Coaching Services

All of our coaching is customized and personalized to your team, your needs and your learning styles.

Time-Savings and Efficiency

  • WHO IS THIS FOR?

    • Individuals and teams looking to become extremely efficient and proficient in Excel.

    • Anyone who wants to spend less time on regular actions in Excel and more time on analysis itself and other fun work and activities.

  • WHAT IS INCLUDED?

    • 10 min pre-call to define client’s needs and 60 min sessions covering:

    • Analysis of current inefficiencies and time-sucks.

    • Customized training(s) in time-saving skills and processes.

    • Skill building in Excel shortcuts, formulas, functions and other time-saving tricks.

    • Follow-ups for continued learning.

  • PRICING

    • $349 per session

Analysis
and Insights

  • WHO IS THIS FOR?

    • Individuals and teams with lots of data at their fingertips, but not enough clarity on how to use it.

    • Anyone who wants to use data to gain insights, but don’t quite know where or how to start.

    • Anyone who wants to consider themselves "data-driven".

  • WHAT IS INCLUDED?

    • 10 min pre-call to define client’s needs and 60 min sessions covering:

    • Analysis of current data collection, organization, and reporting/analysis.

    • Customized training(s) in using data for generating information, knowledge, and wisdom (analysis and insights).

    • Skill building in the functions, formulas, and technical areas that are most aligned with client needs.

    • Follow-ups for continued learning.

  • PRICING

    • $389 per session

Custom Coaching / Consulting

  • WHO IS THIS FOR?

    • Individuals or teams who works with big data and Excel and would like to talk with an expert about finding the more effective way to work with it.

  • WHAT IS INCLUDED?

    • 10 min pre-call to define client’s needs and 60 min sessions covering:

    • Analysis of the current Excel strategy, knowledge and skills.

    • Action planning for creating / updating the more efficient strategy and plan for implementation.

  • PRICING

    • Custom pricing.

Custom Tools / Projects

  • WHO IS THIS FOR?

    • Anyone with existing spreadsheets that need updates or enhancements.

    • Anyone who needs a tool or project created.

  • WHAT IS INCLUDED?

    • Totally customized approach and commitment, based on client needs.

  • PRICING

    • Custom pricing.

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