Confluence of Data Analytics, CPG Experts & Brands
We’ve come together to help brands understand their Grocery Retail Market, their Data and grow Sales in an evolving CPG world.
Sales Strategy
Data Analytics
Sale Management
Actionable Data Analytics
Mountains of data turn into action by creating custom programs
Cross Analyzation: KeHE, UNFI, ERP Data, Sales Data and more.
Analysis: Promotions, Trade Spend, Quality Leads, Projections, New/ Current Channels and Categories, Innovation
Custom Reporting: Voids, Distributor, ERP Data, Sales Data
Data decks for: Sales Team, Finance teams, Operators, Retailers, Board Members and Investors
Deduction Management and Analysis
Deduction Management Tool >>>
First we listen to your needs then create a custom sales program for your brand.
Step 1 and 2: Build your foundation with Market and Competitive analysis, sales presentations, price/spec sheets, and promotional planning.
Step 3: We create your Grocery Retail Sales Strategy that fits your goals and budget.
Step 4: Fractional Sales Management to implement the Strategy built for you. *See details of Fractional Sales below
Grow Your Brand Sales Strategy
Fractional Sales Management
We organize and grow your sales department within Grocery Retail. Our goal is to give you access to expert CPG knowledge to advance your sales strategy.
IMPLEMENTATION
Sale Management and Organization
Retailer Meeting Set Up and Presentation
Retail Tracker
Build Distributor Relationships
Promo submissions
STRATEGY PLANNING
Strategy Build from our Sales Growth Program
Trade Spend Analysis for all Retailers
Distributor Management
Sales Analysis
Portal Data Mgmt and Review
NURTURE GROWTH
Broker Set up and Management
Data Analytics for Retail Sales, Distributor data and Innovation
Sales Training and Mgmt
Caboodle Consultants is a group of industry experts that saw a need in the market to support growing brands with intentional sales programs, data analysis and strategy.
We support you to make the best decisions for your business. Instead of hiring in-house or going too quickly to a broker you can hire Caboodle Consultants who supports a sustainable growth plan.
Every one of us have a passion and love of the Natural Food Industry. With so many changes in the last couple years we want to be a positive part of the change and that starts with us listening and supporting you.
About Us
Consultants
14+ Years in CPG as Brand Manager and Broker working with hundred of natural brands 6+ Years Data Market Research
Lisa Thorson
Ross Perkins
9+ years of CPG experience as co-owner of a nationally-distributed frozen brand. From Coman to production to sales, he did it all.
16+ years helping grow brands ranging from start-ups to legacy brands in various roles ranging from broker to brand manager
Monika Heinbaugh
Masters of Science Business Analytics Data and Business Analyst in CPG Industry. Specialized in Tableau, R Studio and Phython for cross analyzation
Stone Zhang
19+ years as National Account Manager for Brokers and Brands with a love for Natural Foods
Dathan Swick
In Loving Memory of our Friend and Colleague
May 1951 - November 2023
Dale really was the most kind and supportive individual we have known. We will continue to strive to duplicate his giving and loving nature always.
Dale Kamibayashi
Join the Confluence
We are always looking for other strategists, consultants and data driven CPG Experts to join our line up of amazing partners.
See what our clients are saying!
“Caboodle Consultants dove into the data and quickly gave us a very in-depth view of everything we needed to know to decide if we should keep a part of our business. They even did market visits to make sure we had photos of the planograms not just the data. The process was easy and they quickly felt like an extension of our sales team.
We have used Caboodle Consultants for promotional analysis for our annual budget planning and category deep dives to outline new growth opportunities and re-define our sales strategy. They also helped us think through how to present data differently based on audiences, from retailer presentations, internal sales reviews and also more formal presentations to our board of directors.
Caboodle Consultants don’t just analyze the data, they take the time to find solutions and make introductions.”
-Natalia Breuer, Director of Sales & Marketing, Organic Prairie
Organicprairie.com
“Our sales strategy and management has really benefited from working with our consultant Lisa. As an early-stage brand, I've appreciated her ability to work with our fast-evolving priorities and add value at both the strategic and tactical level. Caboodle Consultants has been an invaluable resource as we grow the brand. “
-Tim Keegan, Head of Sales, Amari
"Caboodle prepared us with a toolkit to approach grocery retail in an organized and efficient manner. They were wonderful to work with, very knowledgeable and professional, with many years of experience under their belt. I would recommend Caboodle to any emerging brand looking to get insight and actionable recommendations on retail chain distribution."
– Carol Pak, CEO, Makku
“We got the chance to work with Caboodle and it was an absolute pleasure. Lisa and Constance are extremely professional, they took the time to answer our many questions, provided us with countless meaningful advice and helped us make contact with key potential partners in the US. We hope we will get the chance to work with them again very soon!”
-Jenny Bradley, CPA, VP Finance
“As a small business owner with a brand in a significant growth phase, finding the right sales strategy consultant was the most important step for our retail strategy. Working with Caboodle in their Emerging Brands Program was so effective that we proactively sorted out ways to continue working with Caboodle. This program helped us pick the right SKUs to sell in retail and create 3-tier strategy toward achieving our goals. Our unique approach to food innovation required some flexibility and out of the box thinking – Caboodle helped us develop a unique, customized strategy to sell both our existing and innovative food products and as a result 2022 has been our best sales strategy year since founding. Working with Caboodle has been a great and value creating experience.’”
Toyin Kolawole, Founder, IYA Foods
Contact Us
Book a call or send us an email! We’re happy to answer any questions you may have.
lisa@caboodleconsultants.com