Your Roadmap to Retail Success

How It Works:
Your Journey to Retail Growth

From initial consultation to sustained retail success, we guide you through a proven process tailored to your brand's unique needs and goals.

3
Simple Steps
100%
Customized
30
Day Start
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The Three-Step Process

A Proven Path to Retail Excellence

Every successful retail expansion starts with understanding where you are and where you want to go. Here's how we partner with you to achieve sustainable growth.

1

Consultation & Fact-Finding

We start by getting to know your brand, your goals, and your current retail presence through a comprehensive discovery session.

Your brand story, products, and unique value proposition
Current retail distribution and velocity data
Target retailers and growth objectives
Team capabilities and internal processes
Budget and timeline expectations
Duration 30-60 Minutes
2

Recommended Package

Based on our findings, we present a tailored service package that aligns with your stage of growth and specific needs.

Audit: For brands needing process optimization
Accelerator: For brands ready to scale quickly
Retainer: For brands looking for extra attention and consistent support
À La Carte: Specific resources and tools

Your Proposal Includes:

  • • Detailed service breakdown and deliverables
  • • Transparent pricing and timeline
  • • Comparison of package options
Duration 3-5 Days
3

Customized Plan Execution

Once you approve, we implement your customized strategy with a focus on three core pillars of retail success.

Sales & Persuasion

Master retailer outreach, negotiation, and closing strategies to secure placements

Brand Building (CPG)

Strengthen packaging, positioning, and brand story to drive velocity and repeat purchases

Process + Team Training

Build internal systems and train your team for sustainable, long-term success

Duration Ongoing Partnership
The Three Pillars

What Makes Our Approach Different

Every customized plan we create is built on these three proven foundations that work together to drive sustainable retail growth.

Sales & Persuasion

We help you master the art and science of getting into retail and staying there through proven sales strategies.

  • Strategic retailer targeting and prioritization
  • Compelling pitch development and presentation
  • Negotiation tactics and deal structuring
  • Relationship building with buyers and category managers
  • Follow-up systems that convert meetings to placements

Brand Building (CPG)

Your brand must stand out on shelf and resonate with consumers. We optimize every customer touchpoint.

  • Price and promotional strategy optimization
  • Brand positioning and messaging clarity
  • Merchandising strategy including shelf placement, planogram optimization, and in-store display tactics
  • Consumer engagement and velocity drivers
  • Innovation guidance for product development and line extensions

Process + Team Training

Long-term success requires systems and skilled people. We build both so you can scale sustainably.

  • CRM review and pipeline guidance for sales optimization
  • Standard operating procedures documentation
  • Team onboarding and skills training
  • KPI development and winning sales processes
  • Continuous improvement frameworks

Why This Three-Pillar Approach Works

Most agencies focus on just one area—sales OR branding OR operations. We know that retail success requires all three working in harmony. That's why our clients see an average 3.2x increase in velocity and 92% retention rate.

3.2x
Average Velocity Growth
92%
Client Retention Rate
450+
Successful Launches
Your Timeline

What to Expect & When

Here's a realistic timeline of what working together looks like, from first contact to achieving sustainable retail growth.

WEEK 1

Free Consultation Call

30-minute discovery session to understand your goals, challenges, and current retail presence.

3-5 DAYS

Customized Proposal Delivered

Receive a detailed proposal with recommended service package, pricing, timeline, and comparison of package options.

WEEK 2-3

Agreement & Kickoff

Sign agreement, schedule kickoff meeting, and meet your Retail Ready Success Partner.

WEEK 3-4

Implementation Begins

Start executing your customized plan with sales outreach, brand optimization, or process setup based on your package.

Note: Timelines vary based on your selected package and specific goals. Audit and Accelerator clients will have all the tools they require to get started right away and Retainer partnerships are ongoing with milestone checkpoints every 30-90 days to guide success.

Ready to Start Your
Retail Growth Journey?

Let's have a conversation about where you are now and where you want to be. No pressure, no sales pitch—just an honest discussion about your retail goals.

450+
Brands Launched
3.2x
Avg Velocity Growth
92%
Client Retention
20+
Years Experience