Inventory Optimization Consulting for Smarter Retail Growth
At Plan + Pivot Collective, we specialize in helping retailers, wholesalers, and growing B2B companies bring orders to their stock through expert inventory optimization consulting.
Why Do Businesses Turn to Us?
From supplier delays to balancing seasonal demand, today’s retailers and B2B leaders face constant challenges in keeping stock levels right-sized. Too much inventory ties up cash, while too little creates stockouts and unhappy customers.
That’s where we come in - we work alongside your team to identify gaps, streamline processes, and create strategies that work in the real world.
How We Help Optimize Inventory?
Our inventory optimization consulting services are designed to adapt to your stage, systems, and goals. Here’s what we typically support:
Inventory Strategy + Forecasting
Whether you’re scaling a retail chain or managing wholesale distribution, we help you zoom out and design a clear roadmap.
Demand forecasting that aligns with sales cycles
Actionable planning tied to business goals
Insights on reorder points, safety stock, and replenishment
Retail + Supply Chain Alignment
We help align your inventory management with sales, marketing, and suppliers to reduce bottlenecks.
Retail demand analysis and product prioritization
Supplier performance evaluation
Cross-functional workflows to keep everyone on track
Fractional Leadership Support
Not ready for a full-time operations? We step in with experienced oversight to bridge the gap. Demand forecasting that aligns with sales cycles
Interim leadership in planning and supply chain
Embedded support during growth or expansion phases
Strategic guidance to build long-term resilience
Systems + Workflow Support
Your systems should empower your team, not overwhelm them. We help you identify the right tools and streamline daily processes.
Technology and software recommendations
SOPs for replenishment and ordering
Role clarity for inventory management
Who Do We Work With?
We partner with businesses across industries that need reliable stock management, including:
Retailers balancing multiple stores or e-commerce channels
Distributors navigating complex B2B supply chains
Growth-stage businesses scaling operations while avoiding costly mistakes
Leaders searching for B2B inventory planning experts who act as embedded partners, not distant advisors
Whether you’re in early growth or scaling nationwide, our support adapts to your needs.
Signs You Need Inventory Optimization Consulting
Not sure if it’s time to hire inventory optimization consultant services? Here are some clear signals:
Overstock is tying up cash flow
Stockouts are hurting customer trust
Forecasting feels like guesswork
Supplier issues are creating delays
Reports are scattered with no central insight
Seasonal shifts keep catching your team off guard
If these sound familiar, it’s time to get guidance from professionals who know how to turn chaos into clarity.
Why Choose Plan + Pivot Collective?
Strategy that Works in Practice
We don’t just hand over reports - our team provides grounded recommendations, tailored inventory strategy services for retailers, that you can put into action right away.
Experience That Scales with You
From small retailers to large distributors, we’ve been in your shoes. We understand the pain points and know the levers that actually move results.
Systems that Support Growth
Our focus isn’t quick fixes - it’s building workflows and systems that sustain efficiency long after our engagement ends.
Consulting Packages When You Hire Inventory Optimization Consultant
Smart Start - From $750
Short, focused sessions that bring clarity to a single inventory challenge - whether that’s forecasting, supplier management, or SKU prioritization.
Great for: retail owners or small B2B teams looking for quick, actionable guidance.
learn more
Focused Growth - From $1,500
4–6-week engagements with strategy, tools, and direct support to level up your inventory systems, demand planning, or supply chain workflows.
Great for: growing businesses that need sustainable support from B2B inventory planning experts.
learn more
Fractional Leadership - From $4,500
Step-in leadership when you need executive-level guidance without a full-time hire. We embed our team to manage planning, supply chain, or retail optimization.
Great for: companies scaling quickly or bridging leadership gaps.
learn more
Smarter Strategy Starts Here
FAQs
-
Because trial-and-error is costly. A consultant brings proven systems and expertise, helping you reduce waste, improve cash flow, and make smarter stock decisions.
-
No. We support independent retailers, mid-sized B2B firms, and larger enterprises. Our inventory strategy services for retailers scale up or down to fit your needs.
-
Yes. We review your existing tools, whether spreadsheets or ERP software, and build strategies around them, improving what you already have.
-
An internal hire usually handles execution. When you hire inventory optimization consultant services, you gain high-level strategy plus execution support, all with flexible engagement models.
-
Yes. Part of our service includes evaluating supplier performance, setting terms, and building systems to hold vendors accountable.
-
Many clients notice improvements in forecasting and fewer stockouts within weeks. Broader structural gains are usually visible in 3-6 months.
-
We don’t deliver reports or walk away. We partner as part of your team, staying involved to ensure execution of work in practice.
-
Both. From single sprints to ongoing fractional leadership, our packages flex to fit your business.
Ready to Take Control of Your Inventory?
It’s time to stop guessing and start growing up with confidence. If you’re ready to hire inventory optimization consultant services that deliver clarity and measurable results, let’s talk.
Book a Consultation Today!