Is this the right partnership and project for where you are today?

This phase includes a short diagnostic survey and conversation to understand where your organization sits in terms of Sales Planning Maturity and whether we’re a good fit to work together.

What’s included:

Review of current processes, tools, master data, and team structure

Discussion of your biggest challenges and priorities

Identification of early risks and quick wins

You walk away with:

A maturity snapshot of your sales planning and TPM readiness

High-level risks and opportunities

A recommendation on scope and next steps

A deeper dive into how planning, forecasting, and trade actually work in your business today.

Using the Sales Planning Maturity Model as a guide, this assessment uncovers how things work behind the scenes—across processes, people, data, and tools.

What’s included:

End-to-end review of trade planning, forecasting, and reporting workflows

Assessment of master data structure and data quality

Evaluation of cross-functional partnership across Sales, Finance, Supply Chain, and Marketing

Inventory of current Excel- or system-based tools

You walk away with:

A clear, plain-language summary of strengths and pain points

Identified gaps, risks, and bottlenecks

Prioritized recommendations tailored to your business

A practical plan to move your team from where you are today to where you need to be.

This roadmap is built collaboratively to match your size, goals, and operational capacity. It may include simple Excel-based tools or a full TPM journey (vendor selection, implementation, training).

What’s included:

Alignment on your 12–24 month planning and TPM goals

Identification of phases (foundations → build → implement → optimize)

Options ranging from Excel tools to TPM systems

Change management and resourcing considerations

You walk away with:

A phased roadmap with clear milestones and timing

Realistic expectations on cost, effort, and sequencing

A plan that scales with your brand as you grow

Turning strategy into real processes, data structures, and system requirements.

Design is the foundation that ensures your future tools and workflows actually work for the way your business operates.

What’s included:

Process mapping and documentation

Master data & hierarchy design

TPM business requirements and funding logic

Reporting & KPI framework design

You walk away with:

Process documentation and system requirements you can hand directly to vendors or internal teams

Stronger foundations for clean data, consistent planning, and scalable reporting

Advisory support to ensure what gets built actually works for your team.

Implementation is where great design becomes reality—and where translation between business needs and technical build is critical. My role is primarily advisory, making sure the tool’s configuration matches how your team really works.

With deep experience in both system design and hands-on TPM use, I serve as a translator between software developers and business stakeholders, helping ensure understanding, alignment, and a tool that functions as the business expects.

What’s included:

Acting as a strategic liaison between your business teams and the TPM/tool vendor

Translating business requirements into clear technical direction

Reviewing configuration, logic, and workflows

Guiding user acceptance testing (UAT)

Advising on training, change management, and communication

You walk away with:

Clear documentation of system logic and test findings

Advisory notes and enhancement recommendations

Training guidance to support adoption and long-term success

Support to help your planning and TPM processes grow with your business.

As your brand expands, new challenges emerge. Ongoing support keeps your planning ecosystem stable, efficient, and continuously improving.

What’s included:

Monthly or quarterly planning check-ins

TPM system and tool refinement

Trade analytics and insights support

Coaching for Sales, Finance, and Supply Chain partners

You walk away with:

A trusted partner on call as your business evolves

Continuous improvement ideas and practical next steps

Stronger internal competency without long-term dependency