Services

Where we help.

Each engagement is scoped to a clear operating outcome: a better 3PL or freight setup, a manufacturer that fits the business, a planning process the team can trust, a new channel that is actually supportable, or a reporting/automation system that removes manual work.

Not sure which problem matters most? Start with a free session. We’ll help identify the right path.

01

3PL & Freight Sourcing

Find the 3PL and freight setup that fits your volume, channels, service needs, and margin targets.

Best fit: For CPG brands whose fulfillment or freight setup no longer matches their volume, channels, service requirements, or cost expectations.

Common triggers

  • • 3PL costs have increased faster than volume.
  • • Freight, storage, pick/pack, or accessorial charges are hard to explain.
  • • Service issues are creating customer, retail, or inventory problems.
  • • The brand is entering Amazon, retail, or wholesale with different fulfillment requirements.
  • • The current provider was right at one stage but may not fit the next one.

What we do

  • • Review current order profile, shipment history, rate cards, invoices, and service requirements.
  • • Build a current-state cost and service picture.
  • • Define provider requirements based on volume, channels, complexity, and growth plans.
  • • Source or compare 3PL, freight, or hybrid options.
  • • Model tradeoffs across cost, service, operational risk, and transition complexity.
  • • Support decision-making, negotiation, and transition planning.

Deliverables

  • • Current-state cost and service summary.
  • • Provider requirements and scorecard.
  • • Shortlist or comparison set.
  • • Savings / tradeoff model.
  • • Recommendation memo.
  • • Negotiation or transition plan.

If fulfillment or freight costs feel wrong, start with a free session. We'll tell you whether a sourcing review is worth the effort.

02

Manufacturing Sourcing

Find manufacturing partners who can make the product right, support the volume, and work within the terms your business needs.

Best fit: For brands launching new products, replacing an underperforming manufacturer, moving into higher volume or complexity, or trying to improve quality, reliability, terms, or scalability.

Common triggers

  • • Quality, lead time, cost, or communication issues are slowing growth.
  • • The current manufacturer cannot support the next stage of volume, complexity, or compliance.
  • • Terms, MOQs, cash-flow requirements, or production timelines no longer work.
  • • A new product needs a practical sourcing and evaluation process.
  • • The team lacks bandwidth or category context to manage outreach, comparison, and follow-up.

What we do

  • • Clarify product, quality, compliance, packaging, and capacity requirements.
  • • Identify and screen potential manufacturing partners.
  • • Compare capabilities, terms, pricing structure, lead times, and operational fit.
  • • Organize the decision process so the team can evaluate options clearly.
  • • Support negotiation, onboarding, and transition planning when needed.

Deliverables

  • • Manufacturer requirements brief.
  • • Candidate list or shortlist.
  • • Comparison scorecard.
  • • Risk / tradeoff memo.
  • • Recommendation and next-step plan.

If manufacturing is becoming a bottleneck, start with a free session and we’ll help clarify the sourcing path.

03

Planning & Forecasting

Build a forecast and planning cadence your team can trust for inventory, purchasing, cash, and growth decisions.

Best fit: For brands where demand planning, inventory decisions, purchasing, or cross-functional planning depend too heavily on disconnected spreadsheets, stale assumptions, or one person’s tribal knowledge.

Common triggers

  • • Forecast misses are causing stockouts, excess inventory, or cash tied up in the wrong SKUs.
  • • Sales, inventory, purchasing, and finance are working from different numbers.
  • • A planner is manually rebuilding the same model every week.
  • • Growth across Amazon, retail, wholesale, and DTC has made the old planning process too fragile.
  • • The team needs a repeatable planning cadence, not just a cleaner spreadsheet.

What we do

  • • Review sales history, inventory, channel mix, SKU complexity, and current planning workflow.
  • • Identify where the forecast breaks down: data, assumptions, ownership, cadence, or tooling.
  • • Build or improve the forecast model and planning process.
  • • Create clear operating views for demand, inventory, purchasing, and exceptions.
  • • Help the team adopt a planning cadence they can maintain.

Deliverables

  • • Planning process audit.
  • • Forecast / demand model improvements.
  • • Inventory and purchasing views.
  • • Exception reporting.
  • • Planning cadence and ownership recommendations.

If planning is happening in one fragile spreadsheet, start with a free session and we’ll help identify the highest-leverage fix.

04

Enter New Channels

Enter Amazon, retail, or wholesale with the operating support those channels require: planning, inventory, fulfillment, reporting, and issue resolution.

Best fit: For brands entering Amazon, retail, or wholesale for the first time, or trying to fix a channel that has outgrown the team’s current operating expertise.

Common triggers

  • • Amazon, retail, or wholesale is a growth priority, but the team has not operated that channel before.
  • • Channel requirements are creating new planning, fulfillment, chargeback, compliance, or reporting needs.
  • • Sales wants the channel live, but operations is not ready to support it.
  • • The channel is launched but underperforming because ownership, data, and cadence are unclear.
  • • The team needs experienced operating support across launch, cleanup, or scale.

What we do

  • • Clarify channel requirements, economics, operating constraints, and launch risks.
  • • Build the operating plan across inventory, fulfillment, reporting, ownership, and cadence.
  • • Identify data and workflow gaps that will slow execution.
  • • Support launch, cleanup, or growth execution depending on the stage.

Deliverables

  • • Channel-readiness review.
  • • Launch or improvement plan.
  • • Operating cadence and owner map.
  • • Reporting requirements.
  • • Issue/risk tracker.

If Amazon, retail, or wholesale is important but operationally underbuilt, start with a free session.

05

Analytics

Turn scattered operational data into the dashboards, metrics, and operating views your team needs to make decisions.

Best fit: For teams with useful data spread across ecommerce, retail, Amazon, 3PL, ERP, spreadsheets, and accounting tools — but no reliable view of what is happening or what needs attention.

Common triggers

  • • Key reports take hours or days to rebuild.
  • • Different teams use different numbers.
  • • Important decisions depend on spreadsheet exports and manual cleanup.
  • • Leadership lacks a clean view of inventory, service, margin, demand, or channel performance.
  • • Existing dashboards show data but do not drive decisions or action.
  • • The team needs exception reporting, not just more charts.

What we do

  • • Identify the decisions the reporting system needs to support.
  • • Map data sources, owners, refresh cadence, and current manual steps.
  • • Define the key metrics, cuts, and exception views.
  • • Build or improve dashboards and operating reports.
  • • Create a maintenance path so the system stays useful.

Deliverables

  • • Decision and KPI map.
  • • Data source / workflow map.
  • • Dashboard or operating report.
  • • Exception views.
  • • SOP and maintenance cadence.

If your team is spending more time building reports than using them, start with a free session.

06

Automation

Remove repetitive operational work with practical automation your team can trust and maintain.

Best fit: For teams repeatedly copying data, rebuilding reports, checking invoices, updating trackers, sending status messages, or coordinating work that software can handle more reliably.

Common triggers

  • • The same manual workflow repeats every week or month.
  • • Key operators are stuck moving data instead of improving the business.
  • • Existing tools do not talk to each other cleanly.
  • • The team wants AI or automation but needs it tied to a real operational job.
  • • Processes are too manual to scale without adding headcount.
  • • The team needs automation that improves the workflow, not a fragile demo.

What we do

  • • Pick one workflow with clear recurring pain and measurable value.
  • • Document the current process and data handoffs.
  • • Identify the simplest reliable automation path.
  • • Build, test, and hand off the workflow.
  • • Add monitoring, SOPs, and improvement cadence where needed.

Deliverables

  • • Workflow map.
  • • Automation build or workflow improvement.
  • • Test plan / validation against current output.
  • • SOP and handoff.
  • • Monitoring or support plan.

If a recurring workflow is eating hours every week, start with a free session and we’ll tell you what is worth automating.

Start with a free session.

Tell us where operations hurt. We'll tell you, straight, whether we can help and what it would take.

30 minutes. No pitch.