Data Services Built For Clarity And Momentum.

Turn raw data into decisions with strategy, dashboards, and smart automations—delivered fast and measured by outcomes.

Data Strategy Sessions

A focused working session to align leadership, clarify KPIs, and set a 90-day plan that drives faster decisions.

Who it’s for

  • Founders/operators needing a clear growth roadmap without tool bloat.
  • Teams stuck in spreadsheets or slow cycles who need one source of truth.
  • Organizations wanting KPIs tied to outcomes and automation priorities.

Outcomes

A 1-page roadmap that makes growth decisions faster and repeatable. It captures KPIs, targets, owners, and review rhythms so teams stay aligned and progress remains visible.

What you get

  • A clear 1-page roadmap linking KPIs, targets, and owners.
  • Simple dashboards to answer key business questions at a glance.
  • Automations that remove repetitive work and reduce errors.
  • Stakeholder alignment on a 90-day build order tied to growth and efficiency.

Deliverables

You leave the session with concrete outputs—not just ideas—so the plan is actionable from day one.

What you get

  • A 60–90 min workshop with leadership and team leads to align goals, metrics, and constraints.
  • A 1-page prioritized plan with KPIs, targets, review cadence, and first sprints sequenced by impact.
  • An implementation checklist covering sources, access, governance, and adoption steps.
  • (Optional) A lightweight dashboard wireframe and pilot automation to kickstart momentum.

Process (5A Recap)

A structured 5-step framework (5A) to turn scattered data into clarity, momentum, and sustained execution.

The 5A Steps

  • Audit: Inventory metrics, sources, and rituals to expose gaps and vanity signals.
  • Analyze: Map KPIs to goals, clarifying definitions so every metric has purpose.
  • Apply: Propose the smallest viable data model, dashboards, and review cadence.
  • Act: Translate insights into owners, meeting rhythms, and escalation paths.
  • Accelerate: Launch quick-win automations and experiments to compound progress.

Timeline

Most projects run in 2–4 weeks, depending on scope, data sources, and historical clean-up requirements.

Examples by Market

  • E-commerce: revenue by channel/cohort, merchandising performance, funnel drop-offs, campaign ROI, alerts for stockouts or CPC spikes.
  • Real Estate: source-to-closing timeline, agent performance, listing velocity, and segmentation by neighborhood or builder.
  • Fitness/Wellness: class occupancy, trial-to-membership conversion, no-show rate, and retention by program.
  • Local Services: calls, quotes, jobs, average ticket size, technician utilization, and review velocity with locality heatmaps.
Timeline Dashboard