Modus Planning

Modus Planning

Software Development

Baltimore/Washington, DC area, MD 1,882 followers

Your CPG brand's bottom up planning infrastructure: Demand Plan | Supply Plan | Trade Promotion Management | Deductions

About us

Innovative, empowering and practical applications are what defines us. We believe that having a world-class technology infrastructure shouldn't be reserved for the Fortune 500. At Modus Planning, we strive to deliver a platform that unites teams from sales, ops, and finance to operate from a singular source of truth, driving significant value to our clients, while always welcoming feedback to spur continuous improvement. Modus Planning is a small team with a disruptive vision. We are convinced that, even in the 21st century, there are significant opportunities to refine business processes to impact both the top and bottom line. Our applications are consciously developed for the Consumer Packaged Goods industry, highly focused on benefiting the sales operations and supply chains of companies of all sizes. Our platform is fun to use and even easier to learn. Our flagship web-based application, Modus Planning, employs a bottom-up, variable-based planning methodology that can be implemented across the entire firm. All departments, including sales, operations, marketing and finance, can collaborate on Modus Planning to benefit from a fully integrated demand plan. We would love to hear from your brand to determine how Modus Planning can help "make your plan a reality."

Industry
Software Development
Company size
2-10 employees
Headquarters
Baltimore/Washington, DC area, MD
Type
Privately Held
Founded
2016
Specialties
Demand Planning Applications, Supply Chain Applications, Organizational Communication, Consumer Packaged Goods, Trade Promotion Management, Vendor Managed Orders, sales planning, bottom-up demand planning, connected planning, brand excellence , CPG brand management, Sales Forecasting, Distribution, Deductions, and supply chain management

Products

Locations

Employees at Modus Planning

Updates

  • View organization page for Modus Planning, graphic

    1,882 followers

    🔺 Just like Maslow's Hierarchy of Needs guides human fulfillment, our CEO Ryan Moore has crafted Modus Planning's TPM Hierarchy of Needs to guide brands through the complexities of trade promotion. From foundational tactics to optimal performance, this model helps CPG brands build smarter strategies for growth and success. Read the article to learn how to elevate your trade promotion strategy and take your brand to the next level 🚀 💪 Save it for later, tag a friend below who could use this! #CPG #TradePromotion #GrowthStrategy #TPM #BusinessOptimization #ModusPlanning

    The TPM Hierarchy of Needs: Elevate Your Trade Promotion Strategy

    The TPM Hierarchy of Needs: Elevate Your Trade Promotion Strategy

    Modus Planning on LinkedIn

  • View organization page for Modus Planning, graphic

    1,882 followers

    Thanks for the insight Max Baumann! We 100% agree with this list and appreciate calling out #3 & #5, not many people consider those or know how to tackle these issues! Modus Planning software addresses both of those real problems by using various data sources to provide scaling brands insight into potential voids / OOS issues and an inefficient supply chain opps at both Distributor DC and manufacturing DC levels!

    View profile for Max Baumann, graphic

    Inc. 500 CEO @ Basemakers | Wharton Fellow | Helped scale 300+ CPG brands in retail | Follow us on our journey of building a world-class sales agency that builds brands from $0 → $100mm+

    🚨Why do most CPG brands fail?!🚨 Here are 5 themes I’ve seen from working with >300 CPG brands at Basemakers … 1️⃣Poor Product-Market Fit This is often the most critical factor. I've seen well-funded teams fail because their product didn’t stand out from what’s already on the shelf. On the flip side, bootstrapped brands with inexperienced teams have succeeded due to high demand, which eventually attracts both talent and investors. Refine your Product-Market Fit through the 5 Cs: [Company strengths, Competitor vulnerabilities, Climate, Collaborators, Customers] than work on Segmenting, Targeting & Positioning into 4 Ps: [Product, Price, Place, and Promotion.] 2️⃣Weak Route-to-Market Plans & Weak Sales Force Some brands target the wrong channels or expand too quickly without understanding trade spend & the cash flow cycle. This often leads to running out of money. When you’re short on cash and seeking investors without a strong sales story, it’s tough to raise the funds needed to stay afloat. A brand must also be able to successful sell into the right doors (with adequate sell through suport) in line with their plan to hit revenue goals 3️⃣Inadequate Sell-Through Support Retail CPG is a physical business. Many brands fail to plan for VOIDs, out-of-stocks, or poor shelf placement. A beverage placed on the bottom corner of a dry shelf in a conventional grocery store is unlikely to gain traction without proactive support. 4️⃣Lack of Funding Let’s face it: CPG is expensive. There are the ocassional stories of bootstrapped brands that hit it big but those are few and far between. Most emerging brands launch without adequate capital to support the brand in retail. There is a misconception that once you get on shelf the product will sell itself. The founder should spend time cultivating a network of investors early on before they need the money while they build out early velocity success stories in a focused way. 5️⃣Overlooking Operations and Supply Chain Inefficient supply chain management or inability to meet production demand can cripple a brand. As you scale, operational hurdles like delayed production or inconsistent product quality can lead to lost retail partners and consumer trust. S/O Simon Solis-Cohen for asking.

  • View organization page for Modus Planning, graphic

    1,882 followers

    💵 Raising money now or planning to in the near future ?? 💵 For growing consumer packaged goods brands, raising capital is often a crucial step towards scaling operations, expanding market reach, and achieving long-term success. However, the process of attracting investment can be complex and fraught with potential pitfalls. To help you navigate this critical phase, we’ve compiled a list of dos and don’ts to guide you through raising money effectively. 👉 At Modus Planning, we specialize in helping CPG brands develop best-in-class practices that help set you up for successful fundraising 💲💲💲 Are you Ready to Implement Best-in-Class Processes for Your CPG Brand??? 📩 Contact us today to learn how we can support you in achieving your growth objectives. #cpg #growth #raisingmoney #cpginvestment #cpgbrands #fundraising

  • View organization page for Modus Planning, graphic

    1,882 followers

    In a bold move on Tuesday, the 155-year-old iconic brand Campbell's Soup has decided to drop "Soup" from its name, signaling a major shift in focus toward its rapidly growing snack sector. 🥣➡️🍪 This transformation highlights an important trend in the CPG industry: SNACKS ARE BOOMING. Consumers are demanding more convenient, on-the-go options, and brands are responding by expanding their portfolios to cater to these evolving preferences (while hopefully keeping innovative, sustainable packaging options top of mind 🌍 💚 ). At a time when health-conscious, indulgent, and functional snacks are leading the charge, it’s no surprise that brands like Campbell’s are reimagining their identity to capitalize on this growth. So, what can we take away from this shift? 🔑 Diversification is key: Brands are increasingly relying on the flexibility of their product offerings to meet the needs of busy consumers. 🔑 Convenience-driven innovation: Smaller, portable options that cater to changing eating habits are leading the charge in the snack industry. 🔑 Functional foods on the rise: Snacks that offer health benefits—whether it’s added protein, fiber, or adaptogens—are shaping the future of this category. 🔑 Consumer loyalty isn’t static: Brands need to stay ahead of trends and reimagine their portfolios to stay relevant in an ever-changing marketplace. As the snack sector continues to grow, Modus Planning is here to help brands as they scale. Our platform: ✅ Drives visibility into all aspects of your business, from retailer trade spend metrics (gross to net) to seamless inventory projections across DCs. ✅ Is a game changer for 2025 forecasting and tracking, providing brands with the tools they need to succeed in a competitive market. ✅ Integrates data from various sources to deliver a bottoms-up sales forecast that informs your demand plan and strengthens your planning process. We want to know: How are you planning for 2025? 🍿🍫🥨 #CPG #SnackingIndustry #ConsumerTrends #Campbells #Innovation #Growth #Snacks #DemandPlanning #TradeSpend https://lnkd.in/g279cc-K

    Campbell Soup Company Is Changing Its Name After 155 Years

    Campbell Soup Company Is Changing Its Name After 155 Years

    delish.com

  • View organization page for Modus Planning, graphic

    1,882 followers

    For anyone looking for plans this weekend, Liquid Death has got ya covered! Sign us up for the judging panel ! 🙋♂️🤘 🙋♀️

    View organization page for Liquid Death, graphic

    120,284 followers

    We’re looking for 3 NASCAR fans to become Pro Drivers for Liquid Death Iced Tea. Just like an actual NASCAR driver, you too will get a paid endorsement contract and drive around in your own car wrapped in logos. Now that Liquid Death is the Official Iced Tea of NASCAR, we’re searching for three fans to become Liquid Death Pro Drivers. Earn one of the spots, and you’ll get a $30,000 sponsorship contract, an official Liquid Death car wrap, and custom apparel with your face on it. And like any other professional endorser, we’ll hook you up with free Liquid Death Iced Tea for a year. To qualify to be in the running for a pro contract, stand in front of your car and film yourself chugging a can of Liquid Death Iced Tea in under 18 seconds. Then post it to Instagram or TikTok with #LiquidDeathProDriver. We’ll be looking for style and speed. Learn more: https://bit.ly/4gn5Ruv

  • View organization page for Modus Planning, graphic

    1,882 followers

    Now that things are finally settling down post-expo, Just wanted to say a huge congrats to the Newtopia Now team in Denver on launching an amazing first edition! 👏 Haley Milano & Zachary Watson—wishing the show continued success for many years to come! It was an exciting show for us as our team continues to grow- with attendance spanning multiple departments including Customer Success, Sales, Marketing, and Exec Leadership 💪 Feedback we’ve heard (and from our own experience) was that the smaller format and structure of the event led to more meaningful and productive conversations. Special shout-outs to Startup CPG, Run The Numbers, Full Good Fulfillment & Logistics, SPINS, and NielsenIQ for sparking some great discussions! We especially loved the addition of the marketplace format and, of course, connecting with so many of our customers in person—special shout-outs to the Actual Veggies, EO Products, Flow Mineral Spring Water and Chocolove Premium Chocolate teams! 🌿 💚 🍫 It was wonderful to meet with so many incredible brands at the show, with a clear trend of added mushrooms, adaptogens, and proteins that kept us fueled and buzzing naturally each day. Big props to Rasa® for their stand out experiential marketing campaign, slinging their powerful adaptogenic coffee alternatives! It was also exciting to see Dr. Bronner's new sustainable cartons and milkadamia’s innovative flat packs—can't wait to see these on shelves soon! 🌱 Looking forward to what future editions of the show will bring! 🚀 #NewtopiaNow #CPG #TradeShows #Innovation #Sustainability #NaturalProducts

  • Modus Planning reposted this

    View profile for Ryan Moore, graphic

    Co-Founder & CEO at Modus Planning | High-Growth CPG Mentor

    Modus Planning is finally getting the word out! After several years of primarily organic word-of-mouth growth, it's time for us to take that next step and build our Marketing team! If you know anyone who has scaled vertical B2B SaaS, ideally with #CPG experience, feel free to repost this and/or share it with them! The future of how brands go-to-market has never been brighter, I'm so excited to build out the team!!!

  • View organization page for Modus Planning, graphic

    1,882 followers

    Planning for 2025? Need P&Ls by retailer or by SKU? Let's make it your best year yet! 💪 Over the past year, we’ve been working diligently to incorporate feedback from our clients and across the industry to elevate our (not to toot our own horn... but *already amazing*) trade promotion forecasting and actualization capabilities ... and bring it to new heights. We are thrilled that these enhanced capabilities are now live! 🎉 🎉 Are you looking for visibility into any of the following?  ♦ Forecasting by Retailer & Customer Ship-To: Complicated routes to market are our specialty. Poor forecasting can lead to spoilage or OOSs, directly impacting your bottom line. ♦ Complex Data Management: Handling large volumes of data from various sources - distributor data, consumption data, and order management data - can be overwhelming and time-consuming. ♦ Promotion Tracking: Lack of visibility into promotion performance can hinder decision-making. ♦ Fragmented Reporting: Accessing and analyzing P&L by customer, retailer, product can be cumbersome. ♦ Actualization Discrepancies: Inaccurate deductions and promotions can lead to financial inaccuracies and strained retailer relationships. We're here as a resource as you scale to help dramatically increase visibility and drive profitability to new heights -- DM us if you want to understand how we can help take your demand planning, trade management, and inventory visibility to the next level 🚀 #cpg #cpgindustry #cpgcommunity #tech #innovation

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