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Virtual Coffee Chat
Grab your coffee or tea, and let’s chat about what you’re working on, swap ideas, or explore ways we might support each other’s work.
Discovery Call
In this quick, collaborative call, we’ll talk through your current goals and challenges, explore how data might support your next steps, and see if there’s a good fit for a future project or partnership.
Project Kickoff Meeting
This kickoff call will help us align on goals, confirm priorities, and set up your project for success. We’ll review the proposal, clarify key deliverables, and outline immediate next steps.
60-min Data Consultation
A full hour of strategic support tailored to your business. Great for exploring data questions, refining KPIs, reviewing analytics tools, or workshopping a data strategy. Bring your questions and any materials you’d like reviewed.
30-min Data Consultation
This short session is ideal if you have a specific data question or need quick feedback on a report, dashboard, or decision. Best for focused topics where you’d like a second pair of eyes and actionable input.
CRM Blueprint
In this 90-minute Zoom session, you’ll receive hands-on guidance and help choosing the right CRM (or improving what you already use). We will develop a custom setup tailored to your business, goals, and team size, and create setup of essential fields, tags, and simple follow-up workflows.