ShiftSource — CPG Consulting
CPG Consulting

Trade Smarter.
Sell Further.

Expert-level trade marketing, category strategy, and sales support for emerging better-for-you CPG brands — without the overhead of a full-time hire.

18+
Years CPG Experience
3.5x
Average Promo ROI
50+
Retail Doors Opened
$0
Overhead vs Full-Time Hire
What We Do

Five Ways We Move Your Brand Forward

Every engagement is tailored. Whether you need a full trade marketing overhaul or targeted support for a specific retailer push — we plug in where it matters most.

01
Trade Marketing

Promotional strategy, ROI analysis, promo calendars, retailer planning, and event evaluation. We build the system that makes every trade dollar work harder.

Fractional Available
02
Category Management

Shelf strategy, assortment optimization, competitive positioning, and planogram support. Win at the shelf before the shopper even reaches for the product.

Project-Based
03
Sales Support

Buyer presentations, broker management, sell sheets, and retailer pitch preparation. Show up to every buyer meeting with a clear, compelling case.

Fractional Available
04
Training

Team capability building, tools, and process design. From trade marketing fundamentals to advanced analytics — we build the internal expertise your brand needs to scale.

Workshop Format
05
Fractional Leadership

Embedded, ongoing support — acting as your fractional trade marketing leader without a full-time hire. Strategy, execution, and accountability in one.

Most Popular
Not sure where to start?

A 30-minute discovery call is always free.

Book a Call
How We Work

Plug In. Assess. Execute.

No six-month ramp-up. No bloated retainers. We move fast because emerging brands can't afford to wait.

01
Discovery

We start with a full audit of your current trade strategy, spend, and retailer relationships. You get a clear picture of what's working and what's bleeding money.

02
Strategy

We build a focused, ROI-driven plan aligned to your retailers' calendars, your margin structure, and your growth targets — not a generic playbook.

03
Execution

We work alongside your team and brokers to execute promotions, prep buyer meetings, and hit velocity targets — with accountability at every step.

04
Measure & Optimize

Every promotion gets a post-event debrief. We track lift, ROI, and velocity trends so the plan gets sharper with every cycle.

Who We Serve

Built for Brands That Move

We work best with founders and operators who are serious about retail — and serious about not wasting trade dollars getting there.

Emerging CPG Brands

$1M–$20M NSV brands in natural, conventional, or club channels that need expert trade support without a full-time budget.

Better-For-You Founders

Mission-driven founders building clean-label, functional, or BFY products who want their trade strategy to match their brand ambition.

Brand Managers & Teams

Marketing and sales teams that need external trade expertise to upskill, fill gaps, or accelerate a key retailer push.

The ShiftSource Difference

"Most emerging brands promote more than they should and measure less than they must. We fix both."

3.5x
Average Promo ROI Target
?18%
Trade Rate Guardrail
4wk
Avg. Time to First Insight
Get Started

Ready to Make Your Trade Spend Work?

Book a free 30-minute discovery call — or grab our Free Trade Marketing Tool to start optimizing your spend today.

ShiftSource — CPG Consulting
CPG Consulting

Trade Smarter.
Sell Further.

Expert-level trade marketing, category strategy, and sales support for emerging better-for-you CPG brands — without the overhead of a full-time hire.

18+
Years CPG Experience
3.5x
Average Promo ROI
50+
Retail Doors Opened
$0
Overhead vs Full-Time Hire
What We Do

Five Ways We Move Your Brand Forward

Every engagement is tailored. Whether you need a full trade marketing overhaul or targeted support for a specific retailer push — we plug in where it matters most.

01
Trade Marketing

Promotional strategy, ROI analysis, promo calendars, retailer planning, and event evaluation. We build the system that makes every trade dollar work harder.

Fractional Available
02
Category Management

Shelf strategy, assortment optimization, competitive positioning, and planogram support. Win at the shelf before the shopper even reaches for the product.

Project-Based
03
Sales Support

Buyer presentations, broker management, sell sheets, and retailer pitch preparation. Show up to every buyer meeting with a clear, compelling case.

Fractional Available
04
Training

Team capability building, tools, and process design. From trade marketing fundamentals to advanced analytics — we build the internal expertise your brand needs to scale.

Workshop Format
05
Fractional Leadership

Embedded, ongoing support — acting as your fractional trade marketing leader without a full-time hire. Strategy, execution, and accountability in one.

Most Popular
Not sure where to start?

A 30-minute discovery call is always free.

Book a Call
How We Work

Plug In. Assess. Execute.

No six-month ramp-up. No bloated retainers. We move fast because emerging brands can't afford to wait.

01
Discovery

We start with a full audit of your current trade strategy, spend, and retailer relationships. You get a clear picture of what's working and what's bleeding money.

02
Strategy

We build a focused, ROI-driven plan aligned to your retailers' calendars, your margin structure, and your growth targets — not a generic playbook.

03
Execution

We work alongside your team and brokers to execute promotions, prep buyer meetings, and hit velocity targets — with accountability at every step.

04
Measure & Optimize

Every promotion gets a post-event debrief. We track lift, ROI, and velocity trends so the plan gets sharper with every cycle.

Who We Serve

Built for Brands That Move

We work best with founders and operators who are serious about retail — and serious about not wasting trade dollars getting there.

Emerging CPG Brands

$1M–$20M NSV brands in natural, conventional, or club channels that need expert trade support without a full-time budget.

Better-For-You Founders

Mission-driven founders building clean-label, functional, or BFY products who want their trade strategy to match their brand ambition.

Brand Managers & Teams

Marketing and sales teams that need external trade expertise to upskill, fill gaps, or accelerate a key retailer push.

The ShiftSource Difference

"Most emerging brands promote more than they should and measure less than they must. We fix both."

3.5x
Average Promo ROI Target
?18%
Trade Rate Guardrail
4wk
Avg. Time to First Insight
Get Started

Ready to Make Your Trade Spend Work?

A 30-minute discovery call is free and always worth it. We'll tell you exactly where we can help — and where you might not need us yet.

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