7 Lessons From 7 Years of Supporting Growing Retail Brands

         Happy anniversary Boon! We all work remotely, so try to get together twice per year to celebrate in-person. This is a quick snap from our summer get-together.  

Reflecting on seven years of helping product-based brands scale sustainably through better inventory planning, smarter forecasting, and human-centered business growth.


Phew! It feels like just yesterday we were getting Boon off the ground—but here we are: 7 years, 16 team members, 60+ happy clients, and countless demand plans, forecasting tools, and spreadsheets later.

In honor of this milestone (and our brand-new rebrand!), we’ve been reflecting on the lessons we’ve learned while helping retail and DTC brands strengthen their inventory planning, improve cash flow, and grow sustainably.

Here are seven lessons from seven years of building Boon—and building up our clients.

  1. You must to create goals (Yup, seriously).

Boon started as a dream—a place where experts could grow professionally without sacrificing the rest of their lives. But dreams become businesses only when they’re translated into direction.

Every year, before diving into another cycle of retail calendars and demand planning, we sit down and review:

  • What worked

  • What didn’t

  • What to improve

  • What to add or eliminate

  • How we want to grow

This started with Mary alone in her solopreneur era, and eventually evolved into multi-day strategy sessions with our VP of Solutions.

Why?
Because every “yes” to something unimportant becomes a “no” to something that matters.

Creating goals is foundational—for Boon, for our clients, and for any brand that wants to scale sustainably rather than reactively.

2. “Hope is not a strategy.”

Hope is an essential part of life—but it’s certainly not a strategy to rely upon when it comes to work. That’s why this little phrase has become a favorite catchphrase among our team. At Boon, strategizing ties into everything we do—from creating goals, to forecasting, to working with experts. When we create our yearly goals, identify an area that could improve upon, or have a new idea, the VERY NEXT STEP is creating a strategy for implementation. If your goal is to get across the river, you need to first figure out a way to do it without just diving in head first.

We put strategy behind everything we do at Boon—from new client acquisition and satisfaction to team engagement. Developing strategy has enabled Boon to continuously grow year over year—and not just when it comes to headcount, but in a dollars in the bank kind of way! Strategies need to continually be refined, so stay hungry because what worked last year won’t necessarily work this year—and that’s just as true for our client approach as it is for our team internally.

3. Even the forecasters have to forecast.

We preach forecasting… because it works. And because we use it ourselves.

Internally, we forecast:

  • Labor needs

  • Revenue scenarios

  • Client retention and growth

  • Upside and downside risk

  • Hiring timelines

  • Workload balancing

Forecasting isn’t about perfection—it’s about preparedness.

Knowing your high and low thresholds gives you the confidence to:

  • Hire at the right time

  • Say yes to growth opportunities

  • Navigate uncertainty

  • Avoid emergency-mode decision-making

Forecasting + strategy + clear timelines = a roadmap for scalable success.

4. Even experts need help sometimes.

Yes—even us.

Just like our clients benefit from outsourcing inventory planning, demand forecasting, and sales analysis, we’ve learned that Boon grows best when we outsource too.

Over the years, we’ve partnered with:

  • CPAs & accountants

  • Legal teams

  • Branding & marketing agencies

  • Copywriters

  • Fractional executives

  • IT specialists

External expertise accelerates growth. It reduces risk. It eliminates trial-and-error. It lifts the burden off your internal team.

The same way Boon upgrades our clients’ planning processes, experts upgrade ours.

5. It’s OK to be scared—do it anyway (and quickly).

Starting a business is scary. Hiring is scary. Launching new initiatives is scary.

But waiting until you’re 100% certain?
That’s how businesses stall.

In our experience:

  • You set the goal

  • Build the strategy

  • Understand the risk

  • And then… you go

Because “perfect” is the opposite of “done.”
In retail, waiting often means missing the window completely.

Progress beats perfection every time.

6. Empower your team to be intrapreneurs—and then step back.

One of the most intentional parts of Boon’s culture is trust.

Every Boon consultant:

  • Sets their own schedule

  • Manages their own workload

  • Works directly with clients

  • Creates tools, analysis, and recommendations independently

  • Brings new ideas to leadership

  • Helps innovate the business

We don’t micromanage.
Because autonomy helps people thrive—and when people thrive, clients win.

This intrapreneurial model is why our team is deeply engaged, invested, and innovative. It’s also why our clients receive work that goes above and beyond a typical “consultant output.”

7. Take the time to celebrate—because entrepreneurs rarely do.

As business owners, we’re constantly moving the goal posts. There is always another initiative, another fire, another opportunity.

Celebrating can feel… irresponsible. Or inefficient. Or indulgent.

But here’s the truth:
Celebration is fuel.

It:

  • Boosts morale

  • Anchors your progress

  • Prevents burnout

  • Strengthens your team

  • Helps you remember why you’re doing this

Your business is here because of the effort you’ve poured into it. Taking time to acknowledge how far you’ve come isn’t frivolous—it’s necessary.

It has truly been our pleasure.

Whether you’ve partnered with Boon before or we haven’t met yet—we’re grateful for every brand that’s let us play a role in their growth.

The past seven years have been filled with lessons, laughter, spreadsheets, breakthroughs, and big wins. And we’re just getting started.

Here’s to the next seven years of:

  • Smarter demand planning

  • More confident inventory decisions

  • Fewer stockouts

  • Less dead stock

  • Better cash flow

  • More empowered founders

  • And sustainable, scalable growth for every brand we touch

Cheers to seven years—and to many more.
If you want Boon in your corner for the next chapter of your growth, we’d love to meet you.

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