Engagements
The path from exports to a pack
A clear sequence for digital publishers: lock the period, reconcile the book, then design plates leadership can present without debating definitions.
- Intake & access We collect billing exports, membership rosters, plan glossaries, and the questions your next board or leadership meeting must answer.
- Period lock & SKU map Finance and membership agree on a cut timestamp and a map of commercial products to billing codes — including migrated or regional SKUs.
- Reconciliation gate Totals must align within your agreed tolerance before any chart work begins. Gaps become written findings, not silent chart fudge.
- Visual pack & workshop Plates and narrative ship for review; one workshop with finance and product leads closes the engagement or hands off to monthly support.
What you prepare
Twelve to twenty-four months of subscription billing and refunds, a list of trial and promotional rules, and named contacts in finance and product. Incomplete exports lengthen the mapping phase; they do not stop the work.
Where this leads
Most publishers begin with the flagship reporting engagement, then either commission a refined board pack or retain monthly assembly. Cohort-only reviews suit teams who already trust their totals but need clearer retention reading.