SURFACE

Operational Assessment & Light Advisory

Clear insight. Strategic direction. complete understanding of your operational foundation.

Surface provides a comprehensive diagnostic of forecasting structure, inventory mechanics, supplier and co-man readiness, ingredient and packaging sourcing pathways, production workflows, 3PL structure, Amazon operations, freight exposure, QA preparedness, and financial drivers. All findings are consolidated into a prioritized 30 to 90 day roadmap.

Who Surface Is For

  • Early-stage or pre-launch brands

  • Founders preparing for retail, wholesale, or fundraising

  • Teams needing clarity before committing to recurring support

  • Brands validating operational readiness before scaling

Surface is often the first step brands take before engaging ongoing operational support, giving founders clarity before deciding whether to hire internally or move into Foundation or Bedrock.

Capabilities

Included

  • Full operational audit

  • Forecasting and demand diagnostic

  • Inventory and safety stock review

  • Ingredient and packaging sourcing assessment

  • Supplier and co-man readiness review

  • 3PL workflow and SLA diagnostic

  • Freight and logistics exposure review

  • Amazon operations diagnostic

  • COGS and margin analysis

  • KPI and reporting review

  • 30 to 90 day operational roadmap

  • Monthly advisory call

Not Included

  • Recurring forecasting or inventory maintenance

  • Production planning

  • Procurement or sourcing ownership

  • Supplier or co-man management

  • 3PL or freight management

  • Weekly cadence or operational leadership

Start with clarity. Build from a stronger foundation.

WANT TO SUPPORT YOUR GROWTH?

Let’s learn more and we will be in touch shortly.