The Merchant Map™
The Merchant Map is a business planning and project management framework designed for retail owners and managers navigating competing priorities. You’ll learn fundamental retail concepts to help you manage time effectively, identify priorities that align with your business values, and integrate daily operations with long-term goals. By blending retail seasonality, inventory flow, and project timelines, you’ll create a milestone-driven calendar that keeps your business focused, agile, and on track for sustainable growth.
The Merchant Map is taught as an online course or a two-day workshop. Select tools and skills can be taught in a 90-minute format at your next event or meeting.
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Merchant Math™
Merchant Math offers specialized training for retailers looking to strengthen their financial and inventory management skills. Through workshops, courses, and masterclasses, you’ll learn how to price for profit, optimize stock control, and forecast revenue and inventory levels with confidence.
Gain hands-on experience developing skills to improve profitability, streamline operations, and make data-driven decisions that you can use to manage products pre-season, in-season, or at markdown.
With a curriculum that positions inventory as a cornerstone of your business, Merchant Math provides the tactical and strategic tools you need to make decisions based with confidence.
Merchant Math can be provided as technical assistance to increase retail retention in your Business Improvement District. Our dynamic approach blends asynchronous learning and group coaching, and is accessible for different learning needs.
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Retail Shift™
Retail Shift is a sales training program designed for retail business owners and their teams. Grounded in your brand’s values, it helps you train employees to deliver consistent, authentic customer experiences that build loyalty.
Through guided conversations and real-world scenarios, you’ll refine how your team approaches customer service, sales interactions, product knowledge, loss prevention, and in-store communication. Most importantly, you’ll gain the tools to retrain, reinforce, and uphold clear service standards that align with your business goals.
Retail Shift is taught in its entirety as a private workshop for new and growing teams, or as seasonal training before peak selling. It can also be facilitated as spotlight training to focus on a single aspect of success on the sales floor, like managing the sales floor or loss prevention.
For medium-sized businesses with store managers or sales managers in multiple locations, this program can also be delivered in a train-the-trainer format.
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