Halcyon Advisory
Growth & Positioning
Statement of WorkSOW-VF-014
Statement of Work

A Go-to-Market Reset

This engagement repositions Verdant Foods in the crowded plant-based aisle — sharpening the brand's reason to exist, rebuilding the messaging architecture, and launching a focused go-to-market motion across four phases. The goal is a positioning that wins shelf, not just attention.

The approach, in one line
Read the category sharply → claim a distinctive, premium position → build the messaging to carry it → hand over a go-to-market motion the team can run.
Prepared for
Provider
Halcyon Advisory LLC
210 Mission St, Floor 9, San Francisco, CA 94105
Referred to herein as "Halcyon."
Client
Verdant Foods, Inc.
1140 Harbor Way, Oakland, CA 94607
Referred to herein as the "Client."
Total Fee
$96,000
Engagement
10 weeks
Phases
4
Kickoff
Apr 6, 2026
What this engagement covers — four phases
Phase 1 · Read
Category & Customer Read
The category, three priority competitors, and a 40-shopper message test — landing the white space to claim.
Phase 2 · Position
Positioning Platform
The new positioning on one page: the core idea, audience, and the reasons to believe a competitor can't copy.
Phase 3 · Message
Messaging Architecture
The brand narrative, message pillars with proof, and copy directions for pack, site, and the sales one-pager.
Phase 4 · Launch
GTM Plan & Toolkit
A two-quarter go-to-market plan — channel mix, calendar, and KPIs — with a toolkit the team can run.
How we work together
Each phase opens with a working session and closes with a decision review — Halcyon writes, the Client decides. A phase does not start until its predecessor is accepted, and a single consolidated round of feedback per deliverable protects the ten-week timeline. The full scope boundary, deliverables, acceptance criteria, and the milestone-tied fee schedule follow on the sheets inside.
SOW-VF-014 · Verdant Foods · GTM Reset · Issued under MSA MSA-2025-HA-009 Page 1 of 5
01

The Situation

Where Verdant sits today — and the white space the reset claims

Verdant has loyal early adopters but reads as one more "better-for-you" option in an aisle where everyone makes the same promise. Trade velocity has plateaued and three well-funded new entrants are outspending Verdant on positioning while saying roughly the same thing. This SOW treats the problem as a clarity problem, not an awareness one: a sharper place to stand, then a focused motion to claim it before the category consolidates around someone else's idea.

Distinctive
Conventional
Mass
Premium
Legacy plant brands
Premium newcomers
Verdant today
Verdant, repositioned
From
A "better-for-you" plant brand defined by what it isn't — a quieter version of every competitor's claim, priced like a premium but positioned like a commodity.
To
A distinctive, premium point of view the category can't copy — the move from the lower-left cluster into clear, ownable white space in the upper-right.
So that
Velocity reaccelerates on clarity, not spend; the brand earns its premium at shelf and online; and the team has one story to rally behind.
Success looks like
+12 pts
lift in unaided "stands for" recall in the post-reset shopper test.
Velocity
Reaccelerated
trade velocity turns positive within two quarters of launch, on clarity not added spend.
Internal
One story
sales, marketing, and the founder telling a single, defensible positioning.
Assumptions & Dependencies

The Client provides 24 months of velocity and category data, access to the founder and head of sales for working sessions, and a named decision-maker who can approve positioning at the end of Phase 2. Halcyon's timeline assumes one consolidated round of feedback per deliverable; additional rounds beyond two are handled through the change-control process on the authorization sheet.

SOW-VF-014 · GTM ResetInitials   Page 2 of 5
02

Scope & Deliverables

What Halcyon owns, the boundary that protects the timeline, and the four deliverables

Halcyon leads the strategy and the four deliverables that flow from it: the category and customer read, the new positioning and messaging architecture, the go-to-market plan, and a launch toolkit the Client's team can run. Execution of paid media, package redesign, and PR sits with the Client or its agencies, briefed by Halcyon.

In Scope
Category, competitor, and customer research — including a 40-shopper message-test read.
A new positioning platform: the single idea, the audience, the reasons to believe.
A messaging architecture — narrative, pillars, and on-pack / on-site copy directions.
A 2-quarter go-to-market plan with a channel mix, calendar, and KPI targets.
Out of Scope
×Production of finished creative, packaging dielines, or photography.
×Paid-media buying, trafficking, or ongoing campaign management.
×Retailer line-review presentations and broker negotiations.
×Net-new product development, reformulation, or e-commerce build.
D1Category & Customer Read
A synthesized read of the category, the three priority competitors, and a 40-shopper message test — landing on the white space the reset will claim.
Accept whenDelivered as a 20–25 page findings deck; presented live; the founder and head of sales agree on the single white-space opportunity to pursue.
D2Positioning Platform
The new positioning on one page — the core idea, target audience, frame of reference, point of difference, and the reasons to believe — plus the rejected alternatives and why.
Accept whenA single positioning statement is approved in writing by the named decision-maker; it survives a "could a competitor say this?" test with at least three defensible reasons to believe.
D3Messaging Architecture
The brand narrative, three to four message pillars, the proof under each, and copy directions for pack front-of-pack, the website hero, and the sales one-pager.
Accept whenNarrative and pillars approved; every pillar carries at least one proof point; copy directions are specific enough that a writer or designer could execute without a re-brief.
D4Go-to-Market Plan & Launch Toolkit
A two-quarter GTM plan — channel mix, a 90-day calendar, KPI targets, and a budget framing — handed off with a toolkit and a working session for the Client's team.
Accept whenPlan reviewed and adopted; KPI targets and the launch calendar are agreed; the handoff session is completed and the toolkit accepted in writing.
SOW-VF-014 · GTM ResetInitials   Page 3 of 5
03

Timeline & Investment

Four phases over 10 weeks — billed against each accepted phase
1
Wk 1–3
Read
Closes on D1 — Category & Customer Read
$19,200 · 20%
2
Wk 4–6
Position
Closes on D2 — Positioning Platform
$28,800 · 30%
3
Wk 7–8
Message
Closes on D3 — Messaging Architecture
$24,000 · 25%
4
Wk 9–10
Launch
Closes on D4 — GTM Plan & Toolkit
$24,000 · 25%
Total InvestmentFixed fee — inclusive of research, working sessions, and the launch toolkit
$96,000
Payment Schedule — invoiced on acceptance of each phase, Net-15
P1Category & Customer Read — on acceptance of D120%$19,200
P2Positioning Platform — on acceptance of D230%$28,800
P3Messaging Architecture — on acceptance of D325%$24,000
P4GTM Plan & Launch Toolkit — on acceptance of D425%$24,000
Total Investment$96,000
Billing
Invoices issue on signed acceptance of each phase, payable Net-15. A 20% deposit at kickoff is credited against the first invoice; unbilled work in progress is invoiced monthly.
Additional Rounds
Feedback rounds beyond two per deliverable are billed at $325/hr via a written change order before work resumes; the base fee assumes one consolidated round each.
Expenses
Pre-approved travel for in-person working sessions is billed at cost with receipts; none is currently anticipated for this engagement.
How We Work Together

Each phase opens with a working session and closes with a decision review. Halcyon writes; the Client decides. We protect the 10-week timeline by consolidating feedback into a single round per deliverable and by holding a standing 30-minute weekly checkpoint with the named sponsor. A phase does not start until its predecessor is accepted, so a late decision shifts the back half of the schedule one-for-one.

SOW-VF-014 · GTM ResetInitials   Page 4 of 5
04

Authorization

Signed below, this SOW is incorporated into the governing MSA
Engagement
Go-to-Market Reset
Investment
$96,000
Timeline
10 wk
Phases
4

General Provisions

Change control. Any change to the scope, deliverables, schedule, or fee takes effect only through a written change order signed by both named sponsors. Verbal or informal requests do not alter this SOW, and Halcyon is not obligated to perform unscoped work without one.

Governing agreement. This SOW is incorporated into and governed by the Master Services Agreement referenced on the cover. Where this SOW and the MSA conflict, the MSA controls except as to scope, deliverables, fees, and schedule, which this SOW controls.

Acceptance. A deliverable is accepted when the named decision-maker signs its acceptance criteria or does not respond within five business days of delivery. Each deliverable is presented live before the acceptance clock starts, and acceptance releases the matching phase payment.

Ownership. On final payment, all positioning, messaging, and plan deliverables become the Client's property. Halcyon retains its underlying methods, frameworks, and anonymized learnings, and may reference the engagement as a credential.

Confidentiality. Velocity data, formulations, and roadmap details shared during the engagement are Confidential Information under the MSA and are not disclosed or reused outside it by either party.

Term & termination. This SOW runs from kickoff until the final deliverable is accepted, unless terminated under the MSA. On termination for convenience, the Client pays for all accepted phases plus work in progress to the date of written notice.

By signing below, the named representatives confirm the scope, deliverables, phases, and investment above and authorize Halcyon to begin work under SOW SOW-VF-014. Each signatory warrants they are authorized to bind their organization.
Halcyon Advisory
Halcyon Advisory LLC
Printed Name
Title
Signature
Date
Client
Verdant Foods, Inc.
Printed Name
Title
Signature
Date
This Statement of Work, SOW-VF-014, comprises five pages and supersedes prior drafts upon signature by both parties.
SOW-VF-014 · GTM ResetPage 5 of 5