Profit Strategy Packages
Whether you're stuck, scaling, or starting fresh – every plan here ties your growth goals to your bottom line.
Profit Checks
Quick, low-commitment reviews designed to flag CAC issues, ROAS traps or missed margin opportunities - ideal for founders needing clarity, fast.
| Package | Best For | What You Get | Availability |
|---|---|---|---|
| Profit Pulse Check | Quick profit leak detection |
| Discuss in discovery session |
Quick profit leak detection
- Snapshot of Gross and Net Profit Margins
- CAC vs Revenue vs Key Cost signals
- Top 1–2 margin opportunities flagged
- PDF Summary + optional 15-min clarity call
Ratio-Based Audits
Strategic audits built to align your media, CRM, and site with actual profit drivers like LTV, CAC, MER and EBITDA.
| Package | Best For | What You Get | Availability |
|---|---|---|---|
| Second Opinion: Channel Performance Review | Founders reviewing agency or channel waste |
| Discuss in discovery session |
| Profit Ratio Audit | Challenging your agency or internal strategy |
| Discuss in discovery session |
| LTV-Backed Scale Plan | Founders & teams ready to scale profitably |
| Discuss in discovery session |
Founders reviewing agency or channel waste
- Channel-by-channel performance review
- Benchmarks for ROAS, CAC, LTV vs sector
- Clear view of spend waste or misalignment
- Top 5 profit-first priorities to action
- Optional: Validate agency strength
Challenging your agency or internal strategy
- Full-funnel digital audit: acquisition to conversion
- Breakdown of ROAS, MER, CAC & LTV:CAC
- Benchmarks vs competitors + red flags
- Top 5 Fix / Scale / Stop opportunities
- PDF Summary + 30-min Profit Clarity Session
Founders & teams ready to scale profitably
- Includes the full Profit Ratio Audit
- LTV:CAC modelling + retention strategy
- 12-month profit-led growth roadmap
- Quick wins + scalable growth layers
- 60-min team alignment session included
Forecasting & Commercial Planning
Strategic forecasting delivered in-house – not a plug-and-play template. Built on analyst-grade logic, tailored to your targets, and delivered as a clean, client-ready file.
| Package | Best For | What You Get | Availability |
|---|---|---|---|
| Profit Forecast Tracker | Brands who want a clear view of monthly profit performance without building the backend |
| Discuss in discovery session |
Brands who want a clear view of monthly profit performance without building the backend
- Strategic Excel forecast built from your inputs – no setup required
- Actual vs Pro-Rated view of profit by channel
- Sessions, CVR, AOV, spend, ROI – all mapped to your current trading patterns
- Delivered one-off or monthly, tailored to targets and budget planning
- Includes walkthrough call or Loom, plus 30-min Q&A session
Revenue-to-Profit Planning
Done-for-you 12-month growth plans - rooted in your financial goals, designed to turn media into margin. This is fractional CSO thinking, delivered in full.
| Package | Best For | What You Get | Availability | |
|---|---|---|---|---|
| Q4 Profit Planning Sprint | Peak season planning without the chaos |
| Discuss in discovery session | |
| Revenue-to-Profit Blueprint | Brands scaling from 6 to 8 figures |
| Discuss in discovery session | |
| “The Gross Demand Plan helped us translate ambition into measurable weekly goals - it keeps us accountable and focused.” - Laundry B | ||||
Peak season planning without the chaos
- Profit-first campaign framework
- Black Friday + peak planning calendar
- CAC targets + spend by channel
- Roles, timings, and metrics clarified
- 4-page PDF plan + strategy walkthrough
Brands scaling from 6 to 8 figures
- Channel-by-channel annual growth plan
- Revenue, CAC & MER targets by month
- Media + margin plan to hit EBITDA goals
- Weekly actions mapped to business cadence
- Used by CEOs to align team, agency & board
“The Gross Demand Plan helped us translate ambition into measurable weekly goals - it keeps us accountable and focused.”
- Laundry B
Investor-Grade Launch Planning
For new brands, new ranges or capital raises. Commercial clarity and CAC control - delivered with investor-grade polish.
| Package | Best For | What You Get | Availability |
|---|---|---|---|
| Essentials Launch Plan | Launching with financial clarity |
| Discuss in discovery session |
| Full-Funnel Profit Launch | Brands with paid, DTC + wholesale ambitions |
| Discuss in discovery session |
| Bespoke Investor Plan | Investor, pitch deck or acquisition planning |
| Discuss in discovery session |
Launching with financial clarity
- 5-Year Commercial Forecast with P&L logic
- Monthly + regional revenue breakdowns
- Channel-level ROI and CAC targets
- KPI dashboard aligned to growth goals
- Go-to-market clarity for teams + investors
Brands with paid, DTC + wholesale ambitions
- Everything in the Essentials Plan
- Channel-level CAC & ROAS forecasts
- Full-funnel strategy: acquisition to retention
- Investor-ready metrics & KPI dashboards
- Strategic support during launch phase
Investor, pitch deck or acquisition planning
- Custom commercial strategy + forecast model
- Investor-grade pitch deck + KPI scorecard
- Optional long-term advisory or NED-style support
- Tailored to your tech stack & investor goals
- Built for brands raising serious capital
Every service begins with a clarity call.
If you're serious about tying growth to real profit outcomes, let's talk.
Book a Discovery Call