<insert supplier name here>

Slides:



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Presentation transcript:

<insert supplier name here> Discussion with <insert retailer/wholesaler name here> Time: 00:00 AM Table: 000 NEW RELATIONSHIP TEMPLATE June 2011 INSERT SUPPLIER LOGO HERE

Purpose of template (Remove from slide deck) GMDC developed this template with specific objectives in mind: To provide suppliers with a standardized presentation guide in order to facilitate a more productive and efficient 10 or 20 minute CCC appointment. To ensure the basic needs/points of interest for a Retailer/Wholesaler are identified To deliver a collaborative “follow-up” process to help prioritize post conference activity, clarify interest levels and align expectations between Supplier and Retailer/Wholesalers. How to use this Template This template was designed for use by a supplier when meeting with a Retailer/Wholesaler for their first time. Emphasis is on introducing the supplier company and management along with a focused marketplace and opportunity review. Objectives, recommendations and notes are provided for each of the appropriate slides. Customize for each Retailer/Wholesaler and add/edit presentation as necessary Use GMDC slide master or copy and paste into company slide format Print off and use as presentation and/or leave behind following meeting. Pace your presentation to allow for Retailer/Wholesaler to respond and participate. Addendums can be inserted earlier in presentation or left for reference Use “Follow Up Activities” slide (page 7) to confirm level of interest and next steps Recommendation: start follow up process at “one minute remaining” announcement

About our company… Insert pictures of facilities <enter details about supplier here> <location or headquarters, facilities, etc.> <size or scale of the company> <company’s core values / philosophy> <list key brands> Insert brand logos, etc. Objective: Who are you? Provide key facts about who you and your company are Establishes credibility, focus and competence May want to list Key “Retailer/Wholesaler Partners” here as well Insert pictures of facilities

Meeting consumer needs… <insert narrative text about what the consumer needs> OUR OFFERING <list supplier’s product here> Current Solutions Available <insert narrative text about general solutions the consumer uses today across channels> <How effective are these solutions? What’s missing? What’s the big gap?> Role of the Category and the Channel <what solutions and items are currently in the category to meet these needs?> <what expectations does the consumer have of the retailer/wholesaler in helping them solve or address this need state?> Objective: What you do or offer to the retailer/wholesaler/wholesaler Product and/or Service offering Consumer insights and why the desire/purchase your products How the “category” is better served by your products

Our marketing support programs Media coverage << insert text here >> Promotional and merchandising support << insert text here >> Objective: Define Marketing and Merchandising support If no media coverage, eliminate and enhance remaining two categories May want to include dating and terms and other allowances Trade marketing and investments << insert text here >>

Key benefits to the retailer/wholesaler <insert statements about top line benefits to the retailer/wholesaler> <insert statements about bottom line benefits to the retailer/wholesaler> <insert statements about customer loyalty benefits to the retailer/wholesaler> <insert statements about GM loyalty benefits to the retailer/wholesaler> <insert statements about other benefits to the retailer/wholesaler> Objective: What is in it for the Retailer/Wholesaler/Wholesaler?

Retailer/Wholesaler Contact Follow-up activities Action Item Retailer/Wholesaler Contact Green Within 2 to 4 weeks Yellow Within 2 to 3 months Red No Action Required 1 Re-cap Send “re-cap” note of this meeting to the meeting participants and the retailer/wholesaler’s extended team that did not attend the GMDC conference 2 Schedule Call Schedule follow-up conference call to address any detailed questions or “hot topic” from this meeting 3 Follow-up Meeting Schedule follow-up meeting with Retailer/Wholesaler VP, Director and/or Category Manager/Buyer 4 Send Samples Send product samples to Category Manager, Buyer or Quality Lab 5 Implementation Plan Provide retailer/wholesaler with detailed implementation plan for supplier’s items (lift from suppliers items, what items come out of the assortment and plan-o-gram, net impact to sales and margin) 6 Promotional Plan Present Promotional Plan for target products or upcoming season – schedule review with Retailer/Wholesaler 7 New/Seasonal Sales Plan Develop new/seasonal sales plan (order quantities, in-store display and signage, fixtures Objective: Define “follow up” activity and level of interest At the “one minute remaining” point of the CCC, stop and solicit responses to select/appropriate activities. Recommend this be filled out and then emailed to Retailer/Wholesaler/Wholesaler as a follow up document. Can send full presentation as well or link Option 2-link to GMDC’s CCC Net and attach as part of conference follow up program. Recommendation-This slide should be used to summarize all appointments whether you use GMDC's template or your own meetings/presentation tools. Capture expectations, responses and appropriate retailer/wholesaler contact. Notes:

Appendix 1: supplier information Company Information Detail Company Name <enter name here> Headquarter Address <enter mailing address here> City <enter mailing city here> State <enter mailing state here> Zip Code <enter mailing zip code here> Telephone (000) 000 - 0000 Fax Web Site http://www.XXXXXXXXXXXXXX.com/ Shipping Point/Distribution Center Address Objective: Provide Key contact information

Appendix 2: supplier key contacts Name Title Office Phone Mobile Phone E-Mail Address Joe Smith VP of Sales and Marketing (000) 000 - 0000 jsmith@supplier.com

Appendix 3: item recommendations Objective: Provide key facts around item(s) Item information and annualized estimates are for a particular retailer/wholesaler/wholesaler GM=Gross Margin or store profit Insure all calculations are correct.