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How we engage

Services

Three ways to work with us — sized so you know what you’re getting before the kickoff call. Pick a shape, or describe your project and we’ll fit one to it.

How the work runs

From first call to running on its own

Every engagement — Strategy, Execution, or Training — runs through the same five stages. The depth changes; the shape doesn’t.

  1. Discover

    We sit with your operators, read your data, and figure out what's actually in the way.

  2. Define

    A scoped engagement with a named outcome and a date, agreed before any work starts.

  3. Build

    Modeling, pipelines, dashboards, automations — whatever the outcome requires, in production.

  4. Deliver

    We hand it to the people who own the decision, with the evidence behind every choice we made.

  5. Train

    Your team leaves the engagement able to extend what we built, not dependent on us to maintain it.

Common questions

About working with us

How long is a typical engagement?

Strategy work runs four to eight weeks; execution engagements run eight to sixteen weeks; training is delivered in focused multi-day blocks. Most clients see a useful first artifact in front of stakeholders inside three weeks regardless of engagement shape.

Do you work on retainer?

No. Every engagement has a named outcome and an end date. If the work continues, it continues as a new engagement with a new scope — not as a recurring line item you can't disentangle from.

Can you work alongside our internal team?

Yes, and it's the default. We don't replace your data team — we complement it. Most engagements pair a Canopy principal with one or two of your internal operators so the knowledge transfer is built into the work, not bolted on at the end.

What if we don't know which engagement we need?

Start with a conversation. The first call is with a principal, not an SDR, and the answer is sometimes 'you don't need us for this' — which is information worth having either way.

Get started

Not sure where to start?

Tell us about your project — we'll point you to the right engagement.