Your business has the data. Getting answers still takes too much work.
We help CEOs of $5M–$25M D2C brands connect the picture across marketing, finance, and operations, uncover expensive bottlenecks, and identify where AI is worth implementing.
Operations queue
Illustrative workflow
Active flows
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running
Queued tasks
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assigned
Forms handled
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Draft reply created for Alex Morgan with order number 1A42, loyalty status adjusted, refund handled, and 3PL notified.
Clear answers. Better business decisions.
You don't need to keep up with every AI development. You need to know which ones matter to your business.
Inventory alert
Example / 9:42 AM
412 units on hand. Promo spend is up 38%. Current sell-through projects stockout in 104 days. With a 90-day supplier lead time, place a 1,800-unit PO by June 12 to cover September demand.
Alert sent to Ops, Growth, and CX with order, inventory, and promo details attached.
Connect the picture across your business.
Investigate where reporting and operational bottlenecks delay decisions. Focus on the evidence, systems and people needed to answer the questions that matter.
Leadership
See the pulse of every department in one place, from revenue, project speed, and bottlenecks to the details leaders need for faster decisions.
Operations & inventory
Replace static forecasts with live stockout windows, supplier alerts, PO prep, and 3PL inbound updates tied to the real operating environment.
Finance
Connect finance to department movement so forecasts reflect sales, promos, tentpole moments, customer shifts, and current operations.
CX
Mirror the routing your human agents already use, then let AI agents move tickets faster so customers feel the speed.
Growth marketing
Layer MTA and MMM with customer behavior, SKU margins, promos, and ops signals so CAC thresholds move by product.
HR
Turn surveys, feedback, and performance signals into an operating system employees feel and the organization can act on.
See where automation can support the plan.
These illustrative workflows show what separately scoped implementation can do. The review identifies which opportunities deserve investment and where people need to stay in control.
Cart Recovery
Abandoned Checkout Recovery
Carts that would have leaked away turn back into orders on autopilot.
Checkout abandoned
A shopper fills a cart and leaves before paying.
Reads the cart
The agent pulls the items, order value, and customer history.
Builds the win-back
It drafts a personalized sequence and picks the right incentive.
You set the rules
You approve discount guardrails and brand voice once.
Sequence sends
Emails and texts go out on proven timing.
Revenue recovered
Lost carts come back as paid orders.
The agent personalizes and times every message; you keep control of discounts and tone.
Recover abandoned carts automatically instead of watching them leak away.
A clear decision before implementation.
Investigate the bottlenecks, test one agreed business question and prioritize the strongest business cases. Implementation follows under its own scope.
Start with a call
Discuss the business question
Identify where leadership needs clearer answers and which reporting or operational bottlenecks deserve investigation.
Two-week review
Investigate and demonstrate
Work with selected data and process owners. Answer one agreed question live, with follow-ups within the agreed scope.
Evidence and priorities
Choose the strongest business cases
Receive executive findings, three prioritized business cases and a 90-day plan, with expected benefits, costs and dependencies.
Separate implementation
Build against an agreed outcome
Decide whether to proceed with a scoped first implementation. Agree its price, acceptance criteria and timing before work starts.
Frequently asked questions
For busy D2C CEOs and COOs who want practical answers about AI and their business.
Who is this for?
CEOs and COOs of D2C ecommerce businesses with $5M–$25M in annual revenue who want a clearer picture across marketing, finance and operations.
Do I need to understand AI first?
No. Bring the business questions and bottlenecks that matter to you. We explain the evidence and tradeoffs in business terms so you can decide where AI deserves investment.
What does the review involve?
A focused two-week investigation, a bounded live demonstration answering one agreed question with selected data, three prioritized business cases and a 90-day action plan. Access and time commitments are agreed before kickoff.
Does the review include production implementation?
No. The demonstration tests an agreed question within scope. A production system is a separate engagement with its own outcome, price, acceptance criteria and schedule.
How are benefits assessed?
We distinguish cash savings, capacity recovered and potential upside. Recommendations include evidence, implementation costs, dependencies and confidence. Estimated opportunity is not a guaranteed result.
AI Profit & Operations Review
Know where AI is worth investing.
Start with the questions your team struggles to answer and the bottlenecks that cost you time. Book a call to discuss your business and whether a focused review would help.