1. <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

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 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

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. 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

5. 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

6. 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 >>

7. 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

8. 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 ed 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:

9. 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

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

11. 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

12. 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.