The right support for the stage you’re at.
Every engagement is built to support where you actually are.
Evaluate
Flat-Rate
For founders preparing to enter wholesale or in the early stages of distribution.
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An honest, structured assessment of your wholesale setup — covering retail readiness, operations, assets, tracking, and distribution goals. This process is highly educational, giving you a clear understanding of how wholesale functions so you can confidently prioritize what comes next.
90-min intake call + 60-min feedback session
In-depth scorecard review with strategic insights and context
Actionable next steps and written recommendations
Build
A La Carte
For founders ready to bring structure and organization to their operations.
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Ready-to-use tools built for CPG wholesale — so you’re organized, consistent, and operating with confidence from day one. Pick what fits your needs.
Promo Calendar / Sales Tracker
Visibility into your sales month-to-month / year-to-date, plus a snapshot of all business activity — promotions, demos, trade shows, and anything else that may impact your numbers.
Account Communication & Info Tracker
Track communication progress with accounts, identify who needs follow-up, and keep all account details organized in one place.
Field Tracker Workbook
Track in-store visits and capture key retail insights — execution observations, displays, and in-store distribution gaps — for structured visibility into store-level performance.
Spec Sheet Template
Keep all product specifications organized and ready for listing completion — no scrambling when a buyer asks.
Demo Tracker Template
Track demos from request through completion — including progress, scheduling, and rep payment — all in one place.
Flow
Ongoing Retainer
For founders & small teams ready for embedded, fractional support.
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A steady strategic voice for founders navigating retail and wholesale decisions. We meet bi-weekly to cut through the noise, align on priorities, and keep you moving in the right direction.
Biweekly 60-min strategy calls
Email support between sessions
Strategic guidance on retail decisions and priorities
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Hands-on retail execution across your defined store network — keeping your brand showing up consistently at shelf. In-person visits within the Lower Mainland, communication support across all covered locations.
Field visits, merchandising, POP placement, and reorder support
Retailer communication for promotions and launches
Monthly summary report and check-in call
Real-time tracking and WhatsApp support
Access to all relevant BUILD templates and tools for execution
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Dedicated wholesale support across two tracks — opening new doors through targeted sell-in, or managing and growing accounts that are already open. Most engagements include a combination of both.
Sell-In Support
We leverage existing buyer relationships to get your brand in front of the right retailers.Targeted outreach across relevant accounts within our network.
Account Management
We take over day-to-day management of your existing accounts — keeping buyers engaged, promotions moving, and nothing falling through the cracks.Focused on a defined set of 3–6 accounts so every retailer gets the attention it deserves.
Buyer and category manager communication
Sell-in support, listing coordination, and vendor agreements
Backend organization of listing documents and account files
Promotional planning and account alignment
Biweekly check-in calls, email support, and shared real-time account tracking
Access to all relevant BUILD templates and tools for execution
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You hired a rep because you needed boots on the ground. But teaching them how to execute, developing their skills, and giving them the coaching they need to grow takes time — and a level of field expertise — most small teams simply don't have bandwidth for.
We step in as your Fractional Field Rep Advisor — coaching, training, and guiding your rep so they know exactly what to prioritize, what to say, and how to show up in every store. You get experienced field expertise in their corner, without the full-time cost.
Weekly or Biweekly 1:1 coaching & accountability call
Email & WhatsApp support
Monthly check-in call with leadership
Review and guidance on field reporting and execution tracking
Access to all relevant BUILD templates and tools for execution
Flow: What To Expect
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Clear direction, practical recommendations, and support tailored to your business—ranging from advisory input to hands-on execution.
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Aligned priorities and consistent communication so you always know what’s happening and what’s next.
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All activity is organized in shared, real-time documents for full visibility across execution and progress.
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Focused, consistent execution that supports retail performance, strengthens presence, and drives steady growth across your accounts.
Have a project in mind?
From retail display coordination to trade show planning and beyond — We support the projects that help your brand grow. Reach out and let’s talk about what you’re building.