You send the file.
We return the action list.
ExactlyIQ turns existing customer, revenue and operational data into a ranked action list: what needs attention, what it is worth, and what to do next. No new systems. No dashboard to learn.
Choose the problem you need to solve first.
Each audit starts with the same question: where is the business leaking value because the right signal is not being surfaced in time? Choose the problem closest to what you need to solve now.
We don’t know which customers need action.
For businesses that have customer data, but still struggle to decide who to retain, grow, win back, suppress or prioritise.
- Find customers likely to lapse, go quiet or decline in value.
- Identify growth, retention and winback opportunities.
- Return a campaign-ready action table by customer.
We can see revenue, but not where it is leaking.
For businesses that need to find margin pressure, over-discounting, underpriced lines, account leakage or missed revenue opportunities.
- Find low-margin, over-discounted or underpriced areas.
- Prioritise account, pricing and margin reviews.
- Return a revenue action table with the highest-value fixes first.
Work is getting stuck, delayed or repeated.
For teams that need to understand where work stalls, which cases are likely to breach, and which handovers or queues are creating drag.
- Find jobs, cases, claims or tasks likely to stall or breach.
- Prioritise escalation, reassignment and unblock actions.
- Return an operational intervention table by item, owner or stage.
From file to action, without a project.
You do not need to learn the machinery. Send the file, receive the action list, decide what to do next.
You send the file
A customer export, revenue file, job list or case extract. We start with the data you already have.
We translate and check it
Your columns are mapped to what the audit needs. The file is checked before anything runs.
We find the priority signals
The audit identifies which records need attention, what they may be worth, and what action should come first.
You get the action list
Who or what to act on, why it matters, and which items come first.
What you get from an ExactlyIQ Audit.
The first deliverable is built to be used: a plain-English summary and a ranked working file your team can act on the same day.
ExactlyIQ Audit
A fixed-scope audit that turns one business file into a structured view of risk, value, groups and recommended actions. Built for commercial, customer and operations leaders who need decisions, not dashboards.
Optional: Monthly Intelligence Retainer
The audit is a complete, standalone deliverable. If it proves useful and you want the intelligence kept current, the same approach runs monthly: refreshed segments, updated action lists, and a short written summary. Optional, and only if it earns its place.
You do not need perfect data to start.
Every business exports data differently. We review the file first, map what is usable, flag what is missing, and confirm what the audit can reliably answer before anything runs.
Built for teams that have data, but need clearer decisions.
ExactlyIQ is useful when the data exists, but the next move is still being worked out in meetings, spreadsheets and manual lists.
Customer, CRM and Marketing teams
Find retention risk, growth opportunities, customer segments and campaign priorities.
Commercial and revenue leaders
Identify revenue leakage, margin pressure, discount patterns and account actions.
Operations leaders
Spot stalled work, SLA risk, bottlenecks, rework and queues that need intervention.
Founders and business owners
Get a plain-English view of what to prioritise next from the files already available.
You stay in control of the data from the start.
ExactlyIQ is designed to minimise data exposure. We start small, use only what the audit needs, and confirm how the file will be handled before the engagement begins.
Sample first
Start with a small sample, not your full customer base. We confirm what is usable before anything bigger is shared.
Minimal personal data
Use IDs wherever possible. Names, emails and phone numbers are not needed for the first audit view.
Written handling rules
Files are handled under agreed terms, with access limited to the audit work and deletion confirmed after completion.
Your environment, if needed
For stricter governance, the audit can run inside your own cloud or controlled environment. The data does not need to move.
Questions.
A customer intelligence audit analyses customer data to identify retention risk, growth opportunities, customer segments and the next actions your team should prioritise. It turns customer records into a ranked action list.
A revenue leakage audit reviews revenue, margin, discounting or invoice data to find where value may be lost through underpricing, low-margin accounts, excessive discounting or missed expansion opportunities.
An operational intelligence audit reviews jobs, cases, claims, tickets or process queues to identify work likely to stall, breach SLA, require rework or create avoidable cost.
Less than you think. We start every engagement with a small sample of your active base — IDs only, no names, emails or personal detail. From that sample alone, the audit can show group shape, value distribution and early risk signals. You do not need clean or complete data before you start. We tell you what is there, what is missing and what it means before you commit to anything bigger.
None at all. You share a file export — or, for clients with stricter data governance, the audit can run entirely inside your own cloud so the data never moves. Your findings arrive as a clear written summary and a ranked working file. You do not need to interpret a dashboard or understand any models. If you can send an email, you can work with ExactlyIQ.
A BI tool shows you what happened. ExactlyIQ tells you what to do about it. A dashboard shows that churn is up. The audit tells you which customers are at risk, why, what to offer them, and in which order to act. That is the difference between reporting and action.
Only if you want one. ExactlyIQ is built to work async — a short written brief to start, deliverables as a written summary and working file, questions answered by email. If you would rather see the audit walked through before committing, a short walkthrough is available on request. Most clients never need one.
It stays yours. Always. We start with a sample, use IDs wherever possible, and avoid names, emails and phone numbers unless they are genuinely needed. Files are handled under agreed terms, access is limited to the audit work, and data is deleted from the working environment after the engagement with written confirmation. For stricter governance, the audit can run inside your own cloud or controlled environment — so the data does not need to move at all.
The audit begins as soon as we receive your sample. Findings arrive within 24 hours. From first contact to first action list — typically under a week. No long procurement, no onboarding calls, no waiting for a kickoff date.
Start with the Exactly IQ Check. It is the lowest-risk entry point — it points you to the right audit and shows what your data already knows. You do not need to choose perfectly upfront. Customer Intelligence is the usual starting point; Revenue and Operational are available by request.
Start with the file you already have. See what action it produces.
Begin with a short Exactly IQ Check or review a sample audit first. The goal is simple: see whether your existing data produces a useful action list before committing to anything bigger.
Exactly IQ Check — 90 seconds, no data needed → optional Sample Audit → full ExactlyIQ Audit.