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

Sonoran Data Strategy offers a range of services tailored for small businesses, founders, and nonprofits. This includes Systems Snapshot & Recommendations, Salesforce Sales Cloud Setup, and Functional App Prototype Sprint. These services are designed to provide clear, practical help with data, systems, and workflows.

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

You can reach out to Sonoran Data Strategy through the website form or the Contra profile. Once you provide your name, email, and what you need help with, you'll receive a timely, personalized reply. Please note that unsolicited calls or SMS are not encouraged.

**What is the payment policy at Sonoran Data Strategy?**

All projects at Sonoran Data Strategy require an upfront, non-refundable deposit to reserve time and begin work. Payments for monthly or multi-month engagements are required in advance. Refunds are only provided if Sonoran Data Strategy cannot deliver the agreed scope for reasons on my end.

**Who is the primary audience for Sonoran Data Strategy?**

The primary audience for Sonoran Data Strategy includes small businesses, founders, nonprofit managers, and organizations that are overwhelmed by data or systems. The aim is to simplify tech and processes for these leaders, enabling them to make better, more confident decisions.

**Where does Sonoran Data Strategy provide its services?**

Sonoran Data Strategy is based in Phoenix/West Valley (AZ), but serves clients nationwide. All services are provided remotely online.

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.

MVP / Functional App Prototype

Identify what’s breaking your Salesforce pipeline and why your reporting isn’t reliable. Get clear, prioritized recommendations to fix data, structure, and visibility issues.

Salesforce Pipeline Health Check (Audit + Recommendations)

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

Fix your Salesforce pipeline so your data is reliable and your reports actually support decisions. Includes cleanup, field alignment, and a clear, actionable dashboard.

Salesforce Pipeline Cleanup & Reporting Optimization

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

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

Sonoran Data Strategy

About Us

Products & Services

MVP / Functional App Prototype

Salesforce Pipeline Health Check (Audit + Recommendations)

Salesforce Pipeline Cleanup & Reporting Optimization

Frequently Asked Questions

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