ExactlyIQ — Customer Intelligence Services
// customer intelligence services

Start with the audit.
Stay for the monthly actions.

ExactlyIQ audits your customer data, identifies where revenue is leaking or waiting, and returns a ranked action list. If you want the intelligence kept current, we continue monthly with refreshed scores, segment movement, and campaign-ready actions.

24-hour audit ranked action list sample first available monthly refreshed scoring no new system required
90 seconds · points you to the right audit · no data needed
// free · 90 seconds

Optional: start with an ExactlyIQ Check.

Most clients can go straight to the audit. The ExactlyIQ Check is there if you want a quick diagnosis first, before sharing data or committing budget.

01 Tell us what is happening in your customer base right now.
02 Tell us roughly how large your customer base is.
03 Tell us what data you currently have.
04 Get a practical recommendation on where to start.
// take the check

Find out what your data is likely sitting on before spending anything.

No data upload. No obligation. Just a fast way to understand whether the audit makes sense for your business.

Start the ExactlyIQ Check → free · 90 seconds · no data needed →

Already know you need the audit? Scroll down and start there.

// how the model works

Two ways to work with ExactlyIQ.

Every engagement starts with an audit. The audit shows where value is leaking, where revenue is waiting, and which customers need action first. From there, clients can continue on a monthly retainer so the scores, segments, and action lists stay current.

01 — diagnose

ExactlyIQ Audit

A short, focused customer intelligence audit that turns your existing customer data into a ranked list of commercial actions.

02 — continue

Monthly Intelligence Retainer

Monthly customer intelligence for businesses that do not want the audit to become another once-off report.

02 — after the audit

Monthly Intelligence Retainer

Monthly customer intelligence for businesses that want the audit to become an operating rhythm, not a once-off report.

→ scoped after the audit
Why it follows the audit
The retainer is only offered after an audit, because the audit defines the scoring logic, customer groups, commercial priorities, and monthly operating rhythm. That keeps the monthly work grounded in your actual customer base.
What happens monthly
We refresh the scores, track movement between customer groups, update the revenue-risk view, and return the next set of actions. Your team gets a current view of who to contact, what to offer, and where to focus this month.
// important
The build is not a separate product anymore. Any lightweight setup needed to refresh scoring and action tables is included in the monthly retainer scope.
What is included monthly
  • Monthly refreshed customer scores
  • Segment movement tracking
  • Updated churn and revenue-risk view
  • Campaign-ready action tables
  • Monthly action report
  • Commercial recommendations for the next 30 days
  • Priority questions answered from the data
  • Optional campaign review and optimisation support
Monthly retainer
scoped after the audit
Scope depends on base size, refresh frequency, number of action tables, and how much campaign support you need.
Best for teams that want customer intelligence to stay current every month without hiring a full CVM or analytics function. Discuss monthly intelligence →
// what changes

The audit gives you the first action list. The retainer keeps it current.

A once-off audit is useful when you need clarity fast. The monthly retainer is useful when your customer base keeps moving and your team needs a current list of who to act on next.

ExactlyIQ starts with an audit and continues as a monthly customer intelligence service. No heavy implementation. No new CRM. No 12-month software project.
// monthly rhythm
  • Refresh the customer data
  • Update scores and risk movement
  • Identify customers entering or leaving priority groups
  • Return this month's ranked actions
  • Support campaign prioritisation and review
  • Answer the commercial questions leadership is asking
// common questions

Questions.

The model is intentionally simple: audit first, then monthly if you want the intelligence to keep moving.

What is an ExactlyIQ Audit? +

An ExactlyIQ Audit is a short, focused customer intelligence audit. We review your dataset, diagnose the commercial issue, and return a ranked list of actions your team can take. It is designed for businesses that need decisions from their data, not another dashboard.

What happened to the old Intelligence Layer service? +

It is no longer sold as a separate middle service. The setup work needed to refresh scoring, customer groups, and action tables is now included in the monthly retainer scope. That makes the buying decision simpler: start with the audit, then continue monthly if you want the intelligence to stay current.

What is a Sample Audit? +

A Sample Audit runs the same methodology as the full audit, but on a smaller slice of your customer base. It is useful when you want to see the output on your own data before committing to the full audit. It starts from R5 000 and can be credited toward the full audit if you proceed.

Do I need to complete the ExactlyIQ Check first? +

No. The ExactlyIQ Check is optional. It is useful if you want a quick starting recommendation before sharing data. If you already know you need the audit, you can start there.

How much does the ExactlyIQ Audit cost? +

The audit starts from R20 000. Final pricing depends on customer base size and data complexity. Most standard audits fall between R20 000 and R35 000. The price is confirmed before any data is processed.

What does the monthly retainer cost? +

The monthly retainer is scoped after the audit because the audit shows what needs to be refreshed, how often, and how many action outputs your team needs. You will receive a clear monthly scope and price before continuing.

Is my customer data safe with you? +

Yes. Data is handled under NDA and processed in a secured environment accessible only to ExactlyIQ, unless we agree to run the work inside your own cloud. The work is POPIA-aligned, your data is never shared externally, and deletion can be confirmed at the end of the engagement.

Do you replace our CRM, dashboard, or marketing platform? +

No. ExactlyIQ sits before execution. We turn your existing customer data into scores, groups, and action lists your team can use in the tools they already have.

Start with the
audit.

Send the file. We return the action list. Continue monthly only if you want the scores, segments, and recommendations kept current.