Finance
- Their first P&L
- Standardised pricing
- Order planning systems
Food & beverage · Montreal · Early stage
Ethical snacks & beverages
A mission-driven snack brand with a strong vision and no structure. We defined the positioning and built the systems to scale distribution.
← All work
- StageEarly stage, pre-growth
- WhereMontreal, Canada
- PillarsMarketing, Operations, Finance, Client experience, Growth
- DeliveredFirst P&L, CRM, brand identity, 1 and 3-year roadmap
Where they were
A cause, a product, and none of the foundations.
- Limited brand awareness and distribution reach
- No foundational systems across finance, operations or branding
- A sensitive positioning tied to social and political context, which had to be handled with care
The vision was a retail initiative balancing social impact with commercial success. It needed the machinery of an actual business first.
What we did
Foundations first, then scale
We built the basics that didn’t exist, then the roadmap for what came after.
Operations
- A CRM
- Streamlined invoicing and cohesive workflows
- Formal business registration
Marketing
- A consistent identity across products and communication, with design partners
Client experience
- Templates, contracts and structured communication standards
Growth
- A 6-to-12-month plan and a 3-year roadmap for expansion, product development and market penetration
- From importing through intermediaries to direct orders with international suppliers
How it went
3 stages, in order
-
1
Audit
A full business assessment revealed gaps across finance, operations and brand identity.
-
2
Strategy
Immediate, one-year and three-year plans for expansion, product development and market penetration.
-
3
Action plan
Registered the business, created the financial and operational systems, and put the tools for growth in place.
What it was built for
What the setup was designed to make possible
- Scale from a handful of pallets to serious volume
- A real social presence
- Direct ordering from international suppliers
- Distribution across Montreal, then Ottawa
- A product line beyond beverages
Where they are now
More products, more beverages, and a much bigger map
The line grew. So did the territory.
- An expanded line More beverages, and a move into the snacks market.
- A much larger coverage area Distribution well beyond where they started.
- Selling significantly more Volumes the original setup could never have handled.
Next project
Quiet luxury fashion, Saudi Arabia →
Or find out what we’d see in your business. Ten days, $500, fully refundable.
Start with a Blueprint