For Advisors & Partners

Your clients sit on trapped margin. I find it and build the system to act on it.

If you advise owner-operators—fractional CFO, EOS implementer, M&A advisor, CPA, healthcare operations consultant—you’ve seen the pattern: real businesses with real data, but no one turning it into decisions that protect margin, cash flow, or EBITDA.

That’s what Changepoint does. I’m a Fractional Analytics Operator—not a dashboard shop, not a vague consultant, not a software reseller.


What I bring to your clients

  • Scoped, plain-English work tied to a real business decision and believable ROI
  • Answer / System / Engine engagements—fixed scope, fixed outcome, no open-ended retainers
  • No black boxes—logic, code, and documentation the client owns
  • Healthcare depth with methodology that travels to other ops-driven SMBs
  • No competition with your relationship—I complement advisory work; I don’t replace it

Common entry points for your clients:

  • Revenue leakage hidden in billing, claims, or process handoffs
  • Collections or cash conversion delays
  • Capacity waste, no-shows, or uneven labor productivity
  • Inventory aging, pricing inconsistency, or margin erosion
  • Manual reporting consuming expensive operator time

How referrals work

  1. Introduce the client — email intro or a link to the Data & Operations Audit
  2. 45-minute audit (free) — I diagnose problem, data, and feasibility; recommend Answer, System, Engine, or no fit
  3. Scoped proposal — fixed cost and outcome before any work starts
  4. Delivery — client gets logic, code, and a walkthrough they can run internally

You stay in the loop as much or as little as the client prefers. I’m happy to coordinate on scope and timing upfront so there are no surprises for anyone.


Why refer here instead of a generic analytics firm

  • Efficiency-first positioning — operational ROI on the surface, analytics under the hood
  • Intentionally small practice — capped concurrent clients, no pseudo-employment retainers
  • Honest fit filter — if the ROI isn’t there, I say no; that protects your credibility too
  • Execution, not advice — deliverables the client uses, not slide decks

Get in touch

If you have a client who fits—or want to understand how this works before making an intro—reach out directly.

john@changepointdata.com · LinkedIn

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