How we work
The path of an analytics engagement
Consulting firms hire Linkpathbase for a clear sequence: scope the practice unit, intake extracts, draft visual boards, and brief partners. This page walks that path before you choose a specific engagement.
Four stages
- Scoping call. We confirm practice size, partner audience, and which engagement fits — diagnostic, utilization review, margin pack, or retainer.
- Extract intake. Delivery and finance contacts send time, fee, and roster files. We check project identifiers and flag gaps in week one.
- Draft boards. Visual boards go to your delivery lead for a private review. Annotations and wording adjust before partners see anything.
- Partner briefing. A 60–90 minute session with printed or projected boards. We leave two recommended actions and, for retainers, the next pack date.
What you prepare
- A delivery contact and a finance contact
- Twelve months of time and closed-project fees where possible
- A roster with roles and start dates
- A blocked slot for the closing briefing
What we protect
- Role-level views until partners ask for names
- Secure handling of extracts during the engagement
- Deletion or return of source files after the agreed retention window
- No software installation inside your environment
Choose an engagement
Browse diagnostics, reviews, and retainers — or go straight to a scoping call.