BI CONSULTANT

MASTERCLASS

TAUGHT BY

ADAM FINER

APPLICATION-ONLY ACCESS  ●  1-1 COACHING  ●  DOWNLOADABLE TOOLS

Want to become a successful BI Consultant? This masterclass is designed for BI professionals ready to go independent. You’ll learn how to structure your services, attract your ideal clients, and build a consulting practice with confidence. With personal coaching and expert frameworks, you’ll get support every step of the way. Spots are limited and granted by application only.

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Investment starts at $497

TRANSFORM YOUR ANALYST EXPERIENCE
 INTO A SUCCESSFUL CONSULTING BUSINESS

STRATEGY

Learn how to position your expertise, package your services, price with confidence, and build a business that attracts the right clients from day one.

TOOLS

Use proven templates, contracts, and client documents that save hours of guesswork and help you deliver a polished, professional experience from your first engagement.

SUPPORT

Get expert guidance tailored to your unique goals. With two hours of 1-on-1 coaching, you’ll move faster, avoid costly mistakes, and gain clarity on your consulting path.

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WHAT YOU WILL LEARN IN THIS MASTERCLASS

  • Define your unique positioning so your consulting services stand out in a crowded BI market
  • Price your services with confidence, reflecting your true value and maximizing profitability
  • Manage projects end to end with structured workflows that reduce stress and build client trust
  • Onboard clients smoothly using professional, legally vetted templates like NDAs and service agreements
  • Deliver polished, high-impact proposals that position you as the expert and win more contracts
  • Build a long-term growth roadmap to scale your consulting business with clarity and confidence

GET INSIDE THE BI CONSULTANT MASTERCLASS

This isn’t just a course—it’s a complete consulting launch system. You’ll get on-demand lessons, exclusive templates, and two hours of personalized coaching to help you build a real business—not just learn theory. From defining your niche to pricing your services and managing clients with confidence, this masterclass gives you the tools, mindset, and mentorship to create a BI consulting career on your terms.

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Adam's Lesson Plan

Setting out our stall. Breaking down the role of the BI Consultant, the skills required and the potential of the market out there.

Breaking down the types of services offered by BI Consultants and looking at ideas for building an attractive offer that your clients will love.

How to field first contact with prospects confidently and professionally, ask the right questions and set expectations.

A look at the fundamentals of project management and how to define project scope based on client requirements using dedicated tools.

Discover all the elements that go into delivering an accurate costing for your work so that you are not unnecessarily leaving money on the table.

Discover all of the professional documents you'll need to define the professional relationship, and reach agreement, with clients.

Discover the project strategies and tools for ensuring everything runs smoothly for delivering success to clients (and yourself).

Focusing on cold outreach. You'll discover best practices for targeting and approaching potential clients.

A look at developing your strategies for building and presenting a strong identity and offer.

A helpful quick guide to getting yourself set up and what you’ll need to invest in.

2 Hours of Personalized Coaching Included

You won't go it alone. Every enrolment includes two hours of one-on-one coaching with me.

We’ll map out your service offering, craft your messaging, and refine your client strategy—together. Whether you're stuck on pricing, unsure how to pitch, or want help positioning yourself, this is your time to get expert support tailored to you.

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Get the Tools Top Consultants Use

Enrolment gives you access to the BI Consultant Toolkit—a library of professionally drafted resources designed to help you work smarter and present like a pro.

Inside, you'll find:

  • NDAs, Contracts, and Statements of Work

  • Client onboarding templates

  • Project Scoping Frameworks

  • The exact Costing App I use to price my services

These aren’t generic templates. They’re refined over years of consulting and built to help you land—and deliver—high-value work with confidence.

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MEET YOUR TEACHER

ADAM FINER

Adam is a Business Intelligence consultant with nearly 15 years of experience helping companies unlock the full potential of their data. In 2016, he left corporate BI behind to build his own consultancy—delivering high-impact solutions for real clients.

He’s not just a consultant—he’s an educator who’s guided thousands of aspiring analysts and consultants worldwide. Adam’s teaching style is structured, practical, and highly focused on clarity, helping you master complex ideas and apply them with confidence.

Through this Masterclass, he’ll share everything he wishes he’d known when starting out, providing not just knowledge, but a strategy for success.

Don't just take our word for it

See what our students have to say about this class:

"I really think that Adam touches on the important parts of navigating the entire BI consultation process. He has a lot of "best practices" that will really help streamline your work and interactions with customers - 10/10."

Tim

"What I liked most was the variety and number of topics covered. The structure of the masterclass is easy to understand. Everything was explained in clear language. Pleasant voice of narration, conducive to concentrated perception of information."

Angelina

"I really liked the demonstrations that were provided on the various tools and software for streamlining different tasks. Another strength is how organized each section is and how the entire course builds off of previous lessons."

Addison

"Overall the pace and chapter breakdowns were really good. It describes accurately which steps to take and which pitfalls there are when setting up your own company as a BI consultant."

Michael

"Despite my 10 years of experience as a BI developer, consulting felt intimidating. Buying Adam's course was a great choice for me! He really goes in depth to how he works with clients. The downloadable assets are fantastic. Highly recommend!"

Katherine

ACT NOW

BI CONSULTANT MASTERCLASS

It’s Time to Begin the Path to Your New Career

This is your moment to break free from the 9-to-5 and start building something of your own. The BI Consultant Masterclass gives you the knowledge, structure, and support to fast-track your success as an independent Business Intelligence consultant.

You’ll learn how to define your offer, attract the right clients, and run your business with confidence—using the same frameworks I’ve used to help real clients and build a successful consulting practice.

Inside the Masterclass:

✔ A complete system for launching your BI consulting business

✔ The BI Consultant Toolkit – ready-to-use NDAs, service agreements, and proposal templates

✔ 2 hours of one-to-one coaching to shape your offer and accelerate your growth

✔ Lifetime access to all lessons and future updates

⚠️ Enrollment is limited and subject to approval.

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STILL HAVE QUESTIONS?

    General Questions

  • Who is the BI Consultant Masterclass for?

    This masterclass is designed for experienced BI analysts and data professionals looking to transition into consulting roles. It’s ideal for those who want to learn how to leverage their BI expertise to advise clients, manage projects, and build a successful consulting business.

  • How is the BI Consultant Masterclass different from other classes?

    Unlike traditional BI courses, which focus on tools and technical skills, this masterclass teaches the consulting and business aspects specifically for BI professionals. You’ll learn exclusive strategies and insights from nearly 15 years of industry experience, shared only in this program.

  • Is there a prerequisite for enrolling?

    While there’s no formal prerequisite, this masterclass is best suited for BI professionals with prior experience in data analysis or business intelligence, as it builds on knowledge typically gained in BI roles.

  • What is your refund policy?

    Due to the nature and format of this masterclass, we do not offer refunds. But we can guarantee that you will not find another masterclass like this anywhere else.

    • Content Questions

  • What will I learn in the BI Consultant Masterclass?

    You’ll gain practical knowledge on how to become a BI consultant, including consulting frameworks, managing client relationships, setting pricing, structuring contracts, and optimizing your BI business strategy. This masterclass focuses on consulting skills and business acumen rather than teaching BI tools.

  • How long will I have access to the masterclass materials?

    You’ll have lifetime access to all current and future versions of the masterclass materials and content, allowing you to revisit lessons and resources at any time.

  • Do I have to participate in the 1-1 coaching included with the masterclass?

    No. We also offer a version of the masterclass without the coaching at a reduced price. Access to this plan and its pricing can be found above in the pricing section.

Enrollment Options

Choose the path that fits your goals and preferred learning style.

Single Payment

$897

REQUEST ACCESS

Lifetime access to all lessons and resources

Personalized coaching and feedback

Priority email support

Downloadable templates and frameworks

Monthly Instalments

3 x $310

REQUEST ACCESS

Lifetime access to all lessons and resources

Personalized coaching and feedback

Priority email support

Downloadable templates and frameworks

Single Payment

$497

REQUEST ACCESS

Lifetime access to all lessons and resources

Downloadable templates and frameworks

Independent learning option (no coaching or email support)


Monthly Instalments

3 x $170

REQUEST ACCESS

Lifetime access to all lessons and resources

Downloadable templates and frameworks

Independent learning option (no coaching or email support)
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