Lattice Strategy

Brooklyn, NY · Est. 2020

Strategy work for ambitious brands.

We're a four-person consultancy partnered with ambitious DTC operators on positioning, retention, and 12–18 month revenue planning. Senior eyes on every deck. No junior account managers, no decks-as-billable-hours.

Book a discovery call →
See our work
6 yrs
Working with DTC operators
47
Brands launched / scaled
$28M+
Influenced revenue (2024)
92%
Retainer renewal rate
  • Positioning strategy
  • Brand architecture
  • Retention design
  • Subscription modeling
  • Pricing & packaging
  • Customer research
  • Cohort analysis
  • Lifecycle email
  • Paid media planning
  • Marketing org design
  • Roadmap workshops
  • Klaviyo / Shopify
Selected work

A few projects from the bench.

Each project gets the full treatment — cursor-tilt live preview, the brief, what we built, and the differentiating spice. Hover any row to focus it; the others dim out of the way.

Brand strategy · Retention design · 2024

Hearthstone Goods

Repositioning a slow-growth candle brand into a $4M / yr business.

H
Live preview
Spice feature: Subscription-tier modeling sheet

The brief

Hearthstone hit a $1.2M ceiling selling $14 candles on Shopify with paid social as the only growth lever. CAC had crept past the second-purchase margin. The brief: rewrite the brand story and the retention engine in one quarter.

What I built

A six-week strategy sprint — 22 customer interviews, a positioning rewrite around 'rituals, not products,' a tiered subscription tier, and a 90-day Klaviyo rebuild. Handed off to their in-house team with quarterly check-ins; revenue 3.4x'd in 14 months.

Stack

  • Klaviyo
  • Shopify
  • Recharge
  • Looker Studio
  • Notion

Launch strategy · Subscription modeling · 2025

Northwoods Coffee Roasters

Subscription-first launch for a third-wave roaster going DTC.

N
Live preview
Spice feature: Roast-cadence delivery scheduler

The brief

Northwoods runs three cafes in Portland and a wholesale book that pays the bills. They wanted a subscription DTC channel, but feared cannibalizing wholesale and didn't know how to price across roast cadence + bag size + grind preference.

What I built

Subscription model with seven SKUs collapsed into three pricing planes, a 'roast week' cadence the customers picked at sign-up, and a launch sequence that seeded their wholesale partners first. 1,400 active subscribers inside 90 days; wholesale revenue grew 6%.

Stack

  • Recharge
  • Shopify
  • Klaviyo
  • Mux
  • Linear

Positioning · Customer research · 2025

Fielder Outdoor

Positioning + product-market fit reset for an outdoor apparel startup.

F
Live preview
Spice feature: Customer interview synthesis library

The brief

Fielder shipped strong reviews from a niche audience (long-distance backpackers) but stalled at $800K ARR trying to reach 'casual hikers.' They needed to either commit to the niche or restructure the product line — without burning the goodwill they'd built.

What I built

A two-month research sprint: 30 customer interviews, four product-line concepts tested with cold prospects, and a final positioning that doubled down on the through-hiker community and split the catalog into 'Trail' (premium) and 'Field' (everyday). 19% reactivation in the first quarter post-launch.

Stack

  • Maze
  • Notion
  • Figma
  • Shopify
  • Klaviyo
Process

How it goes.

Predictable from the brief to launch. No mystery quotes, no scope creep, no agency overhead.

  1. 01

    Brief & discovery

    You send the brief or book a 30-minute discovery call. We come prepared — already know your brand, your numbers, and what your peers are doing. Calls are diagnostic, not pitch decks.

  2. 02

    Scope & proposal

    Inside a week, you get a written scope with deliverables, milestones, and a fixed price. We don't bill hours — we bill outcomes. If the scope doesn't fit your budget, we say so on the call.

  3. 03

    Sprint or retainer

    Most engagements run as 6–12 week sprints — focused, dated, and ending with a written hand-off. A handful of clients move into quarterly retainers when the work is genuinely ongoing.

  4. 04

    Hand-off & quarterly check-ins

    We write everything down. You leave the engagement with a strategy doc, dashboards your team owns, and a 90-day execution plan. Quarterly check-ins are included for the year.

Pricing

Transparent. Tiered by scope.

Every tier includes strategy, async updates, and a written proposal upfront. Pick the closest fit and we'll fine-tune on the discovery call.

Starter sprint
$800–1,200

A focused two-week diagnostic — for founders who need a sharp outside read on one specific question.

  • 10–15 hours of senior strategy time
  • Single-question scope (positioning, retention, pricing)
  • Written diagnostic + 90-day execution plan
  • One follow-up call within 30 days
Strategy sprintMost popular
$1,500–2,500

Our default engagement. Six to eight weeks on a meaty strategy problem with a written hand-off your team can run on.

  • 6–8 weeks of senior strategy work
  • Customer research (15–20 interviews)
  • Cohort + funnel analysis
  • Positioning, pricing, or retention deliverable
  • Klaviyo / Shopify / Recharge implementation hand-off
  • Quarterly check-ins for 12 months
Quarterly retainer
$3,500+/mo

For brands where strategy is an ongoing function. We become a fractional senior strategist on your leadership team.

  • Weekly working sessions
  • Roadmap + OKR ownership
  • Marketing org design support
  • Vendor + agency selection
  • Quarterly board-deck contribution
  • Senior strategist as point — no rotation

Need something specific? Tell us what you're thinkingand we'll quote it custom.

About

Hi, I'm Sora.

Sora Patel, founder of Lattice Strategy

Sora Patel

Founder & principal strategist · Lattice Strategy

sora@latticestrategy.co(347) 555-0142

I started Lattice in 2020 after seven years in-house at two DTC brands you've heard of and one you haven't. The pattern was the same in all three: founders shipping strategy work in the cracks between operating decisions, hiring agencies that gave them a deck and disappeared, and a small group of seasoned operators they kept calling for actual advice.

Lattice is built for that third group. Senior eyes on every project. Written deliverables, not slide decks. We work with ten to twelve brands a year — small on purpose — and we don't take on logos that aren't a real fit, even when the budget is right.

The team is four people now. I do a lot of the customer research and positioning work myself; my partners handle subscription modeling, retention design, and the org-design pieces. Nobody on this team has the word 'junior' in their title.

Reply window

48hours, max

Every brief gets a written response in two business days — usually same-day. No bots, no auto-responders.

Promises we keep

  • You own your domain and code
  • Fixed price, written upfront
  • Sora answers when you call
Discovery · live availability

Book a discovery call.

Pick a time, share a few notes about the project, and we'll come prepared. The call is free, no decks, no pitch — just a conversation about whether we're the right fit.

30-minute discovery call

Pick a slot that works. We'll review your brief beforehand so the call is diagnostic — what's working, what's not, and whether a sprint actually fits the question you're asking.

Calendar link coming soon.

In the meantime, get hold of us directly — we usually reply inside a workday.

Email → hello@latticestrategy.coCall → (347) 555-0142
Common questions

What founders usually ask first.

We don't run paid media, write Klaviyo flows, or design landing pages. We do the strategy work that makes those tactics worth doing — positioning, segmentation, retention design, pricing. We hand off implementation to your team or to an agency we trust. The line is bright on purpose.
No. We work on fixed-price sprints or monthly retainers. Performance-based pricing tilts strategy toward short-term wins, and the brands we work with are playing a longer game. If you need a contingency partner, we'll point you to one.
Most clients are between $500K and $20M in revenue with a founder still in every meeting. We've worked with two pre-launch brands and a handful at $50M+, but the sweet spot is the band where strategy decisions still move the needle quarter-to-quarter.
Sprints run 6–8 weeks; retainers go quarter-by-quarter with a 90-day minimum. We'll always recommend the smallest engagement that answers your question — most relationships start with a starter sprint and scale up if the work fits.
Senior, always. Sora runs the discovery call, writes the proposal, and is the point on the engagement. The team is four senior strategists with 10+ years each — we don't have anyone we'd hide behind a 'project coordinator' title.
We'll tell you on the discovery call and refer you to a peer firm we trust. Most weeks we send more business out than we take in. Saying yes to the wrong engagement is the most expensive mistake a strategy firm can make.

Have a project in mind?

Send the details — about 5 minutes of typing. We'll read every word and email back inside 48 hours.

Or book the call directly →