All of my coaching is customized and personalized to your team, your needs, your learning styles, your context, and your work. Here are some examples of some of the most popular ways to work together:
Efficiency and Time-Savings

+ Who is this for?

  • Individuals and teams looking to spend less time in Excel and spreadsheets and more time doing the fun work they are best at.
  • Anyone who knows that there are faster ways to do everything in Excel and want to learn how.

+ What is included?

  • Kick-off strategy call to determine needs and agree on scope of coaching.
  • Virtual and/or in-person sessions, typically 60-90 mins in length (number and timeframe of sessions determined as result of kick-off call).
  • Analysis of current inefficiencies and time-sucks.
  • Customized training(s) in time-saving skills, processes, and spreadsheet design.
  • Skill building in the functions, formulas, and technical areas that are most aligned with client needs.
  • Follow-ups for continued learning.

+ Pricing

Starting at $349 with at least 2 scheduled sessions.

Analysis and Insights

+ Who is this for?

  • Individuals and teams with lots of data at their fingertips, but not enough clarity on how to use it.
  • Anyone who wants to use data to gain insights, but don’t quite know where or how to start.
  • Anyone who wants to consider themselves "data-driven".

+ What is included?

  • Kick-off strategy call to determine needs and agree on scope of coaching.
  • Virtual and/or in-person sessions, typically 60-90 mins in length (number and timeframe of sessions determined as result of kick-off call).
  • Analysis of current data collection, organization, and reporting/analysis.
  • Customized training(s) in using data for generating information, knowledge, and wisdom (analysis and insights).
  • Skill building in the functions, formulas, and technical areas that are most aligned with client needs.
  • Follow-ups for continued learning.

+ Pricing

Starting at $399 with at least 2 scheduled sessions.

Clean Up and Streamlining

+ Who is this for?

  • Teams that have tons of spreadsheets floating around, spreadsheets with dozens of tabs, and spreadsheets that someone else created who isn’t around to keep it working.
  • Anyone with spreadsheets or data that is confusing, unclear, or hard to organize and make sense of.

+ What is included?

  • Kick-off strategy call to determine needs and agree on scope of coaching.
  • Virtual and/or in-person sessions, typically 60-90 mins in length (number and timeframe of sessions determined as result of kick-off call).
  • Analysis of current data and spreadsheets.
  • Customized training(s) in data collection and spreadsheet design.
  • Strategize and take action on consolidating and streamlining spreadsheets.
  • Skill building in the functions, formulas, and technical areas that are most aligned with client needs.
  • Follow-ups for continued learning.

+ Pricing

Starting at $349 with at least 2 scheduled session.

The Basics and Beyond

+ Who is this for?

  • Individuals and teams who use Excel and/or Google Sheets for the basics, but want to build a strong foundation of knowledge and bring their work to the next level.
  • Anyone who wants to freshen up their skills and learn some exciting new skills.

+ What is included?

  • Kick-off strategy call to determine needs and agree on scope of coaching.
  • Virtual and/or in-person sessions, typically 60-90 mins in length (number and timeframe of sessions determined as result of kick-off call).
  • Training(s) in the most successful mindsets and approaches for learning the basics in Excel.
  • Skill building in the functions, formulas, and technical areas that are most aligned with client needs.
  • Follow-ups for continued learning.

+ Pricing

Starting at $399 with at least 2 scheduled sessions.


 
Instant Access

+ Who is this for?

  • Anyone who wants a support system available for questions and coaching without a formal agenda or schedule.

+ What is included?

  • A dedicated communication channel (through a variety of available apps such as Slack, Messenger, and Voxer) with access to Emily during agreed upon days and times.
  • Access to a community of other “Instant Access” clients for shared learning.

+ Pricing

Starting at $99/week.

Custom Tools / Projects

+ Who is this for?

  • Anyone with existing spreadsheets that need updates or enhancements.
  • Anyone who needs a tool or project created.

+ What is included?

  • Totally customized approach and commitment, based on client needs.

+ Pricing

Custom pricing.

Custom Coaching / Consulting

+ Who is this for?

  • Individuals or teams who works with technology and want to talk with an expert about their current tools, knowledge, and skills - as well as strategize on processes and approaches for getting the most success from their use of technology.

+ What is included?

  • Strategy sessions to review and analyze technology (Excel and beyond) knowledge, skills, and use.
  • Action planning for creating / updating a technology vision and plan for implementation.

+ Pricing

Custom pricing.