Hi Liv & JC — we haven't had the chance to speak directly yet, but I recently connected with Nina, who was kind enough to share some context on where your team is right now. I put this together to show you what's possible — not as a formal pitch, but as a starting point for a conversation. Nothing here is a diagnosis. I'd much rather hear your version of the story first.
Dashboards that don't yet drive decisions
Reporting tools are in place, but the visibility isn't yet giving your team the clarity needed to act confidently day-to-day.
Workflows that could work harder
Automations are running, but they may not be fully tuned to your specific processes — and the credit costs could be leaner.
No dedicated analytics partner
There's no one currently helping translate operational data into team-level insights and coaching direction.
These are starting assumptions based on my conversation with Nina — not a diagnosis. I'd want to hear directly from you before drawing any conclusions.
Managers who coach daily, not weekly
When performance data is live and readable, your leads stop waiting for end-of-week reports and start intervening in the moment.
Data that moves without anyone touching it
Automated pipelines mean your team stops pulling exports and starts trusting that the numbers are always current.
Decisions grounded in insight, not instinct
The right KPIs, surfaced at the right time — so operational calls are backed by evidence, not gut feeling.
Leaner automation spend
Rationalised workflows reduce unnecessary credit burn — same output, lower overhead, better reliability.
Here's a snapshot of the 32 metrics across 3 KPI dashboards that would be live and visible from day one — all built in Power BI and updated automatically through your data pipeline. These aren't generic templates; every metric is built around how your team actually operates.
These are real screenshots from live dashboards I've built — the same kind of setup your team would have from day one. Every view is designed to make the data immediately actionable, not just pretty.
To give you a sense of how I work with teams, here are three engagement levels I offer. Think of these as conversation starters, not quotes — the right fit depends entirely on what we uncover when we talk. Most clients find one tier maps naturally to where they are right now.
- ✓ 1 KPI Dashboard (Power BI)
- ✓ Data cleaning & structuring
- ✓ Visual performance tracking
- ✓ Monthly dashboard refresh
- ✓ Onboarding walkthrough
- ✓ Everything in Core Insights
- ✓ Automated data pipelines
- ✓ CRM & tool integrations
- ✓ Up to 2 dashboards
- ✓ Monthly performance report
- ✓ Monthly strategy call
- ✓ Everything in Flow Analytics
- ✓ AI call transcription & scoring
- ✓ Coaching dashboards
- ✓ AI-generated performance summaries
- ✓ Coaching sessions & improvement tracking
These are introductory prices for founding clients. Pricing is locked in for the duration of your engagement once we begin.
I work across Power BI, n8n, Make.com, Google Sheets, and custom web dashboards. Here's a quick snapshot of the kinds of work I deliver — happy to share live examples on our call.
No commitment. No pressure. Just a quick conversation so I can hear your situation directly — and you can decide if this is the right fit for your team.