


Retail Readiness Toolkit
Breaking into retail takes more than just a great product — it requires preparation, strategy, and the right tools to meet buyer expectations. The Retail Readiness Toolkit was designed to guide farmers, foodpreneurs, and CPG brands through the essentials of becoming “shelf ready.” From pricing templates and case pack planners to checklists and data storytelling frameworks, this toolkit equips you with the practical resources needed to present your brand with confidence, streamline operations, and build strong retail partnerships.
Whether you’re scaling from farmers markets into grocery stores or preparing to pitch national retailers, this toolkit will help you avoid common pitfalls, highlight your unique value, and position your product for long-term success.
Inside this bundle, you’ll find a set of practical, easy-to-use templates that cover every stage of retail preparation:
Retail Ready Checklist – A step-by-step tracker to confirm your packaging, compliance, certifications, and marketing assets are in place before pitching to buyers.
Wholesale Pricing Template – A structured sheet with built-in formulas to calculate wholesale prices, margins, and markups, ensuring profitability while staying competitive.
MOQ Calculator Worksheet – Helps you determine the minimum order quantities needed to cover costs, protect margins, and set realistic expectations with buyers.
Case Pack & Pallet Planner – A logistics tool that calculates case dimensions, pallet configurations, and shipping efficiency so you can meet retailer requirements with accuracy.
Culture to Shelf Scorecard – A self-assessment framework that aligns your product’s cultural authenticity with retail readiness, helping you stand out in competitive markets.
Product Catalog Template – A professional, customizable catalog layout to showcase your products, variants, certifications, and pricing to retail buyers.
Breaking into retail takes more than just a great product — it requires preparation, strategy, and the right tools to meet buyer expectations. The Retail Readiness Toolkit was designed to guide farmers, foodpreneurs, and CPG brands through the essentials of becoming “shelf ready.” From pricing templates and case pack planners to checklists and data storytelling frameworks, this toolkit equips you with the practical resources needed to present your brand with confidence, streamline operations, and build strong retail partnerships.
Whether you’re scaling from farmers markets into grocery stores or preparing to pitch national retailers, this toolkit will help you avoid common pitfalls, highlight your unique value, and position your product for long-term success.
Inside this bundle, you’ll find a set of practical, easy-to-use templates that cover every stage of retail preparation:
Retail Ready Checklist – A step-by-step tracker to confirm your packaging, compliance, certifications, and marketing assets are in place before pitching to buyers.
Wholesale Pricing Template – A structured sheet with built-in formulas to calculate wholesale prices, margins, and markups, ensuring profitability while staying competitive.
MOQ Calculator Worksheet – Helps you determine the minimum order quantities needed to cover costs, protect margins, and set realistic expectations with buyers.
Case Pack & Pallet Planner – A logistics tool that calculates case dimensions, pallet configurations, and shipping efficiency so you can meet retailer requirements with accuracy.
Culture to Shelf Scorecard – A self-assessment framework that aligns your product’s cultural authenticity with retail readiness, helping you stand out in competitive markets.
Product Catalog Template – A professional, customizable catalog layout to showcase your products, variants, certifications, and pricing to retail buyers.