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STEP

3

DATA ANALYSIS

Tools and Systems to Get Started

No need to over-engineer—this chapter covers the minimum tools needed to set up your analytics stack. We highlight lightweight CRMs, product and website analytics tools, and simple dashboarding platforms to help you get visibility fast without burning time or budget.

Choosing the Right CRM for Early Teams

A customer relationship management (CRM) system helps you organize contacts, track leads, and monitor sales progress. This section outlines lightweight, cost-effective CRM tools that early-stage startups can set up quickly without heavy technical support.

Website & Product Analytics Tools

You don’t need a data science team to track how users engage with your site or product. This section helps you choose lightweight, founder-friendly tools for behavior tracking and engagement insights.

Dashboards & Reporting Systems

Even early on, dashboards help keep your team focused and aligned. This section explains how to create simple, low-cost dashboards using Google Sheets or Looker Studio that keep your key metrics visible.

Fractional Executives

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