Data & AI
Data and analytics — see your own business clearly
Customer database, sales history, and job mix read end to end — turned into segmentation and decisions you can act on.
- Delivery
- On-site + remote
- Investment
- Scoped per project
- Based in
- Lake Geneva, WI
Most established businesses are sitting on the answer to their own growth question and cannot read it. The customer list, the sales history, the job mix, the work that was quoted and never booked — it is all there, in a system built to run operations rather than to explain them.
This work pulls that data out and turns it into things you can act on: who your customers actually are, which segments carry the business, which revenue is quietly leaking, and what the next best move is.
What typically surfaces
- Customer segmentation by value, recency, frequency, and behavior
- Revenue broken out by job type, product, or service line
- Quoted-and-declined work nobody had counted in aggregate
- Retention and comeback patterns by cohort
- Geographic concentration — where the customers actually come from
- Asset or product mix across the customer base
The reporting discipline
Analytics that require someone to remember to run them do not get run. Everything built here follows one pattern: the work happens on a schedule in the background, results are cached, and the interface simply shows the latest. There is no "Generate" button and no waiting on a spinner — the numbers are just there when you open the page.
Read-only by default
Analysis connects to operational systems in read-only mode unless writing back is an explicit, separately agreed requirement. Reporting should never be able to damage the system that runs your business.
Where the numbers go
Into your decisions, and nowhere else. Client figures are never published in portfolio work, case studies, or marketing material — the numbers belong in your boardroom, not on this website.
What you get
- Full extraction and analysis of your customer and transaction history
- Segmentation model tied to real business value
- Revenue breakdown by job, product, or service line
- Retention and cohort analysis
- Recurring dashboards that refresh on a schedule, not on demand
- A written read of what the data says and what to do about it
Every engagement starts with a conversation.
Five questions, read personally. No sales bots, no drip sequences.
Common questions
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