the brimm

THE BRIMM

The Strategic Plan

The Money Is Already
In Your Business.
Let's Go Find It.

Most product and retail business owners aren't struggling because they work too little or care too much. They're stuck because nobody has ever sat down with them, looked at everything, and told them exactly what's working, what's costing them, and what to do about it.

For product-based and retail businesses doing $500K–$5M in revenue.

Book a Free Call → Apply Now

Does This Sound Like You?

You built something real. And it still feels like something's missing.

You're not failing. You're doing everything right by most measures — showing up, putting in the hours, making sales. But somewhere between the hustle and the results, something isn't adding up.

The hard truth? Most business owners don't have a strategy problem. They have a visibility problem. They can't see what their numbers are actually telling them. So they keep working harder — on the wrong things.

Revenue is there, profit isn't You're selling well but don't understand where the money actually goes at the end of the month.
You can't tell what's working Products, channels, customers — they all blur together and you can't see which ones are actually making you money.
You're running on gut instinct Not because you want to, but because nobody's ever given you a clear picture of the data underneath your business.
You know you should be further along You've been doing this long enough that growth should feel easier by now. But every year feels like starting over.
You're doing too many things Too many products. Too many channels. Too many directions. You need someone to help you cut to the 20% that matters.

The Strategic Plan

A 4–6 Week Deep Dive Into
Everything That Drives Your Business

I don't come in with a template and a checklist. I look at your actual business — your numbers, your customers, your operations, your sales, your marketing — across all five of the areas that determine whether a product business grows or stalls. Then I build you a comprehensive plan to improve whatever needs improving, ranked by impact.

01
Operations
How your business actually runs — systems, capacity, team, and where time and money are leaking out.
02
Finances
What your numbers are really telling you — margin by channel, product, and customer — not just total revenue.
03
Sales
Where your revenue comes from, who your best customers are, and how to get more of them — fast.
04
Marketing
What's driving awareness and conversion, what's wasting your budget, and where the real opportunity is hiding.
05
AI
Where AI can eliminate your biggest time drains and build competitive advantage — specific to your business.

At the end, you get a 12-month implementation roadmap — every opportunity ranked by impact, every action sequenced by priority. Not a theory. A plan you can actually follow.

The Process

What Actually Happens Over 4–6 Weeks

No fluff, no filler. Here's exactly how we spend the time together.

01
Week 1
Discovery & Data Collection
We start with a deep-dive kickoff call. You share your financials, customer data, sales reports, and anything else that shows me how your business actually runs. I'm looking for patterns — what your numbers are really saying underneath the surface.
02
Weeks 2–3
The Five-Area Analysis
I go to work analyzing your business across all five key areas — Operations, Finances, Sales, Marketing, and AI. I'm looking for what's hidden, what's underperforming, and what's being left on the table. Most clients are surprised by at least one thing I find.
03
Week 4
Strategy Development
I turn everything I've found into a clear, prioritized plan. Every opportunity is ranked by impact and sequenced in the right order. I'm not just identifying problems — I'm building the roadmap to fix them in a way your business can actually execute.
04
Weeks 5–6
Presentation & Handoff
We meet to walk through everything together. You'll see exactly what I found, why it matters, and what to do about it — with a 12-month implementation roadmap you leave the call with. No waiting for a deck. You walk away with a plan in hand.

Real Results

What We Find Changes Everything.

Client details anonymized to protect privacy.

Wholesale Manufacturer
$777K
Profit improvement identified
"Their highest-margin customers were invisible inside their own reports."

An $8M+ manufacturer had 2,700+ customers buried inside a single revenue line. Their most profitable segment — generating 49% gross margins — was completely hidden. Weekly reports showed total revenue. Nothing else. They were making decisions blind.

Top customer segment spending $900/yr vs. $3–5K industry standard
$100K annual loss from a single venue they thought was profitable
53% revenue concentration in 3 accounts — dangerous and invisible
Retail & E-Commerce
$250K
Profit improvement identified
"They had $99K in free revenue they didn't know existed."

A retail founder was trying to run four different businesses at once — a physical store, e-commerce, wholesale, and experiences — and doing all of them at half-capacity. Meanwhile, organic Google traffic was sending them nearly $100K in annual revenue they had never tracked or optimized.

$99K in organic Google-driven revenue completely untracked
Four revenue streams diluting each other — focus was the fix
Wholesale channel with strongest margins being starved of attention
Hospitality & Retail
$350K+
Profit improvement identified
"Overwhelm was the strategy. Clarity was the solution."

A hospitality business owner came in overwhelmed and reactive — putting out fires every day with no visibility into what was actually driving growth. Six weeks later they had a ranked plan, a clear focus, and the data to back every decision. The business looked completely different on paper.

Multiple revenue streams with wildly different margin profiles — finally separated
Operational changes that freed 10+ hours per week immediately
Clear 12-month plan the owner could actually follow without a consultant in the room

Every engagement is different. These numbers reflect actual profit improvements identified — not guaranteed outcomes.

The Investment

$15,000
4–6 weeks · One-time investment · No retainer required

What's included

  • Deep-dive analysis across all 5 key business areas
  • Full financial and channel margin breakdown
  • Customer segmentation and opportunity mapping
  • AI opportunity assessment for your specific business
  • 12-month implementation roadmap, prioritized by impact
  • Presentation session to walk through every finding
  • All supporting data, dashboards, and tools delivered
  • 30-day follow-up call to support implementation
Book a Free Call First → Apply Now

Is This Right For You?

This works best for founders who are ready to see the truth.

The Strategic Plan isn't for everyone. It requires access to real numbers, an open mind, and a willingness to act on what we find. If that's you, the ROI is almost always significant.

You run a product-based or retail business doing $500K–$5M in revenue
You've been in business at least 2 years and have real data to analyze
You're willing to share financials, customer data, and sales reports
You're ready to make decisions and implement — not just gather information
You want a plan you can follow for the next 12 months with confidence
You're tired of guessing and want someone outside the business to tell you what they see

Not the right fit if...

You're pre-revenue or early stage, you're not ready to share financial data, or you're looking for someone to execute for you rather than build you a plan. In that case, the Focused Fix or AI Integration might be a better starting point.

Why Sallie

I've sat in the seat you're in.
More than once.

I've served as CEO across six different companies in six different industries. Before that, I practiced as an attorney. That combination — operational leadership at the top level, plus the analytical rigor of legal training — is what makes this engagement different from hiring a typical consultant.

I don't bring frameworks I learned in a classroom. I bring pattern recognition from two decades of actually running businesses. And I've learned that the answer is almost always already inside your data — it just takes fresh eyes and the right questions to find it.

21 Years in Business CEO · 6 Companies · 6 Industries Attorney AI Integration Specialist Greenville, SC

Common Questions

Things People Ask Before They Apply

What kind of data do I need to share with you?
At minimum: 24 months of P&L statements, a balance sheet, and whatever customer or sales data you have. The more I can see, the more I find. Most clients use QuickBooks, Shopify, Square, or similar — I've worked with all of them. You don't need perfect books. You just need to be willing to share what you have.
How much time does this take from me?
Less than you'd think. Mostly I need your data upfront and a couple of check-in calls along the way. The heavy lifting is on my end. You should plan for 4–6 hours of your time over the 4–6 weeks — not counting the final presentation session.
What if I already know what my problem is?
That's great — and the Strategic Plan will either confirm it or show you something you didn't expect. Often the thing founders think is the problem isn't. But if you truly have one focused, specific problem and want it fixed fast, the Focused Fix at $3,000 might be the better starting point.
Do I have to hire you after to implement the plan?
No. The roadmap is designed to be executed without me. You'll leave with everything you need to implement it yourself or with your team. Many clients choose to bring me back for implementation support — but that's always your choice, never a requirement.
Is $15,000 a lot to spend on a plan?
It depends what you find. Every client I've worked with has identified profit improvements that significantly exceed the investment. The question isn't whether the plan costs $15K — it's whether the things we find are worth more than that. In my experience, they always are. That's a conversation we can have on a free call before you commit to anything.
How do I get started?
Book a free 30-minute call and we'll talk about your business, what you're dealing with, and whether this is the right fit. No pitch, no pressure. If it's not right for you, I'll tell you — and I might point you to something that is.
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Ready to See What's There?

The Answers Are Already
In Your Business.
Let's Go Find Them.

Start with a free 30-minute call. We'll look at your business together — no pitch, no pressure — and figure out whether the Strategic Plan is the right next step for you right now. If it's not, I'll tell you honestly and point you somewhere that is.

Book a Free Call → Apply Now

30 minutes · Free · On Zoom · No strings attached