Julie McCarter + Carolyn MacBain Waldo, Founders of Plan + Pivot Collective

At Plan + Pivot Collective, we’re retail consultants helping consumer brands grow smarter. We help founders and retail leaders move with clarity and confidence.

From assortment and merchandising strategy to planning, operations, and team leadership, our consulting services meet you where you are and move you quickly to where you want to go.

a textured white paintbrush stroke on a black background

How It Works

Step 1: Start with a focused session.

We dig into your single biggest challenge in a focused 2-hour Smart Start session. You leave with a clear read on what is holding growth back and one concrete move to make right away. No drawn-out discovery, no fluff.

Step 2: Diagnose the real problem.

We read your real numbers, including sell-through, inventory, margin, and assortment, to pinpoint exactly where cash and growth are leaking. Most founders are surprised by what the data reveals.

Step 3: Build the plan.

We design the assortment, open-to-buy, and planning systems your brand needs, sized to your stage and built to run inside the tools you already use. Practical and ready to execute, not a theoretical deck.

Step 4: Run it with your team.

We embed with your team to put the plan into action, set the weekly cadence that keeps it on track, and hand over an engine your team can run long after we step out.

Person using a tablet with a stylus, displaying the word 'hello' on the screen, wearing a smartwatch.

Smart Start

Singular Support | From $500/session

Bring your biggest challenge to a focused, 2-hour working session and leave with a prioritized set of moves and the clarity to act.

Growth Track | $1,500/month

Mid-level support to keep your strategy in motion.

  • 3 x 30-minute calls per month

  • 1 x 55-minute monthly reset call

  • 1 semi-custom strategic tool per month

Ideal for hands-on operators who want structure, mindful check-ins, and accountability.

Strategic Partner | $2,500/month

High-touch guidance + implementation tools.

  • 3 x 30-minute calls per month

  • 1 x 55-minute monthly reset call

  • 1 fully custom strategic tool per month

  • 1 15-minute on-demand sync per month

  • Voice note feedback as needed

  • Monthly mini audit

Ideal for: founders ready for a strategic partner in their pocket.

Person using a MacBook laptop.

Focused Growth

6 Weeks+ | From $6,000

Custom tools, smart strategy, and hands-on support to move your business and team forward, built for where you are now and where you're headed next.

Customizable ways we can help you

  • Strategy Audits

  • Quick Build Workshops

  • Brand Intensives

  • Short-Term Strategy Sprints

  • VIP Day Intensives

  • Open-to-Buy (OTB) Planning

  • Demand Forecasting & Inventory Planning

  • Markdown & Margin Optimization

  • Assortment & Line Planning

  • Vendor Sourcing & Negotiation

  • Retail Math & KPI Dashboards

  • Quarterly Business Coaching

  • Product Development + Launch Strategy

  • Retail + E-Commerce Packaging

  • Merchandising + Assortment Planning Consultation

Desktop with computer, keyboard, coffee mug, plant, wristwatch, and cushion.

Fractional Leadership

8 Weeks+ | Starting at $12,000/mo

Executive-level guidance, bespoke tools, and short-term embedded support. Custom-designed to lead, build, and optimize your business from the inside out.

Customizable ways we can help you

  • Executive Advisory

  • White Space + Product Expansion Strategy

  • KPI + Profitability Optimization

  • Retail Leadership + Org Optimization

  • Retail Innovation + Trend Forecasting

  • Custom Tool Builds + Training

  • Integrated Planning Services

  • White-Labeled Strategic Services

  • Fractional Leadership Roles

Julie-Waldo planner and expert at business strategy and growth

"Julie brings a rare blend of strategic vision, commercial instinct, and creative leadership. She consistently balances the art and science of merchandising, aligning business goals with customer delight. Her collaborative style fosters both innovation and results, and her ability to connect big-picture strategy with bottom-line performance makes her an invaluable partner."

— former colleague, bath & body works

Carolyn_Macbain

“Carolyn makes thoughtful, data-driven decisions, remains agile in a fast-paced environment, and confidently navigates ambiguity. She is more than a strong leader - she is a true driver of business growth.”

— former colleague, Abercrombie & fitch

Our Services

Open planner with dried flowers on top, beside a decorative glass container.

 Frequently Asked Questions

Smarter Strategy Starts Here

Abstract white brushstroke on black background