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Data Analytics Consulting Services for Small Businesses

Three transparent service tiers for SMB owners — starting with a flat-fee audit. See a written deliverable with dollar estimates before committing to anything ongoing.

Tier 01Most Popular · Start Here

Data Clarity Audit

Find out exactly where your business is leaking money.

A one-time, fixed-scope diagnostic engagement. This is your entry offer — the door every new client walks through. You'll know your numbers, your leaks, and your next moves before you commit to anything ongoing.

$500
One-time flat fee
No hidden scope. No surprise invoices.
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What's included

  • Structured data intake session (60–90 min call)
  • Analysis across 4–6 core cost categories for your industry
  • Top 3–5 specific inefficiencies with a dollar estimate each
  • Prioritized action roadmap ranked by effort vs. impact
  • Written Cost & Efficiency Report (8–15 pages)
  • One-page Executive Summary for quick reading
  • 60-minute debrief call to walk through findings
  • Honest next-step recommendation — including "do nothing" if warranted

Deliverables

  • Written Report
    PDF, 8–15 pages — findings, baseline metrics, ranked recommendations
  • Executive Summary
    One-pager your whole team can read in 5 minutes
  • Debrief Call
    60 minutes to walk through everything and answer questions
  • Baseline Snapshot
    Timestamped metric baseline — the foundation for all future tracking

Best for

Any SMB owner who suspects inefficiencies but can't pinpoint them. Requires at least 6 months of operating history and basic data exports.

Tier 02

Efficiency Retainer

Turn your audit findings into real savings, every month.

A monthly advisory engagement where we help you implement recommendations, track outcomes, and continuously surface new opportunities. Your data keeps changing — so should your analysis.

$1,000–$3,000
Per month
3-month minimum commitment
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What's included

  • Monthly data review (updated exports → updated analysis)
  • One 60-minute strategy call per month
  • Up to 2 focused deep-dive analyses per month
  • Living dashboard or tracking report updated monthly
  • Email support (same business-day response)
  • Everything vs. audit baseline — actual numbers, not projections
  • Context annotation for external factors (price changes, seasonal, etc.)
  • Quarterly Business Review with ROI summary

Deliverables

  • Monthly Performance Report
    2–4 pages: what moved, by how much, what's next
  • Quarterly Business Review
    Progress vs. baseline, ROI summary, 90-day recommendations
  • Running Metric Log
    Month-over-month changes in all tracked KPIs
  • Deep-Dive Analyses
    Up to 2 per month on any specific cost or revenue question

Best for

Clients who completed the Data Clarity Audit and want help executing — or businesses that already know their problems and want ongoing analytical support.

Tier 03

Data Partnership

Your fractional data analyst — embedded in your business.

A deeper, longer-term engagement for growing businesses that need analytics across multiple decisions, not just monthly reports. You get an analyst in your corner without the $90K/year hire.

$4,500–$7,500
Per month
6-month minimum · then rolling monthly
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What's included

  • Everything in the Efficiency Retainer, plus:
  • Up to 4 strategy calls per month (weekly cadence available)
  • Unlimited focused analytical requests
  • Proactive risk identification — not just reactive reporting
  • Support across hiring, vendor negotiations, pricing, and ops
  • Custom KPI framework built to your specific business model
  • Optional presence in leadership or team meetings as data advisor
  • Annual baseline reset — full re-audit each year to lock in new baseline

Deliverables

  • Weekly Data Pulse
    Brief written update: what changed, what to watch
  • Monthly Full Report
    Comprehensive performance analysis across all tracked metrics
  • Quarterly Strategic Review
    90-day forward recommendations tied to your KPI framework
  • Annual Baseline Reset
    Full re-audit to lock in new comparison point each year

Best for

Growing SMBs ($2M–$10M+ revenue) with multiple locations, departments, or complex operational questions — who need ongoing analytical support but can't justify an in-house hire.

How savings are measured — and disputes avoided

We report actuals, not claims. You see the numbers; you draw the conclusion.

1

Baseline established at audit

Every metric is documented with a timestamp before any work begins. Both parties sign off on this snapshot — it's the reference point for everything that follows.

2

Actuals tracked monthly

You provide the same raw data exports as always. We run the same calculations on updated data and compare to baseline. No interpretation — just math.

3

Movements reported, not claims made

Our reports show "food cost dropped from 34.2% to 30.8%." We never write "we saved you $X." You see the data; you assign the value.

4

External factors annotated

Price increases, seasonal changes, new hires, supplier swaps — all noted in the report. This protects both sides from over-attribution when results are mixed.

No contingency fees tied to speculative savings. Pricing is fixed (Tier 1) or time-based (Tiers 2 & 3). Any optional performance bonuses use flat amounts tied to specific, pre-agreed, objectively measurable metrics — never a percentage of claimed savings.

Start with the audit. See the value first.

The $500 Data Clarity Audit gives you a written report with specific findings and dollar estimates — before you commit to anything ongoing.

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Free 20-min call · No commitment · Flat-fee audit