Measure Twice. Scale Once.

Foundational Shopify infrastructure for hybrid (B2B2C) custom manufacturers.

Featured by Alex Hormozi · April 2026
$3.6M
TTM Revenue · +44%
$540K
TTM Profit · +40%

The result of one engagement at a custom-order manufacturer. The system behind it is what we build.

§ 01Proof

In April 2026, Alex Hormozi featured Optimum Works.
We built the system behind the numbers.

TTM Revenue
$0.0M$0.0M
+44% YoY
TTM Profit
$0K$0K
+40% YoY
Margin
~0%
Held across both years
TTM Revenue+44%
$2.5M$3.6M
BeforeAfter
TTM Profit+40%
$384K$540K
BeforeAfter

Hormozi covered the strategy. We built the system behind it — the operational infrastructure that lets a custom-order Shopify manufacturer grow revenue without sacrificing margin.

Source: Optimum Works founder disclosure on the Alex Hormozi YouTube channel, April 2026Read the Full Case Study
§ 02What We Build

Four systems. One operating layer.

1

Native Shopify CRM

Extends Shopify admin with a real B2B pipeline. No more hopping between Shopify and HubSpot to work leads.

Configured-product reality made operational: multistep quoting, draft-order deals, B2B pipeline stages, and pricing tiers — all without leaving Shopify. The quote inbox stops being a black hole.

  • +Multistep quote builder
  • +Draft-order pipeline
  • +B2B tier pricing
  • +Quote-to-order tracking
Operated by your sales team and ops lead.
2

The Ledger Dashboard

Real financial reporting. Your accounting system. Your ads. True MER. True profit. Right in Shopify.

~18%of conversions arrive on Day 0 — the day of the ad impression.
82%live in the tail, arriving 15 to 27+ days later.
Custom-order category · Optimum Works engagement data

A single source of truth across your accounting system, paid media, attribution, and the lead-to-order lifecycle. In-platform ROAS is replaced with lag-corrected return tied to your cash flow — the number you can actually defend to the founder.

  • +Advertising spend
  • + Form lead revenue
  • +Call lead revenue
  • +True MER
  • +Profit
  • +Weekly executive view
Operated by your marketing lead post-engagement.
3

The Hydrogen Storefront

Headless Shopify unifying D2C and B2B trade portals into one frame.

One codebase, two buyer paths. Transactional checkout for stocked SKUs; configurator-driven quoting for custom builds. The hybrid funnel finally lives on a single foundation.

  • +Headless storefront (Hydrogen)
  • +Configurator → quote
  • +Trade portal
  • +PDP A/B framework
Operated by your ecommerce team — with our continued partnership, or in-house. Your call.
4

The Content Engine

Sanity Studio configured for the Hydrogen storefront and omnichannel scheduling.

Structured content that ships once and renders everywhere — storefront, email, ads, partner portals. Editorial calendar lives where the operators already work, not in separate systems that are hard to adopt and synchronize.

  • +Hydrogen integration
  • +No-code website updates
  • +Content scheduling + previews
  • +Asset library
Operated by your content team or marketing lead.
§ 03Who We Work With

The firm you bring in when the operational layer is the thing keeping you stuck.

We work with founders, CEOs, and the marketing, ecommerce, and operations leaders inside their teams.

The infrastructure we build runs your business; your team operates it with us during the engagement and continues operating it after — with our continued partnership or in-house. Not the firm you bring in to replace the people already in the seats.

Buyer Roles, Named
  • Founders & CEOsYou're running a $1–10M custom-order business and growth is bottlenecked at the operational layer — the quoting workflow, the attribution gaps, the duct-tape between Shopify and the CRM.
  • Ecommerce & Operations LeadersYou run the storefront, the integrations, and put out the daily fires. You can see exactly where the operational layer is leaking — the quote requests that fall through the cracks, the manual reconciliation, the ad budget burning on traffic that isn't ready to check out. You need engineering depth, not a takeover. F&L ships the infrastructure you've been wanting to build.
  • Growth & Marketing LeadersYou own the ad budget. You're tired of defending it on ROAS that doesn't reflect what custom-order buyers actually do — most close 15 to 27+ days after first click. F&L builds attribution that survives the conversion lag and gives you reporting that defends itself.
§ 04Approach

How an engagement runs.

STEP 01

Discovery & Diagnostic

2 weeks · paid

We audit the operational layer across seven areas — website, ads, product data, margin, accounting, sales process, reporting — baseline the numbers, and deliver a Blueprint. Yours to keep whether you build with us or someone else.

Blueprint · Baseline metrics · Build plan
STEP 02

Foundation

4–8 weeks · co-led

Product data is restructured, margin is normalized, the Hydrogen storefront ships, and the Ledger Dashboard goes live with its first views. The foundation everything else stands on.

Product Data · Storefront · Dashboard
STEP 03

Activate

4–8 weeks · sequenced

Native Shopify CRM, the dual-funnel ad strategy, and Sanity content control go live. The systems that turn the foundation into pipeline.

CRM · Ads · Content
STEP 04

Scale & Transition

ongoing · your call

Lifecycle automation and the organic asset engine scale alongside your team. When you're ready, primary operations transition in-house — with our continued partnership or fully your own. Your call.

Lifecycle · Knowledge transfer · Optional retainer
§ 05Licensing

Transparent licensing.
Your data, your store, your customers.

Strategy, data architecture, CRM, quoting, and ad systems — engineered as a coherent operating layer underneath the business.

The proprietary infrastructure (custom apps, theme engine, integration layer) runs on a transparent licensing model. This proprietary stack deploys systems that would otherwise take 12+ months and a six-figure upfront cost — enterprise-grade infrastructure accessible to small businesses at lightning-fast turnaround.

What You Own
  • Your data, end to end
  • Your Shopify store
  • Your customer relationships
  • Your brand & content library
What We License
  • Proprietary Shopify apps
  • Native Shopify CRM
  • Ledger Dashboard module
  • Integration code & schemas
§ 06Founders

Built by the people you'll actually work with.

Frame & Ledger came out of years working with custom manufacturers on Shopify. Our job was to grow revenue and profit — and to do that we had to build custom infrastructure around the way these businesses actually sell. The principles travel. The tools are pre-built and pre-packaged, but still tailored to how you operate. We learned your infrastructure problems and built a multi-million dollar solution for you before we ever met.

— Adam Wells, Co-Founder
  • Adam Wells

    Adam Wells

    CEO & Growth Architect

    Leads strategy, account architecture, and the conversation founders actually want to have.

    Connect on LinkedIn
  • Jon Wells

    Jon Wells

    CTO & Enterprise Architect

    Engineering lead. Designs the operating layer — data architecture, CRM, quoting, integration code. The person who makes custom systems tailored to how you actually operate.

    Connect on LinkedIn
§ 07Begin

Strategy charts the path. Infrastructure carries the load..

Frame & Ledger takes a small number of clients per year.

The first conversation is a 30-minute call with Adam or Jon to see if there's a fit. If there is, we'll send a Discovery proposal within a week.

Response windowWithin 3 business days · personally