Retail Launch Services

For entrepreneurs opening a brick-and-mortar store.

Whether you're launching your first brick-and-mortar or expanding into a new space, we offer hands-on support across every stage - from vision to launch (and beyond). 

Unlike our coaching sessions, which are more hands-off and strategic in nature, these services are deeply embedded in both strategy and execution: we work alongside you as your partner, guide, and sounding board.

You choose the areas you want help with; we’ll help you stay focused on what matters while building a business that’s thoughtful, profitable, and aligned with your vision.

Retail Launch Services

  • Create a full project timeline with milestone tracking

  • Break launch into 4 key phases: Planning + Build-Out, Pre-Launch, Launch, and Post-Launch

  • Ensure you stay on track and allocate time effectively

Launch Planning & Timeline Development

Financial & Business Structure Guidance

  • Create revenue and profit margin model aligned with your goals

  • Offer cash flow and planning tools for the first 6–12 months

  • Talk through financing options and budget planning

  • Advise on partnership structures if working with family/friends

Retail Space & Location Consulting

  • Evaluate potential locations

  • Offer POV on visibility, co-tenancy, parking, walkability, and rent 

Brand Strategy & Messaging

  • Create or refine your brand positioning using our "5 P’s" methodology

  • Write or edit brand statements and customer-facing messaging

  • Ensure the founder’s voice is at the center of the brand

  • Ideas on how to infuse brand POV across in-store and digital channels

Physical Space & Store Experience

  • Collaborate with your design/build team to maximize flow and functionality

  • Recommend visual storytelling ideas, signage, and customer touchpoints

  • Strategize layout and space usage to maximize sales per square foot

  • Conduct a merchandising walk-through before launch

Product Strategy & Inventory Planning

  • Review and refine your brand and product mix

  • Ensure inventory supports your brand story and retail positioning

  • Share inventory tracking systems, discount strategies, and vendor policy templates

  • Advise on managing relationships and pricing dynamics with wholesale brands

  • Provide best practices for e-comm layout, merchandising, and storytelling

  • Consult on digital marketing tools: email, social, and list building

    • Will give recommendations, best practices and be sounding board for: choosing platforms, setting them up and generating leads.

  • Review your e-comm or POS platform and suggest optimizations

    • OR: Collaborate with your web designer to enhance conversion and experience

Digital Presence & E-Commerce

  • Develop a marketing plan to build early momentum

  • Recommend email collection tactics, influencer outreach, and soft launch strategies

  • Provide ideas for content cadence and what to post (but not asset creation or influencer outreach)

  • Plan opening campaign timing - from friends & family preview to launch weekend

Pre-Launch Marketing Strategy

  • Best practices for hiring, training, and development of employee handbooks

  • Create customer service guidelines and sales scripts

  • Recommend POS/receiving/inventory systems

  • Recommend workflows for receiving, tracking sell-through, and managing reorders

Operations & Systems Setup

Customer Engagement & Community Building

  • Build systems for capturing customer data at checkout

  • Enhance the in-store customer experience to increase conversion

  • Customer and brand event ideation: Prioritize high-impact events over low ROI efforts

  • Framework for collaborating with brands and business partners

  • Customer engagement and profitability strategies during events