Lean Inventory Systems
Open-to-buy models, sell-through dashboards, and dead-stock rescue plans designed for shops carrying 400 to 4,000 SKUs.
- Weekly OTB tracking spreadsheet
- Vendor margin & MOQ playbook
- 90-day dead-stock triage
A working library of systems, spreadsheets, and founder stories built for shops doing under $3M a year — the ones powering Main Street, the high street, and the side-street corners of every neighborhood.
Each practice area is a self-contained module with templates, walkthroughs, and a 30-day rollout plan. Work through them in any order — most founders start with Inventory and Cash.
Open-to-buy models, sell-through dashboards, and dead-stock rescue plans designed for shops carrying 400 to 4,000 SKUs.
Markup math, payroll-to-revenue ratios, and the 13-week cash forecast every founder should review every Friday morning before opening.
How to schedule a 2 to 8 person team, write a one-page opening checklist, and build a part-time handbook that doesn't live in someone's head.
Window rotations, signage templates, and a fitting room reset routine that lift conversion without lifting your rent.
POS, e-commerce, and Instagram DMs in one inbox. Pick one channel to add this quarter and grow it before opening the next one.
Loyalty programs, local partnerships, and the soft-power marketing that turns a Saturday browser into a Sunday evangelist.
We don't sell a six-month transformation. Most founders see a measurable shift in their numbers inside one quarter — and a calmer Monday morning by week three.
We map your current state across 12 signals — sell-through, gross margin, payroll %, repeat-customer rate, and 8 others. You get a one-page baseline before any change.
Choose the two practice areas that move the most cash fastest. Inventory + Cash is the most common starting pair. We focus, not dabble.
Plug in the templates, run the weekly 30-minute review, and replace one old habit at a time. No new software required — most modules work in Google Sheets.
At 30, 60, and 90 days we look at the numbers together. What worked, what to drop, what to layer in next quarter. Then we pick the next two modules.
The Playbook isn't theory. Every system was tested inside a real shop, then pressure-washed by another six founders before it made the cut.
Each module is drafted by a founder actively running a shop — most of them under 1,800 square feet with a team of fewer than six. No MBAs, no decks, no quarterly retainers.
If a template needs a paragraph of explanation to use, we throw it out. Every sheet, doc, and checklist is designed to be opened on a Monday morning and finished before your coffee gets cold.
Your data lives in Google Sheets, your SOPs in a shared Drive, your emails in your own platform. Walk away at any quarter and keep everything you've built — we mean that literally.
We were carrying 11 weeks of inventory in a category that turned in 4. The OTB sheet forced us to have the conversation we'd been avoiding for two seasons. Cut 38% of the line, doubled the buys that mattered, and freed up enough cash to redo the back stockroom we'd been ignoring since 2019.
I run a children's bookshop on a side street in Bristol. The omnichannel module helped me stop feeling guilty about not having a website that looked like the big chains. We launched a tiny curated online shop, ran pre-orders through Instagram, and added a Saturday storytime that doubled foot traffic. I'm working fewer late nights now.
Both work. The full Playbook is a single subscription that unlocks all six modules, the template library, and the monthly founder call. If you only need one — say, the Cash & Margin module — you can buy it standalone and upgrade later. Nothing you build gets taken away.
Independent retailers doing roughly $200K to $3M a year, with a founder still working in the business. Categories we hear from most: home & gift, apparel, bookshop, plant shop, children's, specialty food, vintage, and outdoor. If you're a single-location or two-location operator with 1 to 12 staff, you'll feel at home.
The templates are built in Google Sheets and use CSV exports, so they pair cleanly with Square, Lightspeed, Shopify POS, Toast, Clover, and most modern accounting tools (Xero, QuickBooks, Wave). We include a one-page "how to export" for the seven most common setups. If yours is unusual, ask us — we have a running list of workarounds.
Plan on about 30 minutes per module per week for the weekly review, plus a 90-minute setup block the first time you open a module. Most founders run two modules in parallel, so a realistic commitment is roughly 90 minutes a week for the first quarter. After that, it becomes part of the rhythm.
The Inventory & Cash starter kit is yours to keep — two modules, three templates, and the 90-day rollout calendar. No card, no follow-up sequence.