Our Services
At Plan + Pivot, we help founders and retail leaders move with clarity and confidence.
Whether you’re optimizing the assortment, launching something new, or building a stronger team, we meet you where you are and move you quickly to where you want to go.
Smart Start
Monthly Support | From $500/month
Three coaching tiers for founders + operators who want expert input, quick clarity, and strong working tools. Every option includes same-day async support via Slack/email.
Mini Momentum | $500/month
Light-touch strategy when you need a little clarity.
1 x 45-minute call per month
Ideal for: founders with a key challenge or a great way to try working with us!
Growth Track | $950/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 | $1,450/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.
Focused Growth
6 Weeks+ | From $1,250
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.
Strategy Squad | $1,250/month
Group strategy with private impact. 3-month minimum commitment.
1 x 75-minute call per month, led by us, with 3 non-competing brands per group
Same-day async support in our private group channel for ongoing Q&A between calls
Hot Seat Coaching. Each brand gets dedicated time in each call to unpack a real-time challenge.
Shared strategic tools + resources. Curated templates, frameworks, and worksheets tailored to each squad’s needs.
Monthly prompts + accountability check-ins.
Peer learning + Camraderie. Real-time support, shared wisdom, and a community that grows together.
Ideal for: founders and operators who want strategic support, peer learning, and community, without the pressure or cost of 1:1 work.
Other customizable ways we can help you
Strategy Audits
Quick Build Workshops
Brand Intensives
Short-Term Strategy Sprints
VIP Day Intensives
Quarterly Business Coaching
Product Development + Launch Strategy
Retail + E-Commerce Packaging
Merchandising + Assortment Planning Consultation
Monthly Advisory Retainer
Fractional Leadership
8 Weeks+ | From $4,000
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 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 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
Frequently Asked Questions
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We work with founders, operators, and senior leaders at product-first brands—especially those in growth mode, transition, or preparing for something new. If you care deeply about your product and your customer, we’re probably a great fit.
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We’ve worked with everything from early-stage startups to scaled omnichannel retailers. The common thread? Our clients want to grow with purpose—not chaos. They value strategy, momentum, and clear execution.
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We don’t offer equity-based or commission-based pricing at this time. Our model is clean, clear, and built around value—not volume.
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Most clients begin with a Jumpstart Session, a Strategy Audit, or a short Sprint. These give us a fast, focused way to dig in—and give you something tangible to move forward with.
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Intensive = One focused session (half-day or full-day)
Sprint = 4–6 week project focused on one area
Retainer = Ongoing support, including calls and async feedback
We’re happy to help you figure out what makes the most sense for where you are. -
We bring real operator experience, merchandising instinct, and strategic precision—without the bloated decks or generic playbooks. We move fast, think like founders, and care deeply about the product and customer experience, just like you do.
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Yes and yes. We often work across functions—supporting founders, merchandising, planning, and marketing teams at the same time. We’ll tailor the scope, deliverables, and touchpoints so each team gets what they need without adding complexity or noise.
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Yes. Our Monthly Advisory Retainers and Fractional Leadership roles are perfect for brands who need ongoing strategic partnership—without the full-time hire.
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That’s exactly why we exist. Whether you're mid-pivot, mid-growth, or figuring it out as you go—we help you get clear, stay focused, and adjust as needed. Most clients evolve their scope as we work together, and we build with that kind of flexibility in mind.
