Scope of Work: Fractional Retail Strategy & Go-to-Market Advisory – Packaging Research, Operational Readiness, Co-Brand Strategy, Pricing & Retail Launch Sequencing Advising on operations process implementation to track true COGs across SKUs, enabling margin visibility at the unit level as the brand transitions from made-fresh retail into packaged retail-ready goods. Supporting procurement strategy and vendor negotiation across key ingredients, packaging components, and co-packer considerations to protect margin and ensure scalable supply. Guiding packaging compliance readiness including nutrition panel, ingredient disclosure, UPC/barcode, and regulatory label requirements for multi-state retail entry. Structuring retail trade integration activities — trade promotion planning, broker engagement framework, distributor onboarding prep, and buyer-ready sell-in materials. Building the targeted distribution partner strategy and key account sequencing model based on channel fit, velocity risk, and margin structure — prioritizing own-store, specialty gourmet, regional independents, and tourism/alternative retail ahead of major chain entry. Developing pricing strategy and multi-tier SRP architecture to ensure profitability across D2C, specialty retail, mass-chain, and tourism channels, including bundle and gift-set construction. Synthesizing dual consumer research studies (n=280 broad market + n=289 loyal customer) to inform packaging direction, callout hierarchy, and co-brand messaging across five evaluated bag concepts. Structuring the co-brand partnership with the Pioneer Sugar as both a consumer-facing equity story and a trade-facing credibility lever for buyer conversations. Directing the e-commerce roadmap across an active Shopify storefront and TikTok Shop activation, including bundle strategy, product page optimization, and organic content activation via a "Watch How This Was Made" QR-linked production video. Preparing the brand for a national industry trade showcase with co-branded display assets, trade sell-in collateral, and buyer meeting choreography. Building a four-phase integrated execution plan spanning packaging finalization, operational readiness, specialty retail entry, and velocity measurement to support eventual major chain readiness. Company Overview: Zak & Mac's Chocolate Haus is a Frankenmuth, Michigan-based handcrafted confectioner producing small-batch toffee, chocolate-enrobed treats, and signature items including Milk Chocolate Sea Salt Toffee and Buttermitten Crunch. The brand operates retail store locations, an active Shopify D2C channel, and an activated TikTok Shop, and is entering the retail-ready packaged goods category in partnership with a regional Michigan sugar producer. Core Capabilities: Handcrafted Michigan Confections: Small-batch toffee and chocolate products made fresh daily in the Frankenmuth kitchen using real butter and real sugar. Local Co-Brand Partnership: Exclusive sweetening relationship with Pioneer Sugar, anchored by local-grown beet sugar and a farmer-owned heritage story. Proven Pilot Velocity: Retail pilot moved 410 bags in under three weeks across tourism and alternative retail channels, validating impulse and destination-driven demand. Digital Commerce Infrastructure: Live Shopify storefront and activated TikTok Shop, with integrated QR-to-content pathways linking packaging to D2C conversion. Strong Brand Advocacy: 88/100 recommendation score and 93% premium pricing openness among the loyal customer base. Positioning: Zak & Mac's Chocolate Haus is positioned at the intersection of premium handcrafted confection and authentic Michigan provenance — a differentiated proposition in a category dominated by mass-scale players who cannot credibly tell a local, farmer-connected story. With validated consumer demand, a high-equity regional co-brand partner, and proven pilot sell-through, the brand is ready for sequenced retail expansion from own-store and specialty channels into regional and national grocery. My scope ensures packaging, operational readiness, pricing architecture, co-brand narrative, and trade integration all advance in coordination — building the profitability and velocity track record required to enter the major chain buyer conversation with data, not assumptions

Scope of Work: Fractional Business Development (Alternative Channels) – Channel Strategy, Sales Expansion, and Strategic Partnerships Expanding alternative sales channels (foodservice, convenience, education, and corporate wellness programs). Advising the founder on strategic channel priorities, pricing structures, and retail partnerships. Supporting outreach to distributors, alternative retail buyers, and emerging channels outside traditional grocery. Assisting in the development of sales messaging to highlight the allergy-friendly advantage in new markets. Overview: Acting as a sounding board for the founder on growth strategy, fundraising, and scaling distribution. Company Overview: Blake’s Seed Based creates allergy-friendly snacks that are safe for school, nutritious, and delicious — free from the top 8 allergens. With products ranging from snack bars to rice crispy treats and seed-based confections, Blake’s is on a mission to make healthy snacking accessible to everyone, regardless of dietary restrictions. The brand has gained national recognition for its inclusive, seed-based recipes that resonate with both families and health-conscious consumers. Positioning: Blake’s Seed Based sits at the intersection of inclusive snacking and better-for-you innovation, addressing a massive unmet need in the $100B+ snack market. By combining a mission-driven brand story with scalable distribution, Blake’s has become a category disruptor in allergy-friendly snacking. My scope helped unlock new sales opportunities beyond core grocery, positioning the brand for sustainable long-term growth.

Scope of Work: Strategic Brand Positioning Project & Fractional Business Development (Alternative Channels) – Market Strategy, Channel Expansion, and Brand Messaging Leading a brand positioning project to clarify and strengthen Free2b’s messaging in a crowded “better-for-you” snack category. Refining the value proposition to emphasize both indulgence and safety, balancing emotional storytelling with functional differentiation. Driving alternative channel expansion opportunities, including foodservice, convenience, education, and corporate wellness. Building connections with distributors and alternative retail buyers, opening growth pathways beyond core natural/grocery. Advising the leadership team on go-to-market strategy, pricing, and retail sell-in storytelling. Overview: Free2b Foods is a pioneer in creating top 9 allergen-free snacks and treats, offering safe, indulgent options for families navigating food allergies and dietary restrictions. Known for its Sun Cups® and other chocolate-based treats, Free2b combines indulgence with inclusivity, ensuring that no one has to miss out on favorite snacks due to allergies. With a commitment to safety, taste, and clean ingredients, the brand has earned strong trust among allergy-conscious consumers. Company Overview: Free2b Foods is a pioneer in creating top 9 allergen-free snacks and treats, offering safe, indulgent options for families navigating food allergies and dietary restrictions. Known for its Sun Cups® and other chocolate-based treats, Free2b combines indulgence with inclusivity, ensuring that no one has to miss out on favorite snacks due to allergies. With a commitment to safety, taste, and clean ingredients, the brand has earned strong trust among allergy-conscious consumers. Positioning: Free2b Foods is uniquely positioned at the crossroads of allergen-free safety and indulgent snacking, addressing both health-driven and lifestyle-driven purchase decisions in the $100B+ snack market. With a sharpened brand positioning strategy and expanded reach into alternative channels, the brand is positioned to capture broader household penetration and accelerate revenue growth. My scope ensured that Free2b’s brand message resonates with both consumers and trade partners, while driving tangible business development in new markets.

Scope of Work: Strategic Advisor & Fractional Business Development – White Label Expansion, U.S. Market Entry, and Industrial Applications Supporting U.S. market expansion strategy centered around tahini as the hero product. Building white label partnerships with retailers, foodservice operators, and co-manufacturers. Exploring industrial applications of tahini and seed-based formulations as ingredients across broader food categories. Advising on brand positioning to highlight the nutritional benefits, versatility, and allergen-friendly advantages of tahini. Guiding the leadership team on sales strategy, partner development, and U.S. distribution models, leveraging the Oklahoma City facility as a key growth enabler. Overview: Seeds ’n Snacks is an emerging food brand specializing in tahini-based and seed-driven snacks that are clean-label, nutrient-dense, and allergen-friendly. Leveraging tahini as its signature product, the company delivers both consumer-ready products and functional ingredients for industrial use. With a state-of-the-art manufacturing facility in Oklahoma City, Seeds ’n Snacks is positioned to scale rapidly in the U.S. market, offering domestic production capacity that ensures consistency, quality, and supply-chain efficiency. Company Overview: Seeds ’n Snacks is an emerging food brand specializing in tahini-based and seed-driven snacks that are clean-label, nutrient-dense, and allergen-friendly. Leveraging tahini as its signature product, the company delivers both consumer-ready products and functional ingredients for industrial use. With a state-of-the-art manufacturing facility in Oklahoma City, Seeds ’n Snacks is positioned to scale rapidly in the U.S. market, offering domestic production capacity that ensures consistency, quality, and supply-chain efficiency. Positioning: Seeds ’n Snacks is uniquely positioned to redefine tahini for the U.S. market — transforming it from a niche Mediterranean ingredient into a mainstream, versatile, and functional food solution. By combining innovative tahini-based products with scalable U.S. manufacturing, the brand is ready to capture opportunities across consumer, white label, and industrial channels. My role has been to ensure Seeds ’n Snacks builds the right partnerships, messaging, and channel strategy to fully realize its potential in North America.

Scope of Work: Strategic advisory in sales strategy, KPI development, brand positioning & market research with minority equity ownership. Overview: Served as a strategic advisor to Oat Haus, providing guidance on sales strategy, operational alignment, and development of financial and performance KPIs to support scaling objectives. Conducted market research to refine brand positioning and identify growth opportunities within retail and alternative channels. In addition to advisory work, I hold a minority equity stake in the brand, aligning long-term growth strategy with ownership commitment. Company Overview: Oat Haus is a pioneering food brand known for creating the world’s first oat-based spread, crafted to provide a delicious, allergen-friendly alternative to nut butters. With a mission to make fun, inclusive foods accessible, Oat Haus has built strong consumer loyalty and retail distribution across natural, specialty, and mass channels. Positioning: Positioned as an innovative, better-for-you brand disrupting the traditional spread category. With a differentiated product platform, strong consumer appeal, and performance-driven advisory support, Oat Haus is building the foundation for sustainable growth and long-term category leadership.

Scope of Work: Fractional Business Development Representative – Go-to-Market Strategy & Portfolio Transition Led the go-to-market plan for Debby’s Date Nut Butter, which was acquired from Utica Foods. Oversaw the transition of Debby’s Date Nut Butter into the Sideaway portfolio, aligning positioning with the broader grain and nut product strategy. Developed messaging and channel strategy to integrate a consumer-facing nut butter into a primarily grain-focused product line. Supported outreach to buyers, distributors, and co-manufacturers to expand the brand’s reach within the U.S. market. Advised on how to leverage Anchor’s scale and Sideaway’s portfolio positioning to capture growth opportunities across retail and B2B channels. Overview: Sideaway, a division of Anchor Ingredients, focuses on developing, sourcing, and marketing innovative grain- and nut-based food products. As part of Anchor’s vertically integrated platform, Sideaway leverages deep expertise in ingredient sourcing, processing, and product innovation to serve both consumer brands and industrial customers. With an emphasis on quality, sustainability, and functionality, Sideaway bridges the gap between agricultural supply and finished product innovation. Company Overview: Sideaway, a division of Anchor Ingredients, focuses on developing, sourcing, and marketing innovative grain- and nut-based food products. As part of Anchor’s vertically integrated platform, Sideaway leverages deep expertise in ingredient sourcing, processing, and product innovation to serve both consumer brands and industrial customers. With an emphasis on quality, sustainability, and functionality, Sideaway bridges the gap between agricultural supply and finished product innovation. Positioning: Sideaway represents Anchor Ingredients’ commitment to expanding beyond grain ingredients into value-added, plant-based food products. The integration of Debby’s Date Nut Butter into the Sideaway portfolio demonstrates the company’s ability to scale acquired brands and position them for growth. My scope ensured a smooth go-to-market transition, aligning the brand’s consumer appeal with Sideaway’s broader innovation platform in the grain and nut sector.

Scope of Work: Project-Based Procurement, Product Development & Co-Packer Turnkey Solutions Managed ingredient and packaging sourcing to ensure cost-efficient, scalable supply chain solutions. Led co-packer identification and negotiation, developing a turnkey production model to support scale-up. Supported product development and commercialization, helping align formulations with market trends and retailer requirements. Built processes to transition Sunnie from a concept-driven startup to a scalable, co-manufactured snack brand. Advised on go-to-market readiness, ensuring operational capabilities matched growth ambitions.Company Overview: Sunnie Snacks is an emerging better-for-you snacking brand focused on creating fresh, kid-friendly meal and snack kits. Designed to be fun, nutritious, and convenient, Sunnie combines clean-label ingredients with engaging packaging to appeal to both parents and children. With products built around balance, portability, and school-safe formulations, Sunnie is positioned to meet growing consumer demand for healthy, on-the-go snack and meal options. Core Capabilities: • Innovative Snack Kits: Balanced offerings with protein, fruit, and clean ingredients tailored for kids. • Allergen-Friendly Options: Recipes designed to be school-safe and accessible to families with dietary restrictions. • Convenience-Driven Formats: Fresh, ready-to-eat kits that meet parent demand for portable nutrition. • Brand Storytelling: Family-friendly positioning that combines fun with health. Positioning: Sunnie Snacks sits at the intersection of convenience, nutrition, and fun, offering a differentiated option in the competitive kids’ snacking category. With a scalable co-packer model and efficient sourcing strategies in place, the brand is positioned for national retail and foodservice expansion. My scope helped Sunnie move from early-stage innovation to operational execution, enabling it to bring a fresh snacking concept to market successfully.Technology & SaaS

Scope of Work: Fractional market research & strategic advisory focused on market sizing, distribution expansion, and consumer insights. Overview: Conducted market sizing of the bagged equine feed category and developed a strategy for retail distribution expansion. Led a Numerator consumer panel project to uncover purchase behavior and refine messaging. Findings directly informed packaging design updates, beginning with the Canadian market and later transitioning to U.S. packaging. Company Overview: Unbeetable Feeds produces premium beet pulp–based equine nutrition designed to support digestive health, performance, and overall horse wellness. Operating in Canada and the U.S., the brand is expanding into specialty retail and agricultural distribution channels with a growing consumer base. Positioning: Positioned as a premium, differentiated equine feed solution leveraging the benefits of beet pulp. Consumer research and updated packaging reinforced brand trust, improved shelf presence, and provided a scalable framework for North American expansion.

Scope of Work: Strategic Procurement & In-House Production Capability Advisory – Ingredient Sourcing, Self-Production Process Design & Equipment Layout Advising on procurement of inputs, evaluating supplier options and securing pricing and spec alignment to support an insourced ingredient production strategy. Designing the client's additional internal production process — including process steps, grind parameters, batch controls, and quality specifications — replacing an outside bulk-supplier purchase with an in-house capability. Specifying equipment needs and advising on line layout and processing flow for the new internal production cell within an existing commercial manufacturing facility. Developing operator processing instructions and standard work documentation to enable consistent production quality by in-house staff. Building the commercial case for insourcing: quantifying the margin recapture of producing the ingredient internally versus purchasing pre-made bulk product at a supplier markup, and validating the payback on equipment investment. Supporting cross-functional coordination between procurement, operations, and R&D to move the capability from concept into live production. Positioning: This engagement delivered a structural margin improvement for the client by converting a meaningful recurring ingredient purchase into an internal production capability. Rather than continuing to buy a finished ingredient at a bulk supplier's marked-up price, the client now produces the ingredient on-site from a lower-cost raw input — capturing the manufacturing margin that previously flowed to an outside vendor. My scope bridged procurement, operations, and engineering advisory to make the transition executable within the client's existing facility and operating rhythm.

Scope of Work: Fractional Business Development (Bulk & Industrial) & Procurement Advisory – Ingredient Sourcing, Production Process Design & Commercial Expansion Leading bulk and industrial business development, opening new B2B and co-manufacturing revenue channels beyond the client's core retail snack business. Advising procurement of roasted seed kernel inputs, evaluating supplier partners for roast profile consistency, lot-level quality, and cost structure to support a new spec-driven bulk nut/seed butter offering. Supporting production process design for scaled industrial-pack seed butter manufacturing, including process step sequencing, QC checkpoints, and spec development to meet downstream industrial customer requirements. Advising on production line layout and equipment flow to optimize throughput, sanitation, allergen segregation, and operator ergonomics as the client expands from retail-only manufacturing into industrial bulk production. Building the commercial pipeline of industrial and bulk ingredient customers — identifying buyers who use seed butter as a formulation input in finished goods across foodservice, school nutrition, and CPG manufacturing. Translating specs, margin structure, and order economics into a sales framework the client's internal team can execute against. Positioning: This engagement represents a meaningful expansion of the client's revenue base — leveraging existing manufacturing capability and an ingredient-forward brand reputation to enter the higher-volume industrial channel. My scope brings procurement discipline, production process fluency, and commercial channel development into a single integrated workstream, enabling the client to stand up a new revenue line without diluting focus on its core retail business.

Scope of Work: Fractional Sales Channel Development, Customer Audit & Commercial Growth Advisory – Ingredient Sales, Packaged Snack Channel Strategy & Strategic Account Targeting Advising the sales team on channel development for the client's portfolio of packaged ready-to-eat snacks, identifying underpenetrated retail and foodservice opportunities aligned with the brand's positioning. Executing a comprehensive customer audit across the existing account base to assess strategic fit, margin contribution, and alignment with the client's long-term commercial direction — informing resource allocation and account prioritization. Building and activating a new-customer pipeline for the client's bulk roasted kernel ingredient business, targeting food manufacturers who use the ingredient as an input in seed butter, formulated snacks, and other finished goods. Making warm introductions and bringing qualified new customer opportunities into the client's sales funnel by leveraging deep industry relationships and technical fluency across the ingredient end-use landscape. Advising on value-added processing positioning — helping the client differentiate by marketing roasting capability and spec flexibility as a service offering to downstream manufacturers. Supporting sales enablement including messaging refinement, account sequencing, and pipeline disciplines to ensure commercial momentum carries beyond the engagement. Positioning: This engagement combines two distinct commercial workstreams — branded packaged snack channel growth and B2B ingredient account acquisition — under a single fractional advisory structure. The scope leverages my deep category fluency in the seed and kernel supply chain, my existing network of end-use manufacturers, and my commercial experience building ingredient businesses at scale. My role ensures the client captures growth opportunities in both directions of their vertically integrated model while maintaining focus on the strategic accounts that fit their long-term trajectory.

Scope of Work: Fractional Business Development & Founder Feedback Expanding Bedrock’s reach within the CPG ecosystem through targeted sales outreach. Building go-to-market strategies to position Bedrock as a must-have solution for emerging and mid-size CPG brands. Establishing and nurturing relationships with CPG executives to drive adoption. Supporting channel expansion efforts across brands looking for data-driven retail growth tools. Company Overview: Bedrock Analytics is a leading AI-powered sales intelligence platform built for the consumer packaged goods (CPG) industry. The platform transforms raw retail sales and syndicated data (NielsenIQ, IRI, SPINS, etc.) into actionable insights that help CPG brands win with retailers and distributors. By automating reporting and simplifying complex datasets, Bedrock enables sales, marketing, and insights teams to quickly communicate performance, identify growth opportunities, and strengthen retail partnerships. Core Capabilities: • Data Integration: Consolidates multiple retail and syndicated data sources into a single, intuitive platform. • Sales Storytelling: Converts complex data into compelling charts and retailer-ready sell-in stories. • Category Insights: Identifies white space, competitive benchmarks, and trends across product categories. • AI-Powered Automation: Reduces manual reporting, freeing sales teams to focus on execution and growth. Positioning: With data complexity at an all-time high, Bedrock empowers CPG brands of all sizes to compete more effectively at retail by bringing enterprise-grade analytics and sales storytelling within reach. My scope of work ensures that Bedrock’s commercial strategy is aligned with market needs, driving adoption and scaling revenue opportunities.