Founder-level view
Revenue by channel, founder KPIs, inventory and stock-risk signals, paid media context, and the current weekly picture.
CPG Reporting Sprint
Build the founder reporting view your Monday meeting keeps needing.
A warm-only 10-day sprint for CPG founders who need channel revenue, inventory risk, paid media context, and the weekly story in one trusted operating view.
Best fit
Use this after the reporting pain is proven.
This is not the cold front door. It is for warm leads after a Map Session, referral, or clear fit call.
- You sell through multiple channels and the weekly numbers still live in separate places.
- Shopify, Amazon, wholesale, inventory, paid media, and GA4 do not become one decision-ready story fast enough.
- The team keeps debating which number is right instead of deciding what to do.
- A narrow dashboard plus weekly readout would remove meaningful founder drag.
What it produces
The sprint turns reporting into an operating ritual.
Charts matter less than the weekly question: what changed, what is reliable, and what needs attention?
Weekly AI readout
A practical summary of what changed, what looks off, what needs attention, and what can wait.
Confidence labels
Clear labels for current, stale, estimated, missing, or conflicting numbers so the team knows what to trust.
30 days stabilization
After handoff, the first month is used to tune source rules, fix small issues, and make the weekly ritual usable.
How it works
A fast reporting build with a hard scope.
The sprint commits to the time box and the agreed reporting surface, not unlimited connectors.
01
Scope from the map
We use the Map Session or warm-fit conversation to define sources, questions, screen list, and source-confidence rules.
02
Connect the first sources
The first version prioritizes the sources needed for decisions, not every system the company has ever used.
03
Build the founder view
The dashboard and weekly readout are built around the Monday operating questions, not generic BI templates.
04
Walk through and stabilize
You get the working view, handoff notes, source rules, and 30 days to make the first version dependable.
Examples
The sprint is best when the dashboard has a job.
It should make a recurring decision faster, cleaner, and less dependent on founder heroics.
Weekly executive summary
The current read on revenue, orders, channel mix, inventory risk, and the headline decision for the week.
Channel movement
Shopify, Amazon, wholesale, and paid media viewed together so one channel does not hide what another is doing.
Inventory risk
Early flags for stock pressure, slow-moving product, channel imbalance, or missing source updates.
Paid media in context
Ad performance judged against business outcomes instead of platform activity alone.
Warm-only offer
A sprint is not a cheap audit with a bigger name.
The Reporting Sprint is sold only when the pain is clear enough to scope. If the first useful build is smaller, the right answer is a Workflow Build. If the system needs a bigger rebuild, that becomes a later phase.
FAQ
The useful objections.
Why not sell this cold?
Because $7.5K is a deliberation purchase. It needs a real relationship, a known workflow pain, and a clear first-view definition before it is fair to quote.
What does the charter price mean?
Early charter openings may be offered at $5K when there is strong fit and the client is willing to become a public case study. It is not the default public price.
Is this a data warehouse?
No. It is a founder reporting sprint. Extra sources, custom connectors, permissions, or new page types are scoped as later phases.
What happens after 30 days?
You can self-manage with the notes, scope improvements as needed, or move into Care if the reporting view becomes part of the weekly operating cadence.
Start with the workflow. Build only when the first useful fix is clear.
The fastest route is a specific CPG operating problem, a narrow map, and a build that can be judged by whether it gives time back.