๐ข Cost & Pricing Tools
COGs Breakdown Calculator
- Inputs: Product, Freight, Duties, Packaging, Fulfillment, Returns
- Outputs: Landed unit cost, by channel
- Usable for: Retail strategy, fundraising decks, pricing audits
Pricing Strategy Map
- DTC, wholesale, distributor tiers
- Auto-calculates margin targets
- Optional shipping cost integration
๐ฆ Fulfillment & Inventory Tools
3PL Comparison Matrix
- Columns: Storage, Pick/Pack, Freight, Platform Integration, SLA
- Weighted scoring
- Designed for: 3PL transition or cost-saving projects
PO Tracking Template
- Inputs: Vendor, Date Issued, Items, Lead Time, Status
- Auto-flags late POs
- Color-coded by urgency
Inventory Reorder Model
- Inputs: Sell-through, Lead time, MOQ
- Outputs: Restock timing and order quantity
- Built for brands scaling SKUs across channels
๐๏ธ Ops Infrastructure Templates
Operations SOP Builder
- Modular checklist (Inbound, Fulfillment, Customer Service, Returns, etc.)
- Customize per client
- Starter doc for internal training systems
Org Chart Builder
- Roles by department
- What they own vs what founder is currently holding
- Used to scope hiring roadmap or restructure teams
Vendor Onboarding Sheet
- Info collected: Tax doc, contact, payment terms, SOP access
- Used to ensure backend is clean during scale
๐งพ Strategic Planning Tools
Ops Audit Checklist
- Covers: Inventory, Fulfillment, Margin, Team, Workflow
- Scored 1โ5 with color-coded flags
- Output = priority list for execution
Launch Readiness Checklist
- Everything from compliance to 3PL to SKU margin
- Used before product, region, or channel launch
- Prevents last-minute chaos
๐ Reporting + Analysis Templates
Weekly Metrics Dashboard
- Inputs: Revenue, Units, Returns, Storage Fees
- Outputs: COGs %, CPA vs CPO, Inventory Velocity
- Built in: Google Sheets or Airtable
Team Accountability Tracker
- Role โ KPIs โ Owner โ Frequency
- Turns weekly check-ins into operational dashboards
๐ Client-Facing Documents You Can Duplicate
Proposal Template
Already built: branding, scope, fees, termsโreusable
Capabilities PDF
Can be tailored by vertical or service
Case Study Slides
Plug-and-play layout with testimonials, scope, outcomes
๐ How to Use This Internally
Use Case | Tool(s) to Grab |
Pricing Audit | COGs Calculator + Pricing Strategy Map |
Fulfillment RFP | 3PL Comparison + PO Tracker |
Pre-Retail Launch | Launch Readiness + Ops Audit |
Hiring Roadmap | Org Chart Builder + Accountability Tracker |
Founder Retainer Setup | Metrics Dashboard + Vendor Onboarding Sheet |