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    • Home
    • About
    • Services
    • Who We Partner With
    • Examples of Work
  • Home
  • About
  • Services
  • Who We Partner With
  • Examples of Work

Who We Partner With

Suppliers & Brand Owners

Suppliers & Brand Owners

Suppliers & Brand Owners

 Who you are:
Wine, spirits, and beer companies looking to grow distribution, improve velocity, and optimize portfolio performance.

How we help:

  • Build high-performing assortments across channels
     
  • Identify portfolio gaps and innovation opportunities
     
  • Strengthen retailer sell-in with data-backed strategies
     
  • Align sales and marketing around clear priorities

Distributors

Suppliers & Brand Owners

Suppliers & Brand Owners

Who you are:
Organizations managing complex portfolios across multiple suppliers and customers.

How we help:

  • Simplify portfolio complexity into clear selling stories
     
  • Prioritize the right brands and SKUs
     
  • Support customer planning and line reviews
     
  • Improve alignment between suppliers and retailers

Retailers

Suppliers & Brand Owners

Retailers

Who you are:
Chain and independent retailers looking to improve category performance and shopper experience.

How we help:

  • Optimize shelf sets and assortment mix
     
  • Improve category productivity and profitability
     
  • Align assortment with shopper demand and trends
     
  • Support resets and category reviews

Engagement Model

Project-Based Engagements

Project-Based Engagements

Project-Based Engagements

 Best for:
Defined business needs, line reviews, or specific assortment challenges

How it works:
We scope a focused project with clear objectives, timeline, and deliverables—typically ranging from 4 to 12 weeks.

Examples:

  • Assortment optimization projects
     
  • Portfolio strategy development
     
  • Customer-specific assortment plans

Retained Advisory

Project-Based Engagements

Project-Based Engagements

 Best for:
Ongoing strategic support and consistent access to senior expertise

How it works:
A monthly retainer that provides dedicated time, regular check-ins, and continuous support across priorities.

Examples:

  • Monthly business reviews and performance tracking
     
  • Ongoing assortment and portfolio guidance
     
  • Ad hoc strategic support for leadership teams

Fractional Leadership

Fractional Leadership

Fractional Leadership

 Best for:
Organizations that need senior-level category or strategy leadership without a full-time hire

How it works:
We embed within your team on a part-time basis, providing leadership, structure, and execution support.

Examples:

  • Interim Head of Category / Strategy
     
  • Leading assortment transformation initiatives
     
  • Cross-functional alignment and decision-making

Custom Engagements

Fractional Leadership

Fractional Leadership

 Best for:
Unique business challenges that don’t fit a standard model

How it works:
We tailor scope, structure, and cadence to your specific needs—whether that’s a hybrid model or a phased approach.

How We Start

 

Every engagement begins with a simple conversation.

We align on your goals, assess the opportunity, and recommend the best path forward—focused on speed, clarity, and impact.

The Assortment Agency

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