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  • The brief
  • Start here
  • Idea portfolio
  • Effort vs impact
  • This week · 6
  • This quarter · 9
  • Big bets · 3
  • Wildcards · 3
  • How we can help
Generated Oct 18, 2026
  1. Programmable
  2. Playbooks
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growth playbook · Oct 18, 2026

doss.com (opens in a new tab)

DOSS growth playbook

Diagnosis

DOSS raised a $55M Series B in March and promises what ERP buyers fear they will never get: live in about eight weeks instead of 12-18 months.

Its 19 open roles show the go-to-market plan: two paid growth managers and a testing engine for Google, LinkedIn and Meta, a team of eight SDRs that carries most qualified pipeline, mid-market AEs, a referral program through fractional CFOs, accounting firms and 3PLs, and Forward Deployed Services built for upper mid-market and enterprise.

The playbook points paid at the high-intent comparison pages DOSS already has, gives SDRs and referral partners specific triggers and kits, and turns implementation speed from a claim into a plan and then a guarantee.

Growth Score

7/10

Biggest Opportunity

Make speed to go live the reason to buy: a published week-by-week plan, competitor-search campaigns that land on the existing vs pages with the eight-week offer, and eventually a fixed-fee, fixed-time guarantee delivered with the Philippines team.

Biggest Risk

Paid search for ERP terms is expensive and NetSuite, Cin7 and Fulfil are well known, so without tight cost-per-opportunity discipline and proof at larger accounts, spend can grow faster than pipeline as DOSS moves upmarket.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    A Google Search campaign on "Cin7 alternative", "NetSuite for CPG" and "Fulfil alternative" that lands on the existing DOSS vs pages with the 8-week go-live offer

    Pull search volumes and CPCs for "Cin7 alternative", "NetSuite for CPG", "Fulfil alternative" and "Odoo alternative" and set a two-week test budget.

    High impact First result in 2 weeks
  2. 2

    A referral kit for fractional CFOs and outsourced accounting firms: a fit checklist and a CFO-to-CFO case study

    Ask Spread The Love's CFO for a 20-minute interview for a finance-focused case study.

    High impact First result in 1 month
  3. 3

    SDR trigger list: consumer brands hiring inventory, supply chain or ERP-admin roles

    Search this week's job boards for "inventory planner" and "NetSuite administrator" at CPG brands with $50M-500M revenue.

    High impact First result in 3 weeks

02

Your idea portfolio

21 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 6 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 9Fill-ins · 5Reconsider · 3
Effort →

Showing 21 of 21 ideas

This week 6

Quick wins with a clear first action.

  • 01

    DOSS already has nine "DOSS vs" pages and "current system" pages, the ready-made landing pages for people searching to replace an ERP. The new paid hire is told their first job is pipeline from digital channels.

    High impactLow effort First result in 2 weeks Growth Manager Paid

    First action

    Pull search volumes and CPCs for "Cin7 alternative", "NetSuite for CPG", "Fulfil alternative" and "Odoo alternative" and set a two-week test budget.

    How to measure it

    Qualified opportunities from competitor search

    Now
    –
    Target
    15
    By
    6 weeks

    Steps

    1. 1

      Size the terms

      Volume and CPC for 20 competitor and switching terms.

      Growth Manager - Paid 2 hours

    2. 2

      Map terms to pages

      Each ad group to its vs or current-system page.

      Growth Manager - Paid 1 hour

    3. 3

      Add the offer block

      An "about eight weeks to go live" block and two customer numbers on each landing page.

      Growth Manager, Performance Marketing 1 day

    4. 4

      Write the ads

      Three ads per group: switching pain, speed to go live, customer proof.

      Growth Manager - Paid 2 hours

    5. 5

      Wire conversions

      Demo booked and opportunity created imported back from the CRM.

      Growth Manager, Performance Marketing 1 day

    6. 6

      Route fast

      Demo requests from competitor terms go to an SDR within an hour.

      Manager, Sales Development 1 hour

    7. 7

      Read weekly

      Cost per opportunity by ad group; pause what does not convert in two weeks.

      Growth Manager - Paid 30 minutes a week

    First result
    2 weeks
    Cost
    $5,000 to $10,000 for a six-week test
    Owner
    Growth Manager Paid

    Smallest test

    Run the Cin7 ad group alone for two weeks.

    Why it works

    Launch three tightly themed Google Search ad groups (switching from Cin7, NetSuite for consumer brands, Fulfil and Odoo alternatives) that send each search to the matching vs page, with one offer above the fold: "Live on your most painful module in about eight weeks", backed by the Snackwise and Verve numbers. Track to booked demos and pipeline, not clicks.

    Searchers comparing ERPs are already in a buying cycle, the pages exist, and the hiring brief asks for pipeline from Google, LinkedIn and Meta with tight tests. Competitor terms are the highest-intent searches in this category.

    Ready to use

    AdSearch ads for "Cin7 alternative"

    Headline 1: Outgrowing Cin7?
    Headline 2: Live in About 8 Weeks
    Headline 3: Built for Consumer Brands
    Description 1: Inventory, orders, procurement and COGS in one live record. Snackwise cut month-end close from 40 hours to 2.
    Description 2: Keep your general ledger. DOSS connects Shopify, Amazon, 3PLs and QuickBooks or NetSuite. Book a demo.

    Risks and how to handle them

    • Competitor terms are expensive

      Cap bids, focus on switching phrases ("alternative", "vs", "migrate from") and judge on cost per opportunity.

    • Trademark rules on competitor names in ad copy

      Use competitor names as keywords, not in the ad text where policy forbids it.

    Evidence

    • programmable.infoSite scan: 478 URLs; nine "DOSS vs" pages (SAP, Cin7, Odoo, Infor, Fulfil, NetSuite, Acumatica, Luminous ERP, Microsoft Dynamics) and "current system" pages for tools like Cin7 and NetSuite; 129 blog posts; Mozilla Observatory C- and an F on the security-header check; DMARC policy "none"; the iOS app has 4 ratings.Source
    • HiringGrowth Manager - Paid and Growth Manager, Performance Marketing (two postings, same brief): own paid acquisition "primarily Google, LinkedIn, and Meta", from 0 to 1 builds to scaling live programs; "#1: Achieve the pipeline goals"; part of "a broader testing engine ... from market insight to live test to result as fast as possible"; report to the Director of Growth; $150K-180K.Source
    • Your websitePlatform page: no pricing; most brands go live with their most painful module in "about eight weeks"; a case study titled "DOSS & Noodles did a 9-month implementation in 2 weeks"; the FAQ contrasts the "12-18 month implementation" of traditional ERPs. Accounting integrations work with QuickBooks Online, Xero and NetSuite.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 02

    The Referral Partnerships Manager is asked to activate 10-15 priority partners deeply, starting with fractional CFOs and accounting firms. Those advisers need a one-page way to spot a client who is ready, and proof written for a finance reader.

    High impactLow effort First result in 1 month Referral Partnerships Manager

    First action

    Ask Spread The Love's CFO for a 20-minute interview for a finance-focused case study.

    How to measure it

    Qualified referrals from priority partners

    Now
    –
    Target
    8
    By
    1 quarter

    Steps

    1. 1

      Pick ten firms

      Fractional CFO shops and accounting firms serving $20M-500M consumer brands.

      Referral Partnerships Manager 2 days

    2. 2

      Write the checklist

      Six readiness signals an adviser can check in a call.

      Referral Partnerships Manager 2 hours

    3. 3

      Record the CFO story

      Month-end close, margin visibility, what changed.

      Product Marketing 1 week

    4. 4

      Set the process

      A referral form, a named contact and a two-day response promise.

      Referral Partnerships Manager 1 day

    5. 5

      Meet each firm

      Walk through the kit and one client example.

      Referral Partnerships Manager 2 weeks

    6. 6

      Report back

      Tell the adviser what happened with every referral.

      Referral Partnerships Manager ongoing

    First result
    1 month
    Cost
    $0
    Owner
    Referral Partnerships Manager

    Smallest test

    Send the checklist to three fractional CFOs and ask whether one client comes to mind.

    Why it works

    A one-page "is your client ready for DOSS" checklist (multiple channels, spreadsheets for inventory, month-end close over a week, a 3PL or co-man), a two-minute case study from Spread The Love's CFO, and a referral process with a named contact and a response time.

    Advisers refer when it makes them look good to their client. Specific triggers and a peer finance story make the referral easy and safe.

    Risks and how to handle them

    • Advisers expect a fee

      Decide the referral economics with the VP of Business Development before the first meeting.

    Evidence

    • HiringReferral Partnerships Manager: build a referral network of "fractional CFOs, COOs, and operators; outsourced accounting firms; 3PLs; and complementary software (ISV) and CPG communities"; "we would rather deeply activate 10-15 priority partners than manage 100 low-fit intros"; reports to the VP of Business Development.Source
    • Your websiteIntegrations named on the homepage: SPS Commerce, QuickBooks, Shopify, ShipStation, Amazon, TikTok Shop, Klaviyo, Bill.com, ShipHero, Extensiv (3PL Central) and WooCommerce. Spread The Love's CFO & Head of eCommerce: "DOSS has been crucial in helping us manage our growth."Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 03

    Eight SDRs carry the majority of DOSS's qualified pipeline. The best reason to call a brand is public: a job post for an inventory planner, demand planner or NetSuite admin means operations pain this quarter.

    High impactLow effort First result in 3 weeks Manager

    First action

    Search this week's job boards for "inventory planner" and "NetSuite administrator" at CPG brands with $50M-500M revenue.

    How to measure it

    Meeting rate from job-post triggers

    Now
    –
    Target
    2x the current outbound rate
    By
    6 weeks

    Steps

    1. 1

      Define triggers

      Inventory planner, demand planner, supply chain manager, NetSuite or ERP administrator.

      Manager, Sales Development 1 hour

    2. 2

      Pull weekly

      Brands in the target band, by vertical.

      Manager, Sales Development 2 hours a week

    3. 3

      Write first lines

      One per trigger, tied to a customer result.

      Manager, Sales Development 2 hours

    4. 4

      Split test

      Half the team uses triggers for three weeks.

      Manager, Sales Development 3 weeks

    5. 5

      Hand off with context

      The job post goes to the AE with the meeting.

      Manager, Sales Development ongoing

    6. 6

      Add to the playbook

      Winning triggers become standard plays.

      Manager, Sales Development 1 hour

    First result
    3 weeks
    Cost
    $0 to $300 a month for job data
    Owner
    Manager, Sales Development

    Smallest test

    Have two SDRs send 30 trigger emails this week.

    Run this outreach. The sequence sent for you: addresses found and verified, replies routed to your CRM. Usually live within days.

    Book a working session

    Why it works

    Each week, pull consumer brands in the AE's revenue band posting those roles, and give SDRs a first line that references the role and the problem it implies, with the Snackwise or Verve result for the same pain.

    The Sales Development Manager owns activity and conversion. A timely, specific reason to reach out lifts reply rates more than another sequence step.

    Ready to use

    EmailTrigger email for an inventory planner post

    Subject: Your inventory planner role
    
    Hi {first name},
    
    Saw {Brand} is hiring an inventory planner. When brands hire for that, it is usually because inventory lives across Shopify, Amazon, a 3PL and a spreadsheet nobody fully trusts.
    
    Snackwise had the same setup and cut month-end inventory close from 40 hours to 2 with DOSS, without replacing their accounting system.
    
    Worth 20 minutes before the new hire starts?
    
    {name}

    Risks and how to handle them

    • Feels intrusive

      Reference only the public post, once, and lead with a useful result.

    Evidence

    • HiringManager, Sales Development: leads "a team of eight SDRs today"; "The majority of qualified opportunities that enters our funnel, inbound and outbound, runs through your team"; builds a promotion path from SDR to AE; reports to the Head of Growth.Source
    • HiringAccount Executive, Mid-Market: CPG and Manufacturing companies with annual revenue between $50M and $500M, selling with a Solutions Consultant as technical co-pilot; an Associate Account Executive and a Mid-Market SDR are also open.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 04

    DOSS's strongest claim against ERPs is speed (about eight weeks, against 12-18 months), but it appears as a sentence and a case study title. Buyers who were burned by an ERP project want to see the plan.

    High impactLow effort First result in 2 weeks Portfolio Manager

    First action

    Write down the actual week-by-week plan from the last three go-lives.

    How to measure it

    Demo-to-opportunity rate after viewing the plan

    Now
    –
    Target
    +20% relative
    By
    6 weeks

    Steps

    1. 1

      Reconstruct three go-lives

      What happened each week and who did it.

      Portfolio Manager 1 day

    2. 2

      Write the plan

      Eight weeks, two columns: DOSS team and brand team.

      Portfolio Manager 1 day

    3. 3

      State the brand's effort

      Hours per week needed from their ops and finance leads.

      Portfolio Manager 1 hour

    4. 4

      Design the page

      A timeline with the Noodles example.

      Product Marketing 2 days

    5. 5

      Link it everywhere

      Vs pages, ads and the AE follow-up email.

      Growth Manager, Performance Marketing 1 hour

    6. 6

      Use it in sales

      AEs walk through it on the second call.

      Account Executive, Mid-Market ongoing

    First result
    2 weeks
    Cost
    $0
    Owner
    Portfolio Manager

    Smallest test

    Send the plan as a PDF after five demos and ask what changed.

    Why it works

    Publish the implementation plan week by week: discovery, data model, integrations, migration, UAT, go-live, with who does what on each side, the hours the brand's team needs and the Noodles example. Link it from every vs page and ad.

    The Forward Deployed Services team is the core of delivery and the reason DOSS can promise speed. Showing the plan answers the biggest objection paid traffic and SDR meetings raise.

    Risks and how to handle them

    • Some projects take longer

      Say what makes a project longer and which module goes live first.

    Evidence

    • Your websitePlatform page: no pricing; most brands go live with their most painful module in "about eight weeks"; a case study titled "DOSS & Noodles did a 9-month implementation in 2 weeks"; the FAQ contrasts the "12-18 month implementation" of traditional ERPs. Accounting integrations work with QuickBooks Online, Xero and NetSuite.Source
    • HiringForward Deployed Services: a Portfolio Manager and a Manager lead Forward Deployed Product Managers through discovery, design, build, UAT and go-live for "upper mid-market and enterprise clients", supporting "Doss's push to upper mid-market and enterprise"; Forward Deployed Product Manager and Systems Implementation Engineer roles are open in the Philippines.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 05

    DOSS's testimonials come from operators (an operations manager at Mezcla, a CFO at Spread The Love, a senior operations manager at De Soi). Their words sell to peers better than brand copy, and LinkedIn is one of the three named paid channels.

    Medium impactLow effort First result in 3 weeks Growth Manager Paid

    First action

    Ask Mezcla's operations manager and Spread The Love's CFO if they will post about their results.

    How to measure it

    Cost per demo, Thought Leader vs standard

    Now
    –
    Target
    30% lower
    By
    6 weeks

    Steps

    1. 1

      Get two operators

      Customers willing to post.

      Product Marketing 1 week

    2. 2

      Draft their posts

      They edit and publish from their own profiles.

      Product Marketing 2 days

    3. 3

      Target the segment

      Operations and finance titles at CPG and manufacturing, $50M-500M revenue.

      Growth Manager - Paid 2 hours

    4. 4

      Run against a control

      Standard brand ads with the same budget.

      Growth Manager - Paid 4 weeks

    5. 5

      Retarget engagers

      With the 8-week plan page.

      Growth Manager - Paid 1 hour

    6. 6

      Thank the customers

      Share results and offer them something useful.

      Product Marketing 30 minutes

    First result
    3 weeks
    Cost
    $3,000 to $6,000 for a four-week test
    Owner
    Growth Manager Paid

    Smallest test

    Sponsor one customer post for two weeks.

    Why it works

    With permission, sponsor short posts written by two or three customer operators about what changed (close time, unbatched orders), targeted at operations and finance leaders at consumer brands in the AE's revenue band.

    Peer voices raise click-through and trust in a category where buyers fear another failed implementation, and LinkedIn targeting by title and industry matches the AE segment.

    Risks and how to handle them

    • Customers decline

      Use quotes from case studies in company-page ads instead.

    Evidence

    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
    • HiringGrowth Manager - Paid and Growth Manager, Performance Marketing (two postings, same brief): own paid acquisition "primarily Google, LinkedIn, and Meta", from 0 to 1 builds to scaling live programs; "#1: Achieve the pipeline goals"; part of "a broader testing engine ... from market insight to live test to result as fast as possible"; report to the Director of Growth; $150K-180K.Source
    • HiringAccount Executive, Mid-Market: CPG and Manufacturing companies with annual revenue between $50M and $500M, selling with a Solutions Consultant as technical co-pilot; an Associate Account Executive and a Mid-Market SDR are also open.Source
  • 06

    DOSS is pushing to upper mid-market and enterprise, where security reviews check email authentication and site headers. The domain's DMARC policy is "none" and the header check scores F.

    Medium impactLow effort First result in 3 weeks Staff Platform Engineer

    First action

    Turn on DMARC aggregate reporting today.

    How to measure it

    Security header grade

    Now
    –
    Target
    A
    By
    3 weeks

    Steps

    1. 1

      Monitor DMARC

      Two weeks of reports to list legitimate senders.

      Staff Platform Engineer 2 weeks

    2. 2

      Fix senders

      SPF and DKIM for HubSpot and other tools.

      Staff Platform Engineer 1 day

    3. 3

      Enforce

      Quarantine, then reject.

      Staff Platform Engineer 2 weeks

    4. 4

      Add headers

      CSP, HSTS, frame and referrer policies on the site.

      Staff Platform Engineer 1 day

    5. 5

      Publish a security page

      Data handling, access and integrations.

      Product Marketing 1 day

    6. 6

      Give it to AEs

      For security questionnaires.

      Account Executive, Mid-Market 15 minutes

    First result
    3 weeks
    Cost
    $0
    Owner
    Staff Platform Engineer

    Smallest test

    Add the headers in report-only mode today.

    Why it works

    Move DMARC to quarantine and then reject after a monitoring period, add HSTS, CSP and the missing headers, and publish a short security page for procurement teams.

    It removes a cheap reason for a security reviewer to stall a deal, and it protects customers from invoices spoofed in DOSS's name.

    Risks and how to handle them

    • A strict CSP breaks site scripts

      Run report-only for a week before enforcing.

    Evidence

    • programmable.infoSite scan: 478 URLs; nine "DOSS vs" pages (SAP, Cin7, Odoo, Infor, Fulfil, NetSuite, Acumatica, Luminous ERP, Microsoft Dynamics) and "current system" pages for tools like Cin7 and NetSuite; 129 blog posts; Mozilla Observatory C- and an F on the security-header check; DMARC policy "none"; the iOS app has 4 ratings.Source
    • HiringForward Deployed Services: a Portfolio Manager and a Manager lead Forward Deployed Product Managers through discovery, design, build, UAT and go-live for "upper mid-market and enterprise clients", supporting "Doss's push to upper mid-market and enterprise"; Forward Deployed Product Manager and Systems Implementation Engineer roles are open in the Philippines.Source

This quarter 9

The core plays for the next three months.

  • 07

    DOSS sells to operations and finance, and the finance pain is concrete: month-end inventory close, invoicing and reconciliation. A calculator that turns a brand's own numbers into hours and days saved is a better paid-traffic landing page than a demo form.

    High impactMedium effort First result in 1 month Growth Manager

    First action

    Write the five inputs and the formula with the Forward Deployed team's real benchmarks.

    How to measure it

    Opportunities from calculator leads

    Now
    –
    Target
    20
    By
    1 quarter

    Steps

    1. 1

      Set the formula

      Hours saved by close step, from real implementations.

      Portfolio Manager 2 days

    2. 2

      Build the page

      Five inputs, instant result, email for the full report.

      Growth Manager, Performance Marketing 1 week

    3. 3

      Add the matching story

      Show the closest customer result.

      Product Marketing 1 day

    4. 4

      Point paid at it

      Finance-focused Meta and LinkedIn campaigns.

      Growth Manager - Paid 1 day

    5. 5

      SDR follow-up

      Call within a day with the result in hand.

      Manager, Sales Development ongoing

    6. 6

      A/B test

      Calculator against the demo form.

      Growth Manager, Performance Marketing 4 weeks

    First result
    1 month
    Cost
    About a week of build
    Owner
    Growth Manager, Performance Marketing

    Smallest test

    Run the calculator as a spreadsheet in five SDR calls.

    Why it works

    Ask for SKUs, channels, warehouses and current close time; return hours saved per month and the customer result closest to their setup; offer the full estimate in a call. Use it as the conversion point for Meta and LinkedIn campaigns aimed at finance.

    The performance marketing hire owns tests and landing pages. A useful tool raises conversion from cold paid traffic and gives SDRs a reason to call.

    Risks and how to handle them

    • Inflated estimates

      Use conservative benchmarks and show the assumptions.

    Evidence

    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
    • HiringGrowth Manager - Paid and Growth Manager, Performance Marketing (two postings, same brief): own paid acquisition "primarily Google, LinkedIn, and Meta", from 0 to 1 builds to scaling live programs; "#1: Achieve the pipeline goals"; part of "a broader testing engine ... from market insight to live test to result as fast as possible"; report to the Director of Growth; $150K-180K.Source
    • Your websiteIntegrations named on the homepage: SPS Commerce, QuickBooks, Shopify, ShipStation, Amazon, TikTok Shop, Klaviyo, Bill.com, ShipHero, Extensiv (3PL Central) and WooCommerce. Spread The Love's CFO & Head of eCommerce: "DOSS has been crucial in helping us manage our growth."Source
  • 08

    3PLs are named in the referral brief, and DOSS integrates with ShipHero and Extensiv. A 3PL sees every brand whose inventory is a mess the day the brand onboards with them.

    High impactMedium effort First result in 1 quarter Referral Partnerships Manager

    First action

    List the 3PLs most used by current DOSS customers.

    How to measure it

    Qualified 3PL referrals

    Now
    –
    Target
    6
    By
    1 quarter

    Steps

    1. 1

      Find the 3PLs

      The ones current customers use most.

      Referral Partnerships Manager 1 day

    2. 2

      Pitch the value

      Fewer data problems and a two-way referral flow.

      Referral Partnerships Manager 2 weeks

    3. 3

      Write the checklist

      Joint onboarding steps for a brand.

      Portfolio Manager 2 days

    4. 4

      Train their onboarding team

      When to mention DOSS.

      Referral Partnerships Manager 1 day each

    5. 5

      Send referrals back

      Brands that need a warehouse.

      Account Executive, Mid-Market ongoing

    6. 6

      Review quarterly

      Referrals both ways.

      Referral Partnerships Manager quarterly

    First result
    1 quarter
    Cost
    $0
    Owner
    Referral Partnerships Manager

    Smallest test

    Pitch one 3PL that serves three DOSS customers.

    Why it works

    Sign three 3PLs to a co-referral program: they introduce brands at onboarding, DOSS sends brands that need a warehouse, and both share a joint onboarding checklist that makes the 3PL's data clean from day one.

    It aligns incentives (cleaner data means fewer 3PL support tickets) and it is a referral source that sees buying moments other partners miss.

    Risks and how to handle them

    • 3PLs push their own software

      Pick 3PLs that rely on partner systems.

    Builds on

    Evidence

    • HiringReferral Partnerships Manager: build a referral network of "fractional CFOs, COOs, and operators; outsourced accounting firms; 3PLs; and complementary software (ISV) and CPG communities"; "we would rather deeply activate 10-15 priority partners than manage 100 low-fit intros"; reports to the VP of Business Development.Source
    • Your websiteIntegrations named on the homepage: SPS Commerce, QuickBooks, Shopify, ShipStation, Amazon, TikTok Shop, Klaviyo, Bill.com, ShipHero, Extensiv (3PL Central) and WooCommerce. Spread The Love's CFO & Head of eCommerce: "DOSS has been crucial in helping us manage our growth."Source
  • 09

    The Sales Development Manager has to build pipeline and an AE bench at the same time. SDRs who can speak to a vertical's pain (lot tracking in food, size-color matrices in apparel, co-man runs in CPG) book better meetings and become AEs faster.

    High impactMedium effort First result in 1 month Manager

    First action

    Record three of the best AE first calls and pull out the questions that worked.

    How to measure it

    Meeting-to-opportunity rate

    Now
    –
    Target
    +15 points
    By
    1 quarter

    Steps

    1. 1

      Mine top calls

      The questions and proof that moved meetings forward.

      Manager, Sales Development 2 days

    2. 2

      Write three scripts

      CPG, apparel, food and beverage.

      Manager, Sales Development 3 days

    3. 3

      Review with AEs

      What they need in a handoff.

      Account Executive, Mid-Market 2 hours

    4. 4

      Run mock calls

      Weekly role-play per vertical.

      Manager, Sales Development 1 hour a week

    5. 5

      Set the certification

      Two verticals passed to be promoted.

      Manager, Sales Development 1 day

    6. 6

      Track

      Conversion by SDR and vertical.

      Manager, Sales Development weekly

    First result
    1 month
    Cost
    $0
    Owner
    Manager, Sales Development

    Smallest test

    Use the food and beverage script for two weeks with three SDRs.

    Why it works

    Write a one-page script per vertical with the three pains, the question that uncovers each and the customer result to cite, and make passing a mock first call on two verticals part of the promotion path to Associate AE.

    It raises meeting quality now and creates the "structured ramp" the role asks for, so promotions stop depending on who happens to sit next to the best AE.

    Risks and how to handle them

    • Scripts make calls robotic

      Scripts hold the questions and proof; reps keep their own voice.

    Evidence

    • HiringManager, Sales Development: leads "a team of eight SDRs today"; "The majority of qualified opportunities that enters our funnel, inbound and outbound, runs through your team"; builds a promotion path from SDR to AE; reports to the Head of Growth.Source
    • HiringAccount Executive, Mid-Market: CPG and Manufacturing companies with annual revenue between $50M and $500M, selling with a Solutions Consultant as technical co-pilot; an Associate Account Executive and a Mid-Market SDR are also open.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 10

    DOSS's customers are food, beverage, wellness and consumer brands, and its SDR team needs meetings. The industry's largest trade show puts thousands of target brands in one city for a few days.

    High impactMedium effort First result in The show Head of Growth

    First action

    List target brands attending the next Expo West and the customers who could co-host.

    How to measure it

    Opportunities from Expo West

    Now
    –
    Target
    20
    By
    60 days after the show

    Steps

    1. 1

      Pick targets

      200 brands in the revenue band that exhibit or attend.

      Manager, Sales Development 1 week

    2. 2

      Recruit co-hosts

      Two customers and one referral partner.

      Head of Growth 2 weeks

    3. 3

      Book the dinner

      20 seats, near the venue.

      Head of Growth 1 day

    4. 4

      Run outreach

      SDR sequences six weeks before.

      Manager, Sales Development 6 weeks

    5. 5

      Book floor meetings

      30 meetings across the show.

      Manager, Sales Development 4 weeks

    6. 6

      Follow up in 48 hours

      Every meeting gets a next step.

      Account Executive, Mid-Market 2 days

    First result
    The show
    Cost
    $15,000 to $30,000 including travel and the dinner
    Owner
    Head of Growth

    Smallest test

    Host a small dinner in one city first with ten operators.

    Why it works

    Host a 20-person dinner for heads of operations and finance during the show, invite through SDR outreach and referral partners, book 30 short meetings on the floor, and follow up within 48 hours.

    Event pipeline is concentrated and fast, and a small dinner with peers who already use DOSS is the most credible setting for a brand worried about ERP risk.

    Risks and how to handle them

    • Brands are too busy at the show

      Book short morning meetings and keep the dinner small.

    Evidence

    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
    • HiringManager, Sales Development: leads "a team of eight SDRs today"; "The majority of qualified opportunities that enters our funnel, inbound and outbound, runs through your team"; builds a promotion path from SDR to AE; reports to the Head of Growth.Source
    • HiringReferral Partnerships Manager: build a referral network of "fractional CFOs, COOs, and operators; outsourced accounting firms; 3PLs; and complementary software (ISV) and CPG communities"; "we would rather deeply activate 10-15 priority partners than manage 100 low-fit intros"; reports to the VP of Business Development.Source
  • 11

    DOSS's published results are mostly from smaller brands, while the Forward Deployed Services team is being built for upper mid-market and enterprise clients and the AE targets up to $500M revenue. Larger buyers want a peer their size.

    High impactMedium effort First result in 2 months Portfolio Manager

    First action

    Ask the largest live customer for a case study and a reference call.

    How to measure it

    Win rate on upper mid-market deals

    Now
    –
    Target
    +10 points
    By
    2 quarters

    Steps

    1. 1

      Pick the account

      The largest customer with a clear result.

      Portfolio Manager 1 week

    2. 2

      Collect the numbers

      Go-live weeks, integrations, before and after.

      Portfolio Manager 1 week

    3. 3

      Write it

      One page plus a two-minute video.

      Product Marketing 2 weeks

    4. 4

      Get approval

      Customer legal sign-off.

      Portfolio Manager 2 weeks

    5. 5

      Arm the AEs

      Use in every upper mid-market deal.

      Account Executive, Mid-Market ongoing

    6. 6

      Run it in paid

      Retargeting for larger accounts.

      Growth Manager - Paid 1 day

    First result
    2 months
    Cost
    $2,000 for video production
    Owner
    Portfolio Manager

    Smallest test

    Offer a reference call in three larger deals now.

    Why it works

    Document one larger customer's implementation (Eight Sleep or the largest willing account): scope, weeks to go live, systems connected, and the operating result, with a reference call offer.

    It gives AEs a proof point that matches the deals they are now chasing and helps paid and SDR campaigns reach the top of the range.

    Risks and how to handle them

    • Customer legal slows approval

      Offer a named reference call while the document waits.

    Evidence

    • HiringForward Deployed Services: a Portfolio Manager and a Manager lead Forward Deployed Product Managers through discovery, design, build, UAT and go-live for "upper mid-market and enterprise clients", supporting "Doss's push to upper mid-market and enterprise"; Forward Deployed Product Manager and Systems Implementation Engineer roles are open in the Philippines.Source
    • HiringAccount Executive, Mid-Market: CPG and Manufacturing companies with annual revenue between $50M and $500M, selling with a Solutions Consultant as technical co-pilot; an Associate Account Executive and a Mid-Market SDR are also open.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 12

    Both paid growth postings describe a testing engine that moves "from market insight to live test to result as fast as possible". Without a shared board, tests across two growth managers and eight SDRs overlap and nobody reads the results.

    High impactMedium effort First result in 1 month Director of Growth

    First action

    List every test running now across paid, landing pages and outbound.

    How to measure it

    Completed tests with a decision

    Now
    –
    Target
    12 a month
    By
    1 quarter

    Steps

    1. 1

      Inventory tests

      Everything running now.

      Director of Growth 2 hours

    2. 2

      Set the template

      Hypothesis, metric, sample, dates, decision.

      Director of Growth 1 hour

    3. 3

      Friday review

      30 minutes, every week.

      Director of Growth 30 minutes a week

    4. 4

      Learning log

      One page per finished test.

      Growth Manager, Performance Marketing ongoing

    5. 5

      Share with sales

      Winning messages go into SDR scripts.

      Manager, Sales Development weekly

    6. 6

      Quarterly summary

      What the team learned and stopped.

      Head of Growth quarterly

    First result
    1 month
    Cost
    $0
    Owner
    Director of Growth

    Smallest test

    Run the board for paid only for two weeks.

    Why it works

    One board with every live test: hypothesis, channel, metric, sample needed, start and end dates and the decision. Every Friday the Director of Growth reads results and picks next week's tests; learnings go into one document.

    It makes the testing engine real, avoids two people testing the same thing, and turns spend into decisions the Head of Growth can defend.

    Risks and how to handle them

    • Tests stopped too early

      Write the sample size before starting.

    Evidence

    • HiringGrowth Manager - Paid and Growth Manager, Performance Marketing (two postings, same brief): own paid acquisition "primarily Google, LinkedIn, and Meta", from 0 to 1 builds to scaling live programs; "#1: Achieve the pipeline goals"; part of "a broader testing engine ... from market insight to live test to result as fast as possible"; report to the Director of Growth; $150K-180K.Source
    • HiringManager, Sales Development: leads "a team of eight SDRs today"; "The majority of qualified opportunities that enters our funnel, inbound and outbound, runs through your team"; builds a promotion path from SDR to AE; reports to the Head of Growth.Source
  • 13

    DOSS integrates with Shopify, Amazon, TikTok Shop, WooCommerce and SPS Commerce, and its buyers sell across many of them. Brands search for how to keep inventory straight across channels long before they search for an ERP.

    Medium impactMedium effort First result in 2 months Product Marketing

    First action

    Pick the multichannel questions customers asked most in their first sales calls.

    How to measure it

    Leads from multichannel guides

    Now
    –
    Target
    40
    By
    2 quarters

    Steps

    1. 1

      Pick three topics

      From sales call notes.

      Product Marketing 1 day

    2. 2

      Write with FDS

      Practical steps from real implementations.

      Portfolio Manager 2 weeks

    3. 3

      Add templates

      A downloadable allocation sheet per guide.

      Product Marketing 3 days

    4. 4

      Gate lightly

      Guide free, template behind an email.

      Growth Manager, Performance Marketing 1 day

    5. 5

      Promote in paid

      Meta and LinkedIn to ecommerce operators.

      Growth Manager - Paid 1 week

    6. 6

      Nurture

      A three-email sequence to the calculator and the 8-week plan.

      Growth Manager, Performance Marketing 2 days

    First result
    2 months
    Cost
    $0
    Owner
    Product Marketing

    Smallest test

    Publish the Shopify and Amazon guide first.

    Why it works

    Three practical guides (allocating inventory across Shopify and Amazon, adding TikTok Shop without overselling, retail EDI with SPS Commerce), each with a template and a section on when spreadsheets stop working.

    It catches brands earlier than the vs pages do and gives paid and SDR teams useful content to share instead of a demo ask.

    Risks and how to handle them

    • Guides attract small sellers

      Write for brands with several channels and warehouses, and filter leads by revenue.

    Evidence

    • Your websiteIntegrations named on the homepage: SPS Commerce, QuickBooks, Shopify, ShipStation, Amazon, TikTok Shop, Klaviyo, Bill.com, ShipHero, Extensiv (3PL Central) and WooCommerce. Spread The Love's CFO & Head of eCommerce: "DOSS has been crucial in helping us manage our growth."Source
    • programmable.infoSite scan: 478 URLs; nine "DOSS vs" pages (SAP, Cin7, Odoo, Infor, Fulfil, NetSuite, Acumatica, Luminous ERP, Microsoft Dynamics) and "current system" pages for tools like Cin7 and NetSuite; 129 blog posts; Mozilla Observatory C- and an F on the security-header check; DMARC policy "none"; the iOS app has 4 ratings.Source
    • HiringGrowth Manager - Paid and Growth Manager, Performance Marketing (two postings, same brief): own paid acquisition "primarily Google, LinkedIn, and Meta", from 0 to 1 builds to scaling live programs; "#1: Achieve the pipeline goals"; part of "a broader testing engine ... from market insight to live test to result as fast as possible"; report to the Director of Growth; $150K-180K.Source
  • 14

    Dossbot is generally available and makes operational changes through chat. A prospect typing "which SKUs will stock out next month?" and getting an answer on a realistic sample brand feels the product in a minute.

    Medium impactMedium effort First result in 6 weeks Growth Manager

    First action

    Write the sample brand's data and the five questions that show the most value.

    How to measure it

    Demo requests from the Dossbot sandbox

    Now
    –
    Target
    2x the static demo page
    By
    6 weeks

    Steps

    1. 1

      Build sample data

      A realistic multichannel brand with real-looking problems.

      Portfolio Manager 1 week

    2. 2

      Pick questions

      Five that show inventory, orders and margin.

      Product Marketing 1 day

    3. 3

      Ship the sandbox

      Rate-limited, no sign-up needed to start.

      Staff Platform Engineer 2 weeks

    4. 4

      Capture intent

      Questions asked go to the SDR with the lead.

      Growth Manager, Performance Marketing 2 days

    5. 5

      Run paid to it

      Against the standard demo page.

      Growth Manager - Paid 4 weeks

    6. 6

      Review

      Conversion and lead quality.

      Director of Growth weekly

    First result
    6 weeks
    Cost
    About three weeks of engineering plus model costs
    Owner
    Growth Manager, Performance Marketing

    Smallest test

    Record a 60-second screen capture of the five questions and use it in ads.

    Why it works

    Build a sandbox with a realistic sample consumer brand, let visitors ask five suggested questions or their own, and offer "see this on your data" as the call to action.

    It gives paid traffic something better than a form, separates DOSS from legacy ERPs on its AI claim, and gives SDRs a signal of what the visitor cares about.

    Risks and how to handle them

    • Model costs from anonymous traffic

      Rate-limit and cache answers to the suggested questions.

    Evidence

    • Your websiteDossbot, the AI copilot, is generally available for all ARP Pro customers and makes operational changes through chat prompts.Source
    • HiringGrowth Manager - Paid and Growth Manager, Performance Marketing (two postings, same brief): own paid acquisition "primarily Google, LinkedIn, and Meta", from 0 to 1 builds to scaling live programs; "#1: Achieve the pipeline goals"; part of "a broader testing engine ... from market insight to live test to result as fast as possible"; report to the Director of Growth; $150K-180K.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 15

    Fractional CFOs advise many consumer brands at once and look for useful material for their clients. A recurring session with them puts DOSS in front of many brands through a trusted adviser.

    Medium impactLow effort First result in 2 months Referral Partnerships Manager

    First action

    Invite the first fractional CFO firm to co-host in six weeks.

    How to measure it

    Referrals from co-hosting firms

    Now
    –
    Target
    5
    By
    2 quarters

    Steps

    1. 1

      Pick a topic

      COGS with 50-60 raw ingredients, as De Soi did.

      Referral Partnerships Manager 1 hour

    2. 2

      Co-host

      The partner presents; DOSS shows the workflow.

      Referral Partnerships Manager 1 day

    3. 3

      Invite

      The partner's clients and DOSS prospects.

      Referral Partnerships Manager 2 weeks

    4. 4

      Record and share

      Recording and a one-page summary.

      Product Marketing 1 day

    5. 5

      Follow up

      Attendees who ask questions go to SDRs.

      Manager, Sales Development 2 days

    6. 6

      Repeat monthly

      Rotate co-hosts.

      Referral Partnerships Manager monthly

    First result
    2 months
    Cost
    $0
    Owner
    Referral Partnerships Manager

    Smallest test

    Run one session with one firm and its clients.

    Why it works

    A 45-minute monthly session co-hosted with one fractional CFO firm: a real close or COGS problem, how a brand solved it, and open questions, with the recording sent to the firm's clients.

    It deepens the 10-15 priority partners the role is asked to activate and creates referrals as a by-product of helping their clients.

    Risks and how to handle them

    • Low attendance

      Keep it small and practical; the recording carries most of the value.

    Builds on

    Evidence

    • HiringReferral Partnerships Manager: build a referral network of "fractional CFOs, COOs, and operators; outsourced accounting firms; 3PLs; and complementary software (ISV) and CPG communities"; "we would rather deeply activate 10-15 priority partners than manage 100 low-fit intros"; reports to the VP of Business Development.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source

Big bets 3

Larger plays that can change the trajectory.

  • 16

    The biggest fear in this category is an ERP project that runs over in time and money. DOSS is hiring Forward Deployed Product Managers and implementation engineers in the Philippines, which lowers delivery cost enough to fix the price and the timeline.

    High impactHigh effort First result in 2 quarters Manager

    First action

    Model delivery cost and on-time rate for the last ten implementations.

    How to measure it

    Win rate with the guarantee

    Now
    –
    Target
    +15 points
    By
    3 quarters

    Steps

    1. 1

      Model delivery

      Cost and on-time history.

      Manager, Forward Deployed Services 2 weeks

    2. 2

      Set the scope

      Which modules and integrations qualify.

      Portfolio Manager 1 week

    3. 3

      Price it

      Fee, timeline and credit terms.

      Head of Growth 1 week

    4. 4

      Staff the blended team

      US lead with Philippines delivery.

      Manager, Forward Deployed Services 1 quarter

    5. 5

      Pilot with five deals

      Measure win rate and delivery.

      Account Executive, Mid-Market 1 quarter

    6. 6

      Launch publicly

      Headline in ads and on the 8-week page.

      Growth Manager - Paid 1 week

    First result
    2 quarters
    Cost
    Credits paid on missed dates; delivery team build-out
    Owner
    Manager, Forward Deployed Services

    Smallest test

    Offer the guarantee in three late-stage deals.

    Why it works

    Offer a fixed fee and a go-live date for the first module, with a credit if DOSS misses it, delivered by a blended US and Philippines team, and make it the headline of paid and sales messaging.

    A guarantee turns DOSS's speed claim into a promise competitors on 12-18 month timelines cannot match, and the lower delivery cost protects margin.

    Risks and how to handle them

    • Scope creep breaks the guarantee

      Tight scope for the first module and change orders for anything more.

    Builds on

    Evidence

    • HiringForward Deployed Services: a Portfolio Manager and a Manager lead Forward Deployed Product Managers through discovery, design, build, UAT and go-live for "upper mid-market and enterprise clients", supporting "Doss's push to upper mid-market and enterprise"; Forward Deployed Product Manager and Systems Implementation Engineer roles are open in the Philippines.Source
    • Your websitePlatform page: no pricing; most brands go live with their most painful module in "about eight weeks"; a case study titled "DOSS & Noodles did a 9-month implementation in 2 weeks"; the FAQ contrasts the "12-18 month implementation" of traditional ERPs. Accounting integrations work with QuickBooks Online, Xero and NetSuite.Source
    • HiringCareers page: 19 open roles: Engineering 7, GTM 7 and Forward Deployed Services 5 (two of them in the Philippines).Source
  • 17

    DOSS sits around a brand's existing general ledger and integrates with QuickBooks, Xero, NetSuite and Shopify. Those ecosystems' app stores and partner programs are where brands look for operations tools that work with what they have.

    High impactHigh effort First result in 2 quarters VP of Business Development

    First action

    Ask Intuit Ventures for an introduction to the QuickBooks partner team.

    How to measure it

    Opportunities from ecosystem listings

    Now
    –
    Target
    10 a quarter
    By
    3 quarters

    Steps

    1. 1

      Prioritize ecosystems

      By customer overlap.

      VP of Business Development 1 week

    2. 2

      Meet partner teams

      Starting with QuickBooks via Intuit Ventures.

      VP of Business Development 1 month

    3. 3

      Ship listings

      With screenshots and reviews.

      Product Marketing 1 month

    4. 4

      Collect reviews

      From ten customers.

      Portfolio Manager 1 month

    5. 5

      Co-market

      Joint webinars and content.

      Product Marketing ongoing

    6. 6

      Track

      Leads and opportunities by listing.

      Director of Growth monthly

    First result
    2 quarters
    Cost
    Partner program fees and about a quarter of work
    Owner
    VP of Business Development

    Smallest test

    Publish the Shopify App Store listing first.

    Why it works

    List DOSS in the Shopify App Store and the QuickBooks and NetSuite partner ecosystems with reviews from customers, and build co-marketing with each, starting with Intuit given Intuit Ventures' investment.

    It reaches brands at the moment they outgrow their current tools, through platforms they already trust, and the "keep your general ledger" message fits those ecosystems.

    Risks and how to handle them

    • Listings bring small merchants

      Qualify by revenue and channel count before routing to AEs.

    Evidence

    • Search results$55M Series B (March 24, 2026) co-led by Madrona and Premji Invest with Intuit Ventures, Greyhound Capital and Commerce Ventures; total funding $73M at a $250M post-money valuation; plans to more than double engineering by year-end. DOSS describes itself as the operational core around a company's existing general ledger.Source
    • Your websitePlatform page: no pricing; most brands go live with their most painful module in "about eight weeks"; a case study titled "DOSS & Noodles did a 9-month implementation in 2 weeks"; the FAQ contrasts the "12-18 month implementation" of traditional ERPs. Accounting integrations work with QuickBooks Online, Xero and NetSuite.Source
    • Your websiteIntegrations named on the homepage: SPS Commerce, QuickBooks, Shopify, ShipStation, Amazon, TikTok Shop, Klaviyo, Bill.com, ShipHero, Extensiv (3PL Central) and WooCommerce. Spread The Love's CFO & Head of eCommerce: "DOSS has been crucial in helping us manage our growth."Source
  • 18

    DOSS sees how consumer brands actually run: close times, order batching, inventory accuracy, PO cycle times. No ERP vendor publishes these numbers for mid-market brands.

    High impactHigh effort First result in Launch quarter Head of Growth

    First action

    Check which metrics have at least ten brands per vertical.

    How to measure it

    Opportunities influenced by the report

    Now
    –
    Target
    30
    By
    2 quarters after launch

    Steps

    1. 1

      Set the privacy floor

      At least ten brands per published cell.

      Staff Platform Engineer 1 day

    2. 2

      Pick metrics

      Close time, batching, accuracy, PO cycle.

      Head of Growth 1 week

    3. 3

      Pull and check

      With Forward Deployed Services.

      Portfolio Manager 3 weeks

    4. 4

      Design

      Report plus a self-assessment.

      Product Marketing 3 weeks

    5. 5

      Launch

      With referral partners and at a trade show.

      Head of Growth 1 week

    6. 6

      Refresh yearly

      Same method.

      Head of Growth yearly

    First result
    Launch quarter
    Cost
    $5,000 to $10,000 for design
    Owner
    Head of Growth

    Smallest test

    Publish one metric (month-end close time) as a blog post.

    Why it works

    Publish benchmarks by vertical and revenue band, with a methodology and a privacy floor, plus a self-assessment that compares a brand's numbers to peers and routes high-pain results to SDRs.

    It becomes the reference for operators and their advisers, feeds paid, outbound and referral partners with fresh content, and positions DOSS above the ERP comparison fight.

    Risks and how to handle them

    • Customers object to data use

      Aggregate only, state the floor and let customers opt out.

    Evidence

    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
    • Search results$55M Series B (March 24, 2026) co-led by Madrona and Premji Invest with Intuit Ventures, Greyhound Capital and Commerce Ventures; total funding $73M at a $250M post-money valuation; plans to more than double engineering by year-end. DOSS describes itself as the operational core around a company's existing general ledger.Source
    • HiringReferral Partnerships Manager: build a referral network of "fractional CFOs, COOs, and operators; outsourced accounting firms; 3PLs; and complementary software (ISV) and CPG communities"; "we would rather deeply activate 10-15 priority partners than manage 100 low-fit intros"; reports to the VP of Business Development.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 19

    DOSS's buyers work with co-mans, and bad purchase orders and inventory data cost the co-man too. A co-man that recommends DOSS gets cleaner orders from its brands.

    Medium impactMedium effort First result in 1 quarter Referral Partnerships Manager

    First action

    List the co-mans current customers use.

    How to measure it

    Co-man referrals

    Now
    –
    Target
    4
    By
    2 quarters

    Steps

    1. 1

      Find co-mans

      From current customers' supply chains.

      Referral Partnerships Manager 1 week

    2. 2

      Show the workflow

      Clean POs and lot tracking between brand and co-man.

      Portfolio Manager 1 week

    3. 3

      Agree the program

      Referral terms and a contact.

      Referral Partnerships Manager 1 month

    4. 4

      Pilot with one

      Two brands referred.

      Referral Partnerships Manager 1 quarter

    5. 5

      Tell the story

      A short case study.

      Product Marketing 1 week

    6. 6

      Expand

      To two more co-mans.

      Referral Partnerships Manager ongoing

    First result
    1 quarter
    Cost
    $0
    Owner
    Referral Partnerships Manager

    Smallest test

    Ask one co-man serving three DOSS customers to refer one brand.

    Why it works

    Recruit three co-manufacturers in food and beverage and personal care to a referral program, with a shared PO and lot-tracking workflow that makes the brand-to-co-man handoff cleaner.

    It opens a referral source competitors ignore and ties DOSS to a workflow both sides of the supply chain care about.

    Risks and how to handle them

    • Co-mans fear exposing their clients

      Brands opt in; the co-man only introduces.

    Evidence

    • HiringReferral Partnerships Manager: build a referral network of "fractional CFOs, COOs, and operators; outsourced accounting firms; 3PLs; and complementary software (ISV) and CPG communities"; "we would rather deeply activate 10-15 priority partners than manage 100 low-fit intros"; reports to the VP of Business Development.Source
    • Your websiteHomepage: "The AI-Native Operations Platform for Consumer Goods"; customer results include Snackwise month-end inventory close from 40 hours to 2, Verve unbatched orders from 30% to 1%, Spread The Love invoicing 12x faster and Mezcla PO processing 2x faster; 100+ native partners; logos include Pavoi, Verve Coffee, De Soi and Eight Sleep.Source
  • 20

    DOSS's Series B brought in commerce-focused investors and Intuit Ventures. Their portfolios include brands that need operations software and tools DOSS can integrate with.

    Medium impactLow effort First result in 1 quarter VP of Business Development

    First action

    Send each investor the AE's target profile and ask for ten names.

    How to measure it

    Opportunities from investor intros

    Now
    –
    Target
    8
    By
    2 quarters

    Steps

    1. 1

      Send the profile

      Revenue band, channels, verticals.

      VP of Business Development 1 hour

    2. 2

      Get lists

      From each investor.

      VP of Business Development 2 weeks

    3. 3

      Offer a health check

      A free 30-minute operations review.

      Portfolio Manager as booked

    4. 4

      Propose integrations

      With portfolio commerce tools.

      VP of Business Development 1 month

    5. 5

      Report back

      Results to investors quarterly.

      VP of Business Development quarterly

    6. 6

      Repeat

      With new portfolio companies.

      VP of Business Development twice a year

    First result
    1 quarter
    Cost
    $0
    Owner
    VP of Business Development

    Smallest test

    Ask one investor for five intros.

    Why it works

    Ask each investor for portfolio brands and commerce tools that fit, offer a short operations health check to their brands, and propose integrations with their commerce tools.

    Warm introductions convert much better than outbound, and investors want portfolio companies to help each other.

    Risks and how to handle them

    • Too few fits

      Ask for both brands and tools.

    Evidence

    • Search results$55M Series B (March 24, 2026) co-led by Madrona and Premji Invest with Intuit Ventures, Greyhound Capital and Commerce Ventures; total funding $73M at a $250M post-money valuation; plans to more than double engineering by year-end. DOSS describes itself as the operational core around a company's existing general ledger.Source
    • HiringAccount Executive, Mid-Market: CPG and Manufacturing companies with annual revenue between $50M and $500M, selling with a Solutions Consultant as technical co-pilot; an Associate Account Executive and a Mid-Market SDR are also open.Source
  • 21

    Consumer brands that raise a round plan to grow channels and SKUs fast, which is exactly when spreadsheet operations break.

    Medium impactLow effort First result in 1 month Manager

    First action

    Set up a weekly list of consumer brand funding announcements.

    How to measure it

    Meetings booked per 100 funded brands contacted

    Now
    –
    Target
    6
    By
    2 months

    Steps

    1. 1

      Set the source

      Funding news filtered to consumer brands.

      Manager, Sales Development 2 hours

    2. 2

      Pick contacts

      Head of operations and finance.

      Manager, Sales Development 1 hour a week

    3. 3

      Write the note

      Growth plans and the operations they need.

      Manager, Sales Development 1 hour

    4. 4

      Send within two weeks

      Of the announcement.

      Manager, Sales Development weekly

    5. 5

      Hand off

      Meetings to AEs with the funding context.

      Manager, Sales Development ongoing

    6. 6

      Measure

      Meeting rate against standard outbound.

      Manager, Sales Development monthly

    First result
    1 month
    Cost
    $0 to $200 a month for news data
    Owner
    Manager, Sales Development

    Smallest test

    Contact last month's ten funded brands.

    Why it works

    Track funding announcements for consumer brands in the target band, send a short note to operations and finance leaders within two weeks, and offer the 8-week plan and the calculator.

    It is timely, public and tied to a real problem, and it fits the SDR team's outbound plays.

    Risks and how to handle them

    • Every vendor emails after a raise

      Be specific about operations and send to the right person.

    Builds on

    Evidence

    • HiringManager, Sales Development: leads "a team of eight SDRs today"; "The majority of qualified opportunities that enters our funnel, inbound and outbound, runs through your team"; builds a promotion path from SDR to AE; reports to the Head of Growth.Source
    • HiringAccount Executive, Mid-Market: CPG and Manufacturing companies with annual revenue between $50M and $500M, selling with a Solutions Consultant as technical co-pilot; an Associate Account Executive and a Mid-Market SDR are also open.Source
    • Your websitePlatform page: no pricing; most brands go live with their most painful module in "about eight weeks"; a case study titled "DOSS & Noodles did a 9-month implementation in 2 weeks"; the FAQ contrasts the "12-18 month implementation" of traditional ERPs. Accounting integrations work with QuickBooks Online, Xero and NetSuite.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 21 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Outreach1The sequence sent for you: addresses found and verified, replies routed to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #3 (opens programmable.info in a new tab)
  • Build this list in Info for idea #21 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. DOSS did not commission, review or endorse it, and Programmable is not affiliated with DOSS. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how DOSS runs its business.

Something wrong, or do you represent DOSS? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Competitor search on the existing vs pages, the referral kit, job-post triggers, the 8-week plan page, operator ads and security basics; start the calculator and the 3PL program.

    Programmable can ship 1 of these in days.

  2. Days 31 to 6010 ideas

    Vertical scripts, the Expo West plan, the larger case study, the test board, multichannel guides, the Dossbot sandbox and CFO office hours, plus the wildcards.

  3. Days 61 to 903 ideas

    Commit to the big bets on the first 60 days of evidence: the implementation guarantee, ecosystem listings and the operations report.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value going live in weeks, not a year. The most cited problem: spreadsheets across Shopify, Amazon, 3PLs and accounting.

  • One live record for inventory, orders and margin
  • Rigid ERPs that force the business to fit the software
  • In their words: “single source of truth”

Market

Competitive landscape

5 competitors compared: NetSuite, Cin7, Fulfil, Odoo and 1 more.

  • Gap to exploit: Fast, guaranteed implementations
  • NetSuite: Long, costly implementations and rigidity for consumer brands
  • Cin7: Brands outgrow it as complexity rises

Hiring signals

DOSS has 19 open roles: Engineering 7, GTM 7 and Forward Deployed Services 5.

  • Growth Manager - Paid: Paid acquisition on Google, LinkedIn and Meta, judged on pipeline. Ideas 1, 5.
  • Growth Manager, Performance Marketing: A second paid hire with the same brief: a testing engine from insight to result fast. Ideas 7, 12, 14.
  • Manager, Sales Development: Eight SDRs carry most qualified pipeline and are the future AE bench. Ideas 3, 9, 21.

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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