Dr. Richardson’s Services

Are you experiencing exponential growth and want it to continue? Or do you want to get your brand on the Ramp?

If you answered “yes!” to either question, I offer the following three ways to apply my unique expertise to your business planning.

 

Screening criteria:

  • It would be best if you had read my book AND taken my Riding the Ramp webinar before working with me. These materials help ensure a mutual fit.
  • I generally work only with brands selling $1M or more in trailing annual sales.
  • You will need to have staff time available to do data crunching for these projects to work.
  • You should not expect immediate revenue returns from working with me.
  • You should be prepared to change almost anything about your current 4P playbook
  • You should read my Note on Working with Me as well and be comfortable working with non-neurotypical experts.

If you meet these criteria and are interested in applying my expertise, please book a time to ask any questions and confirm a mutual fit.

 

1. Basic Strategic Planning Engagements – $12K

Pre-Work

    • My clients gather key performance data on their company according to my specs (takes 2-4 days)
    • I review all materials sent by the company for topline and bottom-line trends
    • I conduct a half-day of online and in-store market research to prepare a high-level competitive POV on the client’s offering
    • We conduct fundamental consumer/market research (clients must-have social media followings, customers lists large enough for this)

Pre-Session Dinner/Virtual Happy Hour

    • I always have dinner the night before our sessions, not only to establish rapport but to learn more about the personalities I’ll be communicating with the next day. I always tailor the pace and manner in which I consult to each team

1 -2 Day Planning Sessions

    • PGS Overview of Topline and Bottomline Performance
    • PGS POV on Client’s Competitive Situation and Ideal Consumer Audiences
    • Relevant Best Practices Share-Out
    • Discussion/Agreement on Revenue Goals
    • 4P Planning using Proprietary PGS Process
    • Unresolved Questions
    • Next Steps to Activate

Session Write-Up by PGS same day

One month of quick e-mail follow-ups

TTL engagement length – 2 months

Additional perks for clients:

    • Free access to all online courses and webinars
    • Access to referrals within my professional CPG network of advisors, experts, agencies, and investors
    • Access to PGS tip sheets (released as we dialogue)

 

2. Advanced Strategic Planning Sessions – $24-36K

    • Same as above, except for the incorporation of professional consumer research on your repeat buyers and POS category analysis for added precision and strategic confidence
    • I generally insist on this approach for companies with seven figures of trailing annual revenue

TTL engagement length – 3 months

 

3. Advisory Retainers (for prior PGS clients only) $12- $24,000K

    • These 6-month retainers are designed as ongoing coaching/advisory relationships to keep the client organization disciplined and following the plan
    • Annual business reviews of topline performance are included, using all available data and PGS best practice benchmarks
    • The scope may be customized for each client
    • I charge the maximum rate here to occupy independent Board seats for investor-backed companies

MARK AND JAMES ALEKS, Zaca recovery

``James gets you to think about the best discovery areas are for your brand in retail...To this day, we're still implementing his advice, that's how much value we got from our session.``

``James told me everything about the complexity of the American market.Together we have developed a growth strategy based on focus, focus, focus. And that within a period of only three days. That is what I mean by a good investment!``

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PABLO VISSER

CEO, Pablo’s Quinoa Revolucion

TONYA DONATI, Mother Kombucha

``We decided to bring James in for a two day session and it more than met our expectations. One notable difference at the end, was that all four partners were on the same page as far as where we were as a company and where we wanted to head. And we had a detailed strategic plan for the coming year.``

``James was great to work with. With the 4P framework in mind, he took a much deeper dive into the points discussed in his book and videos. And focused on what was most important for our brand and category... very insightful and valuable.``

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DANIEL CABALLERO

CEO, FILLO’s Americas Made