An eight-week coaching program for analysts who are done being the person who "just runs the report." We work on positioning, engagement structure, and the specific skill of turning analysis into something a client can act on without a translator.
The gap nobody names out loud
Most independent analysts got here because they're good with data. Fewer of them ever got taught how to scope an engagement so it doesn't quietly balloon, how to price around outcomes instead of hours, or how to say "this means you should probably cut the campaign" instead of handing over a spreadsheet and hoping someone reads row 47. That gap is what keeps a lot of skilled people stuck doing execution work for clients who never quite see them as anything more than a pair of hands on the keyboard.
This program exists to close that specific gap. Not with theory about "storytelling with data" in the abstract, but by working directly on your positioning, your proposals, and the actual deliverables you're sending to actual clients this month.
How the eight weeks are organized
How you describe yourself in a discovery call quietly sets a ceiling on what clients will ever ask you to do. We rebuild your one-liner, your intro email, and the way you frame past projects so "dashboard builder" stops being the first thing people think.
Scope of work, check-in cadence, what's included and what triggers a new conversation. We build a repeatable structure for your engagements so scope creep stops eating your weekends, and clients know what they're actually paying for.
A regression coefficient means nothing to a VP of Marketing. A recommendation with a dollar figure attached means everything. We practice rewriting your own findings into language a non-technical decision maker can act on in one read.
Moving away from billing by the hour toward pricing tied to the decision your work supports. We look at how you currently quote projects and rebuild the structure around outcomes rather than time spent in a spreadsheet.
Week by week, broadly speaking
Tap a card for the detail. Each phase builds on the one before it, and by week seven you're applying all of it to a real piece of client work rather than a hypothetical case study.
We start by mapping where your current work actually sits on the advisory spectrum, then name what you're already doing that clients don't notice because you never say it out loud. This is also where your one-liner and short bio get rebuilt.
Reading the business behind the data. We build the recommendation memo format together, then you rewrite a past deliverable using it and get direct feedback on whether a non-analyst could act on it without asking you three follow-up questions.
Scoping engagements that hold their shape. We work on proposal structure, boundaries, change-request language, and the pricing conversation, using a real upcoming proposal from your own pipeline where possible.
You submit a live client deliverable for structured feedback, then work through how the engagement evolves after delivery: the renewal conversation, expanding scope, and how to decline work that doesn't fit anymore.
Format
A live group call focused on the concept for that stretch of the program: positioning, translation, scoping, or pricing. Short teaching segment, then structured practice with the group.
A live session built around critique. Analysts bring a real deliverable, proposal, or client email, and the group works through it together with a facilitator guiding the conversation.
You submit an actual piece of client work, a report, a proposal draft, a scope document, and get written feedback before the next live session so you can apply it right away.
Inside the cohort
Fit, honestly
A short intro call is the easiest way to find out. No pressure, no pitch deck, just a conversation about where your work stands right now and whether the next cohort makes sense.
Book an intro call