Start your
Path to Profit
01
Discovery Session
45 Min Call
- Align on Business objectives and needs
- Identify 2-3 use cases
- Review your ProfitMatrix Score
- Discuss approach to optimize your profits
- Complimentary call
02
Profit Leak Audit
2 to 3 Weeks
- Assess data quality & integrity – Order, Product, Customer, Cost, Inventory
- Clear, quantified profit gaps
- Risk-free, no obligation analysis
- Go/No-Go: zero fees if you don’t proceed
03
Prioritize & Pilot
30 to 90 Days
- Detailed insights and action plans
- Implement with 1-2 high impact areas
- Demonstrate value and quick wins
- Playbook for discounts, guardrails, and managing cadences
- Basic KPI dashboards
04
Systemize & Scale
120+ Days
- Profit Playbook with policies & approval workflow
- Training for sales, finance & ops teams
- Automation / tool configuration (advanced dashboards, alerts)
- Sustain profit management discipline & continuous improvement
Zero-Risk Entry: Review the profit gaps and margin expansion potential before committing a dollar
Express Tier
- Businesses <$5M Revenue
- Basic data extracts from Excel, Quickbooks, Xero, or MYOB
$3K/year
Professional Tier
- Businesses $20M – $100M Rev
- Data extracts from NetSuite, Sage, Dynamics, and most ERP systems and BI platforms
- Pricing determined by # SKUs, # Accounts, and # Regions
$15K to 25K/year
Consulting Services
- Turn-Key Profit Leak Audits and diagnostic analytics
- Profit Playbooks and detailed action plans
- Tailored KPI dashboards
- Coaching & Training to sustain processes and pricing discipline
Custom Quote
Frequently Asked Questions
How do I get started?
It’s easy to get started.
First is to schedule a scoping call to define your business objectives, discuss your business needs, and assess current systems and data capabilities.
Will this work for my company?
Typically manufacturers & distributors with large, fragmented customer bases and a high SKU complexity (1K+ SKUs) have the most opportunities to recapture inefficiencies in pricing and costing.
How does it integrate with my data systems?
We have flexibility to ingest and analyze data from multiple sources. We work with a variety of data sources, from spreadsheets & exported reports to using APIs to pull data directly and securely from your ERP system or BI platforms.
What data is required?
Preferably three years of sales order and cost data at the customer location and SKU level, however we can work with you based on your data capabilities and business needs.
Do I need a developer?
No dedicated technical resources are necessary. We can operate offline with an export of data or plug & play into existing systems using standard APIs.
Still have unanswered questions?
Having trouble locating the information you desire? Contact us for a personalized discussion.