What If You Didn’t Waste Hours Searching for Data or Feel Frustrated with Your Data Stack? What Could You Accomplish?

Hi, I'm Ruben Ugarte

I specialize in helping companies fine-tune their data stacks—the tools they use to drive and measure the success of their marketing efforts. I help clients identify gaps in their conversion funnels, discover the most profitable marketing channels, and gain deep insights into what their best users are doing within their digital products.

‍Is this your organization?

‍Here’s a quick exercise for you:

How many of the following questions can you confidently answer about your data stack?

What marketing campaigns and channels are driving your most profitable users and not just clicks?
Where in the sign up funnel are you losing people i.e. money?
Are users completing your onboarding process?
What are critical actions that users take before they become paying customers? ?
How often do your best customers use your product or app?
What is your churn rate (annually, monthly, etc)?
What levers can you pull to drive product growth?

It’s hard to figure out what you should track, which tools and platforms you should use and how you need to instruct your development team to implement them.

It’s easy to collect thousands and millions of data points but it is much harder to figure out how to turn them into insights that can influence your decisions.

Imagine having a data stack that gives you all the data you need (and more) to make correct marketing and product investments.

I can help you get there in less time—weeks instead of months—and without wasting valuable resources—engineering and money.

"Our data is scattered, lots of manual Excel work is needed and whatever we build breaks."

Companies come to me with all kinds of challenges.

Do you relate to any of these challenges?

1. Your conversion or onboarding funnel is full of holes and you are losing users before they even get to fully experience your product.

2. You’re spending significant time and money to acquire users but you can’t get clear reports on the ROI of your ad dollars.

3. Your product is growing but you don't know what is working and what isn’t. There’s frustration inside your team over the lack of visibility into what your users are doing.

The First Step to Solving Your Data Challenges: Better Technology

‍A well-built data stack is essential to overcoming the challenges you face in marketing. When your tools are properly integrated, your data will flow seamlessly, making it easier to execute and scale campaigns effectively.

For my clients, this means spending 95% of their time running high-impact campaigns and making data-driven decisions, instead of struggling to find the right data or dealing with disconnected systems.

‍The Second Step: A Smarter Process for Analyzing and Thinking About Data

‍It’s not about creating more dashboards or reports. It’s about honing in on the critical metrics that drive your campaigns and building a simple, repeatable process for analyzing, experimenting, and reviewing those metrics. This ensures your team stays focused on what truly impacts performance, and everyone is aligned in driving growth.

"We don't have analytics expertise in-house but we need to get more numbers."

Your organization is full of engineers. Frontend, backend and all kinds of combinations.

However, not every engineer has experience setting up data tools such as Mixpanel, Amplitude or Segment.com. The last thing you want to do is “waste” their time trying to figure it out.

Many of my clients typically waste tens of engineering hours and multiple months trying to get these tools set up, only to end up with poor and inaccurate data. That’s when they find me.

In a world where engineering time is scarce, this is not ideal.

I have worked on over 90 engagements, across nearly every type of technical framework. I will not write the code for your engineers but I can ensure that they know exactly what to implement and how to avoid falling into technical rabbit holes.

By the end of our engagement, your engineers will be confident on how to maintain your data stack.

"We want everyone to have access to tools but not everyone has technical skills (SQL, etc)"

The best data tools require engineering support during the implementation. There’s no way to get around this.

However, you can design a data stack that does not require engineering during usage.

‍Many of my clients are 100% self-sufficient when it comes to using their data stacks.

In one company, product managers can answer all of their questions within a few minutes.

In another company, the marketing knows exactly the performance of their ad dollars and how to slice and dice the data.

In a third company, executives have pre-built dashboards that they can tweak (if they want) to dive deeper into any metric.

Technical skills aren’t a prerequisite for using your data stack but you do need the right tools.

Introducing my Data Advisory Service

Strategic, hands-off consulting for startups building scalable, high-leverage data systems—without wasting months on trial and error.

Each package is designed for a specific type of company, based on my experience working with 100+ teams over the past 15 years. Foundation runs for 2 weeks, Momentum for 4 weeks, and Scale for 8 weeks.

All fees below are fixed and transparent—there are no hidden costs or surpise addons.

A detailed breakdown of the scope of each package is below the overview table.

Foundation

$5,000 USD

For early-stage teams needing clear direction on how to start tracking and measuring user behavior.

Start Application

1 Platform Tracking
Review of Growth KPIs
Tracking Plan Creation
Data Stack Design
2 Calls (Kickoff & Tracking Plan Review)
30 Days Post Engagement Slack Support

Momentum

$15,000 USD

For Series A teams building a solid foundation for data-informed growth.

Start Application

2 Platform Tracking
Review of Growth KPIs
Tracking Plan Creation
Data Stack Design
Detailed Implementation Notes
QA Implementation
1 Dashboard Creation
4 Calls (Kickoff, Tracking Plan Review, QA Review and Training Session)
30 Days Post Engagement Slack Support

Scale

$25,000 USD

For Series B+ startups that need end-to-end strategic support across multiple teams.

Start Application

3 Platform Tracking
Review of Growth KPIs
Tracking Plan Creation
Data Stack Design
Detailed Implementation Notes
QA Implementation
3 Dashboard Creation
Up to 9 Calls (Kickoff, Stakeholder Alignment, Tracking Plan Review, QA Review, Training Sessions)
60 Days Post Engagement Slack Support

Foundation Package Scope

For early-stage teams needing clear direction on how to start tracking and measuring user behavior.

📞 Live Calls (2)

1. Kickoff Call (60 min) – Align on goals, product flows, and current challenges

2. Review Call (60 min) – Walk through tracking plan, tool recommendations, and developer Q&A

🧠 Offline Strategic Work

1. Review of your key growth metrics (e.g. CAC, LTV, retention)

2. Custom tracking plan for one platform (Web or Mobile)

3. Strategic data stack design with recommended tools and architecture

🛠 Post-Engagement Support (starts after final call and delivery)

30 days of Slack/email support for implementation questions, tool follow-up, or clarification

Momentum Package Scope

For Series A teams building a solid foundation for data-informed growth.

📞 Live Calls (4)

1. Kickoff Call (60 min) – Understand business model, current tooling, and goals

2. Tracking Plan Review (60 min) – Walk through events, data stack, and developer handoff

3. QA + Dashboard Review Call (60 min) – Go over implemented events and initial dashboard

4. Training Session (60 min) – Train your team on how to use the tools and dashboards

🧠 Offline Strategic Work

1. Review of current growth KPIs (CAC, LTV, retention, etc.)

2. Custom tracking plan for two platforms (Web + Mobile)

3. Recommended data stack design with integration guidance

4. Developer implementation guide with best practices and event specs

5. QA review of implemented events (1 round of feedback)

6. Initial growth dashboard (e.g. in Mixpanel, Looker Studio, or equivalent)

🛠 Post-Engagement Support (starts after final call and delivery)

30 days of Slack/email support for technical follow-up and strategic guidance

Scale Package Scope

For Series B+ startups that need end-to-end strategic support across multiple teams.

📞 Live Calls (Up to 9)

1. Kickoff Call (60 min) – Deep dive into growth goals, funnels, and team alignment

2 - 4. Up to 3 Stakeholder Workshops (60 min each) – Working sessions to align decision-makers and prioritize metrics

5. Tracking Plan Review (60 min) – Developer-facing walkthrough with strategic commentary

6. QA + Dashboard Review (60 min) – Validate implementation and align on key insights

7 - 9. Custom Team Training Sessions (60 min each) – Tailored for Product, Marketing, and Leadership

🧠 Offline Strategic Work

1. Review and modeling of growth KPIs: CAC, LTV, payback period, retention curves

2. Custom tracking plan for three platforms (Web + Mobile + Backend)

3. Strategic data stack design across marketing, product, and engineering

4. Developer implementation package with structured event documentation

5. QA and validation of event tracking (2 full rounds of feedback)

6. Custom dashboard design guidance and KPI alignment across teams

🛠 Post-Engagement Support (starts after final call and delivery)

60 days of Slack/email support for team-wide questions, refinements, and strategic follow-up

Frequently asked questions

Below you will find answers to the most common questions I receive for my Data Advisory.

What tools can you help our team with?

I have worked with lots of tools across categories such as customer data platforms (Segment.com, RudderStack), marketing attribution (Google Analytics, Appsflyer, Branch, Tune, Funnel.io), product analytics (Mixpanel, Amplitude, Heap, PostHog, Pendo), subscription analytics (ChartMogul, Profitwell), data warehouses (BigQuery, AWS Redshift, Postgres), dashboards (Looker Data Studio, Tableau, Klipfolio), qualitative data (Hotjar, Microsoft Clarity, Fullstore), paid ad platforms (Facebook Ads, Google Ads, TikTok Ads, Bing Ads) and others (Google Tag Manager, Google Sheets, Zapier.

I’ll also work with your existing stack whenever possible. If something’s not serving your needs or isn’t configured properly, I’ll recommend improvements—but you won’t be asked to switch tools unless it’s clearly holding you back.

Why would I pay for strategy when I still need to do all the implementation?

Because the cost of doing it wrong—or slowly—is much higher. Most teams waste months wiring up events that don’t answer real growth questions. I help you get it right the first time, saving your team time, money, and frustration.

Do you offer hands-on implementation if we need extra help?

No—all of my work is advisory only. I focus on giving your engineers and marketers the clarity, documentation, and strategic direction they need to implement confidently. If you need referrals for hands-on help, I may be able to connect you.

What happens if we fall behind on implementation or need more time?

The project timeline is flexible within reason, but the fixed scope helps us stay focused. On average, a data implementation takes around 20 hours of engineering time, with more complex products requiring more.

You’ll also get post-engagement Slack support to handle late questions. If you need more help beyond that, I offer an ongoing advisory retainer.

This seems expensive—why wouldn’t we just hire a full-time data person?

You absolutely can—but hiring takes time, and even a junior analyst costs $100K+ annually. I give you senior-level strategic guidance for a fraction of that cost, in a fraction of the time, with no long-term commitment.

What if our team doesn’t follow through on implementation? Would this be wasted?

That risk is real—which is why my process includes dev handoff documentation, QA reviews, and support to guide your team through execution. I’ve worked with over 100 teams and know how to make adoption stick.

Can’t my engineer just figure this out by reading docs or watching tutorials?

They can—but they’ll likely reinvent the wheel, make tracking trade-offs that won’t scale, or miss the bigger picture. I bring pattern recognition from 100+ projects so your team avoids the rookie mistakes that stall growth.

What if we already started tracking some events—can you still help?

Yes. In fact, many teams come to me after trying on their own. I can audit what you’ve done, highlight gaps, and help you improve what’s already in place instead of starting over.

Is this overkill for a small startup like us?

Not if growth is your priority. Even early-stage teams benefit from a lightweight, focused setup that’s designed to evolve. The goal isn’t complexity—it’s clarity. The Foundation package is built exactly for this stage.

You can also review the investment heuristics section to see what a healthy budget looks like based on your team size, tool spend, or user acquisition budget.

What my clients are saying about me

A preview of how it feels and looks when your organization generates more insights and become confident about your data stack.

Plus 18 more testimonials in written format...

We had tried to implement Mixpanel but struggled to get useful insights from the tool. Our team didn’t have much analytics experience. Ruben helped us create a comprehensive tracking plan for Mixpanel and Segment.com, enabling us to track users seamlessly across our web and mobile apps. He also worked closely with our development team to ensure the plan was implemented correctly, setting the foundation for a robust data stack.

Paul

Founder & CEO

Ruben helped us establish the right foundation for our Mixpanel data by creating a tracking plan and guiding our development team through the implementation process. This solid foundation in our data stack has made it much easier for us to dig into our data and answer key questions like, “What are the critical actions or attributes that lead our free users to upgrade to a paid tier?”

John

Founder & CEO

Ruben helped us design a data strategy that aligned with our short-term goals while laying a solid foundation for the future. While we had a deep understanding of how to improve our product, we lacked expertise in analytics and properly implementing tools like Segment.com and Mixpanel.

Gaston

Head of Growth

Ruben helped our engineering team stay focused on what we do best: building a great product. He provided expert guidance on selecting the right data tools for the long term and helped us navigate the technical implications of tools like Segment.com. Ruben gave us confidence that we were implementing our data strategy effectively and avoiding pitfalls that could create issues down the road.

John

CTO

Ruben helped us establish the right data foundation for various projects by guiding us on best practices for implementing tools like Segment, Mixpanel, and Google Analytics. This foundation ensures we’re tracking the right metrics and can easily access the data needed to drive informed marketing and product decisions.

Richard

Marketing Director

Ruben helped our team organize our data in GTM and GA. Although we had implemented these tools internally, we weren’t getting much value from them. Ruben guided us on how to properly track data and turn it into actionable insights, ensuring we could maximize the impact of our data stack.

Matt

Marketing Director

Ruben helped our engineering team stay focused on what we do best: building a great product. He provided guidance on selecting tools that would support our long-term growth and helped us understand the technical implications of tools like Segment.com. Ruben gave us confidence that our data stack was being implemented effectively and set up to avoid future pitfalls.

AJ

Founder

Ruben helped us understand how our app (Insights) was performing and how this would impact our redesign efforts. After launching v2, we gained clear visibility into user adoption and the impact of our redesign, replacing assumptions with actionable data. He also served as a trusted advisor, guiding us on leveraging our data stack effectively and always responding quickly to our questions and requests.

Saisai

Product

Working with Ruben has been crucial to our business. He began by auditing our Google Analytics setup and identifying critical issues that impacted our reporting. He then helped us organize our data and create core reports while addressing Google Analytics' sampling limitations. With Ruben's expertise, we gained a clear understanding of user behavior and how to present these insights effectively to our stakeholders, ensuring our data stack delivered real value.

Chelsea

Marketing Manager

We had an overwhelming amount of data at our disposal, but we struggled to transform it into something actionable for our business and valuable for our customers. Ruben helped us streamline this process by creating a data stack that provided meaningful insights for our business, vendors, and users alike. His expertise in turning data into clear, practical tools has been invaluable, and we’re certain we’ll work with him again in the future.

Orrin

CTO

Ruben is, quite simply, a data guru and analytics expert. Extremely professional, highly knowledgeable, and incredibly helpful, he ensures your Mixpanel, Segment, or other tools are set up correctly. Trust me, it’s all too easy to make mistakes and end up with unreliable data, but Ruben makes sure your tracking is accurate and your data is in the best format for insights.

Simon

Growth Manager

Ruben not only answered all of my questions but also helped me uncover blind spots in our current data setup (the unknown unknowns). He worked with me to create an action plan for optimizing our implementation, ensuring we get the best return on our time. I’m extremely happy with the results.

David

Founder

Ruben consistently delivered beyond expectations, going above and beyond to provide value. As a serial founder, I know the importance of surrounding yourself with people who truly make a difference, and Ruben is one of those individuals. His expertise and support have been an incredible asset and a true blessing for our team.

Blair Ryan

VP Digital Operations

Before working with Ruben, we had several gaps in our data stack and lacked confidence in the decisions we were making. We needed an expert, and Ruben was a fantastic partner. He helped us optimize our tools, align our data, and achieve all the goals we outlined for the project. We’re very happy with the results.

Hunter Hillegas

CTO

Ruben was essential in helping us implement a fully functioning data stack within our company. Without an in-house data expert, we couldn’t have set up the system without his guidance. He started by auditing the metrics we were tracking and identifying the data we wished we had. Then, he helped us focus on the key metrics essential for our stage of growth. Finally, he designed an automated system to unify data from the many tools and platforms we use as a B2C company. I cannot recommend him more highly.

Chris Boas

Founder

We immediately saw significant buy-in across the organization and consistent usage of the reports Ruben helped us build. Our clients are thrilled with the valuable insights and actionable answers they’re now able to gain from their data.

Hiba Ganta

Product

Before working with Ruben, we had some data but not all the KPIs we wanted and needed. No dashboards, no KPIs. Ruben helped us with the planning, strategy, and implementation of our ata stack.

We have a much clearer picture of how our product is doing out in the market. So some of the numbers are just more of a confirmation of our feeling, but there are a lot of figures and then KPIs, which are more of a surprise that we didn't know.

Radan Dabetic

Product

Ruben helped us understand the weaknesses in our data stack and prepared a strategy that would allow us to solve these challenges and level up your decision-making capabilities. I would highly recommend Ruben to any company that needs an outside perspective on how to solve critical issues like hiring the right people and selecting the right technology.

Sam Magnant

Finance & Strategy

Data Advisory

What If You Didn’t Waste Hours Searching for Data or Feel Frustrated with Your Data Stack? What Could You Accomplish?

Hi, I'm Ruben Ugarte

"Our data is scattered, lots of manual Excel work is needed and whatever we build breaks."

"We don't have analytics expertise in-house but we need to get more numbers."

"We want everyone to have access to tools but not everyone has technical skills (SQL, etc)"

Introducing my Data Advisory Service

Foundation

Momentum

Scale

Ongoing Data Support – Optional Retainer

Foundation Package Scope

Momentum Package Scope

Scale Package Scope

How Much Should You Invest in Your Data Stack?

Frequently asked questions

Organizations I have helped

What my clients are saying about me

Paul

John

Gaston

John

Richard

Matt

AJ

Saisai

Chelsea

Orrin

Simon

David

Blair Ryan

Hunter Hillegas

Chris Boas

Hiba Ganta

Radan Dabetic

Sam Magnant

My Data Advisory is right for you if…

Ready to Uncover More Insights from Your Data Stack?

Company