Retail Solved – Featured Courses and Ebooks

Several Are Free!

Emerging brands don't need more advice. They need better strategy.

Turn retail relationships into revenue. Extend your runway. Get the unfair competitive advantage your brand deserves.

Get the Free Ebooks (below)!

Start Here – Free 30 Days to Profitable CPG Growth

The Foundational Step-By Step System to Grow, Scale, and Bulletproof Your CPG Brand

🎯 🎯  Inside this free 30-day challenge, you'll learn how to:

• Build a retail-ready foundation most brands skip
• Create a clear selling story retailers say yes to
• Eliminate costly execution mistakes that kill velocity
• Maximize promotions without wasting trade dollars
• Turn retailers into partners – and customers into loyal evangelists

No fluff. No theory. Just what works.

🎯 This is for founders and brand leaders who want to:

• Grow sales profitably, not just “get on shelf”
• Compete smarter – not spend more
• Build a brand that lasts, not one that burns out

👉 100% free: Built to help you win – whether you ever buy anything or not.

The 30 Days to Profitable CPG Growth Challenge

With The Resources You Already Have

You will learn:

INTRODUCTION

Welcome to the Official Summary of the 30 Days to Profitable CPG Growth

This Free Course distills every lesson, strategy, and action step from the full challenge into a punchy, high-impact format – designed to help you execute, stay accountable, and build unstoppable momentum.

This is your roadmap to:

• Extend your runway
• Explode sales the right way
• Future-proof your brand
• Become the trusted category leader retailers rely on

Study it. Share it with your team. Revisit it often.
Execution rewards the committed.

SECTION 1 – BUILDING A POWERFUL FOUNDATION

DAY 1 – SUCCESS = STRATEGY + EXECUTION

Your business plan is your compass. It should be so complete that anyone could run your company in your absence.
Your next step: build the plan that removes overwhelm and unlocks clarity.

DAY 2 – KNOW HOW YOUR BUSINESS WORKS

Your sales engine is the heartbeat of your company. You must understand retail, trade spend, logistics, and execution – not just product creation.

DAY 3 – SURROUND YOURSELF WITH EXPERTS

You scale faster when you rely on people who've already climbed the mountain you're trying to summit.
Mentors collapse time. Masterminds fuel momentum.

DAY 4 – MAKE YOU A PRIORITY

Your brand can't thrive if the founder is exhausted, overwhelmed, or reactionary.
Your energy fuels your execution.

SECTION 2 – GOAL SETTING & ACCOUNTABILITY

DAY 5 – STRATEGIC GOAL SETTING (SMART GOALS)

Audacious goals are achievable when broken into strategic milestones.
Specific. Measurable. Attainable. Realistic. Timely.

DAY 6 – HIRING TO FILL STRATEGIC GAPS

You can't – and shouldn't – do everything.
Focus on your superpower. Hire people who strengthen the team.

DAY 7 – KNOW THE TRUE COST OF YOUR PRODUCTS

You cannot price, forecast, promote, or scale without knowing every cost – down to the penny.

SECTION 3 – STORY, COMMUNITY & CUSTOMER-FOCUSED SELLING

DAY 8 – MASTER YOUR WHY

Your mission differentiates you. Bake it into your messaging, retail story, and team communication.

DAY 9 – TURN DREAM CUSTOMERS INTO EVANGELISTS

Build your own community. Own your audience.
Customer intimacy is your most valuable competitive edge.

DAY 10 – BUILD A THRIVING ENGAGED COMMUNITY

Use your tribe as your R&D department, your sounding board, your accelerant.
When you know your customer deeply, you sell effortlessly.

DAY 11 – BECOME A MASTER STORYTELLER

Facts tell. Stories sell.
Your customer is Luke; you are Yoda.
Guide them to the transformation they seek.

SECTION 4 – RETAIL EXECUTION & SHELF DOMINATION

DAY 12 – MAKE IT EASY FOR SHOPPERS TO BUY YOUR BRAND

Shoppers can't buy what they can't find.
Your job: eliminate friction everywhere.

DAY 13 – USE CLARITY & CONSISTENCY TO AMPLIFY YOUR BRAND

Confusion kills sales. Consistency builds trust.
Every store must look and feel the same.

DAY 14 – IDENTIFY YOUR IDEAL RETAIL PARTNER

Not every retailer deserves your brand.
Choose partners who align with your shopper and strategy.

DAY 15 – BECOME A TRUSTED & RESPECTED RETAIL PARTNER

Brands that elevate the retailer win disproportionate opportunities.
Lead with insights. Overdeliver. Become indispensable.

SECTION 5 – DATA, ANALYTICS & FACT-BASED SELLING

DAY 16 – HOW TO USE DATA FOR A COMPETITIVE EDGE

Data is the roadmap to future sales.
Big brands rely on it. You must too.

DAY 17 – FACT-BASED SELLING: ADVANCED STORYTELLING

This is true category management.
Retailers don't want reports – they want actionable insights they can't get anywhere else.

SECTION 6 – INNOVATION, OPERATIONS & SYSTEMS

DAY 18 – MAKE PRODUCTS CUSTOMERS ACTUALLY WANT

Co-create with your community.
Pre-sell your innovation before it even hits the shelf.

DAY 19 – BECOME AN EXPERT IN YOUR RETAIL PARTNER

Know their pains, pressures, goals, systems, constraints.
This is how you become the brand they rely on most.

DAY 20 – KNOWLEDGE IS POWER (BOOK SMARTS VS STREET SMARTS)

Book smarts = rules everyone follows.
Street smarts = competitive advantage.

DAY 21 – PRIORITIZE TRADE MARKETING FOR MAX ROI

25% of your sales go to trade.
70% is wasted.
Fix this and you unlock explosive runway.

DAY 22 – MAXIMIZE PRODUCTIVITY (DELEGATION + TIME BLOCKING)

Protect your focus.
Guard your energy.
Your brand grows when you do.

DAY 23 – SAY NO TO DISTRACTIONS

Distraction is the tax on founders who haven't learned to delegate.
Clarity is your accelerant.

DAY 24 – MBOs: MANAGEMENT BY OBJECTIVE

Your team can't hit goals they can't see.
MBOs align every role to the organization's strategic outcomes.

DAY 25 – SCORECARDS FOR FLAWLESS EXECUTION

What gets measured gets done.
Scorecards translate strategy into execution.
Execution into wins.
Wins into momentum.

DAY 26 – KPI DEVELOPMENT FOR CONSISTENT RETAIL EXECUTION

KPIs = guardrails for your brand.
Without them, execution is luck.
With them, execution is leadership.

SECTION 7 – COMPETITION, CATEGORY LEADERSHIP & ADVANCED RETAIL STRATEGY

DAY 27 – KNOW YOUR COMPETITORS BETTER THAN THEY KNOW THEMSELVES

Their patterns expose opportunities for you to win.

DAY 28 – FIND & CLOSE CATEGORY GAPS

Start with the market basket.
Work backward.
Create value the retailer instantly recognizes.

DAY 29 – HELP RETAILERS UNDERSTAND KEY TRENDS

Brands that educate win.
Brands that elevate win faster.

DAY 30 – YOU ARE NOW A CATEGORY LEADER

A category leader is any brand willing and able to guide their retail partner to sustainable growth by leveraging the strength of their unique customer.
This is your advantage.
This is your power.
This is your future.

Congratulations – you've crossed the finish line.

Retail Operating System™

The complete 11-module framework for protecting margin, optimizing trade spend, and scaling distribution with confidence.

Retailers run on systems.
Most brands run on hustle.

That gap is expensive.

The Retail Operating System™ is the only structured, data-driven retail growth framework built by a Certified Professional Strategic Advisor who has sat both in the founder seat and across the table from retailers.

It gives emerging CPG brands the same operational discipline, trade strategy, and category leverage that big brands use — simplified and systemized to protect margin, optimize trade spend, and extend runway while scaling distribution.

This is not education.
It’s infrastructure.

Effective Deduction Management

The Deduction Prevention System

You're not losing money because you're failing. You're losing money because the system is designed to take it.

If you've ever looked at a check from a retailer and thought:

• “Why is this short?”
• “What is this charge?”
• “We never agreed to that.”
• “How do I dispute this?”

You're not alone.

Deductions are a black hole for most brands.

They:

• show up unexpectedly
• feel random
• drain cash quietly
• disrupt forecasting
• damage morale

And here's the uncomfortable truth:

Most deductions are not problems.
They are symptoms of missing systems.

And most of them are preventable. 

Why deductions happen – and how this course stops them

Retailers don't wake up planning to take your money.

But the system is built in a way that rewards collection.

Some third-party firms are incentivized based on how much they deduct. Let that sink in. 

The more they collect, the more they earn.

Meanwhile, most brands:

• don't budget for deductions
• don't track root causes
• don't centralize documentation
• don't build preventative systems

So deductions feel random.

They're not.

They're predictable.

And they're preventable.

Trade marketing represents roughly 25% of gross sales – and 70 – 90% is often wasted. 

Every improvement increases runway.

This course shows you how to stop chasing deductions after the fact – and start preventing them in the first place.

The Deduction Prevention System

Inside this course, you'll learn the five integrated pillars that dramatically reduce margin leakage:

1 –  Ironclad Promotional Agreements

Sloppy paperwork is the number one cause of deductions.
If it's not written clearly, it didn't happen.

You'll learn how to:

• Structure airtight promotion agreements
• Eliminate ambiguity
• Protect yourself before a problem occurs

2 – Pricing Integrity Across Every System

When pricing shifts at store level without your awareness, ROI collapses.

You'll learn how to:

• Monitor price execution
• Prevent pricing mismatches
• Protect lift and forecasting accuracy

3 – Forecasting as Margin Protection

Forecasting isn't just sales planning – it's deduction prevention.

You'll understand:

• Promotional causals
• Competitive timing
• Seasonality
• Lift mechanics
• Operational risk

Precision prevents operational deductions before they happen.

4 – Scorecards for Accountability

Scorecards create clarity, documentation, and discipline.

They track:

• Pricing accuracy
• Fill rates
• Execution compliance
• Deduction frequency
• Communication timelines

When performance is documented, behavior changes.

5 – Centralized Documentation

If you can't prove it, you can't recover it.

You'll learn how to build:

• A centralized documentation system
• Organized agreement tracking
• Dispute-ready evidence structures

Prevention is cheaper than reconciliation.

What Changes When You Implement This System

Before:

• Deductions feel random
• Cash flow feels unpredictable
• You react instead of prevent
• You hire others to chase money

After:

• Agreements are airtight
• Forecasts are aligned
• Documentation is organized
• Deductions decline dramatically
• Cash flow stabilizes

You stop feeling like the retailer's ATM.

You regain control.

What this course gives you – and why it pays for itself fast

Effective Deduction Management: The Deduction Prevention System is a focused mini-course designed to protect your cash flow immediately.

You'll walk away with:

• A prevention-first framework
• Templates and structural thinking
• Clear documentation systems
• Practical steps to reduce margin leakage
• A repeatable system you can scale

Start with:

• One promotion
• One retailer
• One documentation system

The savings from one prevented deduction often covers the cost of this course.

Then expand:

• Across retailers
• Across categories
• Across your entire trade budget

This is not about chasing money.

It's about keeping it.

This Course Is For You If:

• You're tired of surprise short pays
• Cash flow feels tighter than it should
• You want to extend runway without raising capital
• You believe CEOs should not be perpetual fundraisers
• You want to own your strategy in-house

Ready to protect your margin?

Cash flow is the lifeblood of your brand.

Stop letting it leak.

👉 Enroll in Effective Deduction Management – The Deduction Prevention System

One system.
One retailer.
More runway.

How to earn distribution without begging for space, racing to the bottom on price, or over-promising results

Most founders assume landing shelf space is about having:

• a great product
• a compelling story
• strong velocity potential

So they pitch harder.
They discount more.
They promise support.

And still … the answer is often no.

Here's the truth most brands never hear:

Retail buyers don't reject products.
They reject risk.

If you don't know how buyers evaluate risk, shelf space will always feel out of reach””no matter how good your product is.

How To Land Shelf Space And Win At Retail

Why great products still get rejected by buyers

How retailers actually decide what earns shelf space – and how this course changes your odds

Retail shelf space is limited.
Every new item displaces something else.

That means buyers are constantly asking:

• Will this grow the category?
• Will it perform consistently?
• Will it be easy to support?
• Will it create problems I have to solve later?

Most brands show up answering the wrong questions.

They talk about:

• features
• passion
• differentiation
• brand story

Buyers care about:

• fit
• role
• risk
• outcomes

This course shows you how to bridge that gap.

In this mini-course, you'll learn how to:

• Understand how buyers evaluate new items
• Position your product as a category solution – not a gamble
• Align your pitch with shopper needs and retailer goals
• Reduce perceived risk before the buyer ever says “yes”
• Avoid the common mistakes that quietly kill sell-ins
• Make your brand easier to support than the alternatives

This isn't about “perfect pitches.”

It's about making the decision easier for the buyer.

What changes when you understand shelf-space logic

Before:

• Buyers push back
• Conversations stall
• You're asked for more proof
• You feel like you're chasing approval

After:

• Conversations flow
• Objections soften
• Buyers lean in
• Decisions feel collaborative

You stop selling.
You start aligning.

That's how shelf space is earned.

What this course gives you – and why it creates fast leverage

How to Land Shelf Space and Win at Retail is a focused mini-course designed to help you approach buyers with confidence and clarity.

You'll walk away with:

• A clear understanding of how buyers think
• A framework to position your product correctly
• Language that reduces friction in sell-in conversations
• A repeatable approach you can use across retailers

Apply this to:

• one SKU
• with one buyer
• at one retailer

and the outcome often changes immediately.

Then repeat it:

• with other retailers
• across categories
• as your brand grows

That's how distribution compounds.

This course is for you if:

• You're struggling to get meetings converted into placements
• Buyers keep asking for “more proof”
• You want to stop relying on discounts to get in the door
• You want shelf space that sticks – not temporary wins

Ready to earn shelf space the right way?

Stop pitching harder.
Start reducing risk.

👉 Enroll in How to Land Shelf Space and Win at Retail

One clear message.
One aligned conversation.
Shelf space that lasts.

How To Assess The Health Of Your Brand

Why growth feels harder than it should – even when sales are increasing

A clear, practical way to diagnose what's holding your brand back – and where to focus next

If you're like most CPG founders, your brand looks fine on the surface.

Sales are coming in.
You're on shelf.
You're running promotions.
You're staying busy.

And yet, something feels off.

Growth feels inconsistent.
Decisions feel reactive.
Every problem feels urgent – but unclear.

Here's the uncomfortable truth:

Most brands don't struggle because they're unhealthy.
They struggle because they don't know where they're unhealthy.

And without that clarity, it's impossible to fix the right things.

Why founders misdiagnose problems – and how this course brings clarity

When something isn't working, most brands react the same way:

• add a promotion
• launch a new SKU
• push the broker harder
• spend more on trade

Those actions feel productive – but they often treat symptoms, not causes.

This course shows you how to step back and ask a better question:

What is the actual health of my brand – right now?

Just like a doctor wouldn't prescribe treatment without a diagnosis, you shouldn't change strategy without understanding what's really happening.

In this mini-course, you'll learn how to:

• Assess your brand across the areas that actually matter
• Identify hidden weaknesses before they become expensive
• Separate signal from noise in your performance data
• Understand why growth stalls – or accelerates
• Make smarter decisions about where to focus time and money

This isn't about judgment.

It's about awareness.

What “brand health” really means

Brand health isn't just sales.

It's the intersection of:

• product performance
• shopper behavior
• retail execution
• trade efficiency
• broker effectiveness
• assortment focus

A brand can be “growing” and still be unhealthy.

This course gives you a simple framework to see the full picture – clearly and honestly.

What changes when you assess your brand correctly

Before:

• You chase symptoms
• Every decision feels debatable
• Resources get spread thin
• Problems repeat

After:

• Priorities become clear
• Tradeoffs make sense
• Strategy tightens
• Progress accelerates

You stop reacting.
You start leading.

What this course gives you – and why it's the smartest place to start

How to Assess the Health of Your Brand is a focused mini-course designed to give you clarity before you invest more time, money, or effort.

You'll walk away with:

• A practical framework to evaluate brand health
• Clear indicators of what's working – and what's not
• A way to diagnose problems objectively
• Confidence to make your next strategic move

Apply this assessment to:

• one SKU
• at one retailer

and the insight you gain often prevents costly mistakes – paying for the course immediately.

Then apply it:

• across your portfolio
• across retailers
• across channels

Clarity compounds faster than activity.

This course is for you if:

• You're unsure where to focus next
• Growth feels harder than it should
• You want to stop guessing and start prioritizing
• You want a clear, honest read on your brand

Ready to check your brand's vital signs?

Before you do more,
make sure you're fixing the right things.

👉 Enroll in How to Assess the Health of Your Brand

One clear diagnosis.
One focused plan.
Better decisions from here forward.

Why you have more data than ever – and less clarity than you should

If you're like most CPG brands, you're surrounded by data:

• POS reports
• syndicated dashboards
• distributor summaries
• broker spreadsheets
• retailer scorecards

And yet, when it's time to make a decision, you still feel unsure.

Which SKUs are actually driving growth?
Which retailers deserve more focus?
Where is money being wasted?

Here's the hard truth:

Most brands don't have a data problem.
They have a decision problem.

Too many reports.
Not enough insight.

Mining the Data Maze

The Only Report You'll Ever Need

Why data feels overwhelming – and how this course cuts through the noise

Data was supposed to make retail easier.
Instead, it's made most founders feel behind.

That's because most reports:

• answer the wrong questions
• focus on activity instead of impact
• overwhelm instead of clarify

Brands are told:
“Just look at the data.”

But no one explains which data actually matters – or how to use it.

This course solves that.

Mining the Data Maze teaches you how to stop chasing dashboards and start focusing on the one report that tells you what's really happening in your business.

Let me explain.

Retail decisions don't require more data.
They require better filtering.

In this mini-course, you'll learn how to:

• Identify the handful of metrics that actually drive decisions
• See past surface-level trends to what's really changing
• Spot problems early – before they get expensive
• Prioritize SKUs, retailers, and opportunities with confidence
• Turn data into clear actions instead of endless analysis

This isn't about becoming a data scientist.

It's about becoming a better decision-maker.

What changes when you simplify your data

Before:

• You jump between reports
• Every decision feels debatable
• Meetings go in circles
• Data creates doubt

After:

• You rely on one clear view
• Decisions come faster
• Conversations sharpen
• Data supports action

Instead of asking,
“What does all this mean?”

You start saying,
“Here's what we need to do next.”

What this course gives you – and why it pays for itself quickly

Mining the Data Maze: The Only Report You'll Ever Need is a focused mini-course designed to give you immediate clarity.

You'll walk away with:

• A simple framework to filter retail data
• One core report you can rely on
• A way to spot risks and opportunities faster
• A repeatable process you can use every week

Apply this to:

• one SKU
• at one retailer

and the insight you gain often saves more money – or unlocks more growth – than the cost of the course.

Then apply it:

• across your portfolio
• across retailers
• across channels

Clarity compounds.

This course is for you if:

• You feel buried in reports but unsure what matters
• You want clearer answers from your data
• You're tired of debating opinions instead of facts
• You want confidence in your retail decisions

Ready to simplify your data – and strengthen your decisions?

Stop chasing dashboards.
Start focusing on what actually matters.

👉 Enroll in Mining the Data Maze: The Only Report You'll Ever Need

One report.
Clear insight.
Better decisions – everywhere.

Maximize Sales with the Right Product Assortment Strategies

Why adding more SKUs often hurts sales instead of helping

How to stop carrying the wrong products – and start earning your space at retail

When growth slows, most CPG brands react the same way:

• Add a new SKU
• Extend a line
• Chase another flavor or format
• Say “yes” to retailer requests

On the surface, it feels logical.

But here's the reality most brands learn too late:

More SKUs don't automatically create more sales.
They often dilute focus, increase complexity, and reduce performance.

And once a retailer questions your assortment, winning back trust gets harder.

Why assortment strategy drives sales – and why most brands get it wrong

Retailers don't evaluate products one at a time.
They evaluate assortments.

They ask:

• Does this set make sense for the shopper?
• Does it grow the category?
• Does it simplify the decision?
• Does it earn its space?

Most brands never think this way.

They build assortments based on:

• internal preferences
• legacy SKUs
• “nice to have” items
• fear of cutting anything

This course shows you how to replace emotion with strategy.

Let me explain.

Strong assortment strategy:

• clarifies your role on shelf
• reduces operational drag
• improves velocity
• makes your brand easier to support

Weak assortment strategy does the opposite – even if individual SKUs are “good.”

In this mini-course, you'll learn how to:

• Evaluate which SKUs actually deserve space
• Align assortment decisions with shopper needs
• Reduce redundancy and internal competition
• Simplify the shelf decision for buyers
• Improve performance without launching anything new
• Protect margins while driving growth

This isn't about cutting for the sake of cutting.

It's about curation with intent.

What changes when your assortment is right-sized

Before:

• Too many SKUs fighting for attention
• Complexity increases costs
• Buyers question focus
• Velocity suffers

After:

• Each SKU has a clear job
• The shelf makes sense
• Execution improves
• Retailers see discipline

Fewer, better SKUs often outperform larger assortments.

That's how credibility is built.

What this course gives you – and why it delivers fast ROI

Maximize Sales with the Right Product Assortment Strategies is a focused mini-course designed to help you make smarter assortment decisions – quickly.

You'll walk away with:

• A clear framework to evaluate your assortment
• Tools to identify underperforming or redundant SKUs
• A way to align assortment with retailer logic
• Confidence to say “no” when it matters

Apply this to:

• one SKU decision
• at one retailer

and the improvement in focus and performance often pays for the course immediately.

Then scale it:

• across your portfolio
• across retailers
• across channels

Clarity compounds.

This course is for you if:

• You feel spread thin across too many SKUs
• Retailers are pushing back on assortment
• You want to grow without adding complexity
• You want to earn and protect shelf space

Ready to make your assortment work harder?

Stop guessing which SKUs matter.
Start making decisions retailers respect.

👉 Enroll in Maximize Sales with the Right Product Assortment Strategies

One shelf.
One clear role.
Better results.

Why your brand keeps fighting for shelf space instead of earning it

If you're an emerging CPG brand, you're probably doing everything you've been told to do:

• You're running promotions
• You're showing velocity reports
• You're pitching buyers on why your brand is different
• You're spending trade dollars just to stay in the game

And yet…
you still feel like you're pushing uphill at retail.

Here's the uncomfortable truth:

Most brands don't lose at retail because their product isn't good.
They lose because they don't understand how retailers actually make decisions.

Without that understanding, every sell-in conversation becomes harder, every reset feels risky, and every promotion costs more than it should.

That confusion is expensive.

TRUE Category Management

The Roadmap to Sales Success

Why category management is the missing roadmap – and how this course fixes it

Retailers don't think in brands.
They think in categories, shoppers, and outcomes.

And when brands show up speaking brand logic instead of retailer logic, they quietly lose credibility – even when sales look “fine” on the surface.

This is the gap TRUE Category Management closes.

This course teaches you how to stop reacting to retail and start guiding the conversation – using the same thinking retailers rely on internally.

Let me explain.

Most brands believe category management is:

• complicated
• only for big brands
• a retailer-only function
• about reports and planograms

In reality, category management is a decision framework – and brands that understand it gain an unfair competitive advantage.

In this course, you'll learn how to:

• Think like a retailer instead of pitching like a brand
• Align your SKU to a real shopper need state
• Show buyers how your product grows the category, not just your sales
• Identify where your item belongs – and why it deserves space
• Use simple logic to make your brand easier to support
• Stop competing on price and start competing on value

This isn't theory.

You'll apply TRUE Category Management to:

• one SKU
• at one retailer
• in one clear selling situation

That single win often pays for the course immediately.

Then you repeat it:

• across SKUs
• across retailers
• across channels

That's how leverage is created.

What changes when you apply this roadmap

Before:

• You're defending your brand
• Buyers push back on space
• Promotions feel mandatory
• Decisions feel subjective

After:

• You're guiding the conversation
• Your product fits a clear role
• Buyers see reduced risk
• Growth feels intentional

Retail becomes less emotional.
More predictable.
More profitable.

What this course gives you – and why you need it now

TRUE Category Management: The Roadmap to Sales Success is a focused mini-course designed to give you a fast, practical win.

You'll walk away with:

• A clear understanding of how retailers evaluate products
• A simple framework you can apply immediately
• Language that earns trust in buyer conversations
• A roadmap you can reuse across your portfolio

This course is not about:

• more data
• more reports
• more noise

It's about better thinking.

And that shift alone can change how your brand performs at retail.

This course is for you if:

• You want an equal seat at the retailer's table
• You're tired of guessing what buyers want
• You want to grow without burning trade dollars
• You want strategy that actually works in the real world

Ready to apply TRUE Category Management?

Start with one SKU.
Win once.
Then scale the system.

👉 Enroll in TRUE Category Management: The Roadmap to Sales Success

This is the foundation.
Everything else gets easier once this clicks.

Strategies to Increase Market Basket Size & Sales

Why your sales growth is stalling – even when velocity looks “fine”

How to grow revenue at retail without more promotions, more stores, or more spend

If your brand is already on shelf, chances are you're being told one thing over and over:

“Just drive more velocity.”

So you:

• discount more often
• run another promotion
• fight for another display
• spend more trade dollars

And yet …
sales growth still feels harder than it should.

Here's the problem most brands never stop to question:

You're focused on selling more units – when the real opportunity is selling better baskets.

That blind spot quietly caps your growth.

Why basket size matters – and why most brands never unlock it

Retailers don't just care about how fast an item sells.
They care about how much a shopper spends.

Market basket size is one of the most powerful – but most overlooked – drivers of retail growth.

Let me explain.

Two brands can have identical velocity.
But the brand that:

• increases basket size
• drives add-on purchases
• solves multiple shopper needs at once

is far more valuable to the retailer.

Most brands miss this opportunity because they're trained to think in:

• single SKUs
• single promotions
• single transactions

This course shows you how to break out of that thinking.

In this mini-course, you'll learn how to:

• Identify which products naturally belong together in a shopper's basket
• Use need states to drive add-on purchases
• Design simple cross-merchandising strategies retailers actually support
• Increase total transaction value without deeper discounting
• Make your brand more profitable for the retailer and yourself

This is not about bundling random items or hoping shoppers connect the dots.

It's about intentional basket strategy.

And the impact is immediate.

What this looks like in the real world

Before:

• You fight for attention one SKU at a time
• Promotions train shoppers to wait for deals
• Growth feels incremental and expensive

After:

• Your products reinforce each other
• Shoppers buy more per trip
• Retailers see higher category value
• Sales grow without extra trade spend

You're no longer asking,
“How do I sell more of this one item?”

You're answering,
“How do I help shoppers solve more needs in one trip?”

That's a much stronger position.

What this course gives you – and why it pays for itself fast

Strategies to Increase Market Basket Size & Sales is a focused mini-course designed to give you a fast, repeatable win.

You'll get:

• A clear framework for increasing basket size
• Practical examples you can apply immediately
• Simple strategies that work at one retailer, with one SKU
• A system you can scale across your portfolio

Apply this to:

• one SKU
• at one retailer

and it often pays for the course right away.

Then you repeat it across:

• additional SKUs
• additional retailers
• additional channels

That's how small changes compound into meaningful growth.

This course is for you if:

• You want to grow sales without racing to the bottom on price
• You're tired of chasing velocity alone
• You want smarter growth – not louder promotion
• You want retailers to see your brand as a category builder

Ready to grow smarter – not harder?

Increase the value of every shopper trip.
Make your brand more profitable to support.
Unlock growth that doesn't rely on discounts.

👉 Enroll in Strategies to Increase Market Basket Size & Sales

One shift in thinking.
One SKU.
One retailer.

Then scale it everywhere.

How to turn category reviews from a threat into one of your greatest growth opportunities

For many founders, category reviews trigger a familiar feeling:

• Anxiety
• Scrambling
• Defensiveness
• Fear of losing space

Even brands with solid sales often feel exposed.

Here's why:

Most brands walk into category reviews prepared to defend themselves – not prepared to guide the outcome.

And when you're reacting instead of leading, decisions happen to you, not with you.

That's expensive.

Category Review Strategies to Grow Sales & Profits

Why category reviews feel risky – even when your brand is “doing fine”

How retailers actually use category reviews – and how this course changes your role

Retailers don't run category reviews to evaluate brands.

They run category reviews to:

• simplify decisions
• reduce risk
• improve performance
• grow profit

Most brands misunderstand this completely.

They show up with:

• brand-centric stories
• defensive arguments
• isolated performance slides
• emotional attachment to SKUs

Retailers are looking for something else entirely.

They want:

• insight
• clarity
• direction
• confidence

This course shows you how to shift from brand logic to retailer logic – and how to use category reviews to your advantage.

In this mini-course, you'll learn how to:

• Understand the real purpose of a category review
• Prepare for reviews proactively – not reactively
• Position your brand as a category solution, not a risk
• Identify which SKUs to defend, grow, or let go
• Align recommendations with retailer objectives
• Grow both sales and profitability through smarter decisions

This isn't about “winning” a meeting.

It's about shaping decisions before they're finalized.

What changes when you approach category reviews strategically

Before:

• You react to retailer direction
• Space feels fragile
• Decisions feel subjective
• Profitability gets squeezed

After:

• You help define the narrative
• Tradeoffs make sense
• Space decisions feel logical
• Growth is intentional

Category reviews stop feeling like audits.
They become opportunities.

What this course gives you – and why it pays for itself quickly

Category Review Strategies to Grow Sales & Profits is a focused mini-course designed to help brands show up prepared, credible, and confident.

You'll walk away with:

• A clear framework for category review preparation
• An understanding of how retailers evaluate categories
• Tools to make smarter, profit-driven recommendations
• Language that earns trust and reduces friction

Apply this to:

• one category review
• with one retailer

and the impact on space, assortment, and profitability often pays for the course immediately.

Then repeat it:

• across retailers
• across categories
• across review cycles

That's how leverage compounds.

This course is for you if:

• Category reviews feel stressful or unpredictable
• You want more influence in space decisions
• You're tired of defending every SKU
• You want growth that improves profitability – not erodes it

Ready to turn category reviews into a strategic advantage?

Stop reacting.
Start guiding the outcome.

👉 Enroll in Category Review Strategies to Grow Sales & Profits

One review.
One clear narrative.
Better decisions – for everyone.

Simple Solutions to Maximize Broker Effectiveness

Why “having a broker” isn't the same as getting results

How to turn your broker from a cost center into a true growth partner

If you're like most CPG founders, you hired a broker because you were told:

• “You need one to grow.”
• “They have the relationships.”
• “They'll manage the retailers for you.”

So you pay the retainer.
You approve the commission.
You wait for results.

And too often … nothing really changes.

Here's the hard truth:

Most broker relationships fail not because the broker is bad – but because the brand doesn't know how to lead the relationship.

That misunderstanding costs you time, money, and momentum.

Why broker performance breaks down – and how this course fixes it

Brokers manage dozens of brands.
They prioritize the ones that are:

• easiest to work with
• clearest on expectations
• best aligned with retailer goals

Most brands don't realize this.

They assume:

• activity equals progress
• meetings equal momentum
• “checking in” equals management

It doesn't.

This course shows you how to take back control of the broker relationship – without micromanaging, threatening, or burning bridges.

Let me explain.

Brokers perform best when:

• objectives are clear
• priorities are focused
• success is defined
• accountability exists

When those things are missing, even good brokers drift.

In this mini-course, you'll learn how to:

• Clearly define what success looks like for your broker
• Focus broker effort on the activities that actually drive growth
• Stop wasting time on low-impact tasks
• Improve communication without adding complexity
• Hold brokers accountable without damaging the relationship
• Align broker execution with your broader strategy

This isn't about firing brokers.
It's about getting more value from the one you already have.

What changes when broker effectiveness improves

Before:

• You're unsure what your broker is really doing
• Updates feel vague
• Priorities shift constantly
• Results feel inconsistent

After:

• Expectations are clear
• Execution improves
• Retail conversations sharpen
• Momentum builds

You stop managing personalities.
You start managing outcomes.

What this course gives you – and why it pays for itself quickly

Simple Solutions to Maximize Broker Effectiveness is a focused mini-course designed to deliver fast, practical improvements.

You'll walk away with:

• A clear framework to manage broker performance
• Simple tools to focus effort and priorities
• Language that improves accountability
• A repeatable system you can use across markets and brokers

Apply this to:

• one broker
• in one key account

and the improvement often pays for the course immediately.

Then scale it:

• across additional retailers
• across regions
• across your entire broker network

That's how leverage compounds.

This course is for you if:

• You want more results without switching brokers
• You're tired of vague updates and unclear progress
• You want execution that matches your strategy
• You want to earn more from every dollar you already spend

Ready to get more from your broker?

Stop guessing.
Start leading the relationship.

👉 Enroll in Simple Solutions to Maximize Broker Effectiveness

One broker.
One clear plan.
Real results.

How to make sure your brand shows up right – every time a shopper walks the aisle

Most brands know merchandising matters.

They talk about visibility.
They talk about conversion.
They talk about shopper behavior.

And yet, when you walk stores, reality looks very different.

• Shelves aren't set correctly
• Tags are missing or wrong
• Products are in the wrong place
• Displays aren't executed – or disappear quickly

Here's the problem most brands don't want to admit:

Merchandising doesn't fail because the strategy is wrong.
It fails because execution is inconsistent.

And inconsistency kills sales – and shopper trust.

Merchandising Checklist to Grow Sales and Shopper Loyalty

Why great merchandising ideas fail in the real world

Why consistency builds loyalty – and how this course makes it repeatable

Shoppers are creatures of habit.

They expect:

• products to be easy to find
• shelves to make sense
• brands to show up consistently

When that experience breaks down, trust erodes – even if the product is great.

Most brands assume merchandising consistency is:

• the retailer's responsibility
• the broker's job
• too hard to control

That's a costly assumption.

This course shows you how to create a simple, repeatable merchandising checklist that ensures your brand shows up the way it's supposed to – without adding complexity.

Let me explain.

Great merchandising doesn't require perfection.
It requires clarity and discipline.

In this mini-course, you'll learn how to:

• Identify the critical merchandising elements that actually matter
• Create a checklist that supports conversion and loyalty
• Eliminate common execution breakdowns
• Make it easier for brokers and store teams to get it right
• Protect the work you've already paid for through trade and promotions
• Reinforce trust with shoppers and retailers

This isn't about micromanaging stores.

It's about removing friction – for everyone involved.

What changes when merchandising becomes consistent

Before:

• Execution varies store to store
• Sales are unpredictable
• Shoppers get frustrated
• Retailers question performance

After:

• Shelves are easier to shop
• Products are easier to find
• Conversion improves
• Shoppers come back

Consistency builds confidence.
Confidence builds loyalty.

What this course gives you – and why it delivers fast ROI

Merchandising Checklist to Grow Sales and Shopper Loyalty is a focused mini-course designed to protect and amplify your in-store investment.

You'll walk away with:

• A practical merchandising checklist you can customize
• A framework for consistent execution
• Clear priorities for brokers and store teams
• A way to improve performance without more spend

Apply this checklist to:

• one SKU
• at one retailer

and the improvement in execution often pays for the course immediately.

Then scale it:

• across SKUs
• across retailers
• across regions

That's how discipline compounds into growth.

This course is for you if:

• You want merchandising to work everywhere, not just some stores
• You're tired of guessing why performance varies
• You want shoppers to trust your brand instinctively
• You want to protect the investment you've already made

Ready to turn merchandising into a system – not a gamble?

Consistency wins at retail.
This is how you build it.

👉 Enroll in Merchandising Checklist to Grow Sales and Shopper Loyalty

One checklist.
One standard.
Better execution – everywhere.

Merchandising Strategies to Increase Sales & Shoppers

Why getting on shelf isn't the same as getting chosen

How to turn shelf presence into real shopper action – without more trade spend

Most CPG brands work incredibly hard to get distribution.

They pitch buyers.
They fund promotions.
They pay trade.

Then the product finally hits the shelf …
and sales underperform.

Here's the hard truth most brands overlook:

You don't win at retail when you get on shelf.
You win when a shopper notices you, understands you, and chooses you.

That's a merchandising problem.

And it's one of the most expensive blind spots in the industry.

Why merchandising drives sales – and why most brands get it wrong

Retail is a physical environment.
Shoppers make decisions in seconds.

Yet most brands treat merchandising as:

• an afterthought
• a compliance exercise
• something the retailer or broker “handles”

That assumption costs sales every single day.

Let me explain.

Great merchandising does three things at once:

1. It gets the shopper's attention
2. It communicates value quickly
3. It makes the decision easy

Most brands fail because their product:

• blends into the shelf
• lacks context
• doesn't clearly solve a shopper problem

This course shows you how to fix that.

In this mini-course, you'll learn how to:

• Understand how shoppers actually shop the shelf
• Identify the moments where purchase decisions are made
• Improve visibility without relying on discounts
• Align merchandising with real shopper need states
• Increase conversion once the shopper is in front of your product
• Support the retailer's goals – not fight them

This isn't about flashy displays or expensive fixtures.

It's about intentional shelf strategy.

What changes when merchandising is done right

Before:

• Shoppers walk past your product
• Velocity lags despite good distribution
• Promotions feel necessary just to move units
• Retailers question performance

After:

• Your product gets noticed
• Shoppers understand why it matters
• Conversion improves
• Retailers see momentum

Merchandising turns shelf space into sales space.

What this course gives you – and why it pays for itself fast

Merchandising Strategies to Increase Sales & Shoppers is a focused mini-course designed to create immediate lift at shelf.

You'll walk away with:

• A clear framework for effective merchandising
• Practical strategies you can apply immediately
• A way to diagnose why items underperform on shelf
• Simple adjustments that increase conversion

Apply this to:

• one SKU
• at one retailer

and the lift in sales often pays for the course quickly.

Then repeat it:

• across additional SKUs
• across additional retailers
• across different shelf environments

That's how small changes compound into meaningful growth.

This course is for you if:

• You're on shelf but not seeing the velocity you expected
• You want to improve sales without deeper discounts
• You want shoppers to “get” your product faster
• You want to support retailers with better execution

Ready to turn shelf presence into shopper action?

Stop relying on promotions to do the heavy lifting.
Start winning where decisions are actually made.

👉 Enroll in Merchandising Strategies to Increase Sales & Shoppers

One shelf.
One adjustment.
More shoppers choosing your brand.

Premium Courses 

Premium Courses include advanced on-demand strategies taught directly to clients in person. Get the same great training without paying for my travel and time – a huge cost savings! 

Trade Marketing ROI System™

Why Trade Marketing should be a strategic growth lever – not feel like a tax

The Trade Marketing Reality Check Every Brand Needs

You don’t have a trade spend problem.
You have a visibility problem.

You’re spending thousands—sometimes hundreds of thousands—on trade…

…yet you don’t know what’s actually working.

Promotions spike… then disappear.
Margins shrink… while sales “look” good on paper.
Retailers ask for more… but your cash flow says otherwise.

And here’s the uncomfortable truth:

Most brands waste 70%+ of their trade spend.

Not because they aren’t spending enough…

Because they’re spending without a system.

Why This Matters (And What’s Really Going On)

Trade marketing should be your biggest growth lever.

Instead… it becomes your biggest leak.

Why?

Because most brands:

• React instead of plan
• Measure activity instead of impact
• Rely on tools without understanding strategy
• Run promotions that reward existing buyers instead of creating new ones

So what happens?

You get:

• Short-term spikes… with no long-term growth
• Discounts that train customers to wait for deals
• Promotions that look successful—but destroy value
• Retailers who trust the data… but not your strategy

Your data tells you what happened.
It doesn’t tell you why.

That’s where most brands stop.

And that’s exactly where they start leaking money. 

The Shift

This course introduces a completely different way to think:

The Retail Clarity Framework™

• Internal: What happened (your data)
• Shopper: Why it happened (behavior)
• Competitive: What influenced it
• Predictive: What to do next

When you understand all four…

You stop guessing.

You start making decisions with confidence.

What You’ll Learn Inside

This isn’t theory. This is execution.

You’ll learn how to:

• Identify where your trade spend is leaking (fast)
• Design incremental promotions (not subsidized ones)
• Align with how retailers actually evaluate success
• Use competitors’ promotions to your advantage
• Increase base sales—not just promotional spikes
• Build promotions that drive repeatable growth
• Reduce total trade spend while increasing results
• Prevent deductions and protect your cash flow
• Use data to guide decisions—not confuse them

And most importantly…

Turn trade marketing into a system—not a gamble

OFFER — Why You Need This Now

If you’re spending anything on trade…

You cannot afford to guess.

Even a 10–20% improvement in trade efficiency can:

• Extend your runway
• Fund innovation
• Improve margins
• Strengthen investor confidence
• Unlock growth you didn’t know was possible 

This course gives you a clear, repeatable system to make that happen.

What You Get

• Step-by-step Trade Marketing ROI System™
• Retail Clarity Framework™ training
• Real-world examples and breakdowns
• Practical application you can use immediately
• Access to tools that simplify decision-making

👉 Get instant access to the Trade Marketing ROI System™

Stop leaking cash.
Start making every dollar work harder.

What Changes After This

Before:

• Promotions feel random
• ROI is unclear
• Cash flow is tight
• Retailers control the conversation

After:

• Every promotion has a purpose
• You understand what drives real growth
• Trade spend becomes efficient and predictable
• Retailers see you as a strategic partner
• Your brand gains runway, leverage, and confidence

Trade marketing stops feeling like a tax…
and becomes your competitive advantage.

Scorecards & KPI’s — The Key Advantage Others Overlook

Turn your strategy into execution.

Your strategy isn’t failing.
Your execution is.

You’ve got the right goals.
The right retailers.
The right products.

But things still fall apart:

• Promotions don’t execute correctly
• Shelves don’t match the plan
• Brokers miss details
• Teams aren’t aligned

And no one can tell you exactly why.

Because here’s the truth:

What doesn’t get measured… doesn’t get done.

This course is for any brand wishing to exploit your competitions weaknesses by committing to this simple strategy that they overlook.  Learn how to unlock their awesome power to gain a significant unfair competitive advantage. They're what you need to succeed!

Maximize Sales With THE Most Effective Tool To Maximize Retail Execution

Why This Happens (And Why It’s Costing You)

Most brands think they have a strategy problem.

They don’t.

They have a clarity and accountability problem.

No clear ownership.
No clear expectations.
No consistent execution.

So what happens?

• Your brand shows up differently in every store
• Your team interprets strategy differently
• Retailers lose confidence
• Sales stall—even when demand exists

And here’s the part most people miss:

Even great strategy fails without flawless execution.

The Missing Piece

This is where almost every brand falls short…

They don’t have a system to:

• Communicate expectations clearly
• Track progress in real time
• Hold teams accountable
• Ensure consistency across every store

That system is:

Scorecards + KPI’s

What This Course Changes

Inside this course, you’ll learn how to turn your business into a self-managing system.

Where:

• Everyone knows exactly what to do
• Everyone knows when to do it
• Everyone is accountable for results

What You’ll Learn

Scorecards (Your Control System)

• How to turn goals into executable plans
• How to assign ownership across your team
• How to track progress across retailers, SKUs, and initiatives
• How to identify problems before they cost you distribution
• How to run your business like a machine

Think of scorecards as your project management engine for growth

KPI’s (Your Guardrails)

• How to define exactly what “success” looks like at shelf
• How to standardize execution across every store
• How to eliminate confusion and inconsistency
• How to ensure your brand shows up correctly everywhere

KPI’s are your micro-strategies that drive execution at retail

The Real Power (Together)

When you combine both:

You get:

• Clear direction
• Consistent execution
• Real accountability
• Faster growth

And something even more valuable…

A team that starts managing itself.

Why You Need This Now

Right now, you’re likely:

• Leaving execution to chance
• Hoping your team “gets it”
• Fixing problems after they happen

That’s expensive.

This course gives you the system to:

• Prevent problems before they happen
• Scale execution across every retailer
• Turn your team into a performance engine

What You Get

• Step-by-step Scorecard framework
• KPI development system (custom to your brand)
• Real-world examples across sales, promotions, and launches
• Templates you can adapt immediately
• A system you can implement across your entire organization

👉 Get instant access to Scorecards & KPI’s

Stop guessing.
Start controlling how your brand executes and grows.

What Changes After This

Before:

• Execution is inconsistent
• Teams operate in silos
• Retailers see gaps
• Growth feels unpredictable

After:

• Every objective is clearly defined
• Every team member knows their role
• Execution is consistent across all stores
• Problems are identified before they escalate
• Your business runs like a system

You stop managing chaos…
and start leading with clarity and control.

Free Courses

Turnkey Sales Story Strategies

If your product is great … why isn't your pitch converting?

This is a free course. 

How to tell a retail story that buyers understand, trust, and act on

You've invested in:

• Product quality
• Packaging
• Branding
• Trade support
• Promotions

You walk into a buyer meeting confident.

And yet …

• The conversation stalls
• The buyer asks for “more data”
• You're told to “circle back later”
• Or worse – you're ghosted

Here's the uncomfortable truth:

Most brands don't lose because their product isn't good.
They lose because their story doesn't align with how buyers make decisions.

Retailers don't buy passion.
They buy clarity and reduced risk.

If your sales story isn't turnkey – meaning easy to understand and easy to support – it creates friction.

And friction kills momentum.

Why most sales stories fail – and what buyers actually need

Most founders tell their story like this:

• Here's our mission
• Here's our ingredients
• Here's why we're different
• Here's why shoppers love us

All important.

But here's what buyers are actually thinking:

• How does this grow my category?
• Where does this fit on shelf?
• What problem does this solve?
• What risk am I taking?
• How hard will this be to support?

If your story doesn't answer those questions clearly, you create doubt.

This course shows you how to build a turnkey sales story – one that buyers can understand quickly, repeat internally, and defend in meetings.

Let me explain.

A strong sales story does three things:

1 – It aligns with shopper need states
2 – It shows how your product fits the category
3 – It reduces perceived risk

When those are clear, conversations change.

Inside This Course, You'll Learn How To:

• Build a retail-ready narrative structure
• Translate brand benefits into category impact
• Align your story with retailer objectives
• Simplify complex messaging into decision-ready clarity
• Eliminate common pitch mistakes that create doubt
• Present your product as a solution – not a gamble

This isn't about slick slides.

It's about strategic alignment.

What Changes When Your Sales Story Is Turnkey

Before:

• You feel like you're convincing
• Buyers ask for more proof
• Conversations feel one-sided
• Outcomes feel uncertain

After:

• Buyers lean in
• Your story feels structured
• Objections soften
• Decisions move forward

You stop chasing approval.

You start facilitating decisions.

What this course gives you – and why it pays for itself quickly

Turnkey Sales Story Strategies is a focused mini-course designed to improve your next buyer conversation immediately.

You'll walk away with:

• A structured sales story framework
• Clear positioning language
• A repeatable template you can customize
• Greater confidence in retail meetings

Apply this to:

• one SKU
• with one buyer
• at one retailer

and the improvement in clarity often changes the outcome of that conversation.

Then repeat it:

• across buyers
• across retailers
• across channels

Clear stories scale.

This Course Is For You If:

• Buyer meetings feel unpredictable
• You're unsure how to frame your product strategically
• You want to reduce pushback
• You want shelf space that sticks
• You want to earn credibility – not just attention

Ready to make your sales story easier to support?

Stop pitching harder.
Start aligning smarter.

👉 Enroll in Turnkey Sales Story Strategies

One clear narrative.
One aligned conversation.
Shelf space that lasts.

Retail is expensive. Learn how to build a thriving brand and avoid the pitfalls that derail and even bankrupt brands.

Retail is pay-to-play and, like any game, you need to know the rules. The better you know the rules, the more effective your selling strategy can explode your sales and profits. Your creativity can then give you a significant competitive advantage. Learn what you need to know to level the playing field and WIN the retail game!

The Retail Game – What You Need To Know With Bob Burke

You will learn:

• What retailers expect – the rules of the game
  • Hint: Rules were made to be broken BUT you can't do that IF you don't know what the rules are. Learn what's expected of you so you can maximize creative opportunities others overlook
• The critical things every brand MUST do well
  • Retailers want three things – more sales, more shoppers, and a competitive advantage. The law of reciprocation. When you help them achieve their goals, savvy retailers will return the favor
• What retailers REALLY need
  • Retailers need insights, actionable insights. Few brands help guide their retailer partners to drive sustainable sales by leveraging the strength of their brand. Learn to be more than just another brand on a retailer's shelf. Become a category leader
• How to use data to tell a compelling story others overlook
  • Knowing how to tell a compelling story with numbers is critical to your success. I've used these strategies to push big brands around my entire career and you can too

Sales Success Begins With A Solid Business Plan

Featuring Michael J. O'Donnell with The Belmullet Food and Beverage Group

An Effective Trade Promotion Strategy Begins With A Solid Business Plan

A business plan is your recipe for success. A blueprint that anyone can follow to manage and grow your brand in your absence. The result is having a clear roadmap pointing you toward your target objectives including sales, profit, & distribution goals. Learn how to build a solid business plan that will help you keep on target and help you reach and exceed your sales and profit goals

You will learn:

• An Effective Trade Promotion Strategy Begins With A Solid Business Plan 
• Featuring Michael J. O'Donnell, The Belmullet Food and Beverage Group
• Brand success in the era of Covid requires creative strategies that did not exist pre-pandemic. Traditional tactics won't work.
• Retailers delisting natural brands without deep pockets making it more difficult for your shoppers to find and buy your products. There is a better way!
• Every brand struggles to grow sales with effective promotions. Rinse-and-repeat is not an effective strategy and yet most brands rely on it. This is their Achilles heel. Natural brands are at a significant competitive disadvantage. There is a better way to confidently grow and scale your brand and it begins with a solid business plan that includes a robust trade promotion strategy. Learn how this can add rocket fuel to your growth.

Essential In-Store Customers First Marketing Strategies

Featuring Andrew Therrien with Sampler

You will learn:

• How to make it easy for customers to fall in love with your brand
  • Hint: There is a better way to make it easy for shoppers to buy your products! Customers hate shopping trips that feel like scavenger hunts. Product demos provide a unique opportunity to sample your product
• Strategies to dramatically grow sales with in-store marketing
  • In-store marketing provides an opportunity to get the undivided attention of your shopper. This is THE very best opportunity for you to get to know them, make a personal connection, and get realtime feedback about your product
• How to maximize product demos to drive everyday sales growth
  • There is a right way and a wrong way to do product demos. Most brands overlook strategies to maximize each and every selling opportunity. Learn why this matters and how you can use product demos to gain a significant competitive advantage
• How to convert occasional customers into loyal evangelists
  • Shoppers want to feel special and they want to be appreciated. Give shoppers what they want and make it easy for them to find it. Sounds simple and it is. Traditional strategies overcomplicate the shopper's journey. Let's fix this!

Why Most Brands Fail – The Roadmap To Sales Success

Featuring Tim Forrest with Tim Forrest Consulting

Shoppers can't buy your products if they can't find them. Flawless execution of your brand strategy is critical to your survival

Nothing is more important to the success of any brand than the customers who buy your products. They can't buy your products if they cant find them. Having a solid selling strategy is not enough – you need follow through to ensure sales success. Learn simple tips and tricks to maximize each and every selling opportunity.

You will learn:

• How poor in-store execution is THE quickest way to kill a brand
  • Hint: There is a better way to make it easy for shoppers to buy your products! Customers hate shopping trips that feel like scavenger hunts. Poor in store execution is a huge reason brands fail. This includes out-of-stocks and much more. Learn how to not disappoint your customers
• Strategies to grow sales with proper shelf placement
  • Don't leave your merchandising to anyone BUT you. Retailers cannot possibly be experts on every shopper and on every item in their store. They need your help
• Essential on-shelf merchandising strategies your competitors overlook
  • Shoppers are constantly judging you. Your merchandising is a reflection of your brand. Inconsistent, hard to find, and poorly merchandised products reduce sales and increase shopper confusion and frustration
• How to convert occasional customers into loyal evangelists
  • Give shoppers what they want and make it easy for them to find it. Sounds simple and it is. Traditional strategies overcomplicate the shopper's journey. Let's fix this!

The right actionable insights can dramatically explode your sales & profits by making it easier for customers to find and buy your brand

Do you wish you has a sustainable and substantial competitive advantage? Now you do!

Imagine knowing who your ideal customer, where they shop, and what motivates them to choose your brand over the competition. This can dramatically impact your sales. Shoppers what what they want and they can't buy your products if they can't find them. Learn how to tilt the playing field in your favor. Data does not need to be overwhelming or overcomplicated when you have a qualified guide to maximize your potential. Maximize every opportunity! Learn how to leverage this strategy to grow sale and profits.

How To Turn Your OnLine Data Into Explosive Sales Growth

Featuring Meaghan Connell & AJ Yager with Praxis Metrics

You will learn:

• How to level the playing field between you and your most sophisticated competitor
  • True category management is the great equalizer between brands of all sizes. It includes all forms of data and insights. It can give you a significant and sustainable competitive advantage. Learn how to explode sales and profits with strategies other brands overlook
• That knowing your numbers means going beyond canned topline reports
  • Fact based selling is a critical skill that every brand needs to know BUT even the big brands struggle with this. Retailers want insight, actionable insights – not the same canned reports all of your competitors share. Learn how to level the playing field with the big brands with skills your competitors overlook
• How to use data to tell a compelling story others overlook
  • Knowing how to tell a compelling story with numbers is critical to your success. This includes ALL data. Some of the most impactful insights comes from social listening and online sources. I've used these strategies to push big brands around my entire career and you can too
• How the impact real-time retail time insights can make on your brand growth
  • Most brands rely exclusively on syndicated data which can be a month old before you get it. Consumer/shopper survey data is great for story telling but it too is historical. Imaging have real-time insights to plan, forecast, and drive sales. Harnessing the
• How to maximize your results by harnessing the power of leading experts
  • Talented Category Management Experts and Data Scientists are worth their wight in gold. They have the unique ability to find golden nuggets others overlook. They can dramatically improve your results as well as your ROI

How To Drive Profits With Sustainable Packaging

Featuring Kelly Williams

Turn your packaging into a profit center. The shocking truth about sustainable packaging. Strategies to grow sales, save time, & money

Your packaging is the first impression that shoppers have of your brand. Is your packaging sustainable and does your messaging and mission resonate with shoppers? Learn how to leverage your packaging strategy to grow sales. Your brand's packaging needs to work hard and it should sell itself. Personalize your brand with your packaging. It should align with your mission and it should be compostable. Wouldn't it be great if it could also help pay for itself? Learn how!

You will learn:

• What shoppers want in sustainable packaging
  • Hint: Shoppers overwhelmingly want packaging that does not end up in the landfill. Learn about new technologies that will resonate with your customers
• Why recycling is a fool's errand
  • Fact: Most recycled packaging ends up in the landfill. Recycling is difficult, the technology is expensive, and sustainable packaging is frequently thrown out anyhow due to inefficient sorting methods. Learn why this matters and how you need a better solution for your brand
• How Earth Digestible Packaging can help you increase sales WHILE giving shoppers what they want
  • Shoppers are constantly judging you. They want products that align with their values and that includes packaging that does not end up in the landfill. Learn strategies to grow sales with this innovative technology
• How print on demand packaging can save you a lot of time and money
  • You have a new product BUT you can't start selling it until you place it in a package. The challenge is that traditional flexible packaging takes up to 6 months to get. What if you could get your products on store shelves right away? You could be selling instantly while competitors pay interest for inventory that collects dust waiting for packaging to arrive. Learn creative strategies to gain a significant competitive advantage with print on demand packaging. Learn how to turn your flexible packaging into a profit center.
    –This course complements the EARTH DIGESTIBLE PRINT ON DEMAND PACKAGING SOLUTIONS course

Free Brand Building eBooks

Premium Courses – coming soon! 

Premium Courses include advanced on-demand strategies taught directly to clients in person. Get the same great training without paying for my travel and time – a huge cost savings! 

Results matter! Exactly why you need this course.

Learn how to hold brokers accountable to YOUR strategies to drive profitable sales growth while remaining captain of your ship (brand)

Are you completely happy with your brokers results? Most brands are not. Brands have a love/hate relationship with their brokers (and agencies). They work for you but how often do you feel that your brand is a priority to them? Do you wish you knew how to hold them accountable and leverage them to explode sales?

These are the questions I get from brands of all sizes. You see, I believe that your brand needs to own your strategy in-house and leverage their brokers/agencies to execute it on your behalf? This is the best and the most effective way to maximize sales and profits while giving you a significant and sustainable competitive advantage.

This course is an in-depth, deep-dive into leveraging your relationship with brokers to increase sales, maximize distribution, amplify your merchandising effectiveness, and much much more. This course includes much of the content I share with brands at their national sales meetings.

Effective Broker Management

This course is for Maximize their Broker Effectiveness. 

Effective Broker Management strategies is the subject I receive the most questions for. In fact, several brands have paid me to work in person with their senior leadership teams to teach some of the principles in this course. You get the same great content without flying me in – a huge cost savings! 

You will learn:

• The pros and cons of working with a broker or agency
  • Most brands have a love hate relationship with their brokers.
  • This is due primarily to poor communication and unrealistic expectations.
  • Learn what you need to know to get a high ROI from your broker
• Why you need to OWN your brand strategy and not farm it out
  • Brands should NEVER farm out their go-to-market strategy
  • You put all your creativity, passion, and love into creating a product that is going to change the world
  • Your go-to-market strategy should be every bit as creative
  • Brokers tend to use cookie cutter strategies – the same strategies they use for all brand they represent
  • Learn how this can impact your brands and why this matters
• How to maximize sales with a broker or agency
  • A broker is an extension of your brand. They are your external sales team
  • They can be a tremendous resource when managed correctly
  • Learn strategies to drive sales while holding them accountable
• My favorite strategies for maximizing broker effectiveness
  • What gets measured gets done!
  • Having the right tools and strategies to guarantee effective retail execution is your key to success
• How to improve your brand's value to retailers and investors
  • The valuation of your brand determines the terms you use to negotiate with investors
  • A better valuation opens your brand to more strategic investors and greater opportunities
• How to level the playing field between you and your most sophisticated competitor Leveraging True Category Management with your broker team can be the great equalizer between brands of all sizes
  • It can give you a significant and sustainable competitive advantage
  • Learn how to explode sales and profits with strategies other brands overlook, and much more, …