Data Strategy & Consulting — full service page coming soon. Book a free consultation.
Dashboards, AI, and analytics small businesses can actually act on.
From CRM clean-up to forecasting dashboards to AI-assisted operations — practical data work for businesses without an in-house data team.
For small business owners, operations leads, and clinic managers who know their data has answers but cannot get to them.
Most business data lives in five tools and gets used in zero decisions.
We connect what you already have — CRM, accounting, scheduling, point-of-sale — into a dashboard you check weekly. Then we help you decide what to do about what you see.
Specific deliverables, not vague promises.
Operational dashboards
Live KPIs in Looker Studio, Power BI, or simple custom builds. Updated automatically, mobile-friendly, owned by you.
Forecasting & planning
Demand, hiring, and cash-flow forecasting using your real history — not vendor benchmarks.
AI workflow setup
Customer-service chat, lead routing, and document automation built on tools you already pay for.
CRM analytics
HubSpot, Salesforce, and Pipedrive cleanup, segmentation, and lifecycle reporting.
Data architecture review
Honest assessment of your stack with prioritized fixes — no upsell to enterprise tools you do not need.
Built for your stage and setting.
Small business owners with 5–50 employees
Independent clinics and group practices
Operations and finance leads at growing firms
Founders preparing for fundraise or sale
A predictable engagement, end to end.
Discovery
We map your current data sources and the decisions you wish you could make weekly.
- Free 30 min
Architecture review
Written assessment of your stack, gaps, and prioritized fixes.
- Written assessment
Build
Dashboard, automation, or analysis built and reviewed with your team.
- You own the build
Quarterly insight
Optional ongoing memo summarizing what changed and what to do about it.
- Optional
Exactly what you receive.
Honest, prioritized, actionable
Looker Studio, Power BI, or custom
What was built, how to maintain it, what it cost
Plain-language summary of what changed and why
Questions about Data Strategy & Consulting
No. We work with what you already have — and tell you honestly if a tool is the wrong fit. We do not resell software.
We build for operational decisions, not marketing reporting. The output is what you act on Monday morning.
Ready to start data Strategy & Consulting?
Schedule your free consultation and walk away with a practical next-step plan.
30-minute scoping call · Confidential · No commitment