Who’s This For?

If any of this sounds familiar, you’re in the right place:

  • You’re flying blind on pipeline or performance
  • You’ve outgrown your spreadsheets, but not ready for a full team
  • You just want someone to clean up the data and tell you what it means
  • You need dashboards, compensation models, or forecasting — like, yesterday

Three Ways to Get Help

Option 1: Dump & Run Reports

Drop your data. Get it back with clarity.

Perfect for:

  • Messy CRM exports
  • Sales data cleanup
  • Pipeline health snapshots
  • Conversion trend analysis
  • And more…

Option 2: Fractional Rev Ops & Sales Ops

Senior-level help — without the full-time hire.

    Perfect for:

    • GTM diagnostics
    • Reporting system buildouts
    • Compensation plan modeling
    • Forecasting frameworks
    • Salesforce cleanup & fixes

    Option 3: URGENT needs

    Now is not the time to panic, we can help.

      Perfect for:

      • Untangle messy exports
      • Append missing fields
      • Rebuild broken logic
      • Create clean summaries
      • Turn spaghetti data into steak

      What is a Dump & Run Report?

      You’ve got the data.
      You don’t have the time to clean it, make sense of it, or explain it to your team.

      A Dump & Run Report is exactly what it sounds like:
      ✅ You send the dump (CSV, Excel, CRM export)
      ✅ I clean, structure, and analyze
      ✅ You get back an interactive, editable report with actionable takeaways

      No extensive meetings. No endless follow-ups. No mystery.

      🟢 Quick Read – $497

      For simple questions and fast answers

      • Basic pivot table driven report with slicers
      • Cleaned data + calculated fields
      • Top-level KPIs and quick trends
      • Delivered as Excel or Google Sheets

      🔵 Deep Dive – $997

      Ideal for multiple stakeholders

      • All from Quick Read
      • Multi-tab interactive dashboards
      • Segmented insights (by rep, region, product, etc.)
      • Week-over-week or month-over-month trends
      • Visual charts + slicers + summary logic
      • Optional Loom walkthrough

      🔴 Custom Build – Starts at $1,497

      Built around your business

      • Anything from Deep Dive
      • Plus tailored logic, formulas, forecasting, Salesforce fields, and more
      • Optional Tableau integration
      • Strategic insight doc (mini-consult)

      💼 Fractional Rev Ops & Sales Ops

      Your ops partner — without the payroll hit.

      Whether you’re drowning in CRM chaos, missing key metrics, or just need someone to build the machine — I deliver clarity, process, and systems that scale with you.

      🟢 Essentials Tier – $1,200/month

      For lean teams needing smart ops guidance and foundational tools.

      🔵 Growth Tier – $2,500/month

      Hands-on help to build momentum and systems that stick.

      🔴 Scale Tier – $4,500/month

      Full-spectrum RevOps leadership without the full-time salary.

      Materials & Resources