Get the D2C Marketer’s Financial Toolkit

Turn platform metrics into profit decisions. Set CAC payback targets, plan with contribution margin, and make cash-safe spend calls - in minutes, not months.

Get the D2C Marketer's Financial Toolkit

Turn platform metrics into profit decisions. Set CAC payback targets, plan with contribution margin, and make cash-safe spend calls - in minutes, not months.

Includes:

  • Powerful plug-and-play Financial Toolkit (starter version)

  • Quick start short videos for easy& fast setup.

  • Preloaded sample data for functional testing.

  • BONUS: 5-day email course • Beyond ROAS ebook sample • Finance ⇄ Marketing Assessment

Get CFO Level Clarity Today - $0

What You Get:

Plug and play diagnosis and modeling built with 7-9 figure D2C brands and real CFO feedback. Turns marketing metrics into profit decisions in minutes.

What It Does For You:

  • Pre-onboarding audit: Spot waste and set expectations before you start.

  • Set targets based on profit targets and CAC payback, not ROAS.m

  • Present results in CFO-friendly language

Easy export/import from eCommerce platforms or automate with 3rd party tools.

Get the Starter Toolkit today and get these BONUS gifts:

Marketer's Financial Toolkit

What You get

  • Plug-and-play toolkit for margins, CAC, contribution profit, and LTV - refined with CFO feedback.

  • Audit before onboarding (spot waste, set expectations).

  • Set KPI targets by contribution profit & CAC payback (not ROAS)

  • CFO-friendly outputs you can take into strategy calls.

5 Day Finance 101 Email Course

  • Get foundational finance concepts delivered to you.

  • Covering Unit Economics, P&L fluency, Pricing, and more.

Beyond ROAS Book Sample

  • Paradigm shifting chapters from the Beyond ROAS book

  • Includes full D2C Metrics glossary and 8-figure brand transformation case study

Marketing <> Finance Assessment

  • Anonymous assessment to identify where you are in marketing <> finance alignment.

  • Get insight into WHERE you can focus to move the needle in your knowledge.

Is This For You?

Not for you if:

  • You're just getting started in D2C marketing

  • You mainly work with local/small biz clients or B2B lead gen - this is designed for D2C eCommerce

  • You'd prefer to close your eyes and hope that you're driving profit without really knowing

  • You're perfectly happy using metrics like ROAS as your KPIs

Perfect for you if:

  • You're a D2C Operator, Agency Founder, Head of Growth or CMO

  • You're scaling spend but not sure if it's actually profitable

  • You need financial clarity without becoming an accountant

  • You're making decisions based on ROAS because you don't have anything better

  • Your CFO, investors, or clients keep questioning marketing's impact - and you can't answer

    with confidence

Questions Smart Operators Ask

Do I need advanced finance skills?

No. The toolkit is built for marketers and operators, not accountants.

Everything uses plain language, and the Starter version comes with example data so you can see how it works before plugging in your own numbers.

Will it work if I’m not on Shopify?

Yes - the toolkit can work with any platform that can export the required data including WooCommerce, Big Commerce and even Magento (new/repeat data may not be available with Magento without a 3rd party tool).

What’s the catch?

There isn't one. The Starter Toolkit is genuinely free - no credit card, no trial expiration.

We built it because operators who see their real margins tend to want the full picture. That's where the membership comes in.

How long does setup take?

10 minutes. Comes loaded with example data so you can see it in action immediately.

What happens after I opt-in?

You’ll get an email with a link to the Toolkit and land on a page where you can access the Bonus Resources in the community.

What's the difference between the Starter version and the Full version?

The free Starter gives you the core Four Margins diagnostic with sample data and daily P&L tracker. The full version (included with MTN membership) adds 20+ more metrics to the Dashboard command center, P&L tab can be set to daily or monthly breakdown, as well as new/returning/all customers. It also adds the classic P&L breakdown, Incremental Profit Analysis and Cohort LTV analysis.V/..LTCM calculator, direct Shopify integration, and ongoing updates

Access the Starter Toolkit Now

Get the Edge in 2026.

Become a Top 1% Operator

Marketing <> Finance alignment is the biggest challenge in D2C.

It's also the biggest opportunity.