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ECOMMERCE AND DTC MARKETING STRATEGY CONSULTING

/

Ecommerce and DTC Marketing Strategy Consulting

A media plan is not a strategy. Neither is a new creative test.

not a strategy

Most ecommerce and DTC brands have no shortage of marketing activity. What they lack is a written marketing strategy saying which products and which customers get funded, what the brand can actually prove, and which numbers leadership reviews every week. We run a fixed-scope marketing strategy consulting engagement and hand over a marketing plan with positioning and messaging, owners, budgets and dates. Advisory only: no campaign management, no media buying, no store build work inside the engagement. Book a meeting and bring twelve months of revenue, margin and spend data.

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We read every single request
We are specialists, not generalists
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750+ brands
Brand founder writing contribution margin figures per product on butcher paper taped to a warehouse wall

WHAT WE EXAMINE

Four decisions an ecommerce marketing strategy has to settle.

has to settle

Most DTC plans are really a spend allocation with a creative calendar attached. That is why the same brand can hit its revenue number and lose money doing it: nobody decided which products and which customers the marketing exists to win, or what the business is prepared to prove. A strategy engagement settles those four decisions and writes them down, with the commercial model taken as given.

Product and customer priority

Product and customer priority

Positioning and proof

Positioning and proof

Channel roles and the demand plan

Channel roles and the demand plan

Budget, measurement and the plan itself

Budget, measurement and the plan itself

Which products and which customers get the money.

We start with your own numbers: contribution margin by product, variant and bundle after cost of goods, shipping, payment and returns, average order value and units per order, first order margin against second and third order margin, repeat purchase rate and time to reorder by acquisition cohort, discount depth by channel, return rate by product, and the same cut by market and by sales channel.

The output is a ranked set of products, categories and customer cohorts, with the assortment and audiences you are deliberately declining written down, and a demand shape that your margin and inventory can actually support.

  • Contribution margin by product, variant and bundle
  • First order margin against repeat order margin by cohort
  • Discount depth and return rate treated as strategy, not admin
  • Products, markets and audiences you stop funding

Per SKU

contribution margin read product by product, never as a blended site average

Why this brand, at this price, instead of the cheaper listing.

DTC messaging collapses into founder story, free shipping and a discount code, which is why so many brands compete only on price. We build positioning from what the brand can substantiate: what the product is made of and where, testing and certification, warranty and returns policy, review volume and sentiment by product, the specific customer problem it solves better than the alternative, and the price the assortment can hold without permanent promotion.

Proof also has to survive the checkout. Baymard puts the documented average cart abandonment rate at 70.22% across 50 studies, and a meaningful share of that is unanswered doubt about cost, delivery, fit or returns — which is a messaging and merchandising decision, not a bidding one.

  • Claims built from provable product, testing and service facts
  • Messaging split by first-time, repeat and lapsed customers
  • Objection handling written into product pages and post-purchase
  • A price and promotion position the margin can hold

70.22%

documented average online cart abandonment rate across 50 studies

What each channel is for, and what it is not for.

Every channel gets a named job. Paid social buys new customers at a known contribution margin, not a platform ROAS. Search and shopping capture existing demand and defend the brand term. Creator and affiliate work builds consideration the algorithm cannot manufacture. Email and text own repeat purchase, replenishment and win-back, which is where most DTC profit actually lives. Marketplaces and retail get a role in the assortment rather than a duplicate of the site. Each one gets a share of budget by quarter and a metric it answers to.

The plan also states which channels to reduce or stop, and which creative concepts are the strategy rather than the decoration. That recommendation is only credible because we do not sell the media.

  • One named job per channel, by product and quarter
  • Retention, replenishment and win-back planned before more acquisition
  • Paid channels priced on contribution margin, not platform ROAS
  • Channels and offers to reduce or stop named explicitly

71%

of marketing and finance leaders say AI-driven optimisation favours short-term performance

Owners, budgets and dates, or it is a deck.

The last section decides whether anything happens. We set budget by product line, market and quarter, define the short metric set leadership reviews weekly, specify the analytics, attribution and data changes needed to report contribution margin and cohort behaviour rather than platform-reported revenue, name an owner for every workstream, and put the plan on a calendar with quarterly checkpoints.

That discipline is rarer than it should be. Among 500 marketing and finance leaders in the Haus 2026 Decision Confidence Index, only 49% said they can measure marketing's effect on business outcomes, 74% had killed an initiative they could not measure, and 69% felt pressure to deprioritise brand building, while Validity's 2026 research found 62% losing revenue to poor CRM data quality and only 41% with a data governance owner.

  • Budget allocated by product line, market, channel and quarter
  • Analytics, attribution and customer data gaps named and scoped
  • Contribution margin and cohort repeat rate reported, not platform ROAS
  • Named owners and dates on every workstream

49%

of marketing leaders can measure marketing's effect on business outcomes

Four to six weeks

Fixed scope with a defined end date, agreed in writing

Contribution first

Channels judged on contribution margin, never on platform ROAS

No media buying

Advisory only, so the plan can recommend spending less

Cohort based

Repeat purchase read by acquisition cohort, not as a site average

We made the difference for those brands

B2B software, fintech, insurance

Consumer tech and platforms

B2B software, fintech, insurance

SMB

B2B software, fintech, insurance

Food & beverage

Food & beverage

Beauty, personal care & wellness

Food & beverage

SMB

Healthcare & regulated services

Beauty, personal care & wellness

B2B software, fintech, insurance

SMB

Food & beverage

Healthcare & regulated services

B2B software, fintech, insurance

Home essentials, appliances, kitchen & pet

Food & beverage

Creative, content, arts & culture

Apparel and lifestyle

SMB

Home essentials, appliances, kitchen & pet

Home essentials, appliances, kitchen & pet

Food & beverage

Creative, content, arts & culture

SMB

Retail & commerce

Creative, content, arts & culture

Food & beverage

B2B software, fintech, insurance

B2B software, fintech, insurance

Home essentials, appliances, kitchen & pet

B2B software, fintech, insurance

Travel & mobility

Consumer tech and platforms

Apparel and lifestyle

01 — The challenge

Revenue is growing, contribution is not, and nobody has decided anything.

The pattern repeats across brands between five and a hundred million in revenue. Budget is set by what the platforms will spend, so the strategy is whatever the algorithm did last month. Reporting reads platform ROAS, so discount-heavy campaigns look efficient right up until you take cost of goods, shipping and returns out of the order. The assortment expanded because launches are exciting, and now a third of the catalogue carries no margin. Email is a promotional calendar rather than a retention system. The target customer is described as anyone who buys the category. Not one of those is a channel problem; it is the absence of a decision.

“We beat the revenue plan two quarters running and finished the year with less cash than we started. Every channel was hitting its own target.”

02 — Our approach

Evidence, then decisions, then a written marketing plan. Four to six weeks.

Fixed scope, one senior consultant in every session, no execution work inside the engagement. Week one is evidence. We take twelve months of revenue and contribution margin by product, variant, market and sales channel, cost of goods, shipping and return costs, cohort data showing repeat purchase rate and time to reorder by acquisition source, discount and promotion history, inventory and lead times, site analytics from landing to checkout, email and text performance by lifecycle programme, creative performance by concept, customer service tickets and reviews, and every line of marketing spend including agency and tool invoices. We interview the founder or chief executive, finance, merchandising or product, retention, creative and whoever owns paid media today. Week two is analysis: contribution margin by product and cohort, new customer margin against repeat margin, which acquisition sources produce customers who come back, where the funnel loses money between click and delivered order, positioning tested against reviews and support tickets, a channel audit priced on contribution, and an honest assessment of what can be measured. Week three is a decision session with your leadership team: which products and customers lead, what the positioning says, which channels are funded and when, what retention owns, and what the brand refuses to discount. The final weeks produce the written plan — product and customer priority, a positioning and messaging platform, a channel plan by quarter, a budget by product line and market, a measurement framework, and a one-page brief any agency or in-house hire can be held to. We run no campaigns, buy no media, build no stores, and give no tax, legal or financing advice. Everything is handed over in editable files that stay yours.

03 — What we did

How the engagement actually runs.

Margin, cohorts and inventory read together before opinions, positioning tested against real reviews and support tickets, then one plan your leadership has already argued through.

Week 1 / Evidence

Margin, cohorts and inventory read together

Twelve months of revenue and contribution margin by product and market, cohort repeat rates by acquisition source, discount history, and every agency and tool invoice.

Measured, not assumed

Week 2 / Analysis

Products ranked and positioning tested against reviews

Contribution margin by product and cohort, repeat purchase by acquisition source, and claims checked against reviews, returns and support tickets.

Tested, not asserted

Week 3 / Decisions

Priorities, positioning and funding decided by leadership

Which products and customers lead, what the positioning says, which channels are funded in which quarter, and who owns each number.

Decided in the room

Weeks 4-6 / Plan

The written marketing plan and its measurement framework

Positioning platform, channel plan by quarter, budget by product line, metrics, and a brief any agency can be held to.

Handed over ready to run

WHAT YOU GET

Six deliverables, all editable, all yours.

all yours

Written for your assortment, your margins and your markets, in files your team can change without calling us.

Written marketing plan icon

Written marketing plan

What marketing will do over the next four quarters, by product line, market and customer cohort, with a named owner and a date on every workstream.

Product and customer priority icon

Product and customer priority

Contribution margin by product, variant and bundle, with the assortment and audiences you are deliberately declining written down.

Positioning and messaging platform icon

Positioning and messaging platform

The claim, the evidence behind it, and messaging for first-time, repeat and lapsed customers, including how you talk about price and promotion.

Channel and demand plan icon

Channel and demand plan

One named job per channel across paid social, search and shopping, creators and affiliates, email and text, marketplaces and retail, sequenced by quarter.

Budget and measurement framework icon

Budget and measurement framework

Spend by product line and quarter, the numbers leadership reviews weekly, and the analytics and customer data changes needed to report contribution.

Agency and in-house brief icon

Agency and in-house brief

A one-page brief that lets any agency or new marketing hire execute the strategy without reinterpreting it.

HOW WE WORK

Operating standards, not promises.

Operating standards

Hand-drawn repeat purchase curve on graph paper beside a shipping label printer
One senior
A named consultant in every interview and working session
Per product
Every measure cut by product, market and channel, never left blended
Client decided
Assortment, positioning and funding decisions made by your leadership
Editable
Plan, platform and measurement framework handed over in your own files
Shape

Scaling DTC brands

Where paid social carried the first ten million and the next ten will not come from the same playbook or the same margin.

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Multi-channel ecommerce operators

Where the site, marketplaces and retail compete with each other on price until someone decides what each channel is for.

Explore

Subscription and replenishment brands

Where the whole business rests on the second and third order, so retention has to be a strategy and not a lifecycle flow.

Explore

Built on trust. Proven by results.

We partner with SMBs and Fortune 500 companies to deliver more than reach — we bring clarity, execution, and measurable outcomes. Every successful partnership starts with a strong culture fit and a shared drive to grow.

Over 253x 5-star
reviews
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CASE STUDIES

Industry leaders we rank today

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FAQ

What ecommerce brands ask before buying marketing strategy consulting.

What does marketing strategy consulting cover for an ecommerce brand?

Four decisions and a plan. Product and customer priority, meaning which products, categories and cohorts get funded and which are declined; positioning and proof, meaning why someone should buy this brand at this price instead of the cheaper listing; channel roles, meaning what each channel is for and in which quarter; and budget and measurement, meaning owners, spend and the numbers leadership reviews weekly. The output is a written marketing plan, not a workshop summary.

How is this different from hiring a DTC growth agency?

An agency executes a plan. This engagement writes one, and because we take no media or execution work inside it, the plan can say that a channel should be cut, that a product line should stop being advertised, or that next quarter's money belongs in retention rather than prospecting. The deliverable includes a one-page brief written so any agency, including your current one, can deliver against it. Execution is scoped separately afterwards if you want us to do it.

Our ROAS looks fine. Why would we need a strategy engagement?

Because platform ROAS is a channel's opinion of itself. Once cost of goods, shipping, payment fees, discounts and returns come out of the order, the ranking of channels frequently changes and some campaigns turn out to buy revenue at a loss. We rebuild the picture on contribution margin and cohort repeat rate, then decide the plan from that, which is a different conversation from optimising the same account harder.

What does the engagement cost?

A fixed fee quoted after a scoping call, with deliverables and dates written down before you commit. It varies with the size of the assortment, the number of markets and channels in scope and the state of your data, so publishing a rate would mislead most readers. For budget context, The CMO Survey puts marketing at 9.0% of company revenue on average across industries, with 33.6% of digital activity run by outside agencies. Book a meeting for a scope and a number.

Do you rebuild our attribution or analytics?

Not inside this engagement. We specify what has to change so the numbers in the plan can be reported honestly — the events, the cohort view, the margin fields that belong in reporting, the difference between platform-reported and business-reported revenue — and we say which conclusions are solid and which are directional until it is fixed. Marketing operations consulting implements it.

Does the plan cover creative?

It covers creative strategy: which concepts, claims and formats the brand should be testing, what each one is trying to prove, and how performance is read by concept instead of by asset. It does not include producing the assets. That separation matters, because a plan written by the team that also bills for production tends to recommend more production.

Should retention come before more acquisition?

Usually, and the plan will say by how much. Second and third order margin is where DTC profit accumulates, so replenishment timing, win-back, post-purchase messaging and the reason to reorder are strategic decisions rather than email chores. Where the checkout itself is the leak, note that Baymard's documented average cart abandonment rate is 70.22%, and much of that is unanswered doubt rather than lost intent.

How is this different from growth advisory?

Different question. Ecommerce growth advisory looks for the commercial constraint on growth wherever it sits, including contribution margin per order and per SKU, channel roles and repeat purchase economics. Marketing strategy consulting takes the commercial model as given and answers what marketing should do about it: product and customer priority, positioning, channel roles, budget and measurement. Brands that already know their constraint usually want this one.

We sell on marketplaces and in retail too. Is that in scope?

Yes, and it is one of the more valuable parts. Each channel gets a role in the assortment and the pricing architecture, so the site is not competing with your own marketplace listing and retail is not being subsidised by direct advertising without anyone measuring it. The plan states which products lead in which channel and what the brand refuses to discount.

Do you talk to our customers?

Yes, within the agreed scope. Repeat customers, one-time buyers and people who returned an order are the fastest route to a positioning claim that survives a product page, and support tickets and reviews usually contain the objection your advertising is not answering. Interviews are short and confidential, and findings feed the positioning platform rather than being published.

Who from our side needs to be involved?

A sponsor, usually the founder or chief executive; finance, because margin data decides most of this; merchandising or product; retention; and whoever owns paid media today. Expect around two hours of interviews each in week one and a half-day decision session in week three. If the sponsor cannot attend that session, we move it rather than run it without them.

Our data is messy and spread across five tools. Can you still write a strategy?

Yes, and we will say plainly where it limits a conclusion. We work from financial records first, reconcile the store, ad platforms, email and analytics against them, and label which findings are solid and which are directional. Validity's 2026 research found 62% of organisations losing revenue to poor CRM data and 67% having campaigns delayed or scrapped because of it, so this is normal rather than disqualifying.

We have no marketing leadership. Is this premature?

No, it is often the right first step, because the plan states what the first senior hire has to do and what stays with agencies. Where the question is really about structure and sequencing of hires, marketing team advisory covers it, and where you need someone to lead the function while you build it a fractional CMO is the engagement. Both are quoted separately and neither is required to use the plan.

We are launching in a new market next year. Does the plan cover that?

Yes, and new markets are planned separately from mature ones because they need a different message, a different budget curve and a different measure of success in the first year. The plan states what has to be true before a launch is funded, which products lead, how landed cost and returns change the margin picture, and which numbers tell you at ninety days whether the market is responding.

What happens after the plan?

Your team runs it, and every workstream has a named owner on your side. Many brands book a review at ninety days to check the leading indicators and adjust the sequence, which takes half a day and is optional. Where you want a standing numbers habit instead, scorecard advisory sets one up and hands it back. The parent engagement is marketing strategy consulting, and execution, if you want us to do it, is scoped separately.

Want an ecommerce marketing plan with owners, budgets and dates instead of another spend allocation?