Clear Metrics.
Smart Ops.
Your in motion.
For creative CEOs ready to trade busywork for clear direction. From dashboards to done-for-you operations, we help you scale with purpose—not pressure!
Mulberry & Main
VIRTUAL SOLUTIONS
Your metrics need to make sense . . . and dollars.
You’re ready to level up and make a bigger impact—but you’ve got more ambition than bandwidth.
You can’t afford to second guess every move or chase garden-variety strategies that eat up your energy.
You already hustle hard. That’s not the problem. The difference? Working—with systems that steer.
Just knowing you business numbers isn’t enough.
Enneagram 4, total numbers nerd who knows hitting your goals is an art & a science.
That’s where we come in—with dashboard design and ongoing operations support for creative entrepreneurs.
Less mess. More metrics.
Think of me as your business co-pilot—mapping data-backed systems and tailored operational strategies that keep your growth steady, profitable, and unmistakably you.
Let’s focus on growth that’s grounded, not gut-driven.
So your next move is crystal clear.
Let’s stop playing mental gymnastics with big decisions—and start building toward sustainable growth with data-backed direction.
My wish for you is...
More Confidence
Feel assured you’re taking the right next step.
More Clarity
Know exactly where to focus your time, energy, and budget.
More Creativity
Stay in your zone of genius—and finally create breathing room.
“Where’s the mind-blown emoji??
This literally brought all the messy, untamed parts of my business into focus; in ways, I can’t even describe! Now I can forecast my growth in a smart way, not willy nilly playing a guessing game and hiring help or adding systems without being financially prepared.”
Leah Shockley
Break it down now,
Demystify your Data in 3 simple steps:
Identify
Get aerial-view clarity. We audit the terrain of your biz and trace bottlenecks back to their root cause—like using drone footage instead of guesswork.
Simplify
Declutter and streamline.
We’ll set up systems that function like autopilot—freeing you up to focus on the big picture.
Amplify
With your compass calibrated, we'll scale with intention.
You’ll finally feel like the captain of your ship—not just a passenger.
Sales
Operations
Launches
Memberships/Courses
Marketing
(is it the copy or the tech? How do I fix it & increase my conversions??
Where all your traffic even COMES from
(is Pinterest worth your time? Or are you waisting your ad spend??)
Where is the leak in your funnel
(is it the copy or the tech? How do I fix it & increase my conversions??)
How your customers like to buy
(Is it mobile, desktop, or in store? Are there seasonal trends??)
You’d be able to see things like:
Where all your traffic even COMES from
(is Pinterest worth your time? Or are you waisting your ad spend??)
Where is the leaky step in your funnel
What's your most profitable offer
(are stale offers keeping me in the RED? How do I increase my avg order value??)
Sales
Operations
Launches
Memberships/Courses
Marketing
When you're ready to grow your team
(What role do I need? VA, marketing manager, project manager??)
If you're ready to grow your team
(What role do I need? VA, marketing manager, project manager??)
If your calendar is costing you money
(Where is my time most impactful? How do I stop spinning my wheels??)
If you are overpaying for your systems
(Is switching programs worth the cost? Is FG Funnels or Zoho right for me??)
You’d be able to see things like:
Where your calendar is costing you money
( Where should I focus my time? How do I stop running zoom call marathons??)
When you need to scale your systems
(Am I overpaying or just on the wrong plan? Is FG Funnels or Zoho right for me??)
Sales
Operations
Launches
Memberships/Courses
Marketing
What are your top performing posts?
What are your top performing posts?
(Should I make more carousels or reels? Is going live worth my time??)
What are your top referrers and affiliates
(Are collaborations worth it? How profitable is my network??)
What your email list is actually worth
(Are my open or click rates too low? What emails get the best engagement??)
You’d be able to see things like:
(Should I make more carousels or reels? Is going live worth my time??)
What are your top referrers and affiliates
What your email list is actually worth
(Are collaborations worth it? How profitable is my network??)
(Are my open or click rates too low? What emails get the best engagement??)
Sales
Operations
Launches
Memberships/Courses
Marketing
(Do I need a "Fast-Action Bonus"? Should I expect final day bump in sales??)
When is the best time to launch
(Are there seasonal trends? Should I just go evergreen??)
What are your registration & attendance rates
(Should I add sms text reminders? Are enough registered to hit my goal??)
What are your client sales behaviors
(Do I need a "Fast-Action Bonus"? Should I expect final day bump in sales??)
You’d be able to see things like:
When is the best time to launch
(Are there seasonal trends? Should I just go evergreen??)
What are your registration & attendance rates
(Should I add sms text reminders? Are enough registered to hit my goal??)
What are your client sales behaviors & trends
Sales
Operations
Launches
Memberships/Courses
Marketing
What is your customer satisfaction score
What is your typical customer service response time
(Are my members frustrated? How can I make it easier for them to get help??)
What are the top payment options
(Should I offer additional payment plans? Am I leaving money on the table??)
What is the TOP reason your members leave
(Are my churn rates too high? Are there trends to help us spot issues sooner??)
You’d be able to see things like:
(What's the top reason they leave? What blind spots am I missing that's costing me $$?
(What are my members struggling with? How can I make helping them easier??)
What are is the average client lifetime value
(Should I offer additional payment plans? How do I keep them active longer??)
What's your churn rate
Meet Your Navigator
I know what it’s like to build something meaningful—only to feel stuck in the weeds.
After a decade in project management and online operations, I’ve helped 6- and 7-figure founders reclaim clarity by making sense of their numbers.
Now, I partner with coaches, consultants, and creators to decode their data, organize their ops, and scale without burnout.
I bring metrics to the table, so you can bring your vision to life.
I’m not just a dashboard expert—I help shape the backend systems and processes that keep creative businesses and small teams thriving.
The Clarity
Compass Audits
Feeling off-course? Our diagnostic roadmap reveals hidden opportunities and roadblocks—perfect for number-shy CEOs ready for clarity. Three unique audits to refine your data, systems, or CEO capacity.
Point the way to Clarity
The Metrics Maestro
Custom dashboards and tools designed to grow with you. Visual insights = smarter, faster decisions—so you can lead on the go from anywhere with confidence.
Let's design your dashboard
The Navigator Retainer
Strategic ops and data support—weekly, monthly, ongoing. We collaborate directly with your team, becoming an embedded partner who helps shape systems, not just execute them.
Explore Ongoing support
Here's how we can get started
“Cass’ Problem Solving And Project Management Skills Have Been The Best To Leverage In My Business. I Have Been Able To Gain Back Hours Of Time And A Peace Of Mind”
Latrice Prater
Send me the FREEE
10 Must-track Metrics
(of course you are, you know that metrics are the best accessory a savvy business owner—like you—can have 😉.)
Not all numbers are created equal. Want to learn the 10 Must-Track Metrics that takes the guesswork out of growing your business and keeps you moving forward toward a stress-free sustainable business?