I reserve a limited number of consultation slots each week for organizations actively evaluating paid corporate training or enterprise programs in:
- Modern Excel
- Python in Excel
- Copilot for Excel
- Power Query, Power Pivot, and analytics workflows
These conversations are intended for teams that have secured or are finalizing budget and are deciding how to upskill their analysts at scale.
These calls are for:
- Directors, managers, or internal training leads
- Organizations planning a real engagement (team training or enterprise program)
- Teams looking to modernize workflows, not casually explore tools
This call is not a fit if:
- You are just exploring or comparing tools
- You are looking for help fixing a specific Excel file or workflow live
- You are evaluating low-cost courses or self-paced content
- You do not yet have internal approval or budget for training
If that’s the case, the resources here will be a better starting point.
On the call, we’ll clarify:
- The outcomes you want your team to achieve
- Where current Excel workflows are breaking down
- Which type of training program (not consulting) would have the biggest impact
This is not a demo, onboarding call, or general Q&A. I prep for these conversations and want to give you thoughtful, actionable guidance.
If you take a slot, please treat it like a real meeting. If something comes up, no problem at all. Just send a quick note.
Before booking, please answer the two short questions below. They help keep the conversation focused and useful for both of us.
I look forward to speaking with serious teams who are ready to invest in upskilling their analysts.
Not sure what results to expect?
Before you book, get a representative ROI Scenario that shows how analyst teams typically benefit from modern Excel training: faster reporting, fewer errors, deeper insights, better strategic decisions.
Download the guide, and then let’s talk about what this could look like for your team.