How it works
Four stages before the real work begins
Rónán had spent two years collecting financial data without knowing what questions to ask it. When he first contacted us, his spreadsheets were dense and his conclusions were thin.
The intake process exists precisely for situations like his - to surface what a client already has, identify the gaps, and build a shared working vocabulary before any model gets built.
01
Data audit and readiness
Before any modelling discussion, we examine what data a client holds, how it was collected, and what cleaning it needs. A clean foundation prevents compounding errors later in the engagement.
02
Goal mapping session
A structured conversation - typically 90 minutes - where we translate business questions into measurable analytical targets. Vague ambitions become specific model objectives with defined success criteria.
03
Toolchain alignment
We assess which platforms, APIs, and internal systems a client already uses, then map the mentorship curriculum to those tools rather than asking everyone to start from scratch with unfamiliar software.
04
Cadence and accountability
We agree on session frequency, review cycles, and how progress gets tracked. Predictive analytics work moves slowly at first - setting honest expectations at this stage prevents frustration later.
Initial intake form
A short written submission covering your current data environment, the decisions you want to inform, and any previous attempts at predictive modelling. Takes around 20 minutes.
Discovery call
A focused 45-minute call with your assigned mentor. No slides, no pitch - just a direct conversation about where you are and what a realistic engagement looks like from both sides.
Scope document review
We draft a one-page scope document outlining the analytical focus, the tools involved, and the first 8-week milestone. You review, revise, and confirm before anything begins.
First working session
The engagement begins with a hands-on session, not an orientation. By the end of session one, you will have run at least one exploratory analysis on your own data with your mentor present.
Lead Analytics Mentor
Siobhán Ó Treasaigh
"The first session is diagnostic, not instructional. I want to see how a client thinks about their numbers before I suggest how to model them."
What the onboarding period is not
It is not a trial period, and it is not an extended sales conversation. The four stages exist because predictive financial work requires a shared understanding of context - the kind that cannot be shortcut without creating problems downstream. Clients who move through onboarding carefully tend to reach meaningful results faster than those who skip ahead.