Data and analytics consulting for SaaS
Turn messy marketing, revenue, product, and operational data into decisions leaders can trust and act on.
Conflicting metrics, uncertain attribution, broken pipelines, weak governance, and warehouse data that never reaches the work all slow the same thing: a confident decision. We find the real break, then fix the smallest practical piece in a way your team can own.
- Attribution and revenue reporting leaders can defend
- Trusted warehouses, pipelines, and metric definitions
- Data activation tied to measurable business outcomes
For marketing, revenue, product, and data leaders at mid-size SaaS companies, with a sweet spot of $25M–$100M ARR.
Start with the decision that is stuck
Defend what is actually driving revenue
Marketing and growth teams should not have to guess which channels, campaigns, or customer journeys are creating revenue. We connect the evidence so leaders can make and defend the next spend decision.
- Attribution across channels and customer journeys
- Revenue reporting and CAC clarity
- Holdout tests and lift measurement
- Spend decisions leaders can defend
Fix the foundation behind the reporting
Reporting is only as reliable as the systems beneath it. We make the architecture, transformations, ownership, and definitions clear enough that the team can trust and maintain the result.
- Warehouse and analytics architecture
- Reliable pipelines and dbt transformations
- Source precedence, lineage, and ownership
- Governed metric definitions
Put useful warehouse data into the workflow
Useful data should reach the people and systems that can act on it. We move the right signals into the workflow with clear ownership, limits, and a way to measure whether operations improve.
- Reverse ETL and warehouse activation
- Predictive scoring with explicit caveats
- Workflow ownership and exception handling
- Measurable operational outcomes
Keep live work healthy with an optional owner
If the work is live but your team needs an operating partner, Run + Measure can keep it healthy month to month. It is optional support after the build, not the default engagement.
- Metric and model health checks
- Experiment and lift readouts
- Workflow adoption and exception reviews
- Cancel-anytime operating support
Not sure whether the break is attribution, definitions, a pipeline, or the workflow itself? Start with a focused diagnostic.
See the diagnostic optionsStart with the problem, not the service catalog
Recognize the problem first. From there, we can diagnose the break, make the smallest durable build, and add Run + Measure only if the live work needs an owner.
Marketing & Growth
Where Did the Money Go?
You are spending aggressively on paid channels and still cannot defend which half of the budget is working.
See the spend diagnosticRevenue & RevOps
Three Teams, Three Numbers
Marketing, sales, and finance are reporting different versions of revenue, and nobody trusts the board deck.
Align the numbersProduct & Growth
The $500K Question
A product or growth bet carries real cost, but the evidence is not strong enough to build, scale, or stop with confidence.
Test the decisionData & Analytics
Translate the Ask
A stakeholder has a broad business question, and the data team needs a clear decision, scope, and definition of done.
Translate the requestAnalytics Leadership
Fractional Analytics Consultant
You need senior analytics judgment, priorities, and operating guidance without hiring a full-time leader or a large consulting team.
See fractional supportEcommerce
Show Me the Margin
Revenue looks healthy, but ad spend, discounts, fulfillment, and returns make channel and customer profitability hard to see.
Find the real marginAI & Data Leadership
AI-Ready Data Diagnostic
You are planning copilots, agents, or automation and need to check the underlying data, definitions, and workflow ownership first.
Check AI readinessOperator tools
Need something useful before the first call?
Start with a worksheet your team can use in the next budget, measurement, or data decision. The tools are grouped by the question leaders need to answer, not by generic content type.
Spend and attribution confidence
Benchmarks and checklists for deciding whether channel spend, CAC, and attribution reporting are safe enough to act on.
Use the spend toolsRevenue definitions and metric governance
Scorecards and rollout trackers for making revenue, pipeline, retention, or board metrics mean the same thing across functions.
Use the metric toolsAI readiness and CRM hygiene
Worksheets for checking whether CRM data, workflow ownership, and exception handling are trustworthy enough for automation.
Use the AI readiness toolsBuilt on tools you already know

Most senior leaders I talk to have the same problem: they do not know who to trust and what to do next with the budget they already have. I help mid-size SaaS companies cut through that uncertainty, sort out what is actually broken, and turn messy marketing and revenue data into decisions leadership can use.
Trusted by data-driven teams
Representative client outcomes from teams that needed clearer numbers, faster decisions, and less dashboard theater.
We name these by role because many clients do not want homepage attribution. The tradeoff is transparency over polish: each card includes operating context, engagement scope, and a proof path to the closest published case study.
Proof for the situations we talk about
A few representative examples of what happens when messy marketing and revenue data gets connected to decisions leaders can actually act on.
Growth / Attribution
From conflicting dashboards to one trusted attribution pipeline
A growth team at a 300-person SaaS company stopped arguing with finance and started making budget decisions in hours.
We unified ad platforms, CRM, and billing data into one attribution pipeline the growth team and finance team could both trust.
Read case studyProduct-Led Growth / Activation
A churn-reduction workflow shipped in 3 weeks
Warehouse data moved from passive reporting to a live retention workflow.
A PLG SaaS team used reverse ETL and churn-risk scoring to get high-signal accounts into the CRM fast enough to act.
Read case studyEcommerce / Profitability
True channel-level ROAS cut wasted ad spend 35%
A DTC brand stopped trusting platform-reported vanity numbers and started reallocating budget based on real outcomes.
We connected ad spend, Shopify revenue, and downstream outcomes so the team could see which channels were actually profitable.
Read case study