Tools, templates, and guidance to get your team aligned, prioritize what matters, and take action, fast.
Tools, templates, and guidance to get your team aligned, prioritize what matters, and take action, fast.
Many small to mid-sized business teams feel stuck in the red.
If you're like most teams I've worked with, you can relate and I help go from red to green.
Click on a number for each & get your total score below instantly.
I’ve led teams across startups and global brands, tripling revenue, scaling teams, and turning scattered systems into streamlined machines. As a Microsoft MVP, MBA, and 2X executive, I know what it takes to turn vision into execution.
That's why I created the 5 Levers of Scale System
31+ Tools
Data in hand = conversation + action taken
1. Download the templates
2. Plug in your values
3. Discuss insights with your teams
4. Take action
5. Watch results go up and to the right
Why you’ll love it:
✔ 5 levers cover everything needed to scale
✔ Just $25 for each set, $125 for all 31+ tools
✔ 5 levers cover everything needed to scale
✔ Ready-to-use in Excel & Google Sheets
✔ Easy to customize for your business
✔ Provides Instant insights
✔ Simple to understand- show, don’t tell
✔ Created by an executive who moves needles
✔ Save time instead of reinventing the wheel
✔ Start measuring today for smarter decisions
✔ Drive immediate accountability
✔ Identify must-haves for future software investments
You can use any tools to cover the 5 levers, but these tools I created, I have used as an executive and they provide structure, clarity and insights to make smart decisions while providing the structure needed to scale.
The best part is your teams can use all of these right away for just $125 without the $30k+ enterprise software spend
More about me and where I've worked, learned & mentored
Need more than just templates? Let's connect on LinkedIn and talk. I love to bounce ideas and create custom tools.
I've led operations, marketing, HR, customer success, customer support, pricing, product, creative, sales, business development, supply chain, and technology teams.
I draw on ideas & what works from a wide range of industry experience. Automotive, pharma, biotech, manufacturing, edtech, SaaS, medical devices, financial services, and more.
I've worked with global teams in my MBA program to deliver ways to increase market share. I have a lot of way to improve teams, reach, product and outcomes I'd love to share.
Using data has always been a passion of mine. What started as a hobby- teaching Excel to give back- quickly turned into a business after hundreds of followers asked for a class. In the process, I learned how to grow an audience and convert them into customers through social media.
Today, I teach Excel not just to explain formulas, but to help professionals turn data into decisions. From tracking KPIs to building smarter reports, my courses empower teams to work faster, communicate insights clearly, and drive real results.
If you're looking to grow your customer base or upskill your team, I'd love to connect.
Unlock the power of Excel in this beginner-to-intermediate course designed to teach you 70+ essential skills through hands-on learning all while building a real-world event budget planner.
You’ll learn how to:
This self-paced video course lays the foundation for smarter, data-driven decisions and prepares you to level up with the next class, where you'll tackle automation, dashboards, and advanced techniques.
Whether you're just getting started or want to sharpen your skills, this course helps you become the person who can Xecute Excel projects with ease.
Unlock the full potential of Excel with this beginner-to-intermediate course, designed specifically for managers and employees who want to master essential skills for everyday business tasks.
In this hands-on video course, you'll learn 70+ practical techniques through real-world exercises focused on:
You’ll build confidence in organizing and analyzing data, creating professional reports, and making smarter, data-driven decisions.
As you progress, you’ll strengthen your Excel foundation and gain tools to:
This self-paced course will boost your productivity and make you the go-to Excel expert in your workplace.
Business efficiency starts with the ability to measure, analyze, and communicate results clearly. This advanced Excel course is designed to take you beyond the basics, with 220+ lessons that teach you how to turn spreadsheets into powerful tools for decision-making and measurable results.
In this self-paced video class, you’ll learn how to:
Whether you're managing teams, tracking performance, or presenting data to leadership, Xpert Excel gives you the tools to work smarter and lead with confidence.
Transform your skills. Boost your productivity. Become the Excel Xpert your workplace needs.
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All the tools to assist in growing your business from an executive who has done it.