Data • Automation • Intelligent Solutions

Reports you can trust, without the monthly scramble.

I clean up the exports behind your reports, fix the numbers that don't agree, and turn the monthly rebuild into a repeatable process that checks itself.

Let's talk data Read the case study

For small businesses and marketing teams. Remote, based in Austin, Texas.

September report check

Sample engagement

Metric · cause	Hand-built	Corrected
RevenueTests, refunds, duplicates	$40,752.62	$35,368.76
OrdersSame three causes	219	194
ROASRevenue over, spend under	1.77x	1.48x
Ad spendStale Meta pull	$23,012.17	$23,874.03
New contactsDuplicate CRM records	58	53

15+ years in data and analyticsMarketing analytics, customer insights and data engineering at a Fortune 500 technology company.

Works with the tools you haveExcel and Google Sheets, CRM and ad platform exports, SQL databases, Power BI and Tableau.

Confidential by defaultEvery project runs under a signed confidentiality agreement and your data-handling policies.

Does this sound familiar?

Your reports should answer questions, not create new ones.

The same report gets rebuilt by hand

Every month someone copies exports into a spreadsheet, fixes the formatting, and retypes the totals.

The numbers don't agree

Finance and Marketing report different revenue or customer counts, and nobody is sure which one is right.

No one agreed on the definitions

"Active customer" means three different things depending on who built the report.

Data lives in too many places

Orders, CRM contacts and ad spend each come from a different tool with a different export format.

Only one person knows how it works

The report depends on one spreadsheet and one person's memory. Vacation means no report.

You can't tell what's working

You have campaign and customer data but no clear answer on which campaigns, segments or customers drive results.

Services

Three ways to work together.

Most clients start with a review to find out what's wrong and what to fix first. Cleanup and automation fixes it. If you have a specific decision to make, an insights project answers it.

Most clients start here

Data & Reporting Review

A fixed-scope review that shows where your reporting is slow, fragile or inconsistent, and what to fix first.

Process map from source data to finished report, manual steps included
Data quality findings: duplicates, gaps and conflicting metric definitions
Prioritized fix list separating quick wins from larger projects
Automation roadmap for the manual steps
Plain-language readout your leadership can act on

Best for: you know something is wrong but not exactly what.

Credit: fee applied to a cleanup project [optional].

$[PRICE] fixed[X] weeks

Request a review

When you know what needs fixing

Reporting Cleanup & Automation

Turn a recurring report that's rebuilt by hand into a repeatable process with clean inputs and built-in checks.

Source exports mapped and combined into one clean dataset
Cleaning rules for duplicates, test orders, refunds and formats, with a change log
KPIs calculated from live formulas or code, not retyped numbers
Scheduled refresh that stops and flags the problem if a check fails
Runbook and handover so your team can run it

Best for: a weekly or monthly report that takes hours and still isn't trusted.

After launch: optional monthly maintenance plan, starting at $[PRICE]/month.

$[PRICE] starting at[X] weeks

Let's talk data

When you have a decision to make

Customer & Campaign Insights

Focused analysis that answers a specific business question. No new dashboard required.

Repeat-customer and retention analysis: who comes back and why
Segment comparisons by value, channel, product or region
Campaign results and A/B test readouts with clear next steps
Attribution and ROAS checks on what is driving revenue
Short written findings and a walkthrough

Best for: deciding where to spend, who to target, or what to keep running.

Format: one question, one deliverable, fixed scope.

$[PRICE] per project[X] weeks

Ask a question

Not sure where to start?

Something feels offStart with a Review to find the problem and size the fix.

You know the report is the problemGo straight to Cleanup & Automation.

You need an answer, not a reportChoose Customer & Campaign Insights.

How it works

Clear scope before any work starts.

ConnectCleanAutomateReport

Intake call
We agree on the reports, data sources and questions in scope. You get a fixed quote.
Review
I examine your exports, queries and current reports, and document what's breaking.
Build and validate
I clean the data, automate the steps, and reconcile results against your current numbers.
Handover
You get the workflow, documentation and a walkthrough. Ongoing maintenance is optional.

Case study · Sample engagement

From a two-day monthly scramble to a self-checking report.

A fictional direct-to-consumer brand rebuilt its monthly report by hand. Leadership had stopped trusting the numbers, and Finance and Marketing disagreed on how many customers were active. The audit found test and refunded orders counted as sales, stale ad spend, and duplicate CRM contacts.

Read the Reporting Audit case study

Illustrative sample. All names, figures and data are synthetic.

2 days → 10 minMonthly report process, with a runbook

$5,384Revenue overstatement found in one month

45Duplicate CRM contacts inflating customer counts

1.77x → 1.48xROAS once revenue and spend were corrected

About

Hi, I'm Andre.

I spent 20 years at a Fortune 500 technology company working on both sides of data: analyzing customers and campaigns, and building the pipelines and reporting that analysis depends on.

Now I bring that experience to small businesses and marketing teams that need reporting they can trust without hiring a full-time data team.

25% quarter-over-quarter revenue growth in targeted segments 18% lift in margin per buyer $2M annual savings from a platform modernization 3 days → same day reporting turnaround

Connect on LinkedIn

Marketing analytics & customer insights

Built customer segmentation rules for a 70-million-contact marketing database
Owned targeting and measurement for 15+ multichannel campaigns per quarter, with A/B tests that lifted response rates up to 15%
Defined rules-based attribution that standardized campaign revenue reporting
Delivered executive dashboards and monthly business reviews to VPs and directors

Data engineering & reporting automation

Led the team behind an enterprise marketing data mart serving 40 to 50 users
Built lead-scoring workflows that cut processing from over 2 hours to 15 minutes
Automated daily data loads and 30-minute dashboard refreshes with Airflow
Replaced manual credit reporting with self-service BI, from three days to same day

Tools

SQLPythonExcelGoogle SheetsPower BITableaudbtAirflowPostgreSQLSnowflakeSalesforceGit

How your data is handled

Your data stays yours.

Confidentiality agreement

Every engagement starts with a signed confidentiality agreement.

Your policies apply

Work follows your data-handling and AI-use policies. AI tools touch your data only with written approval.

Least access

Read-only access wherever your systems allow it, revocable at any time.

You own the result

Your data, reports and dashboards belong to you. No ongoing fee is required to keep using them.

Next step

Tell me about your reporting.

Answer a few questions about your current reports and data. I'll reply within one business day with next steps.