Everything here shapes the work. The two answers we most need are the ones almost nobody has written down: what a customer is worth to you, and where you actually sell. Without those, a report is just observations.
We want your version even if it turns out to be wrong — the gap between what you believe and what we find is half the value of the report.
Exports and screenshots you send yourself. We don't ask for access to your accounts, and we change nothing in them.
Only if you bought the extended package. Interviews follow a set script, and we ask permission to record at the start of every call.