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A guide cover on growing and scaling your consumer packaged goods brand in retail.

Most brands don’t fail — they stall.

This guide shows you how to move from reactive decision-making to a clear, strategic growth plan. Learn how to align sales, execution, and retail strategy so your brand can scale with confidence — not chaos.

Business handshake emphasizing broker effectiveness and brand protection.

Your broker isn’t the problem — your system is.

Brokers should be a force multiplier, not a frustration. This guide shows you how to create clarity, accountability, and focus so brokers drive distribution, velocity, and profitable growth.

Colorful infographic showing the new Essential System for a successful retail product launch.

Great products fail every day — before they ever reach the shelf.

This checklist walks you through the critical building blocks retailers expect before saying yes. Avoid costly missteps and launch new items with confidence, credibility, and retail readiness.

Bulletproof guide on trade management essentials for brand growth and scaling.

Trade spend shouldn’t feel like gambling.

Nearly 25% of your gross sales are tied to trade — yet most brands don’t manage it strategically. Learn how to control trade spend, protect margin, and turn promotions into a growth engine.

Trade Marketing Optimization Checklist for CPG brands to boost ROI and sales.

Most promotions don’t fail — they’re never optimized.

This checklist helps you pressure-test every promotion before it runs. Improve execution, reduce waste, and ensure your trade dollars actually drive incremental sales.

Blueprint guide for essential promotion strategies to boost retail sales and loyalty.

Stop discounting. Start building demand.

This blueprint shows you how to design promotions that grow base business, drive traffic, and convert occasional shoppers into loyal customers — without destroying margin.

Cover of a business guide titled 'Top 10 Strategies To Meet Your Business Goals'.

Growth without profitability is a trap.

These ten strategies focus on what actually matters at retail: velocity, execution, and repeat purchase. Build a brand that grows sustainably — even when the market gets tougher.

Cover of a financial guide on effective deduction management and prevention.

Not all deductions are valid — but they all hurt cash flow.

Learn how to prevent, identify, and resolve deductions before they drain your business. This guide gives you practical systems to protect margin and reclaim lost dollars.

Blueprint for 30 days to profitable growth in CPG brands.

Build a profitable CPG brand — one focused day at a time.

This 30-day workbook walks you through the critical building blocks needed to grow, scale, and thrive at retail. Short, practical lessons designed for founders who want clarity and momentum.

Cover of a retail math cheat sheet book by Daniel Lohman for CPG brands.

If you don’t understand the math, retail will eat you alive.

This cheat sheet breaks down the most important retail math every founder must know — margins, velocity, promotions, and trade — in plain English.

Bulletproof retail scorecard designed for flawless retail execution and growth.

Retail success lives or dies on execution.

Use this scorecard to evaluate what’s really happening in-store. Identify gaps, improve consistency, and hold partners accountable to deliver flawless retail execution.

Cover of a merchandising checklist guide to grow sales and shopper loyalty.

Your shelf is your first impression.

This checklist shows you how to merchandise for visibility, clarity, and conversion. Improve the shopper experience and turn shelf presence into repeat purchase.

Book cover titled 'Maximize Sales with the Right Product Assortment Strategies' by Daniel Lohman.

More SKUs don’t equal more sales.

Learn how to build assortments that make sense to shoppers and retailers. This guide shows you how to optimize selection, reduce complexity, and grow category sales.

Business team reviewing trade marketing strategies to improve ROI and reduce wasted promotions.

Over 70% of promotions fail to drive incremental sales.

These eight strategies help you identify what actually moves the needle. Stop wasting trade dollars and start investing in promotions that deliver real ROI.

Find Where Your Trade Spend Is Quietly Bleeding Cash

The fastest way to find hidden cash, extend your runway, and boost sales—without spending more.

Guides No Longer In Circulation

Cover of a guide on boosting CPG brand sales with key marketing strategies.

Want Retailers Begging For Your Help?

The market basket, or shopping basket, includes all items purchased during a shopping trip. Natural organic brands have much higher market baskets – what retailers REALLY want! Savvy retailers know this. Help them leverage the buying power of the shoppers your brand attracts. This begins with knowing how your brand grows retailer market baskets.

Book cover featuring a robot and grocery store shelves on boosting shopper loyalty.

Want To Boost Shopper Loyalty?

Real shopper loyalty is not something that can be purchased through promotions or embossed on a plastic card. It is earned by consistently delivering exceptional value, trust, and loyalty. Learn how to gain a substantial competitive advantage by focusing on your loyal shoppers. 

Supermarket aisle view from shopping cart highlighting effective merchandising strategies.

Want Simple Strategies To Maximize Merchandising Effectiveness?

Consumers want and appreciate brands and retailers who make shopping easy, convenient, and save them time. Learn strategies to help retailers drive sales with your brand. 

Bulletproof guide on category management and its importance for CPG brands.

What is Category Management And Why It’s So Important?

The great equalizer between small and large brands.  Learn how it has evolved and the advanced strategies that retailers really want and need from you and your brand.

Guide on boosting product presence on store shelves with strategic branding.

Want To Know How To Get On More Store Shelves?

Getting your products onto store shelves is critical to your success – even online stores. There is an easier way to grow sales and profits that can also save you valuable time and money. Knowing this simple strategy can explode sales and give you a substantial and sustainable competitive advantage. 

Cover of a brand health assessment checklist featuring an ambulance, defibrillator, and money.

Want Strategies To Compete In A Uncertain Times?

The world changed dramatically, almost overnight. A lot of brands are struggling as a result. You are not alone! These simple strategies will help keep you focused on the “why”, why your brand matters to your customers. This is the sturdy foundation your brand was built on.

Book cover on promotion analysis and trade marketing strategies with money imagery.

Want Sustainable Sales Growth?

What if there was a tool that specifically identified your key opportunities to eliminate wasted promotional spending? Brands are looking for ways to cut wasteful spending while also looking for creative ways to explode sales during these uncertain times. Traditional strategies will only hamstring your brand and undercut your growth strategy. Every slight improvement means more runway for sales growth, higher brand valuations, better terms when negotiating with investors and retailers, fuel for more innovation, greater support for mission-based causes, and more.

Book cover showing puzzle pieces and strategic selling concepts for CPG brands.

Wish You Knew The Advanced Strategies Big Brands Rely On?

True Category Management is the art and the science of getting your products onto more store shelves and into the hands of more shoppers, including on-line. It includes the advanced strategies that the big brands and big retailers rely on.

Marketing guide on boosting sales with loyal customers for a CPG brand.

Wish You Could Easily Convert Occasional Customers Into Loyal Shoppers?

Stop working to reacquire the same customer as most brands – why promotions are expensive & ineffective. There is a better way to boost shopper engagement & grow sales. It begins with building a connected community – future proof your brand & get an edge. 

Promotional poster for building a trustworthy, clean label brand in retail.

Want To Future-Proof Your Brand? Start With Trust And Transparency!

Turn shopper trust into sustainable sales. Shoppers want quality products they can trust. Brands adopting these characteristics as early adopters have a unique competitive advantage to win over shoppers. Retailers need actionable insights they can not get from your competitions. Learn how to future proof your brand by giving retailers what they REALLY want!

Bulletproof Brand School offers courses to grow and scale retail brands.

Learn How To Confidently Grow And Scale Your Brand – Give Your Brand The Edge It Deserves!

Knowledge is power – especially in this industry. The easiest way to level the playing field with the biggest most sophisticated brands is to use strategies they overlook, ignore, or that they know about. We teach proven strategies to grow sales and profits for your natural food brand.

Promotional poster for building a trustworthy, clean label brand in retail.

How Food Brands Turn Fresh Produce Shoppers Into Center Store Profits

Produce is where customers begin their journey to healthy living with simple easy to understand ingredients. It’s the gateway to growing sales in every category. Brands should celebrate their connection to the produce department to build trust and sales.

Promotional guide for CPG brand success with calculator and financial documents.

The Ultimate Guide to Promotion Success

Gain an unfair competitive advantage. Know the key promotion levers that that explode sales and profits. Knowledge is power – especially in this industry.

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