What Do I Actually Do? Deconstructing the Word Salad

Let’s face it—most consulting websites, including sections of my own, read like word salad. We “navigate complex landscapes,” “engage target customers effectively,” and promise “scalable execution.” But what does any of that actually mean for you as a client of KTB Advisory? In this post, we will be deconstructing the word salad.

Here’s the short version: I help markets and research businesses make smarter use of their data, their people, and their time. Through a structured, experience-backed process, I turn fragmented information and broken (or nonexistent) frameworks into a cohesive, insight-driven system. Whether we’re launching a business-wide strategy or diving deep into a single focus area, the goal is always the same: measurable improvements in client outcomes—and ideally, a day-to-day that feels more intentional for everyone involved.

Yes, analytics and technology are central to what I do. But the heart of my work is deeply human: talking to people, understanding their pain points, and giving them tools to help them work smarter, not harder. I know you don't need another dashboard that looks pretty but nobody uses. You need tools and metrics that help time-strapped teams focus on what will move the needle. 

And accountability? It's not just internal. Yes, you need ways to ensure that individuals and teams are working toward the commercial goals that have been set out. But just as important, you need a mechanism to hold clients accountable. Are analysts and salespeople being appropriately recognized for their work? Are the ROIs for every account sensible? Without systems in place to answer these types of questions quantitatively, it's hard to have the conversations that lead to actual results. I help you build the systems that make those conversations possible and productive. 

My consulting process is structured into three focused phases that I have shared below. You can view more detailed information by visiting the KTB Advisory tear sheet here.

As always, I would love to connect if this has struck a chord. Look forward to speaking.

KTB

KTB Advisory Operating Model

1. Discovery and Assessment: 

• Reviewing the inventory of available data points, assessing completeness, and identifying critical gaps.

• Evaluating current systems and workflows. 

• Conducting stakeholder interviews and working groups to understand objectives, skepticisms, and pain points. 

• Identifying the challenges that, if resolved, will lead to the greatest gains in performance.

• Creating early prototypes that demonstrate how the right metrics can empower users to take action

  
  

2. Analytics Development and User Enablement:  

• Defining urgent, essential, and nice-to-have metrics needs across all stakeholder groups (priority accounts and contacts? engagement targets? producer KPIs? client ROIs?).

• Developing tools and interfaces that make critical insights easy to access and act on.

• Determining where the inputs and outputs should live (CRM, Tableau, Power BI, email, excel, shared drives, etc..)

  
  

3. Action Planning and Impact Analysis:  

• Defining clear triggers and responsibilities that prompt stakeholder action based on performance insights.  

• Configuring flags for recurring scenarios (e.g., threshold breaches) and identifying scenarios that require human intervention and ownership.

• Defining clear, time-bound goals by user group, establishing review processes, and providing a sequenced roadmap for improvements, integrations, and process refinements.