
Work directly with marketing leaders to define how AI fits into your reporting, planning, and performance story — so your team spends less time collecting data and more time acting on it.
What This Looks Like:
- We start with a diagnostic: what's working, what's not, and where the story breaks down under scrutiny
- I help you design a phased plan: quick wins for now, scalable tools for later, and process shifts for long-term impact
- You get a concise strategy you can share with leadership — positioning AI as a practical advantage, not another tool to manage
- I support you and your team through the change, so AI becomes part of how you operate day-to-day
What Changes:
- You have a clear, credible story about how AI is being used to drive smarter decisions
- Executive discussions become easier — because your data holds up under scrutiny
-Your team gains the tools and confidence to deliver insights leadership actually trusts
Train your team to use AI to interrogate data — so insight comes in minutes, not days.
What This Looks Like:
- We use your real campaign or pipeline data — not theory
- I show your team how to ask the right questions in plain language and turn results into action
- You walk away with a repeatable framework for faster, smarter analysis
What Changes:
- Analysis that used to take hours now takes minutes — freeing time for strategy, not slide decks
- Your team feels confident using AI to surface insights and explain results clearly
- You move from reactive reporting to proactive storytelling backed by data


Build lightweight, custom AI tools tailored to your workflow — then train your team to use them with confidence.
What This Looks Like:
- Together, we design a simple GPT, prompt library, or workflow that fits your data setup
- I run live training so your team knows exactly when and how to use it
- You get documentation, examples, and prompts they can use immediately
What Changes:
- Reporting becomes a faster, more collaborative process
- Your team can explore data and generate insight independently — without constant external support
- AI becomes a trusted, repeatable part of your team's daily workflow
Audit your reporting stack, clean up the noise, and build a foundation you can rely on.
What This Looks Like:
- We review your dashboards, metrics, and data sources to find what's driving decisions — and what's just clutter
- I help you align attribution, improve consistency, and create a rhythm your board and investors will trust
- You get a practical roadmap for what to fix, automate, or stop doing
What Changes:
- You have a reliable reporting foundation your leadership can trust
- Conversations with finance, the board, or investors become more confident and aligned
- Your team spends less time reconciling spreadsheets and more time driving meaningful results
