< 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.

Work With Us Explore Services
25+
Years CPG Experience
3.5x
Average Promo ROI
50+
Retail Doors Opened
< 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.

Work With Us Explore Services
25+
Years CPG Experience
3.5x
Average Promo ROI
50+
Retail Doors Opened
ShiftSource AI

AI Voice Agents & Automation That Grow Your Business

Start for /mo

Automation That Works While You Sleep

[AI Voice Agents](ca://s?q=Tell_me_more_about_AI_voice_agents)

24/7 outbound calling, lead qualification, appointment setting, and follow?up.

[Business Automations](ca://s?q=Explain_business_automations)

Custom workflows that eliminate repetitive tasks and increase revenue.

[Done?For?You Setup](ca://s?q=Explain_done_for_you_setup)

We build everything for you — no tech skills required.

© 2026 ShiftSource AI — All Rights Reserved

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

M–M 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.

Book a Discovery Call
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

M–M 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.

Book a Discovery Call
Terms of Service — ShiftSource
ShiftSource  /  Terms of Service

Terms of Service

Last updated: July 2026

These Terms of Service ("Terms") govern your access to and use of ShiftSource's website, consulting services, analytics products, newsletters, messaging programs, and any related offerings (collectively, the "Services"). By accessing or using the Services, you agree to be bound by these Terms.

If you do not agree, you may not use the Services.

1. Overview of Services

ShiftSource provides analytics, insights, consulting, digital content, and communication services to clients and subscribers. These Terms apply to all users of the Services, including clients, subscribers, and site visitors.

2. Eligibility

You must be at least 18 years old to use the Services. By using the Services, you represent that you meet this requirement.

3. User Responsibilities

By using the Services, you agree to:

Violation of these responsibilities may result in termination of access.

4. Intellectual Property

All content provided by ShiftSource — including reports, newsletters, analytics, frameworks, branding, and digital materials — is owned by ShiftSource and protected by copyright, trademark, and other intellectual property laws.

You may not copy, distribute, modify, or create derivative works without written permission. For licensing or usage rights, contact us directly.

5. Client Deliverables & Consulting Work

Client-specific deliverables, including analytics, frameworks, and strategic materials, are provided under the terms of the applicable client agreement. Unless otherwise stated:

6. Subscriptions, Payments & Billing

If you subscribe to paid newsletters, analytics products, or consulting retainers:

You are responsible for maintaining accurate billing information.

7. Communications & Messaging Programs

ShiftSource may send communications via email, SMS, or other channels. By opting in, you consent to receive messages related to the Services.

All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We will not share your opt-in to an SMS campaign with any third party for purposes unrelated to providing you with the services of that campaign. We may share your Personal Data, including your SMS opt-in or consent status, with third parties that help us provide our messaging services, including but not limited to platform providers, phone companies, and any other vendors who assist us in the delivery of text messages.

You may opt out of SMS messaging at any time by replying STOP.

8. Privacy

Your use of the Services is also governed by our Privacy Policy, which explains how we collect, use, and protect your information.

9. Third-Party Services

ShiftSource may use third-party platforms, tools, or vendors to deliver parts of the Services. We are not responsible for the content, policies, or practices of those third parties.

10. Disclaimers

The Services are provided "as is" without warranties of any kind. ShiftSource does not guarantee:

All strategic decisions remain the responsibility of the client or user.

11. Limitation of Liability

To the fullest extent permitted by law, ShiftSource is not liable for:

Some jurisdictions do not allow certain limitations; in those cases, only the legally permitted limits apply.

12. Termination

ShiftSource may suspend or terminate access to the Services at any time for:

You may stop using the Services at any time.

13. Governing Law

These Terms are governed by the laws of the State of New Jersey, without regard to conflict of law principles.

14. Changes to These Terms

We may update these Terms periodically. Continued use of the Services after changes are posted constitutes acceptance of the revised Terms.

15. Contact Information

For questions about these Terms, contact:

ShiftSource

info@shiftsource.work

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