The Data Edge Framework: Unlock the power of your recruitment data

The Data Edge Framework helps recruitment agencies turn messy data, disconnected systems and process inefficiencies into clear commercial insight and practical action.

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Developed and owned by The Satori Partnership, The Data Edge Framework is built by recruitment experts for recruitment leaders. It connects data, operations and performance to give you the clarity to make better decisions, protect profit and scale with confidence.

While taking control of your data is part of the process, the real advantage comes from Satori’s deep industry knowledge and commercial judgement. The framework also underpins our proprietary Business Forward Model, providing the data foundations and operational discipline that turn strategic growth plans into real-world action.

Most recruitment businesses aren’t short of datA, they’re short of visibility

Why invest in The Data Edge Framework

If you’re leading a recruitment business and want to protect profit, boost efficiency and scale with confidence, The Data Edge Framework is built for you.

It gives you full visibility of what’s driving performance, where margin is leaking, and how to fix it. It’s not about chasing perfect data; it’s about building a business foundation you can trust.  It’s a proven path to stronger profit, greater efficiency, and higher business value, not simply data maturity.

  • See exactly where your profit is made (and lost)

  • Boost efficiency across people, systems and processes

  • Build reliable data foundations for AI and automation

  • Strengthen margins and decision-making speed

What results you can expect

The economic landscape is shifting fast. AI is loud, automation feels risky, and leaders are under pressure to do more with less. Insight (not information) is the real advantage.

When your data improves, growth feels sustainable and innovation becomes a competitive advantage, not a risk.

Clients who adopt The Data Edge Framework typically achieve:

  • 10–20% margin improvement

  • 15–30% faster decision-making

  • Measurable gains in efficiency and reporting accuracy

  • Stronger confidence in leadership decisions

  • A scalable data foundation ready for AI and automation

The four steps to your data edge

The Data Edge Framework gives you commercial clarity, operational efficiency, clean data foundations, and people insights, everything you need to run a smarter, more profitable agency in an easy to follow four step process:

  • step 1: Fix your foundations

    Get your data house in order

    Build the systems, culture and habits for data that drives real decisions.

    If your top billers work outside the CRM, your reports are only half true.

    This step assesses your data quality, system usage, and team adoption and gives you a roadmap to fix it.

    What you’ll get

    ●  CRM Health Check: completeness, duplicates, and data hygiene report
    ●  Usage Analysis: who uses the system and how effectively
    ●  Workflow and Friction Review: where admin and process slow people down
    ●  Data Maturity Score: benchmark your readiness for automation and analytics
    ●  90-Day Improvement Roadmap: actions to build a clean, trusted data foundation

    Results you can expect:

    ●  Accurate, consistent data capture
    ●  More meaningful management reports
    ●  Increased CRM usage by top performers

  • step 2: Follow the money

    Discover where profit originates

    Reveal which clients, roles, and consultants drive your success and where your margin is leaking.

    Your CRM is full of data, but not insight. This step transforms your raw placement and client data into a clear commercial picture, so you can double down on what truly makes money and stop wasting effort on low-value work. 

    What you’ll get

    ● Margin Map: profit per client, consultant, and job type
    ●  RFM Client Segmentation: rank clients by recency, frequency, and value
    ●  Revenue Concentration Analysis: understand your dependency on key accounts
    ●  Client Tiering Framework: identify which clients to grow, retain, or release
    ●  30-Minute Strategy Review: practical actions to increase profitability

    Results you can expect:

    ●  10–20% increase in margin per placement
    ●  Stronger client focus and pricing confidence
    ●  Clarity on where to invest BD time

  • step 3: Clear The Bottlenecks

    Do more with the same resources

    After understanding where value is created, improve how value is delivered.

    Identify bottlenecks, reduce time-to-fill and free up consultants.

    This step analyses your delivery from job registration to placement, showing where time, money and effort leak.

    What you’ll get

    ●  Efficiency Analysis: jobs registered vs filled by consultant
    ●  Time-to-Fill and Conversion Analysis: identify slow or costly stages
    ●  Process Bottleneck Map: where work gets stuck
    ●  Automation and AI Opportunity Report: where tech can free time
    ●  3–5 Actionable Recommendations: immediate operational wins

    Results you can expect:

    ● 10–25% faster time-to-fill
    ●  Reduced admin overhead
    ●  Higher consultant utilisation and consistency

  • step 4: Create Your Blueprint

    Decode & scale success drivers

    With reliable data, you can pinpoint what drives success, align effort with value and scale growth.

    Combine performance data, behavioural insight & client feedback.

    Review reward & commission to ensure they drive profit and customer value.

    What you’ll get

    ●  Performance Scorecard (where data exists)
    ●  Consultant and Manager Interviews: uncover real success drivers
    ●  Client Voice Insights: capture what your best customers value most
    ●  Top Performer Blueprint: behaviours, clients, and habits that deliver
    ●  Reward & Commission Review: align incentives with margin and value
    ●  Coaching Recommendations: uplift mid-performers using what works
    ●  1-Page Leadership Summary: key insights and quick wins

    Results you can expect:

    ●  Clear picture of what differentiates top billers and client-preferred behaviours
    ●  Reward structures aligned to profit and value, not just activity
    ●  Practical coaching insights for team development
    ●  Scalable framework for performance management and growth

How we work

Our approach is practical, collaborative and commercial. No jargon. No dashboards-for-show. Just quality, insights, and growth that make decisions easier.

  • Start with a conversation: define what “better” looks like

  • Review and reveal: understand your data, systems, and gaps

  • Simplify and fix: focus on what creates immediate value

  • Build capability: leave your team stronger and more informed

We lead every project end-to-end, supported by a network of trusted partners for build or delivery. Along the way, we help your in-house team strengthen their capability through hands-on collaboration, upskilling and mentoring.

Why clients like you choose us

  • Clear communication, no tech-speak

  • Practical, commercial problem-solving

  • Proven frameworks for growth through insight

  • Embedded mentoring and capability building

  • Trusted by service leaders and investors

“We don’t make the noise louder, we make the picture clearer.”

Our pricing model

Each step of the framework is available as a standalone project or as part of the complete Data Edge Framework, a four step journey designed to help you increase profit, efficiency, and performance.

  • Data and system readiness

    £3,500 + VAT

    *Based on a mid-tier agency with 10-50 seats and a single location

  • Margin and client profitability

    £4,000 + VAT

    *Based on a mid-tier agency with 10-50 seats and a single location

  • Process and delivery efficiency

    £3,750 + VAT

    *Based on a mid-tier agency with 10-50 seats and a single location

  • People and performance

    £4,250 + VAT

    *Based on a mid-tier agency with 10-50 seats and a single location

  • 10% Discount for Full 4-Part Bundle £13,950 + VAT

    • NEDPlus Advisory Quarterly Fee £5,000 + VAT

    • One to One Coaching / Workshops / Training (POA)

    • Data Cleaning & Enrichment (POA)

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Not sure where to start?

Getting started is simple. Begin with Fix Your Foundations — a focused, low-risk project that quickly proves value and builds confidence in your data. From there, most clients naturally move into Follow the Money, turning insights into tangible profit and performance gains. It’s a clear, practical way to build momentum, engage your team, and see measurable results fast.

Speak to us to find your starting point and unlock your data edge.

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