CPG Founder's Toolkit
Stop spending hundreds of hours creating business documents from scratch. This comprehensive toolkit gives you everything you need to launch, fund, and scale your business.
PERFECT FOR:
- Startup founders and entrepreneurs
- CPG and beverage brand owners
- Small business owners
- Business consultants and coaches
- Anyone raising capital or scaling a business
VALUE:
- Represents $118,000+ in consulting value
- Saves 500+ hours of document creation
- Designed by industry experts with 20+ years experience
 HOW IT WORKS:
- Purchase and download instantly
- Open PDF in Adobe Acrobat or any PDF reader
- Fill in your business information
- Save and use!
Matt Ludlow
VP of Sales & Marketing St Arnold Brewery
“This Toolkit is the path we wish we had earlier. You open it up, and it’s like: okay, here’s the playbook for every part of your business. Sales, chains, launches, managing people… all of it. As a VP of Sales & Marketing, I can tell you: most of the time, suppliers don’t know what they don’t know. This shows you.Â
We’re still learning as an established brewery, and the Toolkit still had things we hadn’t thought about.
My biggest advice? Don’t try to skip ahead. Year 1 is about identity: who you are, where you’re going, how you show up when you can’t be there in person. This thing keeps you honest and focused on what really matters.
Leigh Gall
Co-Founder, Cannabis Beverage Certification | Co‑Leader, Women in Hemp | Former Executive Sales LeaderÂ
“The Founders Toolkit is a true game-changer. It empowers business owners to make confident, informed decisions without feeling like they have to rely on outside experts. No one knows their business better than the founder, and with this toolkit, they finally have everything they need right at their fingertips.”
 WHAT'S INCLUDED (74 Templates):
âś“ Brand & Product Development
(6 tools)
- Brand Overview & DNA Template
- Brand Development Checklist
- COGS & Margin Calculator
- Unit Economics Calculator
- Route to Market Planner
- Route to Market Visual Map
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âś“ Financial Command Center (8 tools)
- SMART Goals Tracker
- Annual P&L Forecast
- Revenue Streams Analysis
- Monthly Financials Tracker
- OpEx Detail Breakdown
- How to Forecast Guide
- Financial Assumptions
- 5-Year Financial Summary
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âś“ Investor Ready Kit (9 tools)
- Funding & Runway Calculator
- Investor Pipeline Tracker
- Executive Summary Builder
- Capital Deployment Plan
- Investor Deck Outline
- One Page Overview
- Investor FAQ Template
- Income Streams Analysis
- Executive Summary Guide
âś“ Marketing & ROI Toolkit (8 tools)
- Marketing Budget Tracker
- Event ROI Calculator
- Sampling ROI Tracker
- Marketing ROI Framework
- Budget vs Actual Tracker
- Category Roll-up Summary
- ROI Tracking Log
- Detailed Event Analysis Â
âś“ Distribution Mastery (11 tools)
- Good vs Great Distributor Scorecard
- Distributor Launch Plan
- Distributor QBR Templates
- Contracts 101 Guide
- Distributor Pitch Template
- Market Analysis Framework
- Market Entry Timeline
- Launch Incentives Planner
- Exit Scenario Overview
- QBR Action Plan
- Sampling Log
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âś“ Sales Team Builder (9 tools)
- Sales Roles Strategy
- Interview Questions Bank
- Sales KPIs Tracker
- How to Hire Guide
- Territory Planning
- Onboarding Expectations
- Onboarding Checklist
- Sales Rep Expectations
- Sales Process (BUILD Framework)
âś“ HR & People Ops (4 tools)
- HR 101 & People Ops
- HR SOP & Process
- When to Hire Sales People
- Sales Investment Calculator
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âś“ Compliance Shield (6 tools)
- Compliance Tracker
- Licenses & Permits Tracker
- Insurance Policies Tracker
- Regulatory Compliance
- Renewal Calendar
- Top Line Best PracticesÂ
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âś“ Competitive Intelligence (4 tools)
- Competitive Landscape Analysis
- SWOT Analysis Template
- Competitive Dashboard
- Competitive Input Form
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âś“ Sales Operations (6 tools)
- Account Segmentation
- Press Kit Template
- Shelf Placement Guide
- Sampling Company Analysis
- Trade Marketing Checklist
- Data Resources & KPIs
