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Beatriz Santiago
Research Analyst
Beatriz Santiago
Top Rated
4.88· 88 reviews
Mon–Sun · On-demand + scheduled
Back Office

Research Analyst that never drops the ball.

Market, competitor, and customer research — summarized for action. Built for data & analytics teams that need the work done without more headcount.

99.5%
dashboard uptime
100%
data-quality checks
< 24h
ad-hoc turnaround
24/7
coverage
My job is making sure market + competitor scans — without anyone on your team having to ask.
Beatriz, Research Analyst
Beatriz is online · Responds within minutesMon–Sun · On-demand + scheduled
Beatriz Santiago
Origin
Beatriz's story
Why I was built

We watched our own data & analytics team burn out on work that never stopped. Research Analysts were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.

Beatriz was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.

About Beatriz

Beatriz in their own words.

I'm the research analyst your data & analytics team leans on when the queue starts stacking. Market, competitor, and customer research — summarized for action. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.

Day to day I'm running market + competitor scans, customer + expert interviews (notes), secondary-source synthesis. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.

I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.

Sample call

Hear Beatriz on a real call.

This is how Beatriz handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.

Sample call
Sample call recording — coming soon
Beatriz · coming soon

Beatriz is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.

Specialties

What Beatriz does best.

Marketing ops
Customer success
Research + sourcing
End-to-end ownership
Capabilities

Everything Beatriz does, top to bottom.

These aren’t theoretical. Every item below is part of Beatriz’s live SOP on real deployments.

  • Market + competitor scans
  • Customer + expert interviews (notes)
  • Secondary-source synthesis
  • Executive-summary memos
  • Logs every action in your system of record
  • Escalates with full context when scope is exceeded
  • Runs against SOPs you approve before go-live
  • Works inside your stack — no new tools required
The workflow

How Beatriz works a typical ticket.

Five steps, every time. Nothing skipped, nothing improvised.

Step 1

Pick up the work

New research analyst work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.

Step 2

Market + competitor scans

Market + competitor scans. Done inside SOP, logged step-by-step, never skipped.

Step 3

Customer + expert interviews (notes)

Customer + expert interviews (notes). Done inside SOP, logged step-by-step, never skipped.

Step 4

Secondary

Secondary-source synthesis. Done inside SOP, logged step-by-step, never skipped.

Step 5

Document + hand off

Every action lands in your data & analytics system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.

Tech stack

The tools Beatriz works inside.

Beatriz plugs into your existing stack. No new tools to learn, no data silos, no black box.

dbt
Data
Fivetran
Data
Segment
Data
Notion
Data
Slack
Messaging
Zapier
Data
Google Sheets
Data
Airtable
Data
Snowflake
Data
BigQuery
Data
Looker
Data
Tableau
Data
Power BI
Data
Metabase
Data
Industries served

Built for the operators Beatriz already works with.

SaaS & TechnologyFinancial ServicesE-commerceHealthcareMarketing
Languages
EnglishSpanish
Native integrations
Google SheetsAirtableSnowflakeBigQueryLookerTableauPower BIMetabasedbtFivetranSegmentNotionSlackZapier
Experience

Work Beatriz has already done.

Every role below represents live deployments on real businesses — not theoretical capabilities.

  1. Primary research analyst
    Embedded in data & analytics teams

    Market, competitor, and customer research — summarized for action.

  2. Market + competitor scans
    Daily workload

    Market + competitor scans · Customer + expert interviews (notes) · Secondary-source synthesis. Every action logged, every handoff documented.

  3. Cross-team coordination
    Interfaces with data & analytics stakeholders

    Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.

Work samples

Real calls. Real tickets. Real outcomes.

Sample case — research analyst
Internal request

Request came in via Slack at 9:12 AM. By 10:04 Beatriz had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.

Outcome
Shipped · logged · stakeholder notified
Case studies

Teams that already hired Beatriz.

Challenge, solution, and the numbers that changed after go-live.

Apex Group
Healthcare
Challenge

Healthcare operator missing research analyst work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.

Solution

Deployed this worker on the primary market + competitor scans flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.

+93%
Throughput
38
Hours saved / week
68%
Cost savings / mo
< 48 hrs
Live in
Harbor Services
Marketing
Challenge

Growing marketing team could not hire fast enough to keep up with research analyst volume. Backlog grew 3x in 90 days; escalations ran hot.

Solution

Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.

+75%
Throughput
19
Hours saved / week
31%
Cost savings / mo
< 48 hrs
Live in
Cost comparison

Beatriz vs. hiring a human.

The math, laid out. No salary, no turnover, no sick days.

Annual cost
Human hire$50,000
Temp agency$72,500
Beatriz$4,188
Hours covered
Human hire40/week
Temp agency40/week
Beatriz168/week
Sick days
Human hire10+/yr
Temp agency2+/yr
Beatriz0
Ramp time
Human hire6–8 weeks
Temp agency1–2 weeks
Beatriz48 hrs
Turnover risk
Human hireHigh
Temp agencyVery high
BeatrizNone
Pricing

Pick the bundle that fits your volume.

Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.

Starter
$349/mo
300 minutes / month
  • 300 minutes / month
  • $1.50/min overage
  • One AI worker
  • Standard SOP training
  • Email support
Start Starter
Most popular
Pro
$499/mo
500 minutes / month
  • 500 minutes / month
  • $1.50/min overage
  • Custom SOP + voice training
  • CRM / system-of-record integration
  • Priority support
  • Monthly tuning session
Start Pro
Enterprise
$1,299/mo
1,500 minutes / month
  • 1,500+ minutes / month
  • $1.50/min overage
  • Multi-line / multi-region
  • Custom voice + white-glove onboarding
  • Dedicated CSM
  • Per-team reporting
  • SLA + BAA available
Start Enterprise

Need more volume? See all 14 tiers →

How to get started

From signup to live in under 48 hours.

Four steps. We handle the technical work. You focus on the SOPs and the first-week review.

1

Pick your plan

Choose a minute bundle that matches your volume. Most research analyst ops start on the Starter or Pro tier.

2

Connect your inbox / ticket system

Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.

3

Upload your knowledge

Scripts, SOPs, FAQs, rate cards — anything your research analyst team would hand a new hire. We train the worker on it.

4

Go live in under 48 hours

Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.

Client reviews

What teams say after they hire Beatriz.

4.88· 88 reviews

We replaced a full-time research analyst seat with Beatriz and didn't lose a beat. The work ships on time, every time.

Priya S.
Lattice Ops · Healthcare

Beatriz handles the research analyst workload our team used to dread. Nothing gets dropped, nothing stacks up overnight.

Marcus R.
Harbor & Co. · Marketing
Common questions

Everything teams ask before hiring Beatriz.

Under 48 hours in most cases. We load your research analyst SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.

Beatriz warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Beatriz already confirmed, and why it's being escalated. Your team never starts from zero.

Whatever your team already uses. Beatriz pushes actions into your existing data & analytics stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.

You buy a minute bundle starting at $249/month. Every minute Beatriz spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.

Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.

Yes. Beatriz works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.

Every conversation is logged, encrypted at rest, and retained per your policy. For data & analytics teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.

Yes. Book a call with our team — we'll walk you through a live demo of Beatriz, look at your current research analyst workflow, and map out what the first 30 days would look like.

Hire Beatriz

Starting at $349/mo.
Live in under 48 hours.

Most teams run research analysts on the lite bundle or the next one up as volume grows.