Who this is for.
FOOD & BEVERAGE ✦ $150K TO $1.5M
Small and emerging CPG brands who need a strategic roadmap to reach their goals. Built with Kelly and Zoomz, who have each taken a consumer brand from first run to national.
- Sauces, snacks, beverages, and packaged goods
- Selling wholesale, retail, food service, or direct
- Product-market fit established, accounts reordering
- Ready to scale past founder-run operations
Financial Diagnostic
COGS, OVERHEAD, GROSS PROFIT
We rebuild your numbers from the unit up. By the end of this you'll know what every SKU actually earns you.
- True landed cost per unit, including packaging and freight
- Co-pack runs, minimums, and what they cost per case
- Overhead pulled apart from cost of goods
- Gross profit and margin on every SKU you sell
- Breakeven volume at the price you charge today
DELIVERABLEFinancial Truth Document
Channel & Pricing
WHERE YOU SELL, WHAT YOU CHARGE
Every channel takes a different cut and moves at a different speed. We work out what each one leaves you, and whether your price can survive it.
- Retail, food service, ecommerce, and DTC scored side by side
- Margin, volume potential, and fit with where you're headed
- Which channels to prioritize, which to build, which to leave
- Wholesale, MSRP, and where there is room to move
- How to reprice without losing the accounts you want
DELIVERABLESChannel Scorecard and Pricing Memo
Marketing & Sales
POSITIONING, DEMAND, NEW ACCOUNTS
We look at how new business comes in today, where you sit in your category, and what is missing.
- How you're getting new accounts now
- What your sales effort actually consists of
- Where you sit against the rest of your category
- Meta ads, email, and web measured against what they return
- What to build first
DELIVERABLEMarketing and Sales Gap Analysis
The Roadmap
YOUR TARGET, IN ORDER
Your target worked backward into volume, accounts, and channel mix, then sequenced by quarter.
- The number you want, and the year you want it by
- What has to be true about volume and mix to get there
- What happens each quarter, in order
- Rewritten as the numbers come in
DELIVERABLEThe Growth Roadmap
After the roadmap.
MONTHLY STRATEGY ✦ QUARTERLY REVIEW
We stay on it with you while you run it.
- Monthly strategy sessions
- Quarterly roadmap review against actual numbers
- Standing access while you execute