Why Strategic Planning Is One of the Smartest Investments You Can Make
Imagine driving to a destination without Google Maps. You kind of know the way... but you still want those real-time traffic updates, right? That’s what a strategic plan is for your business — the live GPS that keeps you on track, warns you of roadblocks, and helps you take the smoothest route to growth.
At Beer Number, we help ambitious businesses like yours chart that course. Not with generic advice, but with tailored strategic planning rooted in what actually matters to you — your margins, your mission, and your momentum.
Case Study: From Guesswork to Game Plan
🍻 Business Type: Brewery, Cidery, Distillery (growing fast!)
📍 Location: Vancouver, BC
🎯 Objective: Boost cash flow + make smarter business decisions
The Challenge
Let’s take a client we worked with — a fast-growing business full of creativity and momentum. They had big ideas and no shortage of drive. But behind the scenes?
There had been a few leadership changes, and despite having a financial accountant on the team, they didn’t have the kind of clarity they needed to steer the business forward. They were asking the right questions — like, “Which products are really working for us?” and “Where should we invest next?” — but couldn’t get clear, simple answers.
As the owner put it:
“There were a lot of projects we were experimenting with, and every time we asked for a straightforward answer—felt like wading through a maze of ‘it depends’. Sean at Beer Number was the first to cut through the noise and actually show us the path forward”
The Solution
A trusted margin whisperer.
Sean stepped in, not just with spreadsheets — but with strategy.
He spent time with the owners and team to truly understand where they needed clarity. Then, using his deep knowledge of both finance and the beer business, he translated their real-world concerns into actionable goals.
Together, they created a set of practical recommendations tailored to their growth stage, business model, and team capacity. This wasn’t about adding more work — it was about making the work smarter.
The Result
Full steam ahead — with clarity, confidence, and control.
With Beer Number’s help, the brewery finally had a clear view of its margins, right down to the SKU level. For the first time, they knew:
Which products were driving profit
Which ones were draining resources
Where to grow next
And where to pull back
That financial visibility gave them newfound confidence. And as trust grew, Sean became a go-to strategic partner — helping with high-impact decisions and future-facing projects.
“Sean at Beer Number immediately pinpointed high-impact, simple changes that gave our cash flow an instant boost. His insights also led us to strategically focus on our high-margin products and eliminate the ones that weren’t pulling their weight. A game-changer for our bottom line”
Our Strategic Framework: Here’s What to Expect
Our process isn’t about overhauling everything — it’s about creating clarity so you can make confident, high-impact decisions.
Step 1: Discover
We kick off with a business diagnostic — a guided deep-dive that helps you articulate what’s working, what’s not, and where you want to go.
Step 2: Define
We interpret the signals — from financial data to team dynamics — and map out opportunities, bottlenecks, and your unique edge.
Step 3: Design
Together, we craft a custom strategic and operating plan:
Clear goals
Margin-enhancing initiatives
Aligned resources
Actionable next steps
What You’ll Walk Away With
In 30 days, you’ll have:
A strategy you can actually use — simple, smart, and aligned with your business goals
Clarity on which initiatives to pursue, pause, or drop
A confident pricing structure (no surprise fees here — everything’s custom and transparent)
And a trusted partner who gets it — no more “well, it depends”
“My client? They walked away with a crystal-clear margin report — for the first time ever, they had SKU-level visibility into which products made money and which didn’t. That data unlocked new levels of confidence, and they started handing us more strategic projects soon after.”
An Invitation for Founders Ready to Level Up
You’ve got great ideas. A strong team. Maybe even a few big moves in the pipeline. But without a strategy, it can feel like you’re throwing darts in the dark.
If you’re a founder who’s serious about building lasting value — and tired of second-guessing what to do next — we’d love to talk.
Let’s Build Your Roadmap
Schedule a free discovery meeting. No pressure, just real talk about where you are and where you want to go.
Let’s unlock the full potential of your business — together.