Tri
120 posts


Just wrapped call w/ founder who wanted me to invest in his D2C business.
I gave him different advice and a potential solution that's way cheaper (at bottom)
Business owns him, not vice versa.
2025A: $17M rev, negative EBIT
2026F: $30M rev, <5% EBIT
Key stats:
- 21 day production lead times
- Terms: 30% deposit, 20% on delivery, rest NET 30
- CM2 70%
- High-cost debt (20%+ APR)
- 120+ SKUs, no sell-through or per-SKU interest allocation
- Factory solid (>30 mo relationship), unbeatable COGS-quality
- Shipped from China to the consumer globally
Recommendation:
- Give factory 10% equity
- Switch to consignment + EOD Friday payments for sold goods to remove cashflow constraints
- Visit factory quarterly (4×/yr)
I also shared how to prep 7 slides for supplier meeting. If post gets traction, I’ll recreate slides here as template. Just comment TRACTION. I need at least 100 lol
I think he’ll succeed. He's smart and he is clearly a winner. Website for his category was 10 out of 10.
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@tri_brk Hi there. This is definitely something we'd like to take a closer look into. Could you please DM us additional details at your earliest convenience? Thank you.
Best regards - Aly twitter.com/messages/compo…
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@amznsellerhelp Amazon algorithm auto change a category without our knowledge and now the listing is down. Please help.
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The framework I use to audit PPC accounts:
Start with account structure. How many campaigns? How granular is the targeting? Are products lumped together or separated?
Granularity matters. If you have one campaign with 500 keywords, you can't optimize anything. Too much noise.
Best accounts have single-keyword campaigns for top performers. Tight control. Precise bidding. Clean data.
Then look at match types. How much of your sales comes from exact vs. broad vs. auto?
If auto campaigns drive 60%+ of your sales, you're leaving money on the table. Auto is a discovery tool, not a long-term strategy.
Harvest those keywords. Move them to exact match. Control the bids.
Next: product targeting.
Most sellers ignore this completely. They focus on keywords and miss competitor ASINs.
If you're not targeting your direct competitors' product pages, you're invisible to high-intent shoppers.
Someone viewing a competitor's listing is 10x more likely to convert than someone searching a generic keyword.
The search term breakdown is where you find gold.
I rank search terms by contribution to total sales. Usually, 15-20 terms drive 80% of revenue.
Those are your core keywords. Everything else is long tail.
Most sellers spread their budget evenly. Don't.
Double down on winners. Cut or reduce spend on everything else.
One account had 1,000+ active search terms. Only 18 mattered. We killed 600+ underperformers and reallocated that spend to the top 18.
ACOS dropped 12 points in 30 days.
Also, need to consider benchmarking your CTR and CVR.
Amazon shows you how you perform vs. category averages. Most sellers ignore this data.
If your click-through rate is 30% below category median, your listing sucks. No amount of PPC optimization fixes bad creative.
If your conversion rate is low but your CTR is high, your pricing or reviews are the problem.
PPC can't save a bad product. It just makes you spend more to prove it doesn't work.
The audit process takes 30 minutes if you know what to look for:
1. Account structure (campaigns, ad groups, granularity)
2. Match type distribution (exact vs. broad vs. auto)
3. Product targeting (are you competing on ASINs?)
4. Search term concentration (how many terms drive 80% of sales?)
5. Wasted spend (keywords with clicks but no conversions)
6. Funnel benchmarking (CTR and CVR vs. category)
Run this quarterly. You'll find $10K-$50K in annual waste depending on account size.
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If there’s one thing I’m proud about the team at Truvani is we do things fast, at scale.
When we wanted to do influencer gifting for example…
We started with 50 gifts. Then 250. And next thing you know we are sending 5000 per month to around 65,000 people in total.
When we wanted to do events, we did 1 and then 10 and now we do up to 200 per month.
Now we wanted to scale DTC ads and in less than 3 months we have 6xed our spend without raising cac too badly.
In business ideas matter, but speed of execution matters more.
We haven’t always been the best but we are getting better.
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@tri_brk We aren't currently using JoinBrands for content. We have in years past. Meta gets a lot more spend than TT.
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@tri_brk I don't recommend an agency. We tried 4 before bringing it in house. Only when we brought it in house did we find success.
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When I hit $500k with my brand, I realized:
I'd outgrown beginner groups but can't really justify $15k masterminds.
Feels like I'm stuck in a weird middle.
Thinking of organizing weekend gatherings called Baseline for brands under $1M.
Just renting out an Air BnB for a Saturday, sharing what you're numbers and plans openly, guest speaker of 7 figure brand, and then starting a WhatsApp group for everyone to stay connected.
Probably groups of 8 - 10 people at a time.
Let me know if you're interested.

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@Molson_Hart You being hungry is not a demand.
If you’re hungry with money, your demand will be met.
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Markets are better for solving short-term problems than long-term ones.
For example, if there is a shortage of food and water in an area because of a natural disaster, prices will naturally rise, which incentivizes the delivery of supply to the area. Market solves the short-term problem.
However, if you're hungry, the market will deliver you low cost, ubiquitous processed food instead of a meal that nourishes your health over the long term.
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Tri รีทวีตแล้ว
Tri รีทวีตแล้ว

Ur swing is pretty solid. From watching this swing, you don’t go over the top at all. In fact I think you slice it because you are a little late with your release and you don’t use ur hands enough. You come plenty from the inside and if you could release it more and earlier you’d hit a nice draw. I like ur swing, keep at it
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Few yrs back, I spent too much time videoing swing after swing trying to get a certain look or position and it never helped. Send videos to your coach and let the pros analyze ur swing.
Jon Sherman@practicalgolf
Why taking video of your swing is a bad idea* (I'll explain the asterisk at the end) 🧵
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@tri_brk Primary miss? Or the miss you hate the most? And primary shot shape?
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@Mike_kim714 I'm left-handed but use right-handed clubs. Thanks for doing this. Go bears.
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@tri_brk No fee, post it on this thread and I can give you my thoughts
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