Process

How a chart engagement runs

From first brief to annotated charts and a walkthrough your trading meeting can use.

Brief

You send categories, the meeting date, and the cost or promo files you trust. We confirm whether the flagship chart engagement, a workshop, or a refresh cycle fits.

Reconcile

We map fields, name exclusions, and agree contribution logic with your finance contact before any bars are drawn.

Draw

Charts and margin bridges are built, annotated, and checked against your control totals. You see a draft pack before the live session.

Walk through

We present to buyers and finance, capture questions, and mark follow-ups that need a second look.

Handover

Final files and a one-page reading guide arrive within two working days. Quarterly clients slot the next refresh date before we close the cycle.

Ready to start?

Browse charts & sessions or send a chart brief with your category list.