Are you ready to take charge of your
brick & mortar retail business in 2022?

Join The 2022 Retail CEO Challenge!

Registration is NOW closed – click on the button below to sign up for the waitlist and we’ll contact you when the next Retail CEO Challenge is announced!

Happy Notes

Do you constantly work IN your business instead of ON your business?

I’ve been in your shoes.. and there is a better way!

I still OWN a store myself! I am a retail store owner who’s dedicated years of my journey to learning so I can be the retail expert who has actually done the work. I KNOW what it takes to grow without exhausting or burning myself out. Been there, done that – and I never want to go back!


The 2022 Retail CEO Challenge

The challenge where you’ll learn what it takes to grow a brick and mortar retail business while cutting hours from your work week, no fluff here!

You’ll receive made-for-you downloadable resources that will save you time
so you can confidently become the CEO of your store.

Let’s get down to business

Here’s what I’ll cover…

We’ll meet every Monday for four weeks on Zoom where I’ll teach LIVE at 2pm EST.
Can’t make it live? No biggie! You’ll get access to the replays for 60 days!
WEEK 1 – Monday, January 17, 2022

Systems and Processes

“The Well Oiled Machine: How to Create Systems & Processes to Help Your
Retail Business Run Efficiently”
, join me for a live presentation where I’ll walk you through the steps I take to create systems in my own business and I’ll share examples of several retail store systems so you can learn how to apply this concept to your own business. The more systems you put into place, the more efficient your business becomes.

WEEK 2 – Monday, January 24, 2022

Planning & Tracking

One step to becoming the CEO of your retail business is to SCHEDULE CEO time for yourself. We all work IN our business but this is dedicated time to work ON your business. If you don’t give this to yourself, no one else will! In this session I’ll walk you through all of the planning and tracking worksheets provided in a bundle prior to this class. You can use these to create a CEO binder for yourself and your business.

WEEK 3 – Monday, January 31, 2022

Business Health Check-up

Whether you’ve been in business one year or 20 years, conducting a business health check-up is something we often neglect. In fact, you probably haven’t does this before! Prior to this session, you’ll receive my 2-page Business Health Check-Up Checklist and a goal setting sheet. It’s important to check-in but equally important to then set goals and create a plan to ACHIEVE those goals!

WEEK 4, Monday, February 7, 2022

Metrics & Benchmarks

This is an area where the Independent Retail Industry tends to be elusive. How do we know what our AOV should be? How do we know if our SPSF is comparable to other stores like ours? What IS a good online conversion rate for retail businesses like ours? In this session, you’ll receive a copy of the Savvy Shopkeeper Year-End Retail Report so not only will you learn about these metrics but you can calculate these for your OWN business. Knowledge is power and this is how you GROW!

I felt like a weight had been lifted, I literally slept better. With [Kathy’s] advice and insight, I better understood my business’s metrics, how to analyze my P&L and how to stay on track”
C.F. – 1:1 coaching client

Single Payment

– 4 Live Weekly Zoom Lessons with Kathy Cruz
– Access to Video Replays for 60 Days
– Printable Downloads
– Business Health Checklist
– Year-End Retail Report
– Entries to win “door” prizes
– Weekly accountability
…and most importantly have fun doing it!



Have questions? I have answers!

This is for brick and mortar retail store owners. Gift shops, home decor and furniture stores, apparel boutiques, vintage and antique stores, consignment shops, and more!

  1. You’ll learn about the value of systems and processes in your business and how setting them up will save you countless hours in the future.
  2. You’ll create a 2022 CEO system for yourself with worksheets and a tracking system.
  3. You’ll perform a business health check-up on your business followed with some goal-setting work.
  4. You’ll complete a 2021Year-End report for your business where you’ll learn what metrics are important, how to calculate them, and how to improve them!

Once you sign up, you’ll receive an email with the Zoom link to attend the live lessons (every Monday at 2pm EST for 4 weeks starting with Monday, January 17, 2022). If you can’t attend the live lessons, you’ll be able to watch the replays for 60 days in the Shopkeeper’s Academy!

You’ll receive emails before each weekly lesson with information on how to access the downloads.

If you’re a Lab member, please visit the Facebook Group for your discount code! NOTE: If you’re a Master Shopkeepers member, I already teach these lessons in the group. You receive every part of this challenge in our mastermind membership. If you want even more accountability, you are welcome to sign up and use the coupon code in the Lab.

That’s great! Bring it with you to each lesson. Many shopkeepers pair the worksheets and downloadable resources from this challenge with a planner they already use. You won’t find the Year-End report or the Business Health Checklist in any planner, so you’ll want to download these before the lessons!

It is… and it isn’t! The worksheets have been updated and I added a few more worksheets. What has changed the most: rather than teaching one 2-hour class at the end of the challenge, I’m focusing on one part of the challenge at a time with a Live lesson every week for 4 weeks. I’ll be able to help answer more questions this way AND it will help with accountability! If you want to learn more about the 2021 challenge, start with Episode 59 of the Savvy Shopkeeper Retail Podcast and listen through Episode 63.