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.
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.
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.
Already know you need the audit? Scroll down and start there.
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.
ExactlyIQ Audit
A short, focused customer intelligence audit that turns your existing customer data into a ranked list of commercial actions.
Monthly Intelligence Retainer
Monthly customer intelligence for businesses that do not want the audit to become another once-off report.
ExactlyIQ Audit
The full audit across your active customer base. We review the data you already have, diagnose the commercial issue, and return a ranked list of actions your team can take.
→ delivered in 24 hours once data is receivedWant to see the output first?
Start with a Sample Audit on a small slice of your customer base. It uses the same methodology as the full audit, but at sample scale. If you continue to the full audit, the sample fee is credited.
- Sample first available — under NDA, IDs not names
- Processed in a secured cloud environment accessible only to ExactlyIQ
- Or run the analysis inside your own cloud — your data never moves
- POPIA-aligned handling from intake to deletion
- Your data is never shared, referenced, or used externally
- Deleted at engagement close with written confirmation on request
- Customer value distribution
- Churn and inactivity risk scoring
- Lifecycle and behavioural segmentation
- Revenue-at-risk estimate
- Campaign-ready action list
- Plain-language report
- Loom walkthrough
- Recommended next step
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- 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
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.
- 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
Questions.
The model is intentionally simple: audit first, then monthly if you want the intelligence to keep moving.
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.
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.
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.
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.
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.
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.
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.
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.
Most companies have the data. Very few have a system that tells them what to do with it. That’s the ExactlyIQ difference.