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Consumer insights & business intelligence

Services & Standard Scope of Work

by Gabriela Ferreira

Every business has questions

My job is to help you answer them through data, consumer behaviour, and commercially relevant insights.

I'll tell you what's going on, why, and what to do about it.

Explore the services below to understand what I'll investigate, what you'll receive, and how we'll work together.

Do your ads work?

Marketing Performance Analysis

Starting at $500 USDEstimated timeframe: 10–12 business days

The Question

You're investing in advertising, but is that investment delivering meaningful results?

Let's find out which campaigns are performing, how your budget is being spent, and where opportunities for improvement may exist.

What I'll Investigate

  • Advertising spend and campaign performance.
  • Key performance indicators, including reach, impressions, clicks, conversions, and return on ad spend (ROAS), where available.
  • Performance differences across campaigns and advertising channels.
  • Trends, patterns, and potential inefficiencies.
  • Opportunities to improve marketing budget allocation.

An important distinction: Campaign performance analysis evaluates measurable results and associations. It does not establish by itself that advertising caused incremental sales. Causal attribution and incrementality testing require additional methodologies and are not included in the standard scope, but can be added as a personalized project. Book a call to learn more.

What You'll Receive

  • An interactive Marketing Performance Dashboard.
  • A PDF Insights Report explaining the findings.
  • Campaign and channel performance comparisons.
  • Evidence-based recommendations and opportunities for improvement.

Who is actually buying?

Customer & Consumer Insights

Starting at $800 USDEstimated timeframe: 7–10 business days

The Question

You know what you're selling. But how well do you know who's buying it?

Let's explore your customers' purchasing habits, preferences, and commercial value to understand who contributes to your business and how different customer groups behave.

What I'll Investigate

  • Customer profiles based on demographics and transactions.
  • Purchase frequency and spending patterns.
  • Average order value (AOV) and purchasing behaviour.
  • Customer segmentation by shopping behaviour.
  • High-value customer segments and business contribution.
  • Behavioural differences between customer groups.

Basic Data Requirements: Customer and transaction records, consistent customer identifiers, order dates and values, and demographic information where available.

What You'll Receive

  • An interactive Customer Insights Dashboard.
  • A PDF Consumer Insights Report.
  • Customer segment profiles and comparisons.
  • Evidence-based findings and commercial recommendations.

Are the products profitable or just selling a lot?

Product Profitability Analysis

Starting at $1,000 USDEstimated timeframe: 8–12 business days

The Question

Your best-selling product might not be your most profitable one.

Let's look beyond sales volume to understand which products contribute to profitability, how costs and discounts affect performance, and where opportunities may be hiding.

What I'll Investigate

  • Product-level sales volume and net revenue.
  • Cost of Goods Sold (COGS).
  • Gross profit and gross margin.
  • Product and category profitability comparisons.
  • Best-selling versus most profitable products.
  • Effects of discounts and low-margin or loss-making products.

Basic Data Requirements: Product catalogue, item-level sales, prices, quantities, costs and discounts. Returns and refunds are included where reliable detailed data is available.

What You'll Receive

  • An interactive Product Profitability Dashboard.
  • A PDF Profitability Insights Report.
  • Product and category rankings.
  • Sales, cost, margin and discount analysis.
  • Evidence-based recommendations.

Where is customer demand growing?

Customer Demand & Assortment Analysis

Starting at $1,500 USDEstimated timeframe: 15–20 business days

The Question

Your next bestseller might already be hiding in your customer data.

Let's investigate what your customers are buying, which products and categories they keep coming back for, and where their purchasing behaviour suggests opportunities for your business.

What I'll Investigate

  • Product and category purchasing patterns.
  • Customer preferences based on observed shopping behaviour.
  • Purchase frequency, repeat purchases and category loyalty.
  • Changes in demand across products, categories and customer segments.
  • Product and category performance, including sales and profitability.
  • Opportunities to optimize the existing product mix and assortment.
  • Potential areas of underserved demand, where supported by available data.

Basic Data Requirements: Product catalogue, historical item-level sales, transaction dates, product categories, customer purchase records, and pricing information. Product costs, discounts, returns and inventory data may be required for profitability and stock-related assessments.

What You'll Receive

  • An interactive Customer Demand & Assortment Dashboard.
  • A PDF Insights Report explaining the findings.
  • Product, category and customer segment comparisons.
  • A prioritized list of data-supported assortment opportunities.
  • Evidence-based recommendations to inform merchandising and product planning.

Should you open another store?

Preliminary Retail Expansion Assessment

Starting at $1,500 USDEstimated timeframe: 20–25 business days

The Question

Business is growing. Does that mean it's time for another store?

Before making a major investment, let's understand what your current retail performance reveals about your business's readiness to expand.

What I'll Investigate

  • Sales and profitability by store.
  • High- and underperforming locations.
  • Customer behaviour by store.
  • Average order value and relevant KPIs.
  • Geographic demand, where data is available.
  • Commercial strengths, weaknesses and operational differences.
  • Expansion risks, opportunities and data gaps.

Important: This is a preliminary assessment, not a complete store-opening feasibility study. Site selection, property evaluation, lease negotiations, local market research and detailed financial forecasting are outside the standard scope and can be quoted separately.

What You'll Receive

  • An interactive Retail Performance Dashboard.
  • A PDF Preliminary Expansion Assessment.
  • Store comparisons and rankings.
  • Commercial readiness and expansion risks.
  • Findings and next-stage recommendations.

Standard Terms

Project information

Pricing, scope and additional services

What's Not Included & Pricing

All prices are starting prices in United States Dollars (USD). They assume accessible, analysis-ready data. Final pricing follows an initial consultation and data assessment. Additional services require a separate quote and prior approval.

Outside the Standard Scope

  • Data extraction when source data is not provided.
  • Cleaning, restructuring, transformation and modelling.
  • Access, credentials and permissions troubleshooting.
  • Additional analyses, deliverables or investigations.
  • New requirements after scope approval.

Additional services are charged at $50 USD per hour, based on an agreed estimate and prior approval. No additional work will ever be billed without authorization.

Standard Deliverables

  • One interactive dashboard.
  • One PDF Insights Report with findings, limitations and recommendations.
  • Up to three revision rounds within the agreed scope.
  • A final meeting presenting the findings and recommendations.

Standard Terms

Revisions & timelines

Project delivery and review

Revision Policy

Up to three revision rounds are included within the approved scope. Revisions cover reasonable refinements, clarifications and adjustments to the agreed deliverables.

Estimated Project Timeframes

  • Marketing Performance Analysis: 10–12 business days.
  • Customer & Consumer Insights: 7–10 business days.
  • Product Profitability Analysis: 8–12 business days.
  • Product & Assortment Opportunity Analysis: 15–20 business days.
  • Preliminary Retail Expansion Assessment: 20–25 business days.

Additional revision rounds cost $50 USD per hour. New analyses, datasets or business questions may require a separate quote. Corrections needed to meet the agreed scope and analytical accuracy standards do not count toward the three rounds.

When the Timeline Begins

The timeline begins once scope is approved, required data and access are provided, and the project is formally scheduled. Additional preparation, delays, scope changes and client reviews may affect delivery dates.

How we'll work together

From your first question to your final insights

  1. 01

    Get in Touch & Discovery Call

    Tell me about your business, questions and challenges. We'll discuss your objectives, milestones, available information and the decisions you want to make.

  2. 02

    Data Assessment & Final Quote

    I'll assess data availability, accessibility, structure and suitability.

    You'll receive a free list of missing information and recommended exports.

    We'll agree on the scope, deliverables, timeline, price and any additional services.

    Data extraction, preparation, cleaning or modelling, when required, is separately estimated and charged only with your prior approval.

  3. 03

    Approval & Project Kickoff

    After approval, we'll confirm the project schedule, communication arrangements and data access.

    Work begins once the agreed prerequisites are in place.

  4. 04

    Data Analysis & Investigation

    I'll investigate the agreed business questions, validate the relevant information and identify patterns, limitations and commercial implications.

  5. 05

    Dashboard & Report Development

    I'll develop the interactive dashboard and PDF Insights Report, with evidence-based findings and recommendations.

    You'll have the opportunity to review the deliverables and request up to three revision rounds within scope.

    Revisions beyond the agreed scope or additional investigations require prior approval and may be quoted separately. Corrections to meet agreed analytical accuracy standards are included.

  6. 06

    Final Delivery & Presentation

    You'll receive the finalized dashboard and report, followed by a meeting to discuss the findings, recommendations and analytical limitations.

Important project policies

Clear expectations, reliable analysis

Contact & Data Responsibilities

  • One designated client representative coordinates requests, information, access and feedback.
  • The client provides authorized data, permissions and timely responses, and remains responsible for the accuracy of source records.

Analytical Independence & Confidentiality

  • Findings are based on evidence and appropriate analytical methods, with limitations disclosed.
  • Business and customer data are confidential and used only for agreed purposes.
  • Access, storage, sharing and retention arrangements are agreed before the project starts.

Analysis depends on the quality and completeness of available data. No particular sales, profit, campaign, customer or business outcome is guaranteed; external factors may affect results. Share data securely rather than exchanging passwords.

Have a different question? Let's talk!

Customized projects, combined packages and ongoing analytical support can be scoped to your business needs.

Know their patterns. Know their habits. Grow your business.

Let's talk!

sfgabferreira@gmail.com · @theconsumerdebrief · +55 11 99476-4730

Thank

You