Services

Practical analytics and service design, done with you.

Six ways I help teams sell better, price smarter and serve customers with less friction. Engagements range from a focused audit to building and handing over a full reporting system.

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Sales analytics & reporting

Turn scattered sales data into a reporting rhythm leadership trusts.

  • Monthly scorecards & MBR-style reporting
  • KPI frameworks & ad-hoc analysis
  • Channel, customer and product insights
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BI dashboards & forecasting

One trusted view of the numbers, with trends you can act on.

  • Dashboards & data models
  • Trend, seasonality & simple forecasting
  • Excel and BI tools (including QlikSense)
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Pricing & margin analysis

Protect margin with accurate, consistent pricing operations.

  • New item / deal setup & price increases
  • Margin & profitability analysis
  • Product setup & custom price documentation
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Process automation

Replace repetitive manual work with reliable, repeatable tools.

  • Custom Excel / VBA tools
  • Reconciliation & validation routines
  • Reporting pipelines & templates
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Customer experience & service design

Design the experience so customers feel heard and teams stay calm.

  • Process mapping & complaint reduction
  • Scripts, playbooks & service standards
  • Team training & enablement
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Market & competitive intelligence

See the market clearly and turn signals into action.

  • Listings, assortment & share tracking
  • Promotion & flyer performance
  • Competitive and category analysis
How an engagement works

A clear path from question to result


No long onboarding, no jargon. I start where the value is highest and show results early.

Discovery & audit Build & iterate Handover & training Ongoing support

Typical outcomes

  • Clarity — one trusted set of numbers for decisions.
  • Time back — manual reports and calculations automated.
  • Margin — pricing and setup errors caught before they cost you.
  • Customers — fewer complaints, faster answers, better retention.

Not sure which you need?

Tell me what’s slow, unclear or leaking value — I’ll tell you where I’d start.

Talk it through