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Four steps, agreed in writing

Brief, scope, research, deliver. The order matters: nothing is researched until the question, the sources and the fee are on paper.

The four steps

From your first message to a document you can act on

Step 01

Brief

You describe the opportunity, the decision you are facing and what you already know.

Step 02

Scope & method

We agree the questions, the sources, the deliverable and the fee in writing before any work starts.

Step 03

Research & analysis

We gather, compare and test the information, and write down every assumption we make.

Step 04

Deliver & review

You receive the written output with sources listed, plus one review round to ask questions.

What happens at each step

The handover points, and what you get at them

The scope is where the value is fixed
Step two in detail

The scope is where the value is fixed

The scoping stage is deliberately slow. We agree what question is actually being answered, which sources are acceptable, what the deliverable will contain and what it costs.

A scope that is settled early is what stops a report drifting into opinion later on.

  • Written questions, not a brief over the phone
  • Named sources and a stated research window
  • Deliverable contents agreed line by line
  • Fee confirmed in GBP before work begins
One review round, then the file is yours
Step four in detail

One review round, then the file is yours

Delivery includes a review round: you read the document, and we answer questions on its content. Anything beyond that is quoted separately.

We do not retain control of the material. The report is yours to keep, share with a lender or partner, and check against the sources we listed.

  • One review round included as standard
  • Answers on content, not new advice
  • Document prepared for sharing
  • Confidentiality maintained throughout

See the deliverables

Tell us what you are weighing up

Send a short description of the opportunity and the decision in front of you. We will come back with a scoping brief that says what we would research, which sources we would use and what it would cost.

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