Service Integrity

From inbox to quote

How my assistant works

Steven Di Pietro · Executive Director, Service Integrity · 10 Nov 2026

Overview before the live walkthrough

The day starts from a to-do list

Kept by the assistants. One item was the Venchi 2027 quote – an HS Brands request.

Client follow-upReply and next step
Report QCWave check before send
✓
Venchi 2027 quote – build pricingHS Brands request
Weekly wrapFile notes and actions
Service Integrity2 / 8

Venchi quote – from sources to price

Fri 6 Nov: 14 questions in two rounds (10 pricing · 4 programme). Built from filed discovery emails and call transcripts.

Sources

Emails + transcripts

Questions

14 asked in 2 rounds

Answers

Steven's replies

Quote

Itemised USD ex-tax

What was asked

Pricing (10) Visit fee by market · setup · translation · dashboard · quarterly reporting · audio · tax · purchase allowance · store count · self-audit Programme (4) Shopper selection · report contents · dashboard detail · project management

Final quote (USD, ex-tax)

Japan75 / visit
Australia65 / visit
Malaysia / Indonesia / Philippines45 / visit
Other markets (blend)55 / visit
Setup + local language ×61,700 one-off
Per round (indicative)~8,400
Service Integrity3 / 8

Context through Obsidian

HS Brands client page at the centre – 247 filed emails, deals, people, end-clients, transcripts, past jobs.

HS Brands
client page
Email threads
247 filed
People
Deal notes
Call
transcripts
Past jobs
End-clients
(Ipsos)

Example – KitchenAid request

Ipsos for Whirlpool · Global D2C

  • 23 OctIpsos request
  • 26 OctHS Brands questions
  • 30 OctHS Brands chaser
  • 2 NovIpsos answers
  • 3 NovBrief to Steven

One note links to

Deal Ipsos 6 people Earlier job (lost Oct)
Service Integrity4 / 8

Every way information reaches a topic

One Obsidian topic gathers five channels – notes, voice, email, calls and the web. Hover or tap a bubble for detail.

VENCHI
Service Integrity5 / 8

How information gets in

Mac Studio right-click → Quick Action. Sent mail is copied in automatically.

1

Drag

Email or file to the desktop

2

Right-click

Quick Action ‘Send to Obsidian’

3

Note created

Filed to the right client

4

Auto-linked

Wiki links to client, deal and people

Also: sent emails are copied into the vault automatically. No re-filing by hand. Links to client, deal and people are written as the note lands.
Service Integrity6 / 8

Secure reporting for clients

From Sassie data to a client reporting site behind Cloudflare login on our .com.au website.

1

Sassie data

Sassie export or Sassie API

2

Grok builds

Client reporting website

3

Secure login

Cloudflare Access – password or Microsoft sign-in on .com.au

Live example: Dulux reporting
Historicals kept, even when questionnaires change
Different questionnaires or groups combined into one reporting system – something Sassie struggles with
Clients can request their own reporting
Service Integrity7 / 8

What this means for HS Brands requests

01

Faster quotes

Discovery already filed – questions and pricing land quicker.

02

Consistent answers

Same structure every time: sources → questions → itemised quote.

03

Traceable

Every figure and answer points back to a filed source.

Service Integrity8 / 8
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