THE RETAIL ROADMAP
From vision to action - the 12 month roadmap that tells you exactly what to do, when.
Go from paralysed by competing priorities, to leading your brand with a clear plan, the motivation and momentum to make it happen.
You’ve built something remarkable, but inside it feels like you’re firefighting.
You’ve grown an amazing 6-7 figure Shopify brand – but you’re:
😨 So busy keeping up with the day-to-day, you can’t find the headspace to build the plan that would actually move your business forward.
🤯 Overwhelmed by competing priorities – paralysed by the weight of knowing what to focus on first.
🥵 Aware that the way you’re working hasn’t kept pace with the growth you’ve achieved – and that it’s costing you sales, profit and your sanity.
😟 Losing confidence in your ability to lead your business through its next chapter.
This is what’s possible when you finally have the strategy, structure and headspace to confidently lead your brand.
- You wake up on Monday excited again, with a clear plan for the week – and the confidence that every action is moving you closer to your goals.
- You trust the roadmap in front of you – feeling calm and in control, knowing exactly what to work on, in what order and why it matters.
- You know precisely where to focus across every area of your business – and what to stop doing immediately.
- Your team has clarity on their exact priorities and feel empowered to drive growth without needing you for every decision.
Introducing
The Retail Roadmap
The done-with-you strategic sprint for Shopify brand founders who are ready to turn their vision into a clear 12-month plan and finally know exactly what to do, when.
“I worked with Lucy on her [Retail Roadmap] which was a game changer for me and my business.
The process helped me take what initially felt like a huge, overwhelming task and broke it down into clear, achievable tasks and goals.
I can’t recommend Lucy highly enough. Her strategic approach will give you the tools, structure, and focus you need to build your business with purpose.”
Everything we work through together is built around one proven framework:
The R.O.A.D. Method
R
Review & Define
Clarify exactly where your business stands today and where you want it to be in 12 months – across all 7 areas of your brand.
O
Optimise & Establish
Identify what’s working, what’s holding you back and the exact steps needed to close the gap between where you are and where you want to be.
A
Align & Prioritise
Run every project and idea through a prioritisation filter – so you can confidently say yes to what moves the needle and not yet to everything else.
D
Direction & Delivery
Map your prioritised projects into a custom 12-month roadmap – so you know exactly what to do, when, and why it matters.
I’m Lucy, Commercial Advisor & Strategist to founder-led product brands.
Finding clarity in the numbers, confidence in their decisions, and opportunity in places they’ve overlooked.
Drawing on 20+ years of retail and ecommerce experience, I help founders of conscious product brands uncover what’s really happening in their business, identify the opportunities that matter most and build the commercial foundations needed for sustainable, profitable growth.
If you’re feeling overwhelmed by competing priorities, unsure where to focus next, or struggling to turn insight into action – I’m the person who brings calm, clarity and structure back to your business, helping you make better decisions with confidence.
From vision to action – with absolute clarity on exactly what to do, when.
The Retail Roadmap audits the 7 core areas of your product business. Every priority project is then mapped into a custom 12-month plan that tells you exactly where to focus and why.
Financials · Product Development · Visibility · Operational Efficiencies · Customer Experience · Team Growth · Personal Growth
A focused 3-4 week strategic sprint – plus 30 days of implementation support to keep the momentum going.
“Working with Lucy was a calm, thorough and strategic process.
She has incredible breadth of experience across all aspects of retail and was able to apply this to my brand to help us create a clear road map for the year ahead.
Working with her has brought clarity and incredible value to my business and how I now plan and prioritise my time, working strategically towards my goals.“
Take a look inside 👀
1. The Vision Catalyst Prerequisite - Your Strategic Foundation
Before we build your roadmap, we need to know exactly where you’re heading.
The Vision Catalyst is a separate foundational investment and a required first step – a dedicated strategy sprint where we establish your brand’s purpose, positioning, performance and goals, giving us the solid foundation your 12-month roadmap is built on.
Haven’t completed The Vision Catalyst yet? Book your foundational session here. Already done it?
You’re ready to go – let’s build your roadmap.
2. The Strategy Deep Dive - 3 x 2 Hour Strategy Intensives
The heart of The Retail Roadmap. Across three dedicated sessions we audit the 7 core areas of your product business – Financials, Product Development, Visibility, Operational Efficiencies, Customer Experience, Team Growth and Personal Growth – identifying exactly where you are, where you want to be and what’s currently holding you back.
We then run every project, launch and idea through a prioritisation filter – aligning them with your vision so you can confidently say yes to the high-impact moves and not yet to everything else.
3. Your Custom 12-Month Roadmap
Your entire strategy mapped into a personalised, interactive Trello board done for you.
Breaking your yearly vision down into clear, manageable actions that you and your team can begin implementing immediately.
Your go-to reference point every time you need to re-anchor to your priorities and what matters most.
4. 30 Days of High-Touch Momentum
The work doesn’t stop when our sessions end. You get:
Email Support: Direct access to me for a full 30 days after our sessions – to troubleshoot obstacles, sense-check decisions and get feedback as you implement.
Full Session Recordings: All 6 hours of our strategic sessions, yours to keep and reference whenever you need to re-anchor.
The 30-Minute Momentum Call: After your first 30 days of implementation we jump back on a call to review progress, celebrate wins, tweak anything that needs adjusting and make sure your momentum stays high.
Investment:
3 x 2-Hour Strategy Intensives · Custom 12-Month Trello Roadmap · 30 Days Email Support · 30-Minute Momentum Call · Full Session Recordings
Pay in Full £1250
(or 2 x £625 Split payment option)
📌 Book The Retail Roadmap within 4 weeks of completing The Vision Catalyst and receive a £300 credit towards your investment.
This is for you if…
- You’ve completed The Vision Catalyst and you’re ready to turn that clarity into a concrete plan.
- You’re running a 6-7 figure Shopify brand and ready to stop firefighting and start executing with confidence.
- You know your business has more potential than your current way of working is unlocking.
- You’re ready to do the deep work needed to build a strategy that actually moves your business forward.
- You want a clear plan, motivated action and real momentum – not just another overwhelming to-do list.
This is not for you if…
- You haven’t yet completed The Vision Catalyst with me.
- You don’t have a product brand.
- You’ve recently launched with annual sales below £100k.
- You’re looking for a quick fix rather than a strategic roadmap.
- You don’t have the time to dedicate to your strategy and its implementation.
- You want a generic business plan rather than a strategy built around your brand and vision.
- You want someone to do the implementation for you rather than work with you.
“I couldn’t be without Lucy. She is the lighthouse of the business and ensures we remain having a clear strategy and focus.
It’s easy, when you spin all of the plates, to find yourself frequently in the blind panic of the juggle.
Lucy pulls you out of the day-to-day detail and helps you to view the business structure, pressure points, strategy and current needs with clarity.
She then helps you to build solutions and timeline those solutions realistically.“
FAQs
Still not sure if The Retail Roadmap is for you? Check out these questions. If you don’t see the answer to your question just ask me here
Q. How do I know if I'm ready to invest, or should I wait?
A. If you’re running a 6-7 figure Shopify brand and you’re feeling the weight of competing priorities, unclear focus and the nagging sense that your business has more potential than you’re currently unlocking – you’re ready.
Waiting rarely creates more clarity. What creates clarity is doing the work. The Retail Roadmap is designed to give you exactly that – a clear plan that removes the overwhelm and replaces it with focused, confident action.
If you’re unsure, get in touch and we’ll have an honest conversation about whether now is the right time.
Q. Why is The Vision Catalyst a required prerequisite?
A. The Vision Catalyst establishes your brand’s purpose, positioning, performance and goals – the foundation your Retail Roadmap is built on. Without it, we’re building a plan without knowing where you’re truly heading.
Think of it this way: The Vision Catalyst tells us where you’re going. The Retail Roadmap tells you exactly how to get there.
Q. How is this different from a standard business coaching session?
A. The Retail Roadmap is a retail-specific strategic deep dive, not a general coaching engagement. We audit seven specific levers of your product business – from financials to operational efficiency – and map every priority project into a custom 12-month plan.
You walk away with a concrete, actionable roadmap built around your brand and vision – not generic advice that could apply to any business.
Q. How much time will I need to commit each week to implement the roadmap?
A. The Retail Roadmap is designed to reduce overwhelm, not add to it. We focus on prioritisation – identifying the vital actions that move the needle so you can stop wasting time on tasks that don’t.
I recommend starting with a weekly CEO Hour in your diary to review your progress against your roadmap and ensure you’re moving forward in line with your strategy.
Q. What if my business priorities change halfway through the 12-month roadmap?
A. That’s entirely normal – and it’s why the Trello roadmap is designed as a living document. Strategy is never set and forget, it’s about keeping close your your business goals and ensuring you are heading towards them and this can mean adapting and evolving.
The 30-day Momentum Call and email support are there to help you review progress, navigate any shifts and keep moving forward with confidence.
For ongoing support as your plan evolves, get in touch to discuss longer term partnership options.
Q. Can my co-founder join the calls with me?
A. Absolutely – in fact it’s encouraged. Building your roadmap together ensures you’re fully aligned and both pulling in the same direction from day one.
Q. Do you offer payment plans?
A. Yes. A 2 x £625 split payment option is available to help manage cash flow.
Q. Can you guarantee results?
A. While I don’t offer a specific revenue guarantee, I do guarantee a rigorous, retail-specific strategic process built entirely around your brand and vision.
The Retail Roadmap gives you the clearest possible path to your goals. Long term success depends on consistent implementation – and that’s exactly what the 30 days of email support and the Momentum Call are designed to protect.
Most founders find that the clarity and focus gained quickly offsets the investment – by stopping reactive decisions and focusing only on the actions that really move their business forward.
Q. I am after a trusted strategic partner to bounce ideas off, can you help?
A. Yes! I work with a small number of clients on longer term partnerships.
I help clients develop a robust retail and ecommerce strategy, get clear on their numbers, what actions to take to grow and to make confident decisions.
You can get in touch here and we’ll find the right support package for you.
Now let’s build the plan that lets you grow faster, lead better and stop burning out doing everything at once.