Know where AI will pay off before you spend on it.
We help CEOs of D2C e-commerce brands connect the picture across marketing, finance, and operations, uncover expensive bottlenecks, and identify where AI is worth implementing.
Brands we've worked with
Client result
$300k
How it Works
One call, a two-week review, then a clear decision on what is worth building.
Start with a call
Name the questions that are hard to answer
Tell us where reports take too long or decisions stall. We will say plainly whether a review is worth it for your business.
Weeks 1–2
Investigate and demonstrate
We work with your team and selected data to find where time and money leak, then answer one agreed question live on your own data.
End of week 2
Get costed business cases
Executive findings, three prioritized business cases with expected benefit, cost and confidence, and a 90-day plan.
Your decision
Build only what pays off
Move ahead with implementation only if the business case holds up. You approve the scope, price and timing before any work starts.
What you get in two weeks.
You don't need to keep up with every AI development. You need to know which ones matter to your business, what they cost, and what they're worth.
- 01
Executive findings
Where reporting and operations cost your team time and money, with the evidence behind each finding.
- 02
One live demonstration
A working answer to one agreed business question, built on your own data.
- 03
Three prioritized business cases
Each with expected benefit, implementation cost, dependencies and a confidence rating.
- 04
A 90-day plan
What to do first, who owns it, and what to decide before spending more.
Where we look.
The review covers the teams where slow answers and manual work cost the most. We start with the data and people you already have.
Leadership
See the pulse of every department in one place, from revenue, project speed, and bottlenecks to the details leaders need for faster decisions.
Operations & inventory
Replace static forecasts with live stockout windows, supplier alerts, PO prep, and 3PL inbound updates tied to the real operating environment.
Finance
Connect finance to department movement so forecasts reflect sales, promos, tentpole moments, customer shifts, and current operations.
CX
Mirror the routing your human agents already use, then let AI agents move tickets faster so customers feel the speed.
Growth marketing
Layer MTA and MMM with customer behavior, SKU margins, promos, and ops signals so CAC thresholds move by product.
HR
Turn surveys, feedback, and performance signals into an operating system employees feel and the organization can act on.
Start with the systems you use.
Ticketing tools, forms, spreadsheets, Slack channels, warehouse tables, 3PL portals, and internal systems can all stay in the first implementation.
After the review, we build it.
When a business case holds up, we design, build and run the fix with your team, and measure it against the numbers in the review.
Connected reporting
One source of truth across Shopify, ads, finance and operations, so answers take minutes instead of days.
Workflow automation
Hand-offs, updates and follow-ups that run inside the tools your team already uses.
AI agents
Agents that draft, triage and flag, with people approving anything that touches money or customers.
Systems integration
Shopify, 3PLs, help desks and finance tools connected, so data stops living in spreadsheets.
What a review can lead to.
Examples of the workflows a review often uncovers. People stay in control of anything that touches money or customers.
Cart Recovery
Abandoned Checkout Recovery
Carts that would have leaked away turn back into orders on autopilot.
Checkout abandoned
A shopper fills a cart and leaves before paying.
Reads the cart
The agent pulls the items, order value, and customer history.
Builds the win-back
It drafts a personalized sequence and picks the right incentive.
You set the rules
You approve discount guardrails and brand voice once.
Sequence sends
Emails and texts go out on proven timing.
Revenue recovered
Lost carts come back as paid orders.
The agent personalizes and times every message; you keep control of discounts and tone.
Recover abandoned carts automatically instead of watching them leak away.
Frequently asked questions
For busy D2C CEOs and COOs who want practical answers about AI and their business.
Who is this for?
CEOs and COOs of D2C e-commerce brands who want a clearer picture across marketing, finance and operations.
Do I need to understand AI first?
No. Bring the business questions and bottlenecks that matter to you. We explain the evidence and tradeoffs in business terms so you can decide where AI deserves investment.
What does the review involve?
A focused two-week investigation, a bounded live demonstration answering one agreed question with selected data, three prioritized business cases and a 90-day action plan. Access and time commitments are agreed before kickoff.
Does the review include production implementation?
No. The demonstration tests an agreed question within scope. A production system is a separate engagement with its own outcome, price, acceptance criteria and schedule.
Are the example workflows part of the review?
No. They show the kind of work a review can lead to. Which ones make sense for you, if any, comes out of the review, and any build is scoped and priced separately.
How are benefits assessed?
We distinguish cash savings, capacity recovered and potential upside. Recommendations include evidence, implementation costs, dependencies and confidence. Estimated opportunity is not a guaranteed result.
AI Profit & Operations Review
Bring the question your team can't answer yet.
Book a call to talk through the bottlenecks that cost you time. If a two-week review won't pay for itself, we'll tell you.