Reporting & KPI Clarity Call
Walk Away Knowing What to Trust, What to Track, and the Path Forward
1 hour • $300

Dashboards don’t match? KPIs feel noisy? Data scattered everywhere? Manual reporting eating your week? CEO and CFO questioning every number?

This call is for B2B teams that need one version of the truth and a clear plan.

Best for:

CMOs & Marketing Leaders
RevOps / GTM Ops
B2B Agency Owners
Fractional CMOs

Not a fit for:

B2C / eCommerce
Deep GA4 / HubSpot / Salesforce troubleshooting
“Can you log in and fix this live?”

Those require a Workshop or 30-Day Setup.

On this call, we will:

Diagnose your biggest reporting blocker
Decide which system owns which KPIs
Simplify your KPI list (leading, lagging, directional)
Sketch a temporary KPI scoreboard you can use immediately
Outline a 30–45 day Fix-First plan (what to fix, why, and in what order)

What you get after:

1–2 page Reporting Clarity Pack
Recording + transcript
$200 credit toward any Workshop or Setup

What’s NOT included:

Logging into your tools
Rebuilding dashboards
Fixing workflows, events, or data issues

If you don’t walk away clearer on what to track, what to trust, and what to fix first, you get a refund.

⭐ Why This Call Works ⭐

Most B2B teams aren’t struggling with tools. They’re struggling with clarity.

Your dashboards don’t match because your definitions, data models, and reporting logic don’t match. Your team can’t make decisions because they don’t know what number is real. And you can’t plan next quarter because your KPIs aren’t aligned to how revenue is actually generated.

This call works because it gives you what your tools can’t:

1. Clarity Before Configuration: You don’t need someone to click buttons. You need someone to explain why your data doesn’t line up and what to trust today.

2. One Version of the Truth: We simplify the chaos and assign each KPI a single source of truth. No more comparing GA4 vs HubSpot vs Salesforce.

3. Clean KPI Set for 2026: You walk away with a simplified list of leading, lagging, and directional indicators so your team knows exactly what matters.

4. Temporary Scoreboard You Can Use Immediately: A small, tight scoreboard that stabilizes decision-making while your systems get fixed.

5. 30-45 Day Fix-First Plan: You’ll know what to fix, why it’s broken, who should own it, and the order to fix things in without wasting weeks chasing symptoms.

6. No Risk: If you don’t walk away clearer, you get a refund.