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.

25+
Years CPG Experience
3.5x
Average Promo ROI
50+
Retail Doors Opened
$0
Overhead vs Full-Time Hire

Business Growth Services

Category and Brand Management

Identify competitive insights, trend mapping, and growth opportunities.

Shift with the market,
lead the category.
$
Pricing and Promo Strategy

Optimize quality tiers, align promotion calendars with renovation and innovation, and track impact with a clear roadmap.

Drive margin, gear up
for velocity.
Sales Model

Navigate retail shifts and consumer behavior to re-route strategic positioning.

Shift the sales story,
drive the win.
Executive Coaching and Team Training

Empower your team to lead with clarity, confidence, and conviction. Map out a clear strategy to fast-track your top performers.

Fuel your team for
strategic impact.
Book a Free Discovery 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
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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