**What services does Sonoran Data Strategy provide?**

We offer a range of services designed to help founders and small teams streamline their workflows and systems. Our key offerings include Clarity-focused workflow reviews, actionable recommendations, and people-first process improvements. We provide a Decision Snapshot, which is a focused strategy session that delivers a clear written decision and next steps. We also offer a Systems Snapshot & Recommendations service, which provides a structured review of one workflow/system with practical fixes and recommendations. Additionally, we can develop a Functional App Prototype Sprint, a rapid web app prototype to test or demo a core workflow. And for small teams needing CRM, we offer a Salesforce CRM Setup service.

**Who are the primary audiences for Sonoran Data Strategy?**

Our primary audiences are founders, small teams, and organizations of up to 15 people who feel stuck, overwhelmed, or unsure about how their systems should work. We're here to turn your messy ideas, broken workflows, and scattered tools into clear, usable systems.

**How can I contact Sonoran Data Strategy?**

You can reach us through our website form, which is our preferred method of contact. You can find the form on our Contra profile link. Alternatively, you can also contact us via email at sonorandatastrategy@gmail.com. Please note that we don't collect phone or social media contacts unless volunteered.

**What is Sonoran Data Strategy's approach to work?**

Our approach prioritizes clarity, empathy, and outcome-oriented advice. We greet briefly, reflect back what we learn from you, ask 1-3 focused questions, offer up to 3 tailored options or info bites, and guide you towards our main goal, which is to encourage you to "Get Your Clear Plan" at our Contra profile. Our aim is to educate, qualify, and route inquiries appropriately without any hard-sell.

**What is Sonoran Data Strategy's refund and compliance policy?**

All our services are fixed-scope, as described. If any work falls outside the listed scopes, it requires a new quote or a different service tier. Please note that no refunds are provided once work begins, and the scope and price are confirmed before each engagement. Additionally, we do not provide any legal or financial advice.

One-time performance report with 6 KPIs, 3 visuals, and insights from up to 2 exports totaling 10,000 cells. Includes clear recommendations.

Business or Marketing Performance Report

Audit of up to 6 tools with notes on gaps, integrations, and KPI alignment. Get simple fixes to streamline your setup and cut unnecessary tools.

Tech Stack Mini Audit

I design a clear new workflow and turn it into a simple 1 to 2 page SOP your team can follow. Includes a short intake, a brief alignment call, and one revision.

New Process SOP / Process Design

Turn your idea into a real, clickable prototype you can show to funders, users, or decision-makers to get buy-in and decide what to build next.

Functional App Prototype Sprint

A focused review of ONE messy workflow. I map tools, find bottlenecks, and give clear, prioritized recommendations so you know exactly what to fix next. No setup or implementation included.

Systems Snapshot & Recommendations

Helps founders resolve uncertainty, clarify what’s true, and define their next confident move with a focused Clarity Map.

Investment: From $6,000 - pricing varies by needs.

Decision Clarity Engagement

Reviews and realigns your data and systems so your metrics tell the truth and your decisions stay clear, confident, and grounded in reality.

Investment: From $5,000 - pricing varies by needs.

Systems Clarity Review

A focused review using a short intake form to define up to 4 core KPIs, clarify what success looks like, and reduce noise so you track what actually drives decisions.

KPI Clarity Snapshot

A focused strategy call to untangle priorities, clarify options, and leave with a concise action brief outlining your next best steps.

Decision Snapshot Session + Action Brief

One-time e-commerce report with 6 KPIs, 3 visuals, and insights from up to 2 exports totaling 10,000 cells. Includes clear recommendations on product and customer trends.

E-Commerce and Retail Performance Report

Track deadlines, coursework, applications, and goals in one place. Clean, customizable Notion layout designed to reduce overwhelm. Includes a shareable Notion template link.

Grad Student Planning System (Notion)

A clean 5-question survey built for your goal with clear structure and 1 logic or skip-logic rule, set up on your chosen platform and styled using the branding available in your tier.

Survey Setup Lite

Hands-on Salesforce Sales Cloud setup for founders and small teams. Clean pipeline, imported data, dashboards, and user access so you can track deals clearly from day one.

Salesforce Sales Cloud Setup for Founders & Small Teams

Design three custom SOPs for core processes to improve workflow clarity and consistency. Each SOP includes a brief intake, short alignment call, and one revision.

Process Foundation Package (3 SOPs)

Monthly KPI snapshot with 3 visuals, 4 core metrics, and clear insights to show what’s working. Includes 1 data source, MoM trends, and up to 10k cells.

Monthly Performance Report

Rewrites your SOP for clarity and flow using intake + up to 2 input pages. One revision. No full redesign or automation mapping.

SOP Enhancement

I turn decisions and ideas into clear, usable systems people can act on.

Sonoran Data Strategy

About Us

Products & Services

Functional App Prototype Sprint

Systems Snapshot & Recommendations

Decision Snapshot Session + Action Brief

Salesforce Sales Cloud Setup for Founders & Small Teams

Frequently Asked Questions

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