FIND THE MARGIN
HIDING IN YOUR PRICING.
A 3-week, fixed-fee audit built from your own sales export. We find every pricing and margin leak, size each one in annual gross-profit dollars, and hand you the top 10 fixes. If we don’t find $100K+ of opportunity, you don’t pay.
Operator-led. Led ~700 bps of gross-margin expansion on a multi-channel distribution platform.
Your Margin Doesn’t Leak In One Place. It Leaks In Thousands Of Lines.
Nobody decides to give margin away. It happens one deal at a time: a rep matches a price to save an order, a cost increase lands and the price file doesn’t move, freight gets absorbed on a small order, a rebate never gets claimed. Each one is small. Across a year of invoices, it adds up to real gross profit — and it rarely shows up in the monthly P&L.
Death By Exception
Every override had a reason at the time. Nobody reviews them together, so one-off discounts quietly become the price.
Cost Moved, Price Didn’t
Vendors raise costs mid-year. Updating thousands of SKUs and customer price levels takes time, and some never get touched.
Averages Hide It
Company-wide GM% looks fine. The leaks sit inside specific customers, SKUs, reps and order sizes the averages smooth over.
You can’t fix what you haven’t sized.
What We Check
EIGHT PLACES
MARGIN HIDES.
Each check runs against your own invoice lines. What we can check depends on the fields in your export; we’ll tell you up front which ones apply.
Discount creep
Customers whose realized discount has drifted deeper over time — often with flat or falling volume.
Below-floor deals
Lines sold under a sensible margin floor for their category and customer tier.
Stale pricing after cost increases
SKUs where vendor cost went up and your sell price didn’t follow.
Unrecovered freight
Freight you paid that never made it onto the invoice, especially on small orders.
Small-order drag
Orders too small to cover the cost to pick, pack and ship them.
Rep overrides
Where manual price overrides cluster by rep or branch, compared like-for-like on mix.
SKU & customer margin outliers
Products and accounts running far below their peers at meaningful volume.
Rebate gaps
Vendor-program purchases that never accrued the rebate they should have.
Why It Works
THE ANSWER IS ALREADY
IN YOUR INVOICES.
You don’t need a new system to find margin. Every discount, override, freight charge and cost change is already recorded in your sales history — it’s just never been looked at line by line, all at once.
The Sprint does exactly that, then turns what it finds into a short list of fixes your team can act on, each with the dollars attached.
- Built from one export — no software to install
- Every figure shows its rule, rows and math
- Conservative sizing, no double counting
How The 3 Weeks Work
THREE WEEKS.
ONE CLEAR ANSWER.
Your team’s time commitment is small: a kickoff call, one data export, a mid-point check-in and the final readout.
WEEK 1 · DATA & BASELINE
Kickoff call, NDA, and your sales export. We map the columns, run a data-quality check, and set the baseline: revenue, gross margin and mix by category, customer tier and branch.
WEEK 2 · FIND & SIZE
We run every check, size each leak in annual gross-profit dollars from your own invoices, remove double counting, and review the early findings with you so nothing surprises you.
WEEK 3 · REPORT & READOUT
You get the report, the workbook and a working session with your team: the top 10 fixes ranked by dollars and ease, who owns each one, and what to do in the next 90 days.
What You Get
WHAT LANDS ON
YOUR DESK.
Yours to keep, whether or not we work together after the Sprint.
The Margin Leak Report
An executive summary, one page per material leak, and a plain-English “what we found / what to do” for each.
A working Excel workbook
Every flagged line by check, with a summary tab whose assumptions (like capture rates) you can change yourself.
The top 10 fixes
Ranked by dollars and ease, each with an owner, effort level and time to value.
Every leak sized in dollars
Annual gross-profit opportunity per leak, showing the full gap and a conservative recoverable estimate.
A 90-day action plan
What to change first — price files, floors, freight rules, order minimums — and how to communicate it.
A readout with your team
A working session with leadership and sales management to walk the findings and agree next steps.
The Guarantee
$100K+ FOUND,
OR YOU DON’T PAY.
If the Sprint doesn’t identify at least $100,000 of annual gross-profit opportunity in your data, you don’t pay the $9,500 fee.
Every figure shows its work: the rule, the rows it covers, the baseline and the math. We agree the scope and the data we’ll receive before we start.
Phase 2 — Optional
WE HELP YOU
CAPTURE IT.
Finding the margin is half the job. In Phase 2 we help your team implement the fixes — price files, floors, freight rules, order minimums, rep coaching — and track the lift every month.
- A monthly retainer plus a share of verified lift
- Lift measured against a baseline fixed at the end of the Sprint, adjusted for mix
- Your $9,500 Sprint fee credits toward Phase 2
Phase 2 terms are agreed in writing after the readout. There’s no obligation to continue.
Your data stays yours
Your data is analyzed privately and never used to train AI models. We sign an NDA before you send anything, limit access to the people doing the work, and return or delete your files when we’re done if you ask.
FAQ
COMMON QUESTIONS
An invoice-line sales export covering the last 12–18 months: invoice date, customer, SKU, quantity, net price and cost at time of sale. List price, customer tier, rep, branch, freight and rebate fields are helpful but optional — each one unlocks more checks. CSV or Excel straight from your ERP is fine; we handle the mapping.
Your data is analyzed privately and never used to train AI models. We work from the export you send, limit access to the people doing the analysis, sign an NDA before you send anything, and delete or return the files at the end of the engagement if you ask.
If the Sprint doesn’t identify at least $100,000 of annual gross-profit opportunity, you don’t pay the fee. Every dollar figure in the report shows the rule, the rows it applies to and the math, so you can check it yourself. We agree the scope and the data we’ll receive before we start.
Each leak is sized from your own transactions and annualized. We then apply a realistic capture rate rather than assuming you’ll recover every dollar, and we don’t count the same invoice line twice across checks. You see both the full gap and the recoverable estimate.
You keep the report and the workbook either way. If you want help implementing, Phase 2 is a monthly retainer plus a share of verified lift, measured against a baseline we fix at the end of the Sprint. Your $9,500 fee is credited toward it.
No. It’s a fixed-fee, done-for-you analysis delivered by an operator who has run pricing and P&L for a multi-channel distribution business. Your team doesn’t have to learn a tool.
Book a 15-Minute Margin Check
15 MINUTES.
ONE HONEST ANSWER.
We’ll ask a few questions about your pricing, your data and your ERP, and tell you plainly whether a Sprint is likely to clear the $100K bar for your business.
- Whether your data supports a Sprint
- Which checks are likely to matter most for you
- A straight answer on fit — even if the answer is “not yet”
Book a 15-minute margin check
Tell us a little about your business. We reply within one business day.