Nothing fancy here — this is everything you told us on the call, written down so we're on the same page. You keep sales, marketing, and the brand. We take everything between the purchase order and the customer's door.
You were clear about what hasn't worked with ops people in the past. So here it is, in writing:
No "we thought we could figure it out on our own." Something goes sideways, you get a Slack message that day — with what happened and what we think we should do about it.
Proactive updates on Slack, always. You should never have to wonder what's happening or feel like you need to check in on us.
The dashboard shows what got checked off today — chased the supplier, sent the invoices, booked the freight. You see it without asking. That's the whole point.
We built a sample ClickUp workspace around your actual workflows — POs, B2B follow-ups, freight, the daily dashboard. Click around for five minutes and picture your Tuesday looking like this.
Three phases. First we take the weight off and learn your business from the inside. Then we make it run smoother. Then we make it make you money. Most people do it backwards — they start optimizing before they understand anything.
We take over the daily load right away — POs, invoicing, samples, freight, supplier chasing — and in doing the work, we learn how your business actually flows. Everything gets captured into the ClickUp workspace: every order a task, every workflow visible. The dashboard goes live in week one, and the first job on the board is getting your finished run over to the 3PL.
Now that we know where the friction is, we sand it down. SOPs get written for everything repetitive. Automations go in where they save real time — email-to-task intake, follow-up reminders, ShipHero syncing. Inventory forecasting gets locked to the 5,000-lb run timeline. By the end of this phase, the operation runs on rails and anyone could be onboarded into it.
With the machine running, we point it at growth. Costs: COGS-per-stick roadmap against your volume tiers, freight benchmarked and renegotiated, supplier terms revisited with a track record behind us. Supply chain: lead times measured, the next run planned earlier and cheaper. Sales operations: the B2B follow-up engine designed so no lead from your events ever goes cold — ops working for the sales side, not just underneath it.
Founders and operators we've worked with across CPG, supplements, and manufacturing. Reach out to any of them — no scripts, no heads-up from us. They'll give you the honest version.