Participants

Leilah Mundt — Crème CEO

Jeremy Triefenbach — Crème CFO

Diego Sanz — DataStudios, AI Consultant

Pilot Brand

Wonder Valley

Target: live by ~early May 2026

End of year: all clients in portal

Key Decisions Made on the Call
Decision 1
Financial Health Score (1–10 composite) — Confirmed

Jeremy: “We can absolutely do that. 100%.”

Factors: growth trajectory, cash conversion cycle, retail expansion pace, inventory efficiency, margin protection. Jeremy also suggested benchmarking it against all clients.

Decision 2
Fulfillment toggle for sales-only clients

Leilah: “when we have a sales-only client, obviously that functionality is turned off. And maybe there's even a little section of it that says... when you're in the creme fulfillment center, you will have access to this data, but it's turned off for now.”

Jeremy: “for the clients that are warehouse only, I want them to also see the sales.”

Decision 3
Interactive distribution map with pins

Leilah: “I love the idea of just a live map where we add pins.”

Jeremy: “I love the map, absolutely love the map.” Also: account list by category, show how many doors they're in vs. how many they could enter.

Decision 4
Benchmarking is critical

Jeremy: “the most powerful thing in the world is, have the AI then say, ‘How am I doing versus everyone else?’... benchmarks are just gamechanging for people.”

Rolling 12-month score, trend direction matters more than absolute score.

Decision 5
Beauty industry competitive intelligence

Scrape: BeautyMatter, BoF (Business of Fashion), Beauty Independent, Women's Wear Daily.

Leilah: “I don’t want to just give it without a little bit of our take on it.”

Diego: Can teach it Crème’s voice/tone for editorial layer.

Decision 6
Founder’s letter → Quarterly, not monthly

Jeremy: “it can be done quarterly versus monthly.”

Renamed: “Q1 Strategic Update” — stays the same for all 3 months of the quarter.

Decision 7
Document library

Jeremy: “how hard is it to have this link to folders of actual documents where they can just click on theirs?”

Diego: “That’s not hard at all.” Secure client-specific folders with published docs.

Decision 8
Report sections structure (top-level)

Jeremy: “Top is the brand’s summary... executive level of sales and fulfillment and marketing. Then you go into sales, then you go into fulfillment, then insights/resources.”


Priority Order
  1. Monthly sales reporting (HubSpot + Retailer Portal data) — most urgent, what Tyler and Darcy are asking for
  2. Fulfillment dashboard — second priority
  3. Everything else layers on over time

Context

Company Structure

  • Crème International — new parent company (~Feb 2026)
  • Crème Collective — the agency (sales rep side)
  • Sage Distribution → renaming to Crème Fulfillment by summer 2026

Budget Ramp

  • +$2K/month starting April 2026
  • +$2K/month starting July 2026
  • More budget = more predictability

Automation Assessment

Automatable

  • Executive Snapshot (HubSpot + warehouse)
  • Retail Expansion & Distribution (HubSpot pipeline)
  • Fulfillment / Inventory Intelligence (warehouse system)
  • Industry Brief (AI scraping beauty publications)
  • KPI Scorecard (computed from existing data)

Needs Manual Input

  • Marketing + Retail Activation (anecdotal, needs team input)
  • Product & Market Feedback (same)
  • Cultural & Relationship Health (quarterly survey-based)