Data consulting for owner-led SMEs
You don't lose deals because you lack data. You lose them in the three seconds it takes a client, a bank, or a co-founder to notice your report doesn't add up — and start wondering what else doesn't.
No slides. We look at how you report today and tell you exactly where it would fail first.
Taking on 2 new engagements this month — so each one gets full attention
Built for owner-led companies in
SaaSHospitalityRetailLogisticsHealthcareManufacturingThe gap
This is what actually changes when reporting has an owner instead of a folder of spreadsheets.
Scenarios
Illustrative scenarios based on the kind of gaps a Health Check usually surfaces — not a specific client's numbers.
Fuel and freight costs sat in a different sheet from revenue. Margin was recalculated by hand every month, differently each time.
One dashboard joins cost and revenue by route. A 6-point margin leak on one lane was visible in the first live session.
Churn was a gut feeling repeated in every meeting. The CRM, billing tool, and support inbox told three different stories.
A single churn view tied to billing events. The real driver turned out to be one onboarding step, not price.
Each property manager reported occupancy and revenue their own way, on their own schedule. Head office compared numbers that weren't comparable.
One dashboard, one definition of revenue per available room, across all three properties, refreshed daily.
Composite scenarios illustrating common findings, not verified client results.
How we work
A fixed schedule, not an open-ended project. Here's what happens, and when.
KPI workshop — the decisions you make, and where today's numbers can't be trusted
Trace each metric to its source, flag every place it can silently break
Working dashboard on your real data — rough on purpose, wrong early beats wrong and polished
You run it for a week. We fix what you ignored, cut what you never opened
One hour of training. If it needs more than that, we built it wrong
We watch real usage and tighten it, then you decide if you want us on retainer
Vision
No dashboard should require training to read.
Business questions before charts. Always that order.
First working version in days, not months.
Every report answers one decision.
Wrong numbers almost always start with wrong data. We catch that too.
Packages
The Health Check and Partner tiers are fixed. The Dashboard Build is scoped to what you actually need.
For finding out how much you can trust your current numbers
For replacing the spreadsheet nobody fully trusts
We look at this case by case, so we can make an offer that resonates with your needs.
For making sure reliability doesn't quietly decay again
Twenty minutes. We ask how you report today, what decision keeps getting delayed, and what that delay is actually costing you. If we're not the right fit, we'll say so.
It's the normal starting point. Part of the build is agreeing one definition per metric and one source per number. You don't need to clean anything before we talk.
Whatever your team will actually open — Power BI, Looker Studio, or Excel done properly. We choose the tool after we know the decisions, not before.
No. Most clients start with a Health Check or a single dashboard build. The monthly partnership only makes sense once something exists worth maintaining. If a Health Check shows you don't need us any further, we'll tell you that too.
It's covered by the handoff guarantee: if we don't have it live and working by week 6, your first month of Fractional Partner support is free once it is. That's on us to manage, not you.
Roughly one workshop, one feedback session, and a training hour. We do the rest and come back with something to react to.
Book a data consulting call
Twenty minutes, no pitch deck. You'll leave with at least one thing worth fixing about how you report — whether or not you work with us.
Usually available within 48 hours · Google Meet