The Flywheel
Most founders treat product like a black box.
Money goes in. You hope magic comes out.
EOS organizes your sales, your finance, your ops. Nobody organizes product.
So the founder does it from memory, between everything else. And the box gets more expensive every season: tooling deposits on products that should have died at the sketch. Inventory bought against a forecast nobody believes. Launches that arrive after the product does.
Opening the box is not complicated. It is a system.
Evidence before ideas. Focus before development. Gates before tooling. A launch date that inventory, channel, and story all hit together. And a feedback loop so next season starts smarter.
That is the whole Product Flywheel, in one note.
What is inside your black box right now?
Run the 2-minute diagnostic →
The Flywheel · series opener
Product does not break in one big way. It breaks in five.
After 15 years inside consumer brands, I have seen all five over and over:
- Building on opinion instead of evidence
- Too many ideas, no kill discipline
- Surprises at tooling, quality found at the warehouse
- Product arrives, launch does not
- Same mistakes, season after season
Here is the uncomfortable part. Fixing one does not help much. They feed each other.
Bad evidence creates too many ideas. Too many ideas starve development. Starved development slips the launch. A slipped launch leaves no time to learn. And nobody learns, so next season starts on opinion again.
It is a wheel. It spins forward or it spins backward.
Each failure maps to one stage of the Product Flywheel, and each one has a specific fix we install. The notes below take them one at a time.
Which of the five is costing you the most right now?
The Flywheel · Focus
Your brand could make almost anything. That is exactly the problem.
Founder-led brands are idea machines. The founder sees opportunity everywhere. That is why the brand exists.
But every product on the roadmap is paying rent: development time, tooling cash, factory attention, team focus, inventory dollars.
The brands that grow fastest are not the ones with the best ideas. They are the ones with the best kill discipline.
At Oboz we grew about 33% a year for three years. The roadmap secret was not what we added. It was what we said no to, early, before it cost real money.
Could is a list. Should is a strategy.
What is on your roadmap right now that you already know should not be?
The Flywheel · the gauge
Nobody trusts the forecast.
I hear it at almost every brand I talk to. Everyone says it like it is a spreadsheet problem.
It is not. It is a process problem wearing a spreadsheet costume.
The forecast nobody trusts is the forecast nobody owns.
Updated quarterly. By whoever has time. With assumptions nobody wrote down. Reviewed only when something already went wrong. Then a container of the wrong SKU shows up and everyone blames the spreadsheet.
A forecast people trust is boring. One owner. One weekly update. Assumptions written down. Misses reviewed without blame.
Trust is built the same way it is with people. Small promises, kept weekly.
Does your team trust your forecast? Honestly?
The Flywheel · Launch
The product arrived. The launch did not.
I have watched this movie at so many brands.
The containers land on time. The product is great. And then: the photography is not shot. The PDP is half written. Wholesale never got a preview. Email has no sends planned. The founder posts about it once.
Six months of development, launched with a shrug. Then everyone concludes "the product didn't work."
The product never got a chance to work.
A launch is a date that inventory, channel, and story all hit together. If any one of the three misses, you did not launch. You just started selling quietly.
The fix is unglamorous: the launch plan starts at the same stage gate as the tooling deposit. Same calendar. Same owner. Same weekly review.
What is the best launch you have ever seen a brand pull off?
The Flywheel · the axle
Every founder-led brand hits the same wall.
The founder IS the product person. Their taste built the brand.
Then the brand grows and the founder becomes the bottleneck. Factories wait on their answers. The roadmap lives in their head. Every launch needs their sign-off. The team guesses what they would want.
The usual advice is "hire a VP of Product." Sometimes right. Often premature. A great VP at a $10M brand is a $250K+ bet, and a bad hire at that level costs two years.
There is a middle path: install the SYSTEM first.
Roadmap, line planning rhythm, stage gates, a forecast people trust. Run it with fractional leadership. THEN hire the full-time person into a working machine instead of a blank page.
Systems first. Then people. Most brands do it backwards.
How an engagement runs →
The Flywheel · proof
We grew 33% a year for three years. Everyone assumes it was innovation.
Oboz became the #1 hiking footwear brand at REI. Everyone assumes the driver was product innovation.
It was not. It was product FOCUS.
What actually worked: a 5-year roadmap we mostly said no to. A seasonal line plan process the whole company could see. Stage gates that killed weak ideas at the sketch, not at the tooling invoice. Quality people IN the factories in Vietnam, not reviewing photos from Montana.
None of that is exciting. All of it compounds.
The brand got acquired. The playbook came with me.
Boring systems, executed weekly, beat brilliant ideas executed occasionally.
Built on AI
A three-person product team should not be able to do this.
Every morning before the team logs on:
- The program tracker reads yesterday's supplier emails and updates itself.
- The order tracker refreshes every PO, invoice, and shipment.
- The 78-week demand forecast recalculates, subscriptions included.
- The launch planner reprices cash and margin on every unlaunched SKU.
Nobody touches any of it.
A year ago this was a spreadsheet pile and a standing status meeting. The work existed, it just ate a person.
The interesting part of AI for consumer brands is not writing product descriptions. It is that a founder-led brand can now run the planning infrastructure of a company 10x its size without hiring for it.
Small teams with big-company systems. That is the unlock.
The systems I build →
Factory ops
Skip the deck. Walk the floor.
Every factory visit starts the same way. Conference room. Tea. A deck about their biggest clients.
I always ask to skip it.
The floor tells you everything the deck won't:
- Is the QC station staffed, or is it a desk with a clipboard?
- Are the workers doing rework in a corner? How big is the pile?
- Does the floor manager know your product, or just your PO number?
- How old are the machines running YOUR line, not the showroom line?
Fifteen years of visiting factories in China, Vietnam, the Philippines, and Cambodia and I have never once regretted skipping the deck.
The deck is who they want to be. The floor is who they are.
What is the first thing you look at on a factory visit?
Factory ops
The gap is widening. Not the one you think.
Every trip to China I notice the gap widening. Not the gap between China and everyone else. The gap between brands who show up and brands who don't.
The factories know exactly who is who.
The brands who visit get the A-team engineers. The early heads-up when a material price is about to move. The honest answer instead of the polite one.
The brands who manage everything over email get... managed.
Tariffs changed a lot of sourcing math. They did not change this:
Your factory relationship is an asset you either invest in or don't. And you cannot invest in it from your desk.
Factory ops
We cut COGS about 15% by moving production out of China.
Here is what nobody tells you about that move: it only worked because of what we did BEFORE we needed it.
We knew our products down to the component level. We had clean specs a new factory could actually quote against. We understood which processes were hard and which just looked hard.
Brands that treat their factory as a black box cannot move. They do not actually know what they are buying.
The tariff conversation is really a product knowledge conversation.
If your factory disappeared tomorrow, how long until you could ship from somewhere else?
If the answer scares you, that is the project.
Strategy · from the Loop teardown
Nobody walks into a fly shop and asks for a 9 foot 6, 5 weight, fast action, 4 piece.
They ask for a rod for the Madison. Or for euro nymphing. Or for big streamers on big water.
But look at how most rod walls are organized. Specs. Numbers. Model codes that mean nothing until the shop guy translates.
When I wrote my teardown of Loop's US opportunity, the single highest-leverage move was not a new product. It was naming. 7X Euro. 7X Big Water.
Name the product for the water the customer fishes, and the dealer pitch writes itself. The website organizes itself. The customer stops needing a translator.
This is merchandising strategy, and it is wildly underrated in hard goods. Same product, same price, different words, different sell-through.
What is the best-named product in your category? I will start: the Sage TROUT LL. Says everything in two words.
Read the full Loop teardown →
Strategy
Why I wrote a full market strategy for a company that never hired me.
Three honest reasons.
1. It is the best resume that exists. Anyone can say "I do product strategy." A finished strategy for a real brand, with real market math and a sequenced roadmap, is proof. One document beats a hundred claims.
2. It sharpens the saw. Doing the Truth-Focus-Build work on a brand I have no stake in is practice without pressure. Every teardown makes the paid ones faster.
3. The outdoor industry is small. The people who read a thoughtful teardown of a fly-fishing brand are exactly the founders, GMs, and investors I want to talk to.
The Loop teardown is free, and it is on this site. If you run a founder-led outdoor brand and want this thinking pointed at YOUR market problem, that is literally the first two weeks of my Flywheel Audit.
The wheel only turns if someone spins it.
Start with an Audit →
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