apply to work together
When your business is growing fast, you need precise insights—not guesswork.
With the Insights to Impact Framework we'll transform your scattered data into clear, actionable insights without complex software or systems so you can improve team performance, fine-tune your services, or focus resources on your most profitable clients.
Make Data-Driven Decisions that Grow Your Bottom Line
The Insights to Impact Framework: One Custom-Made Tool for all your Vital KPIs
news flash: understanding your business's vital signs shouldn't feel like solving a thousand-piece puzzle.
Unable to quickly answer crucial questions about your business performance.
Feeling uncertain about the health of your business beyond basic financial statements.
Sitting on valuable data scattered across your CRM, time tracking software, billing software, and project management tools, making it difficult to see trends or opportunties.
Struggling to identify which services or team members are truly driving your profitability.
Making crucial decisions based on incomplete information or gut feelings.
whether you're struggling with messy spreadsheets or haven't yet tapped into your business data at all, you're probably:
Are you a key decision maker with little insight into your business's health & feeling like you're steering your business blindfolded?
I'm ready to transform insights to action
A custom-built data management and analysis system that transforms your business data into crystal-clear insights - whether you're starting from scattered spreadsheets or building from scratch.
Finally see the full picture of your business's performance and make confident, data-driven decisions that drive profit and growth.
The Insights to Impact Framework
Introducing...
apply to work together
- You prefer to stick with your current manual processes and current workflows.
- Your business doesn't prioritize utilizing data for decision-making.
- You're not ready to invest time in understanding and using new processes and systems.
- Your operations and business model is simple and doesn't require advanced data solutions.
This is probably not for you if...
- Lead small to mid-sized B2B companies with teams of 5-30+.
- Operate in fields like wellness, professional services, tech startups, or creative agencies.
- Face challenges scaling due to their current process limitations.
- Rely on data for making decisions, but lack real-time visibility and clarity.
- Want a custom solution without investing in complex, costly software.
- Have a vision for growth, but need optimized operations to achieve it.
- Are forward-thinking, analytical, and open to expert collaboration.
The Insights to Impact Framework is most ideal for founders or key decision-makers who:
Who is this for exactly?
"I’ve regained control over my time and can focus more on strategic initiatives."
"One of the financial reporting processes Jenny developed now saves our team 48 hours per year. I’ve regained control over my time and can focus more on strategic initiatives. My team’s morale has improved because they now have the tools to be more effective and organized, and we finally have real-time data that enhances our decision-making."
Carly Healy, Founder and CEO of Marino Wellness
Your team gets comprehensive training and clear documentation on all new systems and processes.
We'll work closely with you to ensure everyone knows exactly how to use and maintain your new reports, with support throughout the transition period to ensure everything runs smoothly.
Implementation & Training
Say goodbye to hours spent manually pulling data together.
You'll get streamlined reports that track your key metrics, giving you instant visibility into business performance.
These custom reports replace your time-consuming manual processes, so you can focus on acting on insights rather than gathering them.
Custom Report Development
Transform scattered, messy data into a clean, reliable foundation for decision-making.
We'll review and organize your key data sources, establish clear processes for maintaining accuracy, and ensure your team has simple systems for keeping everything up to date.
No more questioning if your numbers are right.
Data Organization & Cleanup
We start with a deep dive into your current processes, interviewing key team members to understand exactly how your business operates and where you're spending the most time.
You'll get a clear picture of operational bottlenecks and opportunities for improvement, along with a roadmap for streamlining your most time-consuming tasks.
Holistic Operations Review
What's included:
Holistic Operations Review
We start with a deep dive into your current processes, interviewing key team members to understand exactly how your business operates and where you're spending the most time.
You'll get a clear picture of operational bottlenecks and opportunities for improvement, along with a roadmap for streamlining your most time-consuming tasks.
Data Organization & Cleanup
Transform scattered, messy data into a clean, reliable foundation for decision-making.
We'll review and organize your key data sources, establish clear processes for maintaining accuracy, and ensure your team has simple systems for keeping everything up to date.
No more questioning if your numbers are right.
Custom Report Development
Say goodbye to hours spent manually pulling data together.
You'll get streamlined reports that track your key metrics, giving you instant visibility into business performance.
These custom reports replace your time-consuming manual processes, so you can focus on acting on insights rather than gathering them.
Implementation & Training
Your team gets comprehensive training and clear documentation on all new systems and processes.
We'll work closely with you to ensure everyone knows exactly how to use and maintain your new reports, with support throughout the transition period to ensure everything runs smoothly.
Transform your manual daily and monthly reporting tasks into efficient, automated systems. Track key metrics like revenue changes and team performance without the endless data entry and formula checking.
What used to take hours now takes minutes. You'll finally have time to act on insights instead of just gathering them.
STREAMLINE TIME-CONSUMING PROCESSES
Stop questioning whether your data is accurate or up-to-date. Get organized systems for maintaining clean databases, consistent tracking, and reliable updates.
No more reconciling different versions or fixing formula errors. You'll trust your numbers and know your reports are always accurate.
MAINTAIN CLEAN, RELIABLE DATA
Give your team members clear visibility into their impact on the business. Whether they're managing client relationships, delivering services, or overseeing projects, they'll have the insights they need to make better decisions. Spot trends in client satisfaction, identify areas needing attention, and understand which approaches drive the best results.
You'll empower your team to be more strategic and proactive in their roles.
ENHANCE TEAM PERFORMANCE
Use real data to guide your strategic planning instead of relying on gut feelings. Whether you're adjusting services, allocating resources, or planning growth - have the clear insights you need.
You'll move forward with confidence, knowing your decisions are based on solid data.
MAKE DATA-BACKED DECISIONS
Instead of drowning in manual reports and questioning your numbers, imagine having clear, reliable insights at your fingertips to guide every business decision.
Here's How Your Business Transforms
Transform your manual daily and monthly reporting tasks into efficient, automated systems. Track key metrics like revenue changes and team performance without the endless data entry and formula checking.
What used to take hours now takes minutes. You'll finally have time to act on insights instead of just gathering them.
STREAMLINE TIME-CONSUMING PROCESSES
Stop questioning whether your data is accurate or up-to-date. Get organized systems for maintaining clean databases, consistent tracking, and reliable updates.
No more reconciling different versions or fixing formula errors. You'll trust your numbers and know your reports are always accurate.
MAINTAIN CLEAN, RELIABLE DATA
Give your team members clear visibility into their impact on the business. Whether they're managing client relationships, delivering services, or overseeing projects, they'll have the insights they need to make better decisions. Spot trends in client satisfaction, identify areas needing attention, and understand which approaches drive the best results.
You'll empower your team to be more strategic and proactive in their roles.
ENHANCE TEAM PERFORMANCE
Use real data to guide your strategic planning instead of relying on gut feelings. Whether you're adjusting services, allocating resources, or planning growth - have the clear insights you need.
You'll move forward with confidence, knowing your decisions are based on solid data.
MAKE DATA-BACKED DECISIONS
This isn't just about prettying up some spreadsheets - it's about giving you a clear direction for your business's future.
I'm ready to transform insights to action
- Assess existing systems and processes
- Analyze up to 5 core metrics to drive immediate insights
- Develop up to 5 customized reports
- Includes actionable insights and visual summaries
- Organize and integrate multiple data sources
- Develop straightforward maintenance processes
- Host two tailored training sessions
- Step-by-step user guides
- Provide office hours for two weeks post-handoff for team assistance and support
$10,000+
advanced
- Assess existing systems and processes
- Analyze up to 3 core metrics to drive immediate insights
- Create up to 3 essential reports
- Provide visual summaries for quick insights
- Organize primary data sources
- Develop straightforward maintenance processes
- Conduct one hands-on team workshop
- Step-by-step user guides
$6,000+
essential
choose your path to data-driven growth
get your free data systems review
In this free 5-minute video review, you'll get:
• One powerful formula or process fix tailored to your biggest data headache
• Step-by-step implementation guidance you can use immediately
• Clear explanation of how this change will impact your workflow
One precise improvement you can implement today to start seeing results right away.
Let's start small and transform one data process in just 5 minutes - all free to you!
Not Ready To Dive In Yet?
Hey there! I’m Jenny, your in-house COO and business therapist helping you turn disorganized, complex data into clear, actionable insights.
With years of experience wrangling data for Fortune 500 companies and executive leaders, I'm passionate about helping businesses like yours find clarity and direction in their operational numbers.
Running a business is challenging enough without drowning in messy numbers and spreadsheets.
That's where my Insights to Impact Framework comes in - offering you a way to free you from tedious manual processes.
You'll gain clarity, enhanced efficiency, and unlock your business's growth potential—all while focusing on what you excel at.
Meet Your Fractional COO & Data Strategist
here's how we'll work together
click to learn more
faqs
Absolutely - no judgment here.
Most growing businesses deal with scattered or messy data at some point—it’s completely normal. My role is to take that chaos off your plate and transform it into a streamlined, effective system that works for you. No judgment, just results.
My data is such a mess, I’m embarrassed to even show it to someone. Will this work for me?
This is a custom, strategic approach.
Unlike generic fixes or templates, I create a system tailored to your specific business needs, ensuring it’s sustainable, efficient, and easy to maintain in the long run. Plus, I’m truly an expert in creating processes that integrate with complex spreadsheet tools like pivot tables, conditional formulas, Xlookups, Index Match, and more!
I’ve tried fixing my spreadsheets before, but it didn’t work. How is this different?
Absolutely!
I offer a free Data Systems Review where you'll get a personalized 5-minute video showing you:
• One specific improvement for your current process
• Step-by-step implementation guidance
• The immediate impact this change will have
It's a great way to experience my approach and see the potential impact on your business before making a larger investment.
Can I see your work in action before committing to the full framework?
Minimal.
I designed the Insights to Impact Framework to integrate seamlessly with your existing tools, making it as hands-off as possible for you. I’ll handle the heavy lifting, and once it’s up and running, you’ll save hours every week.
I don’t have time to overhaul my system. How much of a time commitment will this require from me?
Think of it as a long-term investment in your business’s growth.
The Insights to Impact Framework will save you significant time on manual tasks, reduce costly errors, and allow you to focus on what truly drives revenue. Clients often see immediate returns through improved efficiency and profitability.
I’m worried this will be too expensive for my business. How do I know this is worth the investment?
I build upon what’s already working.
My goal is to enhance and refine your existing processes to make them more efficient—without disrupting your day-to-day operations.
Our team already has processes in place. How will this fit into what we’re already doing?
Results are often immediate.
Once the system is implemented, most clients see an immediate reduction in time spent on manual tasks and an increase in data accuracy, which leads to better, faster decision-making.
How soon will I start seeing results?
It’s about the right tool at the right time.
Jumping to a complex platform too early can lead to higher costs and unnecessary headaches. My approach with the Insights to Impact Framework optimizes what you already have. I'll help you get the most out of your current tools, preparing you for a smooth transition when your business is ready for a more advanced solution.
Why should I invest in spreadsheets when I could be investing in a full-scale data platform?
Depending on the size of what you require and the scope of your business, investment can vary but will begin at $6,000. I offer flexible payment plans to fit your budget, allowing you to invest in a solution that works for you without the financial strain. If you’re interested in learning more, let’s chat during a free consultation where we’ll discuss your specific needs and how I can help.
