Kristen David's

Bring Clarity to Your Chaos

The Dashboard Boot Camp

6 Weeks. 2-4 Hours Per Week.

Get More Clarity in 6 Weeks Than Most Do in 6 Months!

Your Business Is Scaling.
Your Visibility Should Be Too.

If your business is crossing the $1.5M–$2M revenue mark, you already know: what got you here… won’t get you to the next level.

You’re growing. Fast. But with growth comes chaos — numbers scattered across spreadsheets, KPIs that no one’s tracking, and a constant sense of flying blind.

You’re not alone. Most business owners at this stage are juggling a dozen dashboards (or none at all), and making decisions off gut instinct instead of grounded insight.

It’s exhausting. It’s risky. And it’s unsustainable.

What you need now is not more data — it’s clarity. You need visibility. You need to look at one place and know what’s working, what’s not, and what to do next.

Because raw data? It’s just noise. Insights are everything.

This 6-week Dashboard Boot Camp is for growth-minded business owners who are ready to reclaim control. Who are tired of the reactive cycle and want to lead from a place of power — with real-time access to the numbers that drive the business forward.

We’re not just helping you build dashboards. We’re helping you build freedom — the freedom to lead, scale, and strategize from a place of confidence instead of chaos.

You’ll walk away with dashboards that don’t just display numbers… They tell the full story of your business.

The Real Problem Isn’t Data.
It’s Visibility.

Most businesses have access to numbers, but not meaning. They can see revenue… but not the bottlenecks. They know their costs… but not their conversion rates.

Your dashboards should be your business’s GPS — pointing you to growth, efficiency, and opportunity.

But most teams:

Rely on scattered spreadsheets and inconsistent reports
Only track financials and sales — and ignore intake, marketing, and production
Don’t have a master view to drive strategy and leadership

It’s time to change that.

What You’ll Accomplish in Just 6 Weeks:

Learn the Types of Dashboards Your Business Needs

Build and Implement Customized Dashboards for Each Department

Create a Master Dashboard to Run Your Business From One View

With this program, you’ll unlock:

Live Weekly Trainings: These aren’t generic webinars. These are high-impact, expert-led working sessions where you’ll implement what you learn in real time. By the end of 6 weeks, you won’t just understand your data — you’ll have full visibility across every department and the tools to make powerful, data-backed decisions at any moment.
Templates and Examples: Skip the blank page. Use our proven templates and real-world examples to accelerate your builds and remove the guesswork. Imagine every department having clear KPIs, measurable outcomes, and clean visuals you can actually use to drive strategy.
Procedures and SOPs: Don’t start from scratch. You’ll get plug-and-play SOPs and procedures that teach you how to identify, extract, and organize the exact data you need — when you need it. No more hunting for numbers. Just clarity on demand.
Access for Up to 5 Team Members: Get your leadership and implementation team trained together. Plus, your future hires can revisit the content when it’s time to scale. Imagine an aligned team, clear expectations, and empowered decision-making at every level.
Private Community Access: This is where strategy meets support. Ask questions, get live feedback, troubleshoot roadblocks, and learn directly from coaches and fellow high-level businesses walking the same path.

Bonus Content:
Learn from the Best

Terrell Turner on Financial Visibility
Jordan Ostroff on Lawmatics
Blue Shark Digital & Spotlight Branding on Marketing Metrics
Stafi Live on Intake Data
Andrew LeGrand on Building Your Master Dashboard

What You’ll Learn and Implement:

Week 1: Types of Dashboards + Choosing Your Platform

Understand what types of dashboards your business needs and how to pick the right platform for long-term scalability.

Week 2: Marketing Dashboards

Measure what matters. Build marketing dashboards that track spend, ROI, leads, conversion, and more.

Week 3: Intake and Sales Dashboards

From inquiry to closed deal – track every step of your sales pipeline with clarity and confidence.

Week 4: Financial Dashboards

Get out of the dark. Build dashboards that help you forecast, manage cash flow, and track key metrics.

Week 5: Production & Team Dashboards

See how your team is really performing. Track project timelines, productivity, task load, and KPIs.

Week 6: Build Your Master Dashboard

Combine all your views into one command center: your custom Master Dashboard.

JOIN THE BOOT CAMP
For ONLY $7500

Or 3 Easy Pay Of Only $2600

Recuring Every 2 Weeks

Get immediate access to all training content and join our exclusive community group!

(Invite up to 5 team members to attend!)

Who This Is Not For:

This Boot Camp delivers big results — but it requires real engagement, real effort, and a willingness to lead your business with intention. If you’re looking for shortcuts or quick fixes, this isn’t the right fit.

Those looking for a magic wand: This isn’t a plug-it-in-and-forget-it tool. This is a hands-on, strategic build process. We guide you — but you and your team have to do the work.
People who only see problems: We thrive in possibility. If you’re stuck in a mindset that only focuses on what’s wrong — instead of what could be built — this may feel overwhelming, not empowering.
Teams who won’t participate: You can’t delegate transformation. If your leadership or implementation team isn’t ready to dig in and own their role in building a high-functioning, high-clarity business, this won’t deliver the results you want.

This Boot Camp is for visionaries and builders — not bystanders. If that’s you, we’re ready to walk beside you every step of the way.

Discover What Our Raving Fans Have to Say!

“I have known Kristen for several years. She was an integral part in helping grow my firm to one of the fastest growing law firms in the country- 193% growth over a three year span. She is a tell it as it is, straight shooter. She will encourage you and make you want to have a better business and be a better person. I highly recommend to grow your business to the next level.”

- Christine M.

Kristen David is an absolute pleasure to work with! She is very knowledgeable, experienced and helpful! We have implemented the things we have learned in her boot camp at our law firm and it is going really well! We highly recommend the boot camp! 5 stars!

- Ululani A.

Be prepared for the most informational 6 weeks. I had the pleasure of experiencing this Boot Camp and gaining the valuable knowledge and resources that it has to offer. Upleveling Your Business provides you with the tools to create a more effective and efficient approach in developing the onboarding systems and procedures for your business. This team is definitely composed of rockstars and I’m glad I was able to work with Kristen and Jaclyn to gain this valuable knowledge to implement going forward!

- Sofia B.

The Dashboard Boot Camp Difference

We don’t just teach. We build with you. You’ll walk away with a fully built dashboard suite tailored to your business – and a team who knows how to use it.

Don’t stay in the dark. Start leading with clarity.

Meet Your Instructor:

Kristen David, Owner Upleveling Your Business

As a young attorney, I worked 80+ hours a week to build my practice – and though I loved my work, I had no freedom.

After ten years of trying to juggle it all, I learned how to truly run my business like a business. I wrote a business plan and executed on the things that matter.

I doubled and then doubled again over 18 months as I implemented the systems in all areas of business that allowed me to regain my freedom.

When I sold my successful law practice, I began coaching and teaching lawyers across the country (and all around the world) how to build and manage their businesses while living the life they love.

Since then, I have built a business that allows me to do what I love – coaching and teaching entrepreneurs in a variety of industries. I teach them how to manage their businesses through the replicable policies and procedures that have allowed me to double my own business, multiple times, while still taking time for myself.

Nothing beats a growing, profitable business and being able to spend time connecting with friends and family, sometimes at home and sometimes while visiting places I had previously only dreamed of.

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