A flexible, lightweight retainer for thought partnership and on-demand support

Best for: Organizations with some data staff or systems in place who need an outside expert to guide decision-making, offer feedback, or provide quick-turnaround support.

Includes:

Monthly or biweekly check-ins

Slack/email access for questions & feedback

Troubleshooting reports, dashboards, or data presentations

Guidance on KPIs, data goals, and new initiatives

Outcome: Clarity, confidence, and a data-savvy thought partner always in your corner.

A focused 4–6 week engagement to align data efforts with your mission and goals

Best for: Organizations that need clarity and direction. You're collecting data, but aren't sure what's useful, what's missing, or how to make it work for you.

Includes:

Stakeholder interviews and discovery

Audit of reports, systems, and workflows

Prioritized roadmap of next steps

Clear goals, metrics, and governance recommendations

Outcome: A strategic blueprint that helps you stop reacting to data and start using it to lead.

Short-term embedded support to help you cross the finish line

Best for: Organizations with active reporting or data projects who need additional capacity or strategic oversight. You have people and tools in place, but something's not clicking.

Includes:

Coaching and support for internal staff

Review and enhancement of dashboards and reports

Cross-team communication and planning support

Light training or onboarding documentation as needed

Outcome: Get over the hump, build internal confidence, and put better systems in place.