BuildTheDreamBrand

Scaling & Channel Strategy Planner

Diversify your revenue, plan your wholesale expansion, forecast cash flow, and build the team and systems to grow beyond you.

By Bhavna Rishi
Build The Dream Brand
Fashion Brand Consultant & Founder Mentor
20+ years sourcing, designing and managing productions for museums, heritage brands, multi-retail stores & independent founders.

Section 1: Channel Revenue Planner

Relying on one sales channel is a risk. Map your current and target revenue mix across channels so you can grow strategically.

Channel Revenue Mix

Channel Current Revenue % Target Revenue % (12 months) True Margin After Fees Actions to Grow
Own website (DTC)%%%
Instagram / social selling%%%
Wholesale (independent stores)%%%
Wholesale (department stores)%%%
Markets / pop-ups / fairs%%%
Etsy / Amazon / marketplace%%%
Licensing%%%
Other:%%%
TOTAL100%100%
Bhavna's Tip: DTC gives the best margin. Wholesale gives volume and credibility. Markets give customer feedback. The ideal mix depends on your stage — but never have more than 60% from a single channel.

Section 2: Wholesale Readiness Checklist

Section 3: Wholesale Outreach Scripts

LinkedIn Connection Request

Customise the bracketed sections for each buyer.

Hi [Buyer Name], I love what [Store Name] is doing with [specific thing you noticed — new collection, window display, event]. I am the founder of [Your Brand], a [brief description]. I think our [hero product] would be a great fit for your customers. Would you be open to a quick conversation? Best, [Your Name]

Email Outreach Template

Subject line:

Opening (personalised hook about their store):

Brand introduction (2 sentences max):

Why your brand fits their store (be specific):

Call to action:

Attachments: line sheet, lookbook, press mentions

Section 4: Buyer Outreach Tracker

Store Name Contact Person Email Date Reached Out Response Follow-Up Date Outcome

Section 5: 12-Month Cash Flow Forecast

Cash flow — not revenue — determines whether your business survives. Fill in projected income and expenses month by month to see when cash gets tight.

Monthly Cash Flow Table

Month Revenue In Cost of Goods Operating Costs Marketing Spend Net Cash Flow Running Balance
Month 1££££££
Month 2££££££
Month 3££££££
Month 4££££££
Month 5££££££
Month 6££££££
Month 7££££££
Month 8££££££
Month 9££££££
Month 10££££££
Month 11££££££
Month 12££££££
ANNUAL£££££

Cash Flow Health Check

Which month has the lowest cash balance?

Do you need external funding? If so, how much?

What is your monthly break-even revenue? £

How many months of runway do you have at current burn rate?

Section 6: First Hire Planning Worksheet

Your first hire is the most important one. Get clear on what you need before you recruit.

Role Definition

What tasks are taking up most of your time right now?

Which of these tasks could someone else do?

Role title:

Hours per week:

Freelance / part-time / full-time:

Budget per month: £

Key responsibilities (list 5):

1.

2.

3.

4.

5.

Skills required:

Where to find them:

Section 7: SOP Template (Standard Operating Procedure)

Before you delegate, document. A clear SOP means anyone can follow the process and deliver the same quality you would.

Standard Operating Procedure

SOP Title:

Process owner:

Last updated:

Purpose of this process:

Step-by-Step Instructions

Step #ActionTool / SystemTime EstimateNotes
1
2
3
4
5
6
7
8

Common mistakes to avoid:

Quality check: How do you know this was done correctly?

"Scaling is not doing more of everything. It is doing more of what works and less of what does not — with better systems and the right people." — Bhavna Rishi

BuildTheDreamBrand

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This template is part of the BuildTheDreamBrand Course. Not for circulation, copying, or resale.