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.
Effectiveness — in Peter Drucker's sense of the word. Efficiency is doing things right; effectiveness is doing the right things. Before we optimize anything, we ask what actually deserves the work — reasoning from first principles, not from habit or "how it's usually done." That's why we solve your most painful problem first and refuse to build systems for their own sake.
Day to day, we run on dynamic work design — the management method developed at MIT Sloan. Five principles, applied to your business:
We don't start by optimizing everything. We find the problem that's costing you the most sleep — right now, that's getting your run to the 3PL and keeping ingredients flowing — and solve it decisively before building anything else.
By doing the daily work ourselves, we learn how your business actually flows — then set targets we can both see. No goals invented in a vacuum.
Most ops problems are handoff problems. Supplier to co-packer to 3PL to customer — we own every handoff, chase every confirmation, and keep the information moving so the product keeps moving.
Once work starts, it moves to completion. We don't pile on new projects while orders sit half-finished — priorities are explicit, and the urgent-important work always goes first.
Every PO, run, and follow-up lives on a board you can see. What got done today, what's stuck, what's next — visible without asking. Problems reach you the day they appear, with a recommended fix attached.
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.