Canada / Remote consulting and delivery
I help Canadian teams build a consistent view of marketing and sales across domestic and US activity. Source data, currencies, inquiry statuses and commercial outcomes are reconciled before they become a dashboard, so the report answers a decision instead of combining incompatible totals.
Cross-market reporting often looks more unified than the underlying records really are. Campaign exports may use one currency, sales reports another, and pipeline records may not distinguish the offer or market at all. I trace those definitions and sample records before proposing a management view or new technical connection. The reporting brief identifies the customer market, the commercial entity or account where relevant and the owner of each status. We agree which comparisons are meaningful and which should remain separate. This makes it possible to discuss acquisition quality and sales progress without confusing a source-data difference with a real performance change.
Retain the original reporting currency and the approved method for any consolidated view. Record what identifies the customer market and where that field comes from. This keeps management summaries traceable instead of relying on an invisible spreadsheet conversion or an unreliable assumption about visitor location.
Define the join from a website or campaign request to a reviewed opportunity and later sales stage. Agree how duplicates and repeated contacts are handled. The team should be able to explain what happened to a sample inquiry before it trusts the same logic in an aggregate chart.
Assign responsibility for status changes, source corrections and refresh tasks. Document the difference between platform conversions and reviewed commercial outcomes. Consistent ownership is essential when Canadian and US teams use the same dashboard but contribute different parts of its source data.
The work is delivered remotely with marketing, sales and the owners of commercial records. A focused diagnostic can establish the measurement dictionary and identify the minimum required connections. We scope implementation around existing systems and maintainable update routines rather than assume a new analytics platform is necessary.
Agree the customer, selling market and business question. Review the available source material with the responsible owner, and identify inputs that would change the recommendation. The project begins with a shared brief rather than an assumed list of channel or technology tasks.
Set the outputs, approval points and implementation responsibilities. Separate what can proceed from work that depends on another decision. Keep the scope and change record visible so your team can review progress without reconstructing the project from messages.
Check the agreed deliverables against the original question, record the relevant findings and assign the next action. Where ongoing measurement is part of the scope, document the source, review window and owner before the project moves into the next cycle.
See how I approach the work before we define your project.
Explore the published project, the work delivered and the supporting evidence. See the business question, the decisions I made and the deliverables that moved the work forward.
Read the project caseYes, with original currencies retained and an approved consolidation method. Comparable totals and separate source views can coexist; the report should make the transformation understandable instead of hiding which assumptions produced the headline.
You work directly with me remotely, with written decisions, named review owners and agreed meeting windows. The proposal defines the outputs and implementation responsibilities around your team and the customer market being served.
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Marketing & Growth Consultant