CraftOps Solutions services
Reporting & Dashboards
CRM Setup, Cleanup & Ongoing Management
Sales Operations & Process Design
- Weekly/monthly sales summaries for ownership and leadership
- Chain, distributor, and account-level performance dashboards
- Easy-to-digest KPI reports that drive decision-making
- Custom reporting for investor updates and distributor meetings
Sales Operations & Process Design
CRM Setup, Cleanup & Ongoing Management
Sales Operations & Process Design
- Territory mapping and account assignment strategies
- Sales team structure and role clarity
- Pricing tools and margin analysis
- Scalable processes that support growth without adding headcount
CRM Setup, Cleanup & Ongoing Management
CRM Setup, Cleanup & Ongoing Management
CRM Setup, Cleanup & Ongoing Management
- Product, account, and placement data maintenance
- Workflow and reporting structure optimization
- New user setup, permissions, and onboarding
- Regular audits to keep data clean, consistent, and usable
New Item Launch Programming
CRM Setup, Cleanup & Ongoing Management
CRM Setup, Cleanup & Ongoing Management
- Go-to-market strategy and timeline development
- Distribution and placement planning
- Launch tracking and early performance monitoring
- Post-launch analysis and adjustment recommendations
Organizational Structure & Fund Allocation
Organizational Structure & Fund Allocation
Organizational Structure & Fund Allocation
- Sales and marketing org design for growing teams
- Budget allocation across departments and initiatives
- Role definition and responsibility mapping
- Operational efficiency reviews
Presentation & Pitch Development
Organizational Structure & Fund Allocation
Organizational Structure & Fund Allocation
- Annual business plan (ABP) creation and coaching
- Investor update presentations
- Distributor meeting decks and storylines
- Custom report design for high-stakes presentations
- Strategic input on messaging
Off-Premise Consulting
Organizational Structure & Fund Allocation
Distributor Relationship Management
- Retail strategy and account prioritization
- Chain authorization and programming support
- Distributor relationship management
- Merchandising and placement optimization
Distributor Relationship Management
Organizational Structure & Fund Allocation
Distributor Relationship Management
- Communication best practices and meeting cadence
- Performance tracking and scorecards
- Conflict resolution and partnership optimization
- Annual business planning alignment
Compliance & Licensing Support
Compliance & Licensing Support
Compliance & Licensing Support
- Federal and state licensing (TTB permits, manufacturer/wholesale licenses)
- COLA approvals and label review
- Brand registrations and out-of-state applications
- Virtual compliance officer services
- Multi-state expansion licensing
Design & Marketing Collateral
Compliance & Licensing Support
Compliance & Licensing Support
- Professional can art and packaging design
- Sales materials and presentation decks
- Marketing collateral and brand assets
- Point-of-sale materials and merchandising design
- Trade show graphics and promotional materials