First 10 clients get a free strategic plan
Data Clarity For DTC Brands
Unlock the insights hiding in your data—so you can grow profitably, faster, and with total confidence.
Stop Guessing. Start Scaling.
Get crystal-clear insight from your Shopify + ad data—without hiring a full analytics team.
You might be sitting on thousands in missed revenue. We’ll help you find it.
Request a free diagnostic audit—personalized, fast, and founder-to-founder.
💡 This type of data audit—analyzing tracking, LTV, CAC, and ad performance—is something agencies and consultants often charge $500–$750+ for. I’m offering it free to a few qualified brands so we can build trust and give you immediate, actionable clarity. No pitch. No strings. Just value, upfront.
How it Works
Three Steps
1. You Share Your Data - Grant view-only access to your Shopify store, ad platform(s), or just send exports/screenshots—whatever you’re comfortable with. No heavy lifting required.
2. We Analyze & Audit - We dig into your numbers to spot tracking issues, LTV gaps, retention drop-offs, and missed opportunities that could be costing you revenue every day.
3. You Get a Free Loom Video - We send a short, personalized Loom video breaking down 2–3 clear insights with straightforward recommendations. It’s yours to keep—no pitch, just value.
A no-fluff, 3-step process to turn your messy data into clarity.
What You Get
Starter
Everything you need to get clarity fast
Tracking Fix (GA4, Meta, Klaviyo, Shopify)
Plug-and-Play Dashboard (MER, ROAS, LTV, CAC)
Performance Recap + 30-Day Growth Plan
Bonus: Data Quality Checklist + Pro Tools
In 7–10 days, you’ll know what’s working, what’s broken, and how to grow faster.
Everything you need to stop guessing—and start scaling with confidence.
Growth
All of Starter + 30-Day Support
30 Days of Performance Monitoring
1 Loom Recap (with next steps)
Slack Access (1:1 Founder Support)
Bonus: LTV Optimization Snapshot
Designed for brands in growth mode that want high-touch support.
A complete done-for-you setup to fix your tracking, clarify performance, and help you scale with confidence.
Partner
The wrong media spend can cost you $10K–$50K a month. We make sure you don’t.
Ongoing Revenue Clarity on Autopilot
Monthly dashboard upkeep
1 Loom video/month w/ insights
Slack/email support
You stop guessing. We keep you dialed in.
Your dashboard becomes your second brain.
Cancel anytime. Stay as long as it prints ROI.
Optional Add-Ons
Price Retention Deep DiveEmail & cohort breakdown + recs
Forecasting Model Inventory, demand, or revenue
Attribution Tune-UpServer-side + cross-platform clarity
🔐 Our No-Risk Guarantee
We know the impact great data can make—and we only work with brands we can truly help.
We are confident in our ability to provide actionable insights that can improve your marketing performance.
If you grant us the necessary access within 72 hours of onboarding, review our Loom audit within 3 days of delivery, and implement at least two of the key recommendations we provide within the first 30 days, and you don't see a positive shift in at least one of your core metrics (MER, CAC, or retention) as a direct result, we will provide you with an additional month of Slack support and a follow-up Loom reviewing your progress and further opportunities, absolutely free.
No lock-ins. No gotchas. Just honest, founder-to-founder clarity.
Why It's Free
Because it helps both of us.
You get valuable insight—zero cost, zero commitment. I get to sharpen my frameworks and earn your trust.
If it’s a fit, awesome. If not, no worries. You’ll walk away smarter either way.
Who This is For
Montebello Insight is built for founders who are scaling fast—
but feel stuck in the fog of messy data, vague metrics, or flatlining growth.
You’re in the right place if:
You’re doing $50K–$250K/mo on Shopify or DTC
You feel like your data isn’t telling the full story
You’ve been guessing on LTV, ads, or retention
You want to scale confidently—without hiring an analytics team
If that’s you, we should talk.
Ready to See What You're Missing?
Request your free audit. We'll find 2–3 insights inside your data that could unlock real growth.
About Montebello Insight
I’m a data analyst who helps DTC founders scale smarter using clean, actionable insight. Montebello Insight is my way of bringing clarity and confidence to growth-stage brands—without the bloat of a full analytics team.
🔗 Follow My Linkedin
📬 Hit me up! Jorge@montebelloinc.com
📍 Portland, OR
Insights
Transforming data into actionable business strategies.
Contact us
jorge@montebelloinc.com
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