Product Distribution Series
Equip growing, product-based businesses with the skills, strategies, and confidence to grow through wholesale, e-commerce, storefronts, and pop-up channels.
Intro to
Wholesaling
On Demand | Live Webinar | Classroom
Do you want your products on retail shelves? Does this process seem intimidating and complex? What do you need to know, and where do you start?
Dealing with retailers and distributors can be intimidating, complex, time-consuming, and expensive if you don't know what to look for or how to prepare. You only have one chance to make a good first impression with a Buyer, so you need to make it count. This course is designed to help you prepare for your retail journey.
Study Hall: Wholesale Readiness Assessment
Wholesale
Intro to Wholesale
Distribution Partners
On Demand | Live Webinar | Classroom
When should you use a retail Broker vs. a Distributor? How do you know if they are qualified? What are the different compensation structures?
There are many ways to get on store shelves, so having the right partners can save you time, money and stress. This course is designed to help you understand the partnership options.
Prerequisite: Intro to Wholesaling
Wholesale
Intro to Retail
Promotions
What marketing and promotional programs does a retailer want you to plan for? What are the budget and store execution considerations of those promotions? What top mistakes should you avoid in this process?
This course provides insights to help you develop a strategy that is attractive to Buyers and helps maintain your space on retail shelves.
Prerequisites: Intro to Wholesaling
Study Hall: Outlining Your Retail Promotion Strategy
On Demand | Live Webinar | Classroom
Wholesale
Wholesale Business Development Tools
On Demand | Live Webinar | Classroom
You get one chance to make a good first impression. When pitching to retail Buyers and distributors, it is important to be prepared & professional with information they need. Learn how to structure and design key business development materials needed in the process.
Prerequisite: Intro To Wholesaling; Intro to Retail Promotions.
Study Hall: Exploring New Wholesale Accounts, Business Development Exercises
Wholesale
Driving E-commerce Conversion
On Demand | Live Webinar | Classroom
Driving traffic to an e-commerce site is just one aspect of the marketing and sales process. Next, we need to turn site visitors into paying customers. This course outlines the top ways to drive e-commerce conversion.
Prerequisite: Intro to E-commerce; Intro to E-commerce Shipping; Intro to E-commerce Marketing Strategy; Driving E-commerce Awareness
Study Hall: Drafting Product Descriptions, Site Audits, Driving Social Proof
E-commerce
Introduction to Storefronts
On Demand | Live Webinar | Classroom
Your business is growing, and now you are considering a storefront location. This can be an amazing, yet pivotal decision.
This course provides an overview of the fundamentals, considerations & expectations of launching and operating a product-based, storefront business. You will understand how to prepare and become best equipped for this successful venture.
Study Hall Workshop: Choosing The Best Store Location.
Storefront
Intro to
E-commerce
On Demand | Live Webinar | Classroom
Whether you are a brick & mortar business that needs to be more competitive or a local brand looking to grow sales, you must understand e-commerce to be competitive in this environment.
Let us help you understand the basics of e-commerce so you can plan for success.
Study Hall: E-commerce Readiness Assessment.
E-commerce
Intro to E-commerce Shipping
On Demand | Live Webinar | Classroom
Shipping is such an important part of your e-commerce business. It impacts the price you charge to the customer experience you deliver. This course teaches the basics of planning & executing an effective e-commerce shipping strategy.
Prerequisite: Intro to E-commerce
Study Hall: Drafting A Shipping + Return Policy.
E-commerce
Intro to E-commerce Marketing Strategy
On Demand | Live Webinar | Classroom
Having a thoughtful approach to marketing your online store is required to compete in this market. But where do you start? This introductory course helps you understand how to translate the sales funnel framework to an effective e-commerce marketing strategy.
Prerequisite: Intro to E-commerce
Study Hall: Test + Learn Marketing Planning, Testing Paid Ads
E-commerce
Intro to Visual Merchandising
On Demand | Live Webinar | Classroom
Window displays, signage, fixtures, interior merchandising, and store layout are used to influence customer behavior and drive sales and profits. It's where the creative and business worlds meet in retail. This course introduces you to proven visual merchandising strategies & principles that retailers use to drive business performance.
Prerequisite: Intro to Storefronts; Intro to Assortment Planning
Storefront
Intro to Pop-Up Markets
On Demand | Live Webinar | Classroom
A great and flexible way to strategically grow your business is to participate in pop-up markets. Learn how to effectively plan and get the most out of these opportunities.
Prerequisite: Intro to Product Assortments.
Pop Ups
Service Provider Series
For consultants, coaches, educators, technical professionals, and other service-based entrepreneurs, this series helps you refine your expertise and make it reach further. Paired with our Strategy & Operations and Growth & Innovation courses, build a strong, scalable business that truly thrives.
Most service businesses don’t realize that distribution applies to them too; they just need to see it reframed.
This course will help you find where to sell your services, skills, or content, enabling you to reach more people in more places.
You'll learn about options such as e-commerce, corporate contracts, pop-ups, and other innovative ways to grow through smarter distribution. Let us show you how to move from simply delivering what you do to strategically distributing it for greater impact.
Distribution 101 For Service Providers
Live Webinar | Classroom
Service Providers
What is your service menu? Trying to figure out what to add, delete, or keep?
This course helps service providers pause, reset, and rethink their offerings with strategy in mind. You’ll explore common service models, their pros, cons, and key considerations, and learn how to assess your current mix to build an assortment that’s scalable, profitable, and aligned with your goals and capacity.
Let’s help you make smarter, more confident decisions about what you sell, and why.
Crafting Your
Service Menu
Live Webinar | Classroom
Service Providers
Getting attention is one thing, turning it into income is another.
This course introduces service-based business owners to the marketing funnel and how to use it to attract, nurture, and convert the right clients. You’ll learn the key funnel stages and how to align your content, offers, and follow-up to move people from interest to action.
If you’re marketing but not seeing results, this course will help you build a strategy that works.
Marketing Funnels
For Service Providers
Live Webinar | Classroom
Service Providers
You have developed your marketing funnel; now it’s time to make it work. This course gives service-based businesses real-world marketing tactics, from getting seen to getting hired. We’ll explore various digital and in-person strategies and show you real-life examples.
If you’ve been asking, “But how do I actually do this?”, this course is your answer.
Prerequisites: Marketing Funnel Basics For Services
Marketing Tactics
For Service Providers
Live Webinar | Classroom
Service Providers
Pricing is strategy, but it starts with knowing your costs.
This course helps service providers break down the numbers behind what they offer. You’ll learn how to identify the true costs of delivering your services, so you can stop guessing and start pricing with confidence.
We’ll make the process of calculating your costs simpler.
Intro to Costing Services
Live Webinar | Classroom
Service Providers
Not sure how to price your services, or if you're charging enough to grow?
This course helps service providers move beyond guesswork and emotional pricing. Learn how to set prices that reflect the value you deliver, cover your costs, and support your business goals.
We’ll explore key pricing strategies, common mistakes, and simple frameworks to help you align your prices with your brand, market, and revenue needs.
Prerequisites: Intro to Costing Services
Intro to Pricing Services
Live Webinar | Classroom
Service Providers
This course helps service providers simplify the Profit & Loss (P&L) statement so it’s easy to understand and a useful tool.
What is it? Why does it matter? And what is it really telling you about your business?
We’ll answer all of that, and more. Learn how to read your P&L, understand what’s driving profit (or not), and see how each line connects to your daily operations.
Through examples, we’ll break down the key lines so you can use your numbers to make smarter decisions and run a more profitable business.
Prerequisites: Intro to Costing Services, Intro to Pricing Services
P&L Basics for Service Businesses
Live Webinar | Classroom
Service Providers
Strategy & Operations Series
Whether you're building an online or retail business, selling products or services, just starting out or already experienced, leading a team or supporting one, this series provides the foundation for smart decisions, strong infrastructure, and lasting success.
How can we grow what we don't measure? Understanding & planning your product-based business's financial statements can be a time-consuming & intimidating process, especially if you don't have this background. Learn the basics of a profit & loss statement and how it can help you make more profitable decisions.
Prerequisite: Intro to Costing Goods; Intro to Pricing Products
Study Hall Workshop: Intro to Forecasting
Intro to
Retail Math
On Demand | Live Webinar | Classroom
Strategy + Ops
Learn the fundamental principles of forecasting sales, inventory, expenses, and profits to improve cash flow, inventory management, and profitability. Gain practical techniques, real-life insights, and essential tools to confidently apply forecasting in your business. If you are just getting started in this process, this course empowers you to make data-driven decisions for long-term success.
Prerequisite: Intro to Costing Of Goods; Intro to Product Pricing; Intro to Retail Math.
Intro to
Forecasting
On Demand | Live Webinar | Classroom
Strategy + Ops
Your pricing strategy not only influences what you sell, where you sell, and who you sell to, but also the profits that sustain your business. This course introduces a simple framework for product-based businesses to calculate baseline prices, adjust for different sales channels, and position for customer value. It also highlights the psychology of pricing, common mistakes to avoid, and practical strategies to refine your pricing as your business grows.
Prerequisite: Intro to Costing Goods; Intro to Assortment Planning & Defining Your Unique Value.
Intro to Product
Pricing
On Demand | Live Webinar | Classroom
Strategy + Ops
Do you need help understanding how much your product costs to produce?
These are VERY important numbers to know as it is the core to many business decisions. We will teach you how to approach this process in your business.
Study Hall Workshop: Calculating Your COGS
Intro to
Costing Goods
On Demand | Live Webinar | Classroom
Strategy + Ops
Do you have too many products, or maybe not enough? How do you determine which products to keep, create and/or sell? This course outlines guidelines, information and processes that help you make the best assortment decisions for your business.
Prerequisite: Intro to Costing Of Goods; Intro to Product Pricing; Intro to Retail Math; Annual Planning; Defining Your Unique Value
Intro to Assortment Planning
On Demand | Live Webinar | Classroom
Strategy + Ops
You’ve got the talent, now it’s time to build the business.
Many businesses start with a talent or calling, but passion alone won’t make it profitable. This course helps you shift from idea to execution with the right mindset, strategy, and structure. Whether launching a product or service, you'll learn how to evaluate your idea, avoid common missteps, and build a clear, purpose-driven path forward.
Turning Your Talent
Into A Business
Live Webinar | Classroom
Strategy + Ops
Intro to Value Stream Mapping
On Demand | Live Webinar | Classroom
Have you noticed that if certain problems or challenges with your business processes or operations were fixed, you could save time, money, and resources?
This course introduces your product or service business to the principles and insights of Value Stream Mapping. It also provides an outline of a simple framework that helps identify opportunities and next steps in operating a more efficient business.
Study Hall Workshop: Process Review + Assessment
Strategy + Ops
Revenue follows relationships. Here’s how to build the right ones. This course helps small businesses understand how to grow through partnerships, outreach, and aligned opportunities. You’ll learn the key elements of business development, explore best practices, and begin outlining your own business development plan.
Whether you're pursuing wholesale accounts, corporate clients, or collaborations, this course gives you a simple framework to start building the right relationships with purpose.
Business Development
101
Live Webinar | Classroom
Strategy + Ops
This workshop uses a framework to help you organize information and plan for a successful year ahead for your product and service based business.
Study Hall Workshop: Annual Planning Preparation, Annual Plan Review and Refinement.
Annual Planning Workshop
On Demand | Live Webinar | Classroom
Strategy + Ops
With Q4 representing upwards of 40% of annual sales, product and service-based businesses need to have a plan. This course outlines a framework for growing businesses that are strapped for time and resources and need to have a quick (60 -90 day) and focused holiday strategy.
Study Hall Workshop: Holiday Plan Review
Holiday Planning Workshop
On Demand | Live Webinar | Classroom
Strategy + Ops
This workshop is for small, product and service-based businesses that need to understand how to use storytelling to connect and build trust with their customers.
Prerequisite: Defining Your Unique Value
*In collaboration with Definition Theatre
Intro
to Storytelling
Live Webinar | Classroom
Strategy + Ops
Marketing
On A Budget
On Demand | Live Webinar
This course teaches you how to strategize and use various marketing tactics on a budget of $400, $4,000, or $40,000.
*In Partnership with Wise Digital Marketing
Prerequisite: Intro to E-commerce Marketing Strategy
Strategy + Ops
Intro to Paid Meta Ads
On Demand | Live Webinar
In this course you will learn how to strategize and create successful, high- performing paid advertising on the Facebook platform (includes Instagram as well).
Strategy + Ops
On Demand | Live Webinar | Classroom
Just because everyone is talking about AI doesn't mean product-based businesses know how to use it effectively. This hands-on workshop is designed to demystify generative AI and show Makers how to leverage it to work smarter, not harder.
Explore practical AI applications that help small businesses streamline operations, boost productivity, and enhance customer engagement. Interactive exercises help them demystify this technology and use it confidently.
Getting Started With Generative AI
Strategy + Ops
Live Webinar | Classroom
Customer service isn’t just a department, it’s your brand in action.
Whether you sell products or services, how you treat customers shapes your reputation and repeat business. This course helps you define core principles, avoid common mistakes, and deliver consistent experiences across all touchpoints, from social media to follow-up. Learn how to measure success, set clear guidelines, and ensure your team delivers with care from day one.
Intro to
Customer Service
Strategy + Ops
Why should people buy from you, and only you? How can you position your product or service business to be more attractive to retail buyers or customers?
The value you provide to the market may be deeper than you think. This is why it is critical to uncover your true market value, as it is the core of all your customer marketing & communication messages.
Study Hall Workshop: Defining Core Customer, Drafting Elevator Pitch, Defining Your Unique Value
Defining Your Unique Value
On Demand | Live Webinar | Classroom
Strategy + Ops
Live Webinar | Classroom
Commerce moves fast, and businesses that adapt, win. This series shows product-based businesses how to use AI to strengthen key parts of their business, based on their sales channel.
Learn practical ways to save time, sell smarter, and stay competitive with
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AI for Wholesale
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AI for E-commerce
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AI for Storefronts
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AI for Pop-up Markets
AI For E-commerce + Retail Businesses
Strategy + Ops
Live Webinar | Classroom
Ready to grow your team, but not sure where to start? This course lays the groundwork for building your first team with confidence.
Learn how to hire first, how to delegate effectively, and how to create a structure that supports a product or service business's long-term success. From systems to strategy, we’ll help you shift from doing it all to leading with intention.
Intro to
Team Building
Strategy + Ops
Your business stands out, but does your brand show it? This course helps you turn your unique value into powerful brand messaging, product positioning, and customer experience. Learn how to connect your value to what you sell, so you can build a brand that grows with clarity, confidence, and purpose.
Prerequisites: Defining Your Unique Value
Turning Your Unique Value Into Growth
Live Webinar | Classroom
Strategy + Ops
Live Webinar | Classroom
Transform how your business runs with the power of AI. This interactive series helps small businesses dig deeper into streamlining daily operations, strengthening internal processes, and improving decision-making in core operational departments. Learn how to work smarter, save time, and build a more agile, scalable business, without needing a tech background.
-
AI for Marketing + Branding
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AI For Finance
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AI For Strategic Planning
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AI For Service -Based Businesses
AI For
Operations
Strategy + Ops
Live Webinar | Classroom
Marketing isn’t just digital,
it’s how customers experience your brand at every touchpoint.
This course helps small businesses move beyond clicks and ads by using sensory marketing to engage sight, sound, touch, taste, and smell. Discover affordable, practical ways to design memorable customer experiences, build stronger loyalty, spark repeat sales, and position your business as unforgettable in a crowded market.
Experiential Marketing:
Selling Through Senses
Strategy + Ops
Manufacturing Series
This foundational series equips product-based entrepreneurs with the essential knowledge, strategies, and tools to prepare, plan, and scale production. No matter your CPG category, these core manufacturing principles will help you build efficient, scalable, and profitable operations.
You’ve figured out how to make your product, but now it’s time to make more.
This course introduces small, product-based businesses to the fundamentals of scaling production. Learn the key stages of manufacturing growth, which manufacturing options to consider, and how to build a right-sized production strategy.
Whether you make candles, sauces, skincare, or t-shirts, this class prepares you to grow with confidence, not guesswork.
Manufacturing
101
Live Webinar | Classroom
Manufacturing
Before scaling production, your product must be manufacturing-ready. This fundamental course is for product-based businesses of all CPG categories, looking to grow beyond small-batch making.
Learn how to assess and improve your product for scale and avoid costly missteps and move forward with clarity.
Preparing Products for Manufacturing Success
Live Webinar | Classroom
Manufacturing
Finding a manufacturer isn’t just about who can make your product; it’s about who can help you grow it.
This course teaches small businesses how to find the right manufacturing partner, what to ask, what to watch out for, and how to build long-term, scalable relationships.
You'll leave with the tools to evaluate vendors, negotiate terms, and avoid costly mistakes.
Choosing Your Manufacturing Partners
Live Webinar | Classroom
Manufacturing
As you move from small batches to larger-scale production, consistency is key. This foundational course teaches product-based entrepreneurs how to apply quality control principles in both early and growth stages.
Learn to set clear standards, avoid costly mistakes, and build simple processes that ensure product quality, whether you produce in-house or work with manufacturers.
Intro to Quality Control Principles
Live Webinar | Classroom
Manufacturing
Growth & Innovation Series
Designed for growth-stage businesses, this advanced series guides entrepreneurs through strategic expansion, innovation-driven value creation, and business valuation- equipping them to scale sustainably, attract investment, and build long-term equity.
You started with passion and built a product, now it’s time to build a business that lasts. This course redefines innovation for small businesses and shows why it’s key to growth, profitability, and long-term success. We’ll debunk common myths, highlight how innovation adds value, and help you shift from product seller to standout business builder. Learn to think strategically, spot opportunities, and build a business that attracts customers, buyers, and investors.
Prerequisites: Defining Your Unique Value Course + Study Hall
Study Hall: Foundations of Innovation
Foundations of Innovation
Live Webinar | Classroom
Growth + Innovation
Apply what makes you different. Build what makes you valuable. Turn what makes your business unique into assets that drive real value. Learn how to strengthen your products, refine your brand, rethink your model, and build a business that scales.
Whether you're preparing for retail, funding, or a future sale, this course helps you grow with clarity and intention.
Prerequisites: Foundations of Innovation
Study Hall: Turning Innovation Into Assets
Turn Innovation
Into Assets
Live Webinar | Classroom
Growth + Innovation
Curious about what your business is worth? This introductory course covers the fundamentals of business valuation and key factors that influence it. You'll learn simple strategies to calculate and increase your business value effectively. Whether you're planning to sell or just want to grow strategically, this session is the perfect starting point.
Prerequisites: Intro to Retail Math, Intro to Costing Goods, Intro to Pricing Products, Intro to Forecasting, Turning Innovation Into Assets
Intro to Business Valuation
Live Webinar | Classroom
Growth + Innovation
Every business needs an endgame, even if you're not ready to move on just yet. This course helps growth-stage entrepreneurs understand the range of exit options available.
Learn how your business model, goals, and long-term vision shape your best-fit strategy. Let us help you make smart, forward-looking decisions today that prepare your business for tomorrow.
Prerequisites: Turning Innovation Into Assets, Intro to Business Valuation
Understanding
Exit Strategies
Live Webinar | Classroom
Growth + Innovation
Ready to grow beyond just selling products? This course helps growth-stage entrepreneurs explore new business models and revenue streams with strategy, not guesswork. Learn why diversification matters, how to do it smartly, and what mistakes to avoid.
We’ll walk you through a practical framework to identify your best opportunities for growth, so you can build a more resilient, profitable, and scalable business.
Diversifying With Intention
Live Webinar | Classroom
Growth + Innovation
Scaling For Wholesale +
E-commerce Growth
Live Webinar | Classroom
There are branding considerations when selling into a wholesale account or online, where you do not have direct interaction or immediate responses to the customer.
This class outlines branding tips to help you feel more confident in successfully selling into these channels.
Prerequisite: Defining Your Unique Value
Study Hall Workshop: Project Briefing, Defining Brand