Discussion with 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 Insert brand logos, etc. Insert pictures of facilities
4 MEETING CONSUMER NEEDS… OUR OFFERING Consumer Needs Current Solutions Available Role of the Category and the Channel
5 OUR MARKETING SUPPORT PROGRAMS MEDIA COVERAGE > PROMOTIONAL AND MERCHANDISING SUPPORT > TRADE MARKETING AND INVESTMENTS >
6 KEY BENEFITS TO THE RETAILER/WHOLESALER
7 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 Notes:
8 APPENDIX 1: SUPPLIER INFORMATION Company InformationDetail Company Name Headquarter Address City State Zip Code Telephone (000) Fax (000) Web Site Shipping Point/Distribution Center Address City State Zip Code Telephone (000) Fax (000)
9 APPENDIX 2: SUPPLIER KEY CONTACTS NameTitleOffice PhoneMobile Phone Address Joe SmithVP of Sales and Marketing(000)
10 APPENDIX 3: ITEM RECOMMENDATIONS