Account Dossier · Confidential

Shepherd Boy Farms

Premium freeze-dried pet food manufacturer and DTC brand. Vertically integrated from Greensburg, Indiana — SQF Level II certified, $50M facility expansion in progress. MH1 is growing the DTC channel from near-zero while the core B2B co-manufacturing business scales. Pulled from the working repo, Asana, Slack, and intelligence files as of 2026-04-30.

Compiled · 2026-04-30
Monthly Retainer · $30,000
Asana GID · 1214094196121431
Tier · 2
Contents
  1. The Client in One Page
  2. Account Team
  3. Client Contacts
  4. Channels Managed
  5. Active Priorities & Calendar
  6. Operating Cadence
  7. Data & Tooling
  8. Friction Points
  9. What Matters Right Now

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.

Est. Total Revenue
$6M–$15M
B2B + marketplace + DTC
DTC Revenue (Monthly)
~$5,500
Target: $30K/mo — significant gap
B2B Co-Mfg Revenue
$3M–$8M
40–55% of total; core moat
DTC Buyers (Total)
1,122
838 one-time · 284 repeat · 82 VIP
Meta Ads ROAS
0.3×
Food campaigns failed; treats pivot active
Email List
2,600+
Zero automation before MH1
Facility
175K sqft
Combined post-expansion · 20M+ lbs/yr
Repeat Purchase Rate
25.3%
Target 35% · industry avg 30–45%

MH1 Account Health (2026-04-30)

Sentiment Score
73
Client relationship healthy
Asana Score
20
Critical — 7 of 8 open tasks overdue
Open Tasks
8
7 overdue · delivery gap despite activity
Tasks Done (14d)
5
Work is happening, but backlog growing
Meetings (30d)
8
Strong client engagement
MH1 Margin
43.3%
$30K retainer · $17K team cost
Asana Score Anomaly: Sentiment is 73 (healthy) and meetings are frequent (8 in 30 days), yet Asana sits at 20 with 7 of 8 open tasks overdue. This signals execution debt — the client relationship is in good standing, but the team is behind on delivery. The gap between meeting cadence and task completion is a leading indicator of churn risk if not corrected in the next 2–3 sprints.

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)

StreamEst. Revenue% of TotalMH1 Role
B2B Co-Manufacturing$3M–$8M40–55%Not in scope — separate funnel
Amazon + Chewy (Marketplace)$2M–$5M30–40%Advisory only — data gap
Independent Retail (PFX)$500K–$2M8–15%Not in scope
DTC (Shopify)$200K–$350K3–5%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

P&L Hub — Bill Rate: $30,000/mo · Direct Cost: ~$17,000/mo (est.) · Gross Margin: 43.3% (est.) · View P&L Hub ↗
⚠ Roster Status Note — David Lorango (CMO) is listed in the P&L Hub client team but has been removed from the global roster. Darcy Rim (Creative) is also in a removed-roster state. Verify whether these engagements are still active and update P&L Hub accordingly.
NameRoleCost / moNotes
David LorangoCMO + Paid Search$5,000⚠ Removed from global roster — verify active status. Paid Search included in CMO rate.
Emily NeffContent / Organic Social$2,500Social content; also on FFC + MrXmas
Chris JohnsonEmail / Lifecycle$2,500Klaviyo; also on Swimply/Stocks/Soko/MrXmas/FastMold
Darcy RimCreative$2,000 est.⚠ Removed from global roster — verify active status
Cameron RzoncaPaid Social (shared)SharedShared across 4 accounts including SBF
Rafa GuidaOperations (shared)SharedCreative briefs + operations; on 6 accounts total
Rose Anne ProntoDesign (XA)~$1,600 est.Offshore; SBF + Soko split
Drew RagostaCopywriter (hourly)~$650 est.$65/hr · 10h/mo at SBF
Faisal AlKhalidiCMO (roster)SharedAlso on SBF per roster — possible second CMO or transition role. Verify with P&L Hub.
No Limit CreativeCreative / DesignSharedSBF web popup + landing page; shared with Soko + Swimply

Channel Coverage Map (per P&L Hub assignments)

ChannelCo-PilotStatus
CMO / StrategyDavid LorangoStaffed — verify roster status
Paid SearchDavid Lorango (included in CMO)Staffed — verify roster status
Paid SocialCameron Rzonca (shared)Staffed
Email / CRMChris JohnsonStaffed
Content / Organic SocialEmily NeffStaffed
CreativeDarcy Rim + No LimitStaffed — verify Darcy's roster status
AnalyticsNo co-pilot assigned in P&L Hub

3 · Client Contacts (SBF Side)

PersonRoleNotes
Ashton HoodFounder & CEO / primary decision-makerBuilt 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 TeamDTC / digital marketingSmall team (est. 2–5 people); managing Shopify, social, and day-to-day ops. Not fully staffed — MH1 is filling the marketing gap.
SBF OperationsManufacturing, B2B, supply chainManages 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

Needs Attention
Paid Social — Meta Ads
Owner: Cameron Rzonca · Treats-first pivot in progress
Food campaigns definitively failed at 0.19–0.30× ROAS ($200+ CAC) — not a creative or targeting problem but a product-market fit mismatch: cold audiences see a $40 bag at a fraction of kibble's size and bounce before they can be educated. Pivot to single-ingredient treats ($15.70–$20.90) with target CAC of $15–25. Treats-first strategy lowers commitment barrier, then email upsells to meals and subscriptions. Retargeting campaigns (4–8× ROAS on warm audiences) also in build. Video creative is the critical gap — competitors like Sundays for Dogs and Dr. Marty rely heavily on founder-led and UGC-style video; SBF is running static-only and is severely under-competitive in format depth.
Read-Only
Paid Search — Google Ads
Account ID: 7427822148 · MH1 access: read-only currently
Account is configured but unoptimized and MH1 has read-only access — full optimization requires elevated permissions. Highest-opportunity keyword clusters: problem/allergy search ("dog food for allergies" — 8–15K mo/vol, very high intent), category search ("freeze dried dog food" — 40–60K mo/vol), and Shopping feed. Phase 1 activation budget of $5K/mo projected to yield $12.5K–$22.5K in revenue at 2.5–4× ROAS. Google Search is likely the most efficient paid acquisition channel for SBF because search intent aligns perfectly with the novel-protein allergy-solver positioning. Access elevation to at least standard edit is a near-term unlock.
Building
Email / CRM — Klaviyo
2,600+ contacts · Zero flows active before MH1 engagement
MH1 building from a complete zero baseline: no welcome series, no post-purchase flows, no cart abandonment, no win-back before engagement started. Core flows in build: Welcome (3-email, $1.5K–$3K/mo projected), Post-Purchase Upsell treats→toppers→meals ladder ($2K–$5K/mo), Cart Abandonment ($500–$1.5K/mo), Browse Abandonment ($300–$800/mo), Win-back 60-day ($1K–$2.5K/mo). 30-day revenue target from email alone: $8,500–$19,700/month. List health issue: 2,600 contacts with zero segmentation — no separation by product type, buyer status, or dog size. SMS opt-in collection also pending. This is the highest-leverage owned-media buildout in the engagement.
Active
Organic Social
Owner: Social team · Content strategy in execution
Executing on the farm heritage angle — facility transparency, "how it's made" content, Ashton Hood founder story, single-ingredient treat education. SBF's unique creative angle that competitors can't replicate: they own the manufacturing, so facility tour / "we make food for other premium brands" content is exclusively theirs. TikTok is an untapped channel with high natural fit for pet content (dog treat reactions, facility tours, founder narrative). Pet content is among the highest-performing verticals on TikTok. Platform activation recommended within 30–60 days.
Active
Creative
Owner: Creative team · Static-heavy; video build critical
Current creative skews static product photography. Severe gap vs. competitive set on video formats: no founder-led video, no UGC-style video, no before/after allergy content. Top-priority creative productions: (1) Ashton Hood facility tour video — "This is where we make your dog's food. No outsourcing." (2) UGC-style dog treat reaction videos for Meta/TikTok acquisition. (3) Before/after allergy testimonial photo series — aligns with the novel-protein allergy-solver positioning. (4) "One ingredient" simplicity static ads. (5) Cost comparison infographic ($4.50/day vs. The Farmer's Dog at $8/day). Shopify PDP also needs a reviews widget and daily cost calculator — both blocking conversion rate improvement.

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

Asana Alert — 7 of 8 open tasks are overdue. With 8 meetings in 30 days and a sentiment score of 73, the team is clearly engaged and communicating well. But 7 overdue tasks against only 5 completions in 14 days signals a backlog management problem, not a relationship problem. The team is generating work faster than it is closing it. This needs a sprint reset this week.

P0 — Revenue-Generating Builds (Email Flows)

P1 — Paid Acquisition Pivot

P2 — Conversion Rate Improvements (Site)

P3 — Creative Production Pipeline

90-Day DTC Revenue Roadmap

QuarterDTC RevEmail RevSubscription RevTotal 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

PeriodOpportunityMH1 Prep Required
May (now)National Pet Month · Summer prep · "Travel-friendly freeze-dried" positioningTreat acquisition campaign live · email welcome series
June–AugustSummer outdoor season · travel packs · camping with your dog contentTreats volume push · toppers as travel supplement · Camping email series
SeptemberBack-to-routine · subscription pitch ("make feeding easy again")Subscribe & Save push campaign · replenishment reminder flow
Nov–DecBFCM and holiday gifting peak — 1.15–1.20× demand index · highest DTC volumeHoliday gift bundles · treat variety packs · BFCM email sequence · plan in Q3

6 · Operating Cadence

Asana Score Recovery Path

ActionScore ImpactOwner
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 ≤ 15Avoids overflow penaltyPM
Triage: close or remove tasks that are stale vs. truly overdueReduces denominatorPM + CMO

7 · Data & Tooling

Connected Platforms (via MH1 Middleware → BigQuery)

Critical Data Gaps

Systems Inventory

FunctionToolStatusMH1 Notes
E-commerceShopifyConnectedStore July 2024 · 40 products · order data in BigQuery
Email marketingKlaviyoBuilding2,600 contacts · flows being built from zero
Paid socialMeta AdsConnectedTreats pivot active · video creative gap critical
Paid searchGoogle AdsRead-onlyNeeds access upgrade to optimize
AnalyticsGA4PartialEvents not fully configured · CVR blind spots
Project managementAsana (GID: 1214094196121431)UnderperformingScore 20 · 7/8 tasks overdue
MarketplaceAmazon / ChewyNo dataLargest revenue channels with zero MH1 visibility
Distribution (retail)Pet Food Experts (PFX)Noted39 states, 6,200+ independent pet stores · not in MH1 scope
ManufacturingProprietary freeze-dryers · SQF Level II · Greensburg INStrong10-year track record · zero recalls · $50M expansion in progress

8 · Friction Points

  1. 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).
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. 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.
  8. 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.