✨ Executive Summary

Purpose: Provide an overview of this document's strategic value and how it should be used to guide prospecting efforts.

This document showcases our strategic, enriched prospecting list aligned with your ideal customer profile and buying signals. It demonstrates how we've translated your customer hypotheses into high-quality leads and provides a framework for our ongoing collaboration.

How to Use This Document:

• Validate our shared understanding of your ICP
• See how targeting criteria translate into qualified leads
• Review lead prioritization logic and scoring
• Identify areas for feedback or refinement

🌟 Company & Product Overview

Purpose: Establish foundational understanding of the product and its ideal customer fit hypothesis.

Purpose: Establish foundational understanding of the product and its ideal customer fit hypothesis.

This solution is an inventory and cost intelligence platform built specifically for scaling consumer brands. It automatically extracts and centralizes SKU-level data from fragmented systems—like spreadsheets, inboxes, and warehouse tools—to provide lean operations and finance teams real-time visibility, reduce manual workloads, and simplify complex onboarding processes.

Company Fit Hypothesis: This product best serves growing consumer brands generating $5M–$50M in annual revenue within verticals like beauty, personal care, and apparel.

• Typically managing diverse catalogs of 20–100+ SKUs with both raw materials and finished goods, selling through multiple channels (e.g., DTC, retail, Amazon, wholesale).
• Often have lean operations and finance teams (3–5 people), reliant on manual processes or fragmented tools (QuickBooks, Excel, Shopify).
• Usually pre-ERP or ERP-skeptical, yet experiencing operational complexity requiring enhanced systematization.

Champion POC Hypothesis: Ideal champions are Heads of Operations, Directors of Finance, or COOs.

• Experience strain from scaling complexity related to procurement, cost tracking, or demand forecasting.
• Seek to reduce headcount pressure without compromising control or visibility.