Four Ways to Work Together
Start where it hurts most. Most clients begin with the Assessment — not because it’s the cheapest option, but because it’s almost always the honest starting point. Until we’ve looked at your actual stack together, everything else is speculation. That said, if you already know what’s broken and you’re ready to move, we can start there.
Assessment
A focused diagnostic of your marketing ops and reporting environment — 2 to 3 weeks, one deliverable: a prioritized roadmap that tells you exactly what’s broken, what to fix first, and what the fix looks like. This isn’t a slide deck of observations. It’s a scoped, prioritized plan of action built on direct examination of your tools, your data, and your workflows.
Right choice if: You know something is wrong but aren’t sure where to start — or you’ve been burned before and want to see how I work before committing to a larger engagement.
Learn more about the Assessment →Prospecting & Sales Automation
An automated outbound system built into your existing CRM — prospect research, list building, sequencing, enrichment, and handoff routing, all running without someone manually working a list every day. Built on your stack, not a new platform. Designed to be owned and operated by your team when we’re done.
Right choice if: Your pipeline is healthy but top-of-funnel is still a manual, person-dependent process.
Learn more about Prospecting & Sales Automation →Analytics Rebuild
A ground-up rebuild of your KPI framework, data pipeline, and executive reporting environment, using the tools you already have. I clean the pipeline, define the metric logic, build the dashboards, write the documentation, and hand it off. When we’re done, you have a live reporting environment your leadership team actually trusts — and your analysts are spending their time on analysis, not generating the same reports they generated last month.
Right choice if: The data exists but the infrastructure around it is broken or missing.
Learn more about the Analytics Rebuild →Enterprise Analytics
For organizations that are past the point of fixing individual reports and ready to build a governed, self-service analytics environment that scales with the org. That means a semantic layer, a data governance model, and an architecture that lets different teams answer their own questions without creating new data chaos in the process.
Right choice if: You have multiple business units with different data needs, and you’re ready to build something durable instead of patching one dashboard at a time.
Learn more about Enterprise Analytics →I also build production AI systems — agent architectures, automation infrastructure, custom pipelines. The same stack I run my own business on. See how it works →
Not sure where to start?
The Assessment is usually the right answer. Book a call and we’ll figure it out — no intake form, no budget conversation, no pitch. Thirty minutes to talk through what you’re dealing with and whether it’s a fit.
Book a 30-Minute Call