Case Study
Future Method + Bravo
Category: Wellness
Engagement Type: Manage & Own Daily Operations
“We haven't had a stockout we could have prevented.”
- David Dancer, President at Future Method
The Brand
Future Method sells sexual wellness products across DTC, marketplaces and retail; the product line grew out of a New York surgeon's practice in 2017.
David Dancer runs it as President. He came in as CMO, but his background includes product management, product development, and supply chain, so operations landed on his desk as the brand scaled.
The Problem
Data & processes were scattered
The reality
For a while, the whole operation lived in a spreadsheet. A Chief of Staff tracked inventory through the 3PL's tool, and everything else sat across a mix of sheets, portals, and vendor systems. The numbers were accurate. They were just scattered, and nobody was connecting them into a plan.
The effect
“I was starting to get really nervous about exposure,” David said. “Are we going to run out of product? Am I not seeing something coming around the corner?”
The cost
The team placed a manufacturing order late, delivery slipped, and a product sold out while demand was still there. It wasn't one catastrophic loss. It was fees and lost sales, plus the occasional SKU going dark for a few days. On a team of two or three people, the bigger cost was time. Every hour spent chasing a fragmented piece of the picture was an hour not spent growing the brand.
What Bravo CPG owns for Future Method
Our team took a lot of the day-to-day ops work off David's plate immediately and owned it. His Bravo CPG team now owns both the demand plan and the retail work, with a wider team behind him.
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The first project was an inventory and demand plan, updated monthly and treated as a living tool rather than a document that gets built once and forgotten. Future Method's catalog makes that harder than it sounds. Most products ship as components that have to be kitted and built, and a single component can feed several different SKUs sold across Shopify, Amazon, Walmart, international, and retail. Demand differs by channel, so the plan has to hold all of that at once and still tell David what to order and when.
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When Future Method entered mass retail, David called Bravo the day the opportunity landed. The team helped him evaluate EDI platforms; he chose SPS, and Bravo stood up the entire order flow: EDI communications, order management with the 3PL, the handoffs to his finance partner and QBO, and the reporting that comes with a retail account.
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PO receipt through delivery or product - EDI communications, order management with the 3PL, the handoffs to his finance partner and QBO, and the reporting that comes with a retail account.
Why Bravo CPG over other alternatives
He'd weighed the alternatives. A solo contractor can give you five hours here and there, but they're a single point of failure, and as a fractional leader David didn't have the bandwidth to manage a bench of people himself. What he wanted was a team that already knows his business and scales as he does. “They're an extension of my team,” he said, the same way he thinks about his 3PL and his accountants.
The Result
“I have not done one thing in retail without Bravo there“
1) Recurring Problems Gone
“We haven't had a stockout we could have prevented. We have literally no late fees,” David said. The only disruptions left are the ones nobody controls - a supplier material delay or a container stuck at the port - and safety stock now absorbs those instead of turning them into lost sales.
2) A Monthly Plan
The monthly plan now gives him something he didn’t have before, which is confidence that the decisions he’s making off it are accurate.
3) Successful Retail Launch
The retail launch is live. Three SKUs are on shelves and orders are flowing. “I have not done one thing in retail without Bravo there,” David said.
Relatable? Here is what we can own for your brand.
Bravo CPG is a one-stop fractional operations partner built around end-to-end CPG supply chain management. We combine hands-on ownership with senior-level guidance, helping brands improve margins, drive revenue, and build the foundation required to scale. We embed into your team like in-house staff, providing the right expertise, at the right cost, at the right time.
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We manage & own retail orders from PO receipt to delivery confirmation and invoicing, so you drive OTIF, avoid chargebacks, and elevate your team so they can focus on strategy and growth. Get out of PO fire drill mode, and into growth mode.
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We act as the operational “air traffic control” for production - owning co-man coordination & relationship, purchasing, QA, and run reconciliation - saving you time and money by avoiding missed runs, stockouts, and cash tied up in the wrong inventory.
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We proactively manage your fulfillment partners, managing SLAs, inventory movements, fulfillment, and unblocking issues - so customers get what they expect, when they expect it, and you save money and headaches by hitting OTIF targets and eliminating chargebacks. Not happy with your 3PL? No problem. Our experts can help you source, analyze, choose and onboard a partner that is a great match for your brand.
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Done-for-you inventory management so you always have an accurate view. Bravo CPG will own your inventory management - inventory placement, replenishment rules, accurate inventory counts by location, and month-end reconciliation - so you always have the right inventory in the right place at the right time, improving turns and protecting cash.
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Avoid the missteps others have already made. Bravo CPG gives you the ability to afford and plug in a seasoned COO who sets the operational roadmap, drives accountability, and mentors you and your team - so you scale faster with less risk, better margins, and stronger cash flow. You need more than a consultant. You need an embedded operations leader.
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Gain the tightest 12-month forecast on inventory, production & producement that you’ve ever had. Let a highly-experienced Bravo CPG operations leader own your demand planning & supply planning, so you can produce confidently, reduce lost revenue due to stockouts/overstocks, and establish a cross-functional S&OP that drives material business growth.
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We own freight planning and execution - benchmarking carriers, coordinating domestic and international shipments, and tracking spend/performance - so you can prevent delays and stop margin leakage from avoidable freight costs and fire-drills.
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We build the operational groundwork behind a successful retail launch - EDI and item setup, 3PL validation, case pack and pallet configuration, and pipe fill - fully owned by operators who have done it before, so you hit your on-shelf date.
Learn More → -
System setups and integrations can be a time-suck, yet they are the bedrock of an operation. We help you select and implement the right ops tech tack (IMS/ERP/EDI) and lead the integration - so you get clean data, automated workflows, and real-time visibility into inventory, landed cost, and wholesale execution.
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