Our Review Process

How a Mini Review is made.

If a review of your business has arrived and you weren't expecting it, this page is for you. It sets out exactly what we looked at, what we never touch, how we tell the difference between a fact and an opinion, and what happens next - which is, in most cases, nothing at all unless you want it to.

Why your business was chosen

We look for established, owner-led businesses with a good reputation - usually three or more years old, doing real work well - where we think there may be genuine, specific opportunities to improve how the business runs. Not opportunities to sell you something. Opportunities that exist whether or not we are ever involved.

Businesses reach us in three ways: someone we already work with mentions you, you find us yourself, or we come across you while looking at the sector you work in. Whichever it was, one person read what we found and decided it was worth your time before anything was sent.

Nobody paid for your name to be on a list. We don't buy contact data, and we never will.

What we look at - and what we don't

Everything in a Mini Review comes from information any member of the public could find. There is no privileged access of any kind, because we have none.

What we look at

  • Your public website, as anyone would see it
  • Your public social profiles
  • Your public reviews and listings
  • Public government registers - for example the ABN register
  • Publicly visible competitor information in your area
  • Anything you have chosen to publish about your business

What we never touch

  • Any system that needs a login
  • Your bookings, accounts, CRM or customer data
  • Anything behind a password, anywhere
  • Your staff, your suppliers or your customers
  • Purchased contact lists or data brokers
  • Anything requiring you to install or grant anything

We will never ask you for a password, a key or a login. Not now, not later, not if we work together. If we ever need access to something, you grant it on your own account, in your own name, and you can revoke it in one click.

That is worth remembering beyond us: if anyone ever asks you to email them a password, that is the moment to stop.

Facts, observations and recommendations are kept apart

Most reports of this kind blur the three together, which is how a business ends up being told to fix something it fixed two years ago. We keep them separate and label them, so you can tell at a glance how much weight any line deserves.

Verified A fact we checked ourselves Something with a hard, external, checkable trace - a page that returns an error, a listing that contradicts another listing, a registration date on a public register. We looked at it. You can look at it too, and we say where.
Observation Something we can see, that may have a reason we can't A pattern that is visible from outside but whose cause isn't. A booking form that goes nowhere might be broken, or might be switched off deliberately while you're at capacity. Written as what we saw, never as a conclusion about how you run your business.
Recommendation Our opinion about what we'd do A judgement, clearly marked as one. It is worth exactly what any outside opinion is worth, and you know your business better than we do. Never presented as a finding, and never presented as a certainty.

Two things follow from this, and they matter more than anything else on this page. We never state as fact something we could not verify. And we never put a price on something we could not verify - because a price attached to a guess is just a guess with more confidence.

Both of those are written down as standing commitments, along with twelve others, at What we commit to.

Every review says what it couldn't see

A Mini Review is a read of your business from the outside, and the outside is not the business. A great deal of what looks missing turns out to be paid for and switched off, handled by software we can't see, or already on your list for next month.

So every review we write carries a section on its own limits.

It names what we couldn't check, what might already be handled, and what would change our view entirely if it turned out to be true. A review without that section isn't finished, and we don't send it.

If we've got something wrong, please just tell us. We'd genuinely rather know, and we'll correct it.

What happens after you receive it

There is never any obligation to engage Coalesce. Not after a Mini Review, not after a Full Discovery, and not after a proposal. You will never be charged for anything you did not agree to in advance, in writing, with the price stated.

If you'd rather we didn't

Reply to any message from us with the word stop, or email hello@thecoalesce.co, and that is the end of it. No reason needed, no confirmation step, no follow-up asking why.

You can also ask us to delete the notes we hold about your business, and we will. See Privacy for what we hold and how to ask.

Prefer to speak to a person? 0427 477 597.