Summarize the Year.
Strategize the Future.
Annual reviews are the most important meetings of your year—but they require weeks of data collection. Hire a dedicated, fully-managed VA to aggregate KPIs, compile stakeholder feedback, and design your Year-in-Review decks while you focus on leadership.
Integrated with Your Executive Tech Stack
Total Retrospective Intelligence Support
We don't just "type up notes." We strategically aggregate data and sentiment to paint the full picture of your year's success.
KPI & Metric Aggregation
Pulling hard numbers from Salesforce, Shopify, or internal dashboards. We calculate year-over-year growth, conversion shifts, and goal achievement percentages.
Qualitative Feedback Logs
Scrubbing Slack channels, email threads, and meeting transcripts to extract testimonials, client wins, and internal cultural milestones that numbers can't show.
Presentation Deck Design
Transforming raw data into polished, board-ready slide decks in PowerPoint, Google Slides, or Canva. We ensure your year-in-review looks as good as it sounds.
Milestone Timeline Mapping
Building visual chronologies of the year's events. We identify key pivot points, product launches, and team expansions to provide historical context for the review.
Ghostwriting Summaries
Drafting introductory and concluding summaries for individual reviews or company-wide reports based on your leadership vision and the collected data.
Gap & Opportunity Analysis
Identifying areas where goals were missed and cross-referencing with data to highlight 'Opportunities for Growth' in the coming year's strategy.
Institutional Trust
We Audit the Data,
You Deliver the Vision
Why Annual Compiling is Better with Sagedoer
Compiling a year's worth of data is a massive technical and qualitative undertaking. Hiring an unmanaged freelancer leads to typos and missed insights. Sagedoer provides the managed excellence you need to present with confidence.
Free Dedicated Project Manager
Your PM acts as your Content Lead. They learn your firm's specific reporting hierarchy, supervise the VA's daily data extraction, and perform secondary QA on every slide—completely free of charge.
Strict Confidentiality Protocols
Performance reviews contain sensitive HR and financial data. We manage all credentials via secure, encrypted vaults (1Password/LastPass) and operate under strict corporate NDAs.
Scale-Ready Redundancy
Need to compile 50 individual reviews by next Friday? Sagedoer allows you to deploy multiple specialists instantly under one manager to crush the workload without hiring more full-time staff.
The Compilation Pipeline
Four simple phases to a professional, boardroom-ready review suite.
Access & Scope
Connect our PM to your CRM, Slack, and HR portals. Define the key themes of your year.
Protocol Setup
Defining your reporting templates and assigned the perfect Data & Content specialist.
Managed Ingestion
VA extracts metrics and drafts content internally. PM performs rigorous design and data QA daily.
Report & Pay
Receive your final slide decks and review summaries. Pay strictly for the VA's work hours.
Simple, Managed Pricing
Zero project markups. No per-slide fees. Just elite managed support by the hour.
Part-Time Support
20 Hours Per Week
Est. $560 USD / Month (4 Wks)
- Dedicated Project Manager
- Free Operations Supervision
- Pay only for pure work hours
- Zero setup or onboarding fees
Full-Time Support
40 Hours Per Week
Est. $960 USD / Month (4 Wks)
- Dedicated Project Manager
- Free Operations Supervision
- Pay only for pure work hours
- Zero setup or onboarding fees
Frequently Asked Questions
Own Your Accomplishments.
Don't let a year of hard work be buried in a messy spreadsheet. Delegate the compilation lifecycle to Sagedoer experts today.