Simonton Strategic Solutions partners with small and mid-size businesses to turn operational complexity into clear, actionable strategy — from sales systems to marketing analytics.
We bring structure, clarity, and measurable results to the areas that matter most for small business growth.
Custom-built tracking and prospecting tools that keep your sales pipeline organized, visible, and actionable — without the complexity of enterprise software.
Rigorous analysis of your ad campaigns and marketing spend — identifying what's working, what isn't, and exactly where to put your next dollar.
Translating your business goals into a clear operational roadmap — with the tools, processes, and metrics to track progress and stay on course.
Turning raw spreadsheet data into interactive Power BI dashboards your team can actually use — built with step-by-step documentation so you stay self-sufficient.
At Simonton Strategic Solutions LLC, we partner with business owners who are serious about growth but need a trusted advisor to bring structure and data to their decisions.
"Our mission is to empower businesses with actionable insights — aligning your operations with your strategic goals through clear thinking and measurable outcomes."
Real engagements. Real results. Here's how we've helped clients build better systems and smarter strategies.
Built a streamlined CRM system to organize a growing prospect base, enabling consistent sales check-ins and a structured outreach process across hundreds of contacts.
Onsite Health Solutions provides medical testing and health screening services to businesses across the Midwest. As they scaled their sales efforts, their contact data was fragmented and difficult to navigate — making it hard for coordinators to manage outreach, track follow-ups, and identify priority prospects efficiently.
Simonton Strategic Solutions designed and built a simplified, purpose-built CRM in Excel — organized by company, coordinator assignment, and contact role. The system included interactive filtering to let reps instantly sort by company or contact type, drill into full contact details including LinkedIn profiles, email, and direct phone numbers, and maintain a clean view of their active pipeline without the overhead of enterprise CRM software.
Analyzed Facebook lead generation campaigns across three audience segments, identifying top-performing creative and delivering clear recommendations to reduce cost per lead and scale spend efficiently.
GoodKnight Security, a Louisville-based home and commercial security company, was running Facebook lead generation ads across three distinct audience segments — homeowners, church administrators, and local business owners. With multiple ad sets and creative variations in flight, they needed clarity on what was working and where to direct their budget for maximum return.
Simonton Strategic Solutions conducted a full campaign audit across all three segments, breaking down performance by ad set, creative element, headline, and copy variant. We identified the top-performing combinations, calculated true cost per lead for each segment, surfaced the underperforming business owners campaign, and delivered a prioritized action plan with concrete next steps for scaling, consolidating, and retesting creative.
| Segment | Total Leads | Cost / Lead | Reach | Best Creative Result |
|---|---|---|---|---|
| Free Estimate (Homeowners) | 115 | $13.16 | 25,495 | 111 leads @ $12.88 — top performer |
| Churches | 67 + 19 | $19.23 / $11.82 | 18,955 | Ad set 2: $11.82 CPL — most efficient overall |
| Business Owners | 7 | $46–$68 | 3,084 | No clear winner — creative refresh needed |
Designed and delivered a full Power BI dashboard guide for a construction project tracker — enabling a non-technical team to go from raw Excel data to an interactive, shareable business intelligence dashboard with zero prior Power BI experience.
VI Controls, an electrical controls and construction firm, maintained their entire project pipeline in a complex Excel macro workbook — tracking phases (Pre-Wire, Program, Startup, Training), technician assignments, distributor relationships, and next actions across dozens of active projects. The data existed, but there was no way to visualize it, filter it interactively, or share it with stakeholders in a meaningful format. Leadership had no Power BI experience and needed a path from spreadsheet to dashboard that their team could actually follow and maintain.
Simonton Strategic Solutions produced a comprehensive, plain-language Power BI build guide tailored specifically to VI Controls' data structure. The guide walked the team through every step — installing Power BI Desktop, cleaning the raw Excel data in Power Query, building five distinct dashboard visuals, adding interactive slicers for real-time filtering, and publishing or sharing the finished report. Each step was written for a non-technical user, with tips, troubleshooting notes, and a full glossary of Power BI terminology. The result: a repeatable, self-sufficient process the client can maintain independently.
| Visual | Type | Purpose |
|---|---|---|
| Project Status Overview | Donut Chart | Snapshot of projects by phase: FIN, CON (active), or LOST |
| Total Project Count | KPI Card | At-a-glance count of all projects in the tracker |
| Projects by Distributor | Bar Chart | Volume of projects per electrical supply company |
| Upcoming Next Actions | Sortable Table | All open tasks sorted by due date — never miss a follow-up |
| Technician Workload | Bar Chart (×3) | Active jobs per tech across Startup, Program, and Training phases |
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