1. <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

2. 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

3. 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

4. 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

5. 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 >>

6. 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?

7. 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 ed 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:

8. 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)
Fax
Web Site
Shipping Point/Distribution Center Address
Objective: Provide Key contact information

9. Appendix 2: supplier key contacts
Name
Title
Office Phone
Mobile Phone
Address
Joe Smith
VP of Sales and Marketing
(000)

10. 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.