warrants it.

Strategic Recommendation: Reallocate $1,000 from Facebook to Google based on recent LTV data.
ChannelROASAction
Email412%Maintain
Google280%Scale
FB Ads85%Pause
4

Forward Planning

Objective: Strategic Forecasting

Data Analyzed: Sales velocity, inventory levels, and seasonal trends.

Next month's forecast is updated. Upcoming promotion impacts are projected. Inventory stockout alerts are flagged. Priorities are set for the coming month, so you are never reacting late.

Strategic Recommendation: Order Product B within 5 days to avoid stockout during the upcoming sale.
Best Case
$60K
Expected
$54K
Conserv.
$45K
Beyond the Cadence

Also Included (On-Demand)

Beyond the monthly rhythm, you receive five flexible benefits you can call on anytime.

Ad Hoc Analysis

Up to 4 custom requests per month for any specific questions that arise.

Data Questions

Email or Slack support with a guaranteed 48-hour response time.

Monthly Strategy Call

A dedicated 45-minute call every month to align on strategy.

Dashboard Maintenance

Updates, additions, and refinements to your dashboards as you evolve.

Anomaly Alerts

We notify you proactively if something unusual appears in your data.

Pipeline Monitoring

We ensure your automated data pipeline continues running flawlessly.

Handover

What You'll Receive

Monthly PDF Reports

Documented findings and action plans for every 4-week cycle.

Updated Dashboards

Continuously refined live dashboards with fresh commentary.

Strategy Call Recs

Recordings and notes from your 45-min monthly strategy session.

FAQ

Frequently Asked Questions

Everything you need to know.

How does communication work?
We primarily use Slack or email for day-to-day communication, with a guaranteed 48-hour response time. We also have a dedicated 45-minute Zoom strategy call once a month.
What counts as an "Ad Hoc Analysis"?
If you have a specific question like "Why did Product C sales spike last Tuesday?" or "What's the LTV of customers who used the SPRING20 code?", we will run a custom query and provide the answer. You get 4 of these per month.
Can I cancel after the 2-month minimum?
Yes. After the initial 2-month setup period, the retainer is month-to-month. You can pause or cancel with 15 days notice.
Do I need to have purchased a Tier package first?
Not necessarily, but it helps. The retainer is designed to maintain and build upon existing analytics infrastructure. If you don't have dashboards set up yet, we may recommend starting with a one-time package.
Analytics Partner Retainer

Dedicated Data Analyst

$500–$1,200/mo

Min. 2-month commitment

  • Weekly Cadence (4 wks)
  • Monthly Strategy Call
  • 4 Ad-hoc Analyses/mo
  • 48-hr Email/Slack
  • Dashboard Maintenance
  • Proactive Alerts
Become a Partner