Reporting Strategy Call (1 hr, $200)

You bring the reporting chaos and I’ll bring the clarity. In one focused hour, we’ll cut through messy KPIs and manual reporting so you leave knowing exactly what to track, why it matters, and how to simplify or automate it.

Please skim the details below before you book.

Who It's For

• Marketing Leaders
• RevOps Managers
• Agency Owners

If you’re stuck in messy metrics or buried in manual reports, let’s fix that.

What We’ll Do

• You bring your current dashboards, KPIs, spreadsheet shenanigans, and reporting chaos.
• I’ll audit what you’re tracking, how it’s visualized, and what’s missing.
• We’ll define the right leading & lagging indicators, clarify goals, and map the reporting structure
• Optional: I can show you how this could be automated using Databox (you can test it free for 14 days, no credit card required).
• Within 24 hours, you’ll receive a follow-up summary, next-step recommendations, and a $300 credit toward any Fast-Track package.

Guarantee

• If you don’t walk away clearer on what to track and why, I’ll refund you — no drama. I value honest feedback (good or bad) so I can keep improving and deliver game-changing results.

Logistics

• Format: 60-minute Cal Video
• Recording: I’ll record and include the transcript in your follow-up package
• Refunds/Rescheduling: Full refund if canceled ≥3 business days before. Within 3 business days, refunds aren’t available because I've begun prep already, but you can reschedule at no charge.

Before You Book

Once you select a time, you’ll see a few short intake questions in the next step. Please answer them as thoroughly as possible. This helps me prep ahead so your session is focused, actionable, and packed with value.

These are the questions you'll be asked:

1. Context: Describe your role, company, and the KPI or reporting challenges you want to solve.
2. Tools: Which platforms power your data today? (e.g., HubSpot, Salesforce, GA4, Google Ads, Meta, LinkedIn, Sheets, etc.)
3. Success: What would make this session a big win for you?

After Booking

Once your booking is confirmed, here’s what happens next:

1. Confirmation Email: You’ll receive a calendar invite with a Google Meet link and your payment receipt.
2. Intake Form Review: I’ll review your responses to tailor the session specifically to your challenges and goals.
3. File Upload (Optional): I’ll follow up via email with a secure folder link where you can share any dashboards, reports, or spreadsheets you’d like me to review before our call.
4. Preparation Begins: I start reviewing your materials and mapping insights 3+ days before our session to ensure it’s as actionable and high-value as possible.
5. After the Call: Within 24 hours, you’ll receive your written summary with key takeaways, recommendations, and next steps — plus your $300 credit toward any Barking Mad Fast-Track package.