Hands-on consulting for CPG brands that need more than a dashboard. We pair deep trade promotion expertise with analytics to help you build a commercial strategy that works.
Most CPG brands don't just need better data — they need help knowing what to do with it. Trade spend is the second-largest line item on your P&L, yet it's often managed through inherited practices and gut instinct. Our consulting services pair the analytical rigor of the Strata platform with experienced CPG practitioners who have sat in the seats you sit in today.
Whether you need a one-time trade spend audit or ongoing strategic partnership, we work alongside your team to turn insight into action.
Audit your current trade spend portfolio, identify underperforming events, and build a promotional strategy aligned with your margin and growth targets.
Develop annual customer plans with clear volume, revenue, and profit objectives. Align promotional calendars with retail partner priorities and seasonal demand.
Build the foundation for disciplined RGM: pricing architecture, trade rate optimization, customer profitability analysis, and gross-to-net management.
Evaluate channel mix, customer prioritization, and promotional investment allocation to focus resources where they generate the highest return.
We keep it simple. No multi-year transformation programs. No 200-slide decks that sit on a shelf. Every engagement is built around delivering a specific, measurable outcome for your business.
A focused review of your promotional portfolio. We analyze your trade spend data, benchmark against industry standards, and deliver a prioritized action plan with specific recommendations. Typical duration: 2-4 weeks.
We work alongside your sales and marketing team through the annual planning cycle — building customer plans, modeling scenarios, and pressure-testing assumptions before you commit budget. Typical duration: 4-8 weeks.
Retained strategic support on a monthly basis. Regular business reviews, ad hoc analysis on emerging opportunities, and a direct line to experienced CPG commercial practitioners. Flexible, month-to-month.
The full picture. Strata's analytics platform provides the data foundation; our consulting team helps you act on it. The combination of continuous analytics and expert guidance is where the real value compounds.
Our consulting services are designed for growing and mid-market CPG manufacturers — typically $10M-$150M in revenue — where the team wears multiple hats and trade promotion decisions are made by the people closest to the business. If you have the ambition of a Fortune 500 commercial organization but not the headcount, we can help fill the gap.
We're not a traditional consulting firm that parachutes in with generic frameworks. We're practitioners who have managed trade spend, built promotional calendars, and sat across from retail buyers. Our recommendations come from direct experience and are grounded in your actual data — not industry averages and best-practice templates.
Ready to talk about how we can help? Reach out and we'll schedule an introductory conversation to understand your needs.