<insert supplier name here>

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Presentation transcript:

<insert supplier name here> INSERT SUPPLIER LOGO HERE Discussion with <insert retailer/wholesaler name here> Time: 00:00 AM Table: 000 Existing Relationship Template June 2011

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 retailer/wholesalers 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 with whom they have a prior or existing relationship. Emphasis is on current status of the business, immediate/new opportunities and longer term or future initiative 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

BUSINESS PERFORMANCE SUMMARY Category or Segment Item(s) Total Volume R/WH YOY Growth% Rest of Market YOY Growth% <cat or segment here> <enter Item or type of items here> 000,000 00% Notes and Comments: <highlight key business factors, decisions, industry trends or competitive activity that drove performance> <highlight key in-store activity and/or retailer/wholesaler specific activity that drove performance, i.e., increase or decrease in space, ads, other promotional activity, etc.> Objective: How are we doing? Review of existing program and products

New items needed in your STORES… RATIONALE << why does the retailer/wholesaler need this item – what are they missing? >> ROLE IN THE CATEGORY << How will this item help the category? >> << What type of customer will this item appeal to? >> DISTRIBUTION & SHARE << Distribution or ACV in the retailer/wholesaler’s trade area>> << the item’s market share in the retailer/wholesaler’s trade area >> TRADE FUND SUPPORT << Describe any funding for this item >> OTHER PROGRAMS / INCENTIVES << Describe any special incentives available to facilitate introduction of this item >> << item 2 >> RATIONALE << why does the retailer/wholesaler need this item – what are they missing? >> ROLE IN THE CATEGORY << How will this item help the category? >> << What type of customer will this item appeal to? >> DISTRIBUTION & SHARE << Distribution or ACV in the retailer/wholesaler’s trade area>> << the item’s market share in the retailer/wholesaler’s trade area >> TRADE FUND SUPPORT << Describe any funding for this item >> OTHER PROGRAMS / INCENTIVES << Describe any special incentives available to facilitate introduction of this item >> << item 3 >> RATIONALE << why does the retailer/wholesaler need this item – what are they missing? >> ROLE IN THE CATEGORY << How will this item help the category? >> << What type of customer will this item appeal to? >> DISTRIBUTION & SHARE << Distribution or ACV in the retailer/wholesaler’s trade area>> << the item’s market share in the retailer/wholesaler’s trade area >> TRADE FUND SUPPORT << Describe any funding for this item >> OTHER PROGRAMS / INCENTIVES << Describe any special incentives available to facilitate introduction of this item >> Objective: Recommended Opportunities Tactical items additions, introductions and special buys to help drive existing program sales or address consumer demands. Multiple slides may be necessary

support to grow our business together… Media coverage << insert text here >> Promotional and merchandising support << insert text here >> Trade marketing and investments << 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 Broker Support section can also be used to gauge effectiveness and satisfaction levels with broker/representative Broker support << insert text here >>

Key initiatives for next year Name: <enter name here> Description: <enter a description of the initiative here> Categories: <enter the categories or type of items here> Impact: $000K to $000K in sales 1 <initiative 2> Name: <enter name here> Description: <enter a description of the initiative here> Categories: <enter the categories or type of items here> Impact: $000K to $000K in sales 2 Objectives: What is on the horizon and value opportunity High level introduction or reinforcement of new/continuing program and product offerings. Want to gauge and secure interest for future opportunities <initiative 3> Name: <enter name here> Description: <enter a description of the initiative here> Categories: <enter the categories or type of items here> Impact: $000K to $000K in sales 3

Follow-up activities: <insert Retailer/Wholesaler name> Action Item Retailer/Wholesaler Contact Green Within 2 to 6 weeks Yellow Within 3- to 4 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 Implementation Plan Develop / update more detailed implementation plan for the prioritized initiatives in this discussion 5 Send Samples Send product samples of “new” items to Category Manager, Buyer or Quality Lab 6 New/Seasonal Plans Develop new/seasonal sales plan (order quantities, in-store display and signage, fixtures – present to Retailer/Wholesaler team 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 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: support and service programs Service Metric Target Actual Order Fill Rate XX Notes and Comments: <enter comments here> On-Time Delivery Out of Stocks (DC) Out of Stock (Store) Support Area Planned YTD Ads XX Notes and Comments: <enter comments here> TPRs Special Events Other Objective: How we are servicing and supporting your business Performance review/report card and identification of support activity

Appendix 4: 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.