Work with me

Free Data Audit

A written report on your current data setup. What's working, what's not, and the biggest fixes to make. No obligation, no sales call required.

Request your free audit →
Who I work with

B2B commercial teams sitting on messy data

I work with B2B companies whose commercial data lives in too many tools. CRM, spreadsheets, finance systems, and operational tooling that don't talk to each other. The reports take days to build, the numbers don't match, and decisions get made on gut feel instead of evidence. I build the data infrastructure and reporting layer that fixes this.

The offer

What you get from the audit

Most B2B teams know their data is messy but can't see where the biggest leaks are. The audit gives you that map.

After the audit, we discuss whether scoped project work makes sense. There is no productized tier menu. Every engagement is shaped around what the audit surfaces.

Duration: 1 to 2 weeks

For: Founders, CFOs, and commercial leaders at B2B SMBs

Cost: Free, no obligation

Request your free audit →
  • Review of your current spreadsheets, reporting, and data flow
  • Map of where data lives and where it breaks
  • Prioritised list of fixes ranked by impact and effort
  • Written PDF you can share with your team
How I work

The delivery roadmap behind every engagement

Every engagement starts with the free audit. The eight stages below describe the full delivery flow when projects move forward. Not every project touches every stage.

  1. 01

    Free audit of current setup

    Map the data, spreadsheets, and reporting as they exist today. Identify gaps, brittleness, and the highest-leverage fixes.

  2. 02

    Data collection & consolidation

    Pull internal data from CRM, sales, finance, and ops into one clean, joined dataset.

  3. 03

    Data analysis & insight surfacing

    Funnel analysis, cohort retention, churn drivers, segment performance. The questions your team has been asking but couldn't answer.

  4. 04

    Data infrastructure build

    SQL warehouse, ETL pipelines, a single source of truth that replaces brittle Excel workflows.

  5. 05

    Reporting & dashboards

    Power BI dashboards built around the decisions leadership actually makes. Not just the data that happens to be there.

  6. 06

    AI & automation in the data flow

    Claude and GPT workflows layered into the pipeline. Classification, enrichment, summarisation. Less manual cleanup.

  7. 07

    Scraping for external context

    When internal data isn't enough. Competitor moves, prices, regulations, signals. Custom scrapers feed the same source of truth.

  8. 08

    AI implementation tied to outcomes

    Models trained on your data, deployed into the workflows that drive revenue. GTM scoring, financial forecasting, ops optimisation.

Want a free Data Audit?

1 to 2 weeks. Written report on your current setup. No obligation, no sales call required.

Request your free audit →