Services

I help teams make sense of their data, simplify their workflows, and use AI where it actually helps.

Analytics & Dashboards

From admissions funnels to counsellor performance, I design dashboards that answer "What's happening?" and "What should we do next?"

What this includes:

  • Lead funnel analysis and conversion tracking
  • Counsellor and team performance dashboards
  • Campaign effectiveness and ROI analysis
  • Power BI, Excel, or Google Sheets dashboards
  • Custom reports tailored to your decision-making needs
  • Data cleaning and integration from multiple sources

Best for: Admissions teams, operations managers, founders who need clarity on what's working and what's not.

CRM & Process Design

Lead allocation, calling rules, status definitions, and reporting – I help you design a system where everyone knows what to do next.

What this includes:

  • CRM setup, configuration, and optimization
  • Lead routing and allocation workflows
  • Calling policies and follow-up sequences
  • Status tracking and stage definitions
  • Process documentation and training materials
  • Integration with existing tools and platforms

Best for: Growing teams who need structure, or established teams whose processes have become too complex.

AI & Automation Prototypes

Small, fast prototypes that automate repetitive tasks and give you a feel for what AI can realistically do in your context.

What this includes:

  • Call notes analysis and outcome categorization
  • Automated lead scoring and quality assessment
  • Email and message response automation
  • Data cleaning and deduplication scripts
  • Simple chatbots and FAQ automation
  • n8n workflows and Google Apps Script solutions

Best for: Teams curious about AI but unsure where to start, or those with specific repetitive tasks that waste time.

Workshops & Internal Training

Practical workshops on data analysis, dashboarding, and AI basics tailored to your team's stack and maturity.

What this includes:

  • Excel and Power BI training for teams
  • Data literacy and dashboard interpretation
  • CRM best practices and workflow training
  • Introduction to AI and automation concepts
  • Custom training materials and documentation
  • Ongoing support and Q&A sessions

Best for: Teams who want to build internal capacity and become more self-sufficient with their data and tools.

How we can work together

Every project is different, but here's the typical process.

1

Discovery call

We discuss where you are stuck – data, processes, or both. I ask questions to understand your context, your team, and your goals.

2

Problem mapping

I map your current systems and suggest a clear, realistic scope of work. You'll know exactly what to expect, how long it will take, and what it will cost.

3

Implementation & handover

We build, test, and document everything so your team can run it confidently. You'll get training, documentation, and ongoing support as needed.

Engagement models

Project-based

Fixed scope, fixed price. Best for well-defined projects like dashboard builds, CRM setup, or automation prototypes.

Timeline: 2-8 weeks typically

Retainer / Ongoing

Monthly support for analytics, reporting, and continuous improvement. Best for teams who need regular help.

Commitment: Monthly, flexible

Workshops & Training

Half-day or full-day sessions for your team. Can be one-time or part of a longer engagement.

Format: In-person or remote

Common questions

Do you work with teams outside of education?

Yes. While most of my experience is in education and admissions, the principles apply broadly. If you have messy data and unclear processes, I can probably help.

What size teams do you typically work with?

I work with everyone from solo founders to teams of 50+. The approach is different, but the goal is the same: clarity and action.

Do you build production-grade software?

I build prototypes and proof-of-concepts. If you need a full production system, I can help with the design and specs, then hand off to a development team.

How quickly can you start?

Usually within 1-2 weeks, depending on my current workload. If it's urgent, we can often find a way.

What if I'm not sure what I need?

That's fine. Most people aren't sure at first. We'll start with a discovery call to figure out where you are and what makes sense as a next step.

Tell me what you need

Not sure where to start? That's okay. Let's have a conversation about what's not working and see if I can help.

Get in touch