How it Works

  • 1. Reach Out

    Call, text, email, schedule an appointment or fill out the contact form, and we'll set up a time to talk.

  • 2. Evaluate Your Needs

    We'll talk through your goals and exactly how we'll get there. You'll walk me through your processes, current data, software use, constraints, quality controls, how partners may be affected, etc.


  • 3. Create a Plan & Approve Estimate

    We'll determine the right service for you or if you would like to bundle, where we need to start and create a timeline if necessary.

     

    We'll agree on a price dependent on:

    • your budget
    • where you're at (amount of data you have, what it is documented, etc.)
    • effort to complete service

  • 4. Start Project

    When all the details are squared away, and necessary information has been shared, I'll get started.  I'll keep you updated along the way, checking in at milestones discussed in our timeline to make sure we're moving in the right direction and to your liking.


  • 5. Your Optimized!

    Your project is completed when you're fully satisfied and your selected service is fully integrated into your business and you are confident on how to use it.  


    (Some services may require training like how to use all the features of your dashboard or new software.)


  • 6. Always Here

    Businesses are constantly changing so if you need to integrate new software, or help calculating a metric for your dashboard, contact me and we will regroup!


Write Us!


Contact Us

Contact Us


Write us or schedule a free consultation.  We're committed to helping you in any way we can. 

Leave us a note and we'll get in touch with you shortly.

Cannot wait to help you optimize your data! 

+ 1 (800) 299-2098

Greater Boston Area or Remote

OptimizeMyData@JoTheoFILES.com

Business hours


Mon - Fri
-
Sat - Sun
Closed

Also As Scheduled

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