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You will get Assortment Review + Growth Plan

Julie M.Status: Offline
Julie M. Julie M.
5.0
Top Rated

Let a pro handle the details

Buy Business Plans services from Julie, priced and ready to go.
Julie M.Status: Offline
Julie M. Julie M.
5.0
Top Rated

Let a pro handle the details

Buy Business Plans services from Julie, priced and ready to go.

Project details

You’ll get a clear, strategic review of your current assortment, with actionable insights to help you clean it up, expand smartly, and grow profitably.

This project is perfect for product-based brands who:

Are launching and want to avoid being over-assorted

Feel like they’re selling too many things without focus

Want to scale, but aren’t sure what to cut, keep, or double down on

Have inconsistent margins or too much dead inventory

Need a second set of expert eyes on their mix and pricing

With 20+ years leading merchandising teams at iconic retail brands, I specialize in helping DTC and omnichannel founders design product strategies that actually drive growth.

Your deliverables may include:

A Loom walkthrough of your current assortment

Written summary of risks + opportunities

A sample framework or pricing ladder

A 30-minute consult to talk next steps (Advanced tier only)

Whether you're early-stage or established, this review will give you clarity, confidence, and clear next steps.
Language
English
What's included
Service Tiers Starter
$295
Standard
$695
Advanced
$1,450
Delivery Time 3 days 5 days 7 days
Number of Revisions
012
Executive Summary
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Company Description
Industry & Competitor Analysis
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SWOT Analysis
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Customer Analysis
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Tailored Marketing Plan
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Review & Critique
Financial Forecast
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Investor List
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Outreach Email Copy
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Frequently asked questions

5.0
6 reviews
100% Complete
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BB

Brian B.
5.00
Jul 5, 2026
Display & Merchandising Setup for Apparel and Promotional Products Showroom Julie did a great job and was extremely detail oriented, thanks again for all the help!

WB

Wesley B.
5.00
May 5, 2026
CPG Brand Strategist (Food) – Flavor Positioning for Sauce Packaging Julie brought a level of creativity and strategic thinking that went far beyond expectations. She didn’t just help refine the brand — she played a key role in shaping the front of the packaging in a way that positions the product to truly stand out and define its own category.

What stood out most was her ability to think bigger than the brief. Every recommendation came with clear, thoughtful rationale, backed by a deep understanding of how to differentiate in a crowded market. She has a strong instinct for what makes a brand feel distinct, elevated, and memorable.

Her passion for the project was obvious throughout the process. She was highly responsive, engaged, and consistently brought fresh ideas to the table. It felt like she was genuinely invested in building something great, not just completing a task.

If you’re looking for someone who can help you define your brand, carve out space in a competitive landscape, and create something that feels truly ownable — Julie is the one to hire. I would absolutely work with her again.

RZ

Rebecca Z.
5.00
Apr 28, 2026
Sr Digital Marketer

MA

Marvin A.
5.00
Apr 27, 2026
Shopify Optimization for MyoPower

JS

Joshua S.
5.00
Sep 26, 2025
Marketing Strategy Consultant (CPG/Beverage) — Growth Plan & Rollout Validation Julie delivered 110%—yes even beyond what I originally asked for. Her insights made a huge difference in our approach and strategy. She was professional and incredibly helpful throughout the process. I may have just found my go-to consultant. Thank you so much!!
Julie M.Status: Offline

About Julie

Julie M.Status: Offline
Fractional COO | Merchandising & Retail Strategy | DTC & CPG Brands
100% Job Success
5.0  (6 reviews)
New Albany, United States - 9:47 pm local time
I am Julie, a Fractional COO and merchandising strategy leader for retail, CPG, beauty, fashion, home, and consumer brands. I help founders and growth-stage brands grow more profitably through sharper assortment, pricing, and operations. I bring 25 years of merchandising leadership, more than 1.5 billion dollars in P&L ownership, and over 200 annual product launches.

I spent my career as a senior merchandising and operations leader inside consumer brands, including Bath and Body Works, Restoration Hardware, Calypso St. Barth, Abercrombie and Fitch, Club Monaco, and Delia's. I co-founded Plan and Pivot Collective with Carolyn MacBain-Waldo, who leads merchandise planning and inventory management, so clients get both strategic and financial depth.

As a Fractional COO, Chief Merchant, or Integrator, I own assortment and product strategy, merchandising operations, KPI design, and scalable retail growth playbooks. My merchandising strategy work covers assortment planning, line planning, key item distortion, white space optimization, SKU rationalization, and product architecture built for your brand, customer, and margin.

My go-to-market and growth strategy work covers market entry, channel strategy across DTC, e-commerce, wholesale, retail, and Amazon, launch calendars, brand positioning, and retention. My inventory management and demand forecasting work covers open-to-buy, allocation, seasonal planning, sell-through analysis, and replenishment. My pricing and margin work covers pricing strategy, costing, vendor development, private label conversion, and markdown optimization.

Recent client results include accelerating go-to-market by 6 months for a consumer-product startup, cutting missed deadlines by 40 percent for a fashion brand, and improving margin by 15 percent for a beauty founder through pricing and SKU optimization. Earlier in my career I led a 3 billion dollar business at Bath and Body Works, turned around a 1.5 billion dollar body-care division with three consecutive years of comp growth, drove 10 to 25 percent comp growth across 200 to 400 million dollar categories at Restoration Hardware, and expanded margins by 600 basis points at Calypso St. Barth through private-label sourcing.

Every engagement is built for your brand, customers, and stage. I am a management consultant who executes rather than advises from a distance, working alongside your team to reset assortments, build go-to-market plans, and align merchandising strategy with financial goals. If you need a Fractional COO, merchandising strategist, or Fractional Integrator for your retail, DTC, or CPG brand, I would love to hear what you are building.

Steps for completing your project

After purchasing the project, send requirements so Julie can start the project.

Delivery time starts when Julie receives requirements from you.

Julie works on your project following the steps below.

Revisions may occur after the delivery date.

Intake + File Review

I’ll review your assortment, website, or SKU list and evaluate for category clarity, pricing structure, and mix alignment.

Strategy Evaluation

I’ll identify opportunities to streamline, scale, or refine your assortment, and record insights via Loom (Starter & up).

Review the work, release payment, and leave feedback to Julie.