1 · The Client in One Page
Shepherd Boy Farms — premium freeze-dried dog food, treats, and toppers manufactured in Greensburg, Indiana. Dual business model: (1) DTC via Shopify (~3–5% of total revenue, the MH1 growth focus), (2) B2B co-manufacturing white-label and private-label production for other pet brands (~40–55%). Total estimated revenue $6M–$15M annually. Founder Ashton Hood left corporate insurance to start a goat farm, built his own freeze-dryer when he couldn't afford commercial ones, and now operates a 75,000 sq ft SQF Level II certified facility with a $50M expansion (100,000 sq ft additional) targeting spring 2026 production start. Zero product recalls in 10 years.
MH1 Account Health (2026-04-30)
Brand Snapshot
Voice archetype: The Honest Farmer. Warm, straightforward, grounded — never corporate or performative. Primary brand color Forest Green #547C58 with Vibrant Green accent #2CB67E. Tagline: "Farm-fresh nutrition, freeze-dried for life." Values: God first, family second, business third. Quality over quantity. Radical transparency.
Revenue Mix (Estimated FY2025)
| Stream | Est. Revenue | % of Total | MH1 Role |
|---|---|---|---|
| B2B Co-Manufacturing | $3M–$8M | 40–55% | Not in scope — separate funnel |
| Amazon + Chewy (Marketplace) | $2M–$5M | 30–40% | Advisory only — data gap |
| Independent Retail (PFX) | $500K–$2M | 8–15% | Not in scope |
| DTC (Shopify) | $200K–$350K | 3–5% | Primary growth focus |
Product Ladder (DTC)
Single-ingredient treats ($15.70–$20.90) → Classic toppers / goat's milk ($13.99–$24.99) → Standard freeze-dried meals ($37.80–$41.95) → Premium/exotic recipes ($44.99–$119.99) → Subscribe & Save (15% off recurring). Treats drive acquisition volume; meal subscriptions drive LTV ($972–$2,988 per subscriber over 18 months). Key insight: exotic meals generate $42.50 contribution per unit vs. $6.30 for treats — every customer that climbs the ladder multiplies margin dramatically.
2 · Account Team
| Name | Role | Cost / mo | Notes |
|---|---|---|---|
| David Lorango | CMO + Paid Search | $5,000 | ⚠ Removed from global roster — verify active status. Paid Search included in CMO rate. |
| Emily Neff | Content / Organic Social | $2,500 | Social content; also on FFC + MrXmas |
| Chris Johnson | Email / Lifecycle | $2,500 | Klaviyo; also on Swimply/Stocks/Soko/MrXmas/FastMold |
| Darcy Rim | Creative | $2,000 est. | ⚠ Removed from global roster — verify active status |
| Cameron Rzonca | Paid Social (shared) | Shared | Shared across 4 accounts including SBF |
| Rafa Guida | Operations (shared) | Shared | Creative briefs + operations; on 6 accounts total |
| Rose Anne Pronto | Design (XA) | ~$1,600 est. | Offshore; SBF + Soko split |
| Drew Ragosta | Copywriter (hourly) | ~$650 est. | $65/hr · 10h/mo at SBF |
| Faisal AlKhalidi | CMO (roster) | Shared | Also on SBF per roster — possible second CMO or transition role. Verify with P&L Hub. |
| No Limit Creative | Creative / Design | Shared | SBF web popup + landing page; shared with Soko + Swimply |
Channel Coverage Map (per P&L Hub assignments)
| Channel | Co-Pilot | Status |
|---|---|---|
| CMO / Strategy | David Lorango | Staffed — verify roster status |
| Paid Search | David Lorango (included in CMO) | Staffed — verify roster status |
| Paid Social | Cameron Rzonca (shared) | Staffed |
| Email / CRM | Chris Johnson | Staffed |
| Content / Organic Social | Emily Neff | Staffed |
| Creative | Darcy Rim + No Limit | Staffed — verify Darcy's roster status |
| Analytics | — | No co-pilot assigned in P&L Hub |
3 · Client Contacts (SBF Side)
| Person | Role | Notes |
|---|---|---|
| Ashton Hood | Founder & CEO / primary decision-maker | Built his own freeze-dryer from scratch; extremely hands-on in product and manufacturing. "God first, family second, business third" — relationship approach matters. Primary approver for strategy, creative direction, and budget. Greensburg, IN based. |
| SBF Marketing Team | DTC / digital marketing | Small team (est. 2–5 people); managing Shopify, social, and day-to-day ops. Not fully staffed — MH1 is filling the marketing gap. |
| SBF Operations | Manufacturing, B2B, supply chain | Manages the $50M expansion execution, B2B client relationships, SQF compliance. Out of MH1 scope but critical business context. |
Note: SBF is a smaller, founder-led company vs. VC-backed clients. Ashton Hood is both the approver and the operator. All creative, spend, and strategy decisions route through him. Keep communications direct, warm, and data-grounded — never corporate or "marketing agency" toned.
4 · Channels Currently Managed
Not currently managed by MH1: Amazon PPC, Chewy marketing, B2B co-manufacturing lead gen, SEO content. Amazon and Chewy are the largest revenue channels (~$2M–$5M est.) but entirely opaque — no performance data connected. Amazon PPC activation ($4.5K/mo) projected at $11K–$19K monthly revenue — strongest near-term channel expansion opportunity not yet acted on.
5 · Active Priorities & Calendar
P0 — Revenue-Generating Builds (Email Flows)
- Welcome series (3-email) — new subscriber → first purchase · $1.5K–$3K/mo potential from 2,600 contacts
- Post-purchase upsell flow — treats → toppers → meals ladder · $2K–$5K/mo at current repeat base
- Cart abandonment recovery (3-touch) — industry 3–5% recovery rate · $500–$1.5K/mo
- Win-back 60-day — 838 one-time buyers are candidates · $1K–$2.5K/mo
- List segmentation — zero segmentation currently; by product type, buyer status, dog size
P1 — Paid Acquisition Pivot
- Meta treats-first campaign — launch and hit 1.0× first-purchase ROAS (from 0.3× food baseline)
- Meta retargeting build — warm site visitors, cart abandoners, email list custom audience · 4–8× ROAS
- Google Ads access elevation — request standard edit or higher from Ashton/team
- Google Search activation — allergy + category keywords · $5K/mo budget → $12.5K–$22.5K revenue projected
P2 — Conversion Rate Improvements (Site)
- Reviews widget on PDPs — no social proof on site currently; +0.3% CVR projected
- Daily cost calculator — "Costs $4.50/day for a medium dog" · addresses the price perception gap · +0.2% CVR
- Subscribe & Save surface area — currently buried; needs prominent placement on every meal/topper PDP · +5% subscription penetration
- Bundle offers — none visible on site; "Starter Bundle" (treats + topper + sample meal) · +$15 AOV
P3 — Creative Production Pipeline
- Ashton Hood facility tour video (30–60 sec for Meta; 15 sec for Stories/Reels)
- UGC dog treat reaction video brief — 3+ creators, TikTok-native format
- Before/after allergy testimonial photo series — 4+ customers sourced
- Cost comparison infographic — $4.50/day vs. premium delivery services
90-Day DTC Revenue Roadmap
| Quarter | DTC Rev | Email Rev | Subscription Rev | Total Monthly |
|---|---|---|---|---|
| Current (Q2 start) | ~$5,500 | $0 | $0 | ~$5,500 |
| 30 days (flows live) | $8,000 | $8,500–$19,700 | $500 | ~$18,000–$28,000 |
| 60 days (scale) | $12,000 | $15,000 | $1,500 | ~$28,500 |
| 90 days (optimize) | $18,000 | $10,000 | $5,000 | ~$33,000 |
Seasonal Calendar Overlaps
| Period | Opportunity | MH1 Prep Required |
|---|---|---|
| May (now) | National Pet Month · Summer prep · "Travel-friendly freeze-dried" positioning | Treat acquisition campaign live · email welcome series |
| June–August | Summer outdoor season · travel packs · camping with your dog content | Treats volume push · toppers as travel supplement · Camping email series |
| September | Back-to-routine · subscription pitch ("make feeding easy again") | Subscribe & Save push campaign · replenishment reminder flow |
| Nov–Dec | BFCM and holiday gifting peak — 1.15–1.20× demand index · highest DTC volume | Holiday gift bundles · treat variety packs · BFCM email sequence · plan in Q3 |
6 · Operating Cadence
- Sync Calls — 8 meetings in the last 30 days indicates regular weekly cadence with Ashton Hood. Strong engagement signal; Asana score (20) is the contrast to note.
- Asana Project — GID
1214094196121431. As of 2026-04-30: 8 open tasks, 7 overdue, 5 done in 14 days. Score: 20/100 (formula: 70 + done×4 − overdue×10 − open overflow penalty). A score of 20 indicates the overdue count is suppressing everything else. Target score of 60+ requires closing at least 5 overdue tasks this sprint and keeping new task intake at parity with completions. - Slack Channels — Primary client-facing channel and internal project channel. Based on account structure, communications with Ashton flow through Slack; risk if feedback arrives outside Asana (same pattern seen with other founder-led clients).
- Asana Score Formula (for reference):
max(0, min(100, 70 + done_7d×4 − overdue×10 − max(0, open−15)×0.4)). Current: 70 + (5×4) − (7×10) = 70 + 20 − 70 = 20. To hit 60: need done_7d ≥ 8 with overdue ≤ 3, or close 6 of 7 overdue tasks this week. - Deliverables cadence — Standard MH1 Mon/Wed/Fri delivery structure should be in place. Given the Asana gap, verify recurring delivery tasks are being completed and not just scheduled.
- B2B context — $50M facility expansion is a live operational event for Ashton. Spring 2026 production start means he is simultaneously running a major capital project and a marketing engagement. Meeting prep should acknowledge this — keep asks focused and decisions fast.
Asana Score Recovery Path
| Action | Score Impact | Owner |
|---|---|---|
| Close 6 of 7 overdue tasks (or reassign if blocked) | +60 pts (−overdue) | PM / co-pilots |
| Complete 8+ tasks in next 7 days | +32 pts (done) | Full team |
| Keep open task count ≤ 15 | Avoids overflow penalty | PM |
| Triage: close or remove tasks that are stale vs. truly overdue | Reduces denominator | PM + CMO |
7 · Data & Tooling
Connected Platforms (via MH1 Middleware → BigQuery)
- Live Shopify — 2,928 customers · 1,122 buyers · 40 products · store created July 8, 2024 · revenue since launch ~$178K
- Live Meta Ads — campaign data synced; ROAS and CAC tracked (food campaigns 0.3×; treats pivot in progress)
- Configured Google Ads — Account ID 7427822148 · read-only access · campaigns exist but unoptimized
- Building Klaviyo — 2,600+ contacts · flows being built by MH1 · no historical performance data yet
- Partial GA4 — configured but analytics maturity rated 2/10; no conversion event pipeline established; limits CVR measurement and paid channel attribution
Critical Data Gaps
- RED Amazon performance data — largest revenue channel ($2M–$5M est.) with zero visibility. No BSR, review counts, PPC data, or conversion rates. Can't optimize what can't be measured. Amazon Seller Central access or data sync is the single highest-leverage data unlock.
- RED Chewy performance data — same gap. Chewy generates $50K–$200K/mo estimated with unknown autoship penetration and review score.
- RED Subscription penetration — estimated <5% of repeat buyers on Subscribe & Save but exact number unknown. Blocks subscription revenue modeling.
- RED B2B pipeline visibility — co-manufacturing revenue is 40–55% of total but not tracked. New facility needs co-manufacturing contracts to fill 3× capacity — unfilled capacity = ~$250K/month in unrealized revenue. B2B lead gen is outside MH1 scope but should be flagged to Ashton.
- WATCH GA4 conversion events — not fully wired. Checkout completion, add-to-cart, and PDP engagement events need implementation to enable proper funnel analysis and paid channel ROAS validation.
- WATCH Cart abandonment rate — unknown (industry avg 65–75%). Without GA4 event data, cart abandonment flow effectiveness can't be properly measured.
Systems Inventory
| Function | Tool | Status | MH1 Notes |
|---|---|---|---|
| E-commerce | Shopify | Connected | Store July 2024 · 40 products · order data in BigQuery |
| Email marketing | Klaviyo | Building | 2,600 contacts · flows being built from zero |
| Paid social | Meta Ads | Connected | Treats pivot active · video creative gap critical |
| Paid search | Google Ads | Read-only | Needs access upgrade to optimize |
| Analytics | GA4 | Partial | Events not fully configured · CVR blind spots |
| Project management | Asana (GID: 1214094196121431) | Underperforming | Score 20 · 7/8 tasks overdue |
| Marketplace | Amazon / Chewy | No data | Largest revenue channels with zero MH1 visibility |
| Distribution (retail) | Pet Food Experts (PFX) | Noted | 39 states, 6,200+ independent pet stores · not in MH1 scope |
| Manufacturing | Proprietary freeze-dryers · SQF Level II · Greensburg IN | Strong | 10-year track record · zero recalls · $50M expansion in progress |
8 · Friction Points
- Asana score of 20 is the primary operational alarm. Seven of eight open tasks are overdue. With 8 meetings in 30 days and a 73 sentiment score, this is clearly not a relationship problem — it is a delivery and task management gap. The team is generating plans and alignment in meetings but not converting them into closed tasks. Root causes likely include: tasks without clear owners, overdue items sitting stale instead of being triaged, or scope creep from a broad engagement (5 channels simultaneously at an early build stage).
- DTC revenue is at ~$5,500/month against a $30K/month target. That's an 18% run rate against target. The gap is structural — before MH1, there was zero email automation, failed paid acquisition, and limited DTC presence. The path exists (treats-first + email flows + CVR improvements = $30K/month in 6–9 months) but every week of delay on launching flows leaves money on the table from a 2,600-contact list that is currently doing nothing.
- Meta Ads pivot is not yet producing. Food campaigns were stopped (correct) but the treats-first pivot result is still TBD. The $200+ CAC from food campaigns means there is no reliable paid acquisition channel yet. Until the treats pivot achieves 1.0× ROAS or better, paid spend is effectively on hold as a growth lever.
- Google Ads is read-only and effectively dormant. The account has campaigns but MH1 can only observe, not optimize. Problem-intent search ("dog food for allergies") is estimated at 3–5× ROAS for SBF's positioning. Access elevation is a quick win blocked by a permissions conversation that hasn't happened yet.
- Video creative is absent and the competitive set requires it. The top performers in DTC pet food (Sundays for Dogs, The Farmer's Dog, Dr. Marty) are running founder-led video and UGC at high volume. SBF is competing with static-only creative. This is an existential gap for Meta and TikTok performance at scale — static ads will ceiling quickly even after the treats pivot.
- Amazon and Chewy generate an estimated $2M–$5M annually but are a black box. MH1 has no data access, no optimization lever, and no visibility. If the marketplace algorithms shift or competitor listings gain ground, there is no early warning signal. Connecting Amazon Seller Central data is the highest-leverage data action not yet taken.
- The $50M facility expansion creates a parallel operational demand on Ashton Hood. He is executing a $50M capital project (workforce doubling to ~100, equipment commissioning, SQF recertification of the new facility) simultaneously with the MH1 DTC engagement. This means approvals and strategic direction may arrive in compressed windows. Asynchronous communication clarity and tight, decision-ready briefs are more important here than with larger client teams.
- Repeat buyer AOV is $34 against a target of $80+. 284 repeat buyers are purchasing at less than half of target AOV. The product ladder strategy (treats → toppers → meals → subscriptions) is the fix, but requires post-purchase email education and upsell flows that don't yet exist. Every week the post-purchase flow is not live, ~284 repeat buyers receive no upsell messaging.
9 · What Matters Right Now
- Triage and close the Asana backlog this week. Seven overdue tasks with a score of 20 is the most urgent operational issue on the account. Call a 30-minute team sync, go task by task: mark done if complete, reassign if blocked, delete if no longer relevant. The goal is to exit the week with fewer than 3 overdue tasks and a score above 45. Do not let this persist another sprint — it is a leading indicator of churn risk even with high sentiment.
- Launch Klaviyo flows in the next 14 days — this is the single highest-revenue action. A 2,600-contact list with zero email automation is leaving an estimated $8,500–$19,700/month on the table. Start with: (1) Welcome series on new subscribers, (2) Post-purchase upsell treating buyers→toppers→meals, (3) Cart abandonment. These three flows alone, at industry benchmarks, cover 60–80% of the email revenue target. Every additional week of delay is a compounding opportunity cost.
- Get a concrete ROAS read on the Meta treats-first pivot within 2 weeks. The hypothesis (treats at $16 → 1.0× first-purchase ROAS vs. food at 0.3×) needs validation data. If the treats pivot is working (≥0.8× ROAS), scale. If it is underperforming, adjust creative direction — the allergy angle, UGC format, and goat's milk topper as an even lower-resistance entry point are the next variations to test.
- Have the Google Ads access conversation with Ashton this week. Read-only access is blocking one of the highest-ROAS channel opportunities. Problem-intent search ("dog food for allergies," "novel protein dog food") is estimated at 3–5× ROAS for SBF's positioning. A $3K/month budget test on allergy + category search could return $9K–$15K. This is a permissions conversation, not a strategy question.
- Commission the Ashton Hood facility tour video as a creative priority. It is the one creative asset that competitors structurally cannot replicate — they outsource manufacturing and can't show a real SQF Level II facility with proprietary freeze-dryers. This single video (30 sec Meta cut + 60 sec organic/TikTok cut) unlocks: Meta prospecting performance improvement, TikTok channel activation, organic social content foundation, and brand differentiation at the awareness layer. Brief it now even if production is 4–6 weeks out.
- Surface Subscribe & Save prominently on all meal and topper PDPs. Subscription penetration is estimated below 5% vs. a 15–20% industry benchmark. At 150 subscribers × $65/month, this is $9,750 in recurring monthly revenue. The fix is mostly a Shopify theme change (feature the S&S toggle, highlight 15% savings, add "pause anytime" language) — not a full development project. This should be a 1-week sprint item.
- Install a reviews app and import Amazon reviews to Shopify PDPs. There is no social proof widget on the site. SBF has Amazon reviews that can be imported via a Shopify reviews app (Okendo, Judge.me, or Yotpo). Missing reviews is estimated at −0.3% CVR. On 3,000 monthly sessions at 2% CVR and $50 AOV, that is $450/month in recoverable revenue — low effort, high confidence. This is a 2–3 day implementation task.
- Brief Ashton on the B2B capacity utilization risk as a strategic context item. The new 100,000 sq ft facility introduces 55% idle capacity in Year 1. Every month of unfilled co-manufacturing capacity = ~$250K in unrealized revenue and $80K+ in fixed costs. This is outside MH1 DTC scope but it is Ashton's most significant business risk. Flagging it as a "we see this from the data" advisory item — not a deliverable ask — builds strategic trust and demonstrates full-business perspective.
Caveat on numbers: Business revenue figures (B2B, marketplace, total) are estimates derived from industry benchmarks, facility capacity analysis, and available public data — SBF is bootstrapped and privately held with no disclosed financials. DTC figures (1,122 buyers, $178K since launch, 2,600 email contacts) are from connected Shopify and MRD data. Asana metrics (score: 20, open: 8, overdue: 7, done 14d: 5) are from the Supabase snapshot as of 2026-04-30. Sentiment (73) reflects Fireflies + Slack composite scoring. P&L ($30K retainer, $17K cost, 43.3% margin) is from the PL Hub as of 2026-04-30.