<insert supplier name here>
Discussion with <insert
retailer/wholesaler name here>
Time: 00:00 AM
Table: 000
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…
•
<enter details about supplier here>
Insert pictures of facilities
•
<location or headquarters, facilities, etc.>
•
<size or scale of the company>
•
<company’s core values / philosophy>
Insert brand logos, etc.
•
<list key brands>
Insert pictures of facilities
MEETING CONSUMER NEEDS…
Consumer Needs
• <insert narrative text about what the
consumer needs>
• <insert narrative text about what the
consumer needs>
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?>
OUR OFFERING
•<list supplier’s product here>
•<list supplier’s product here>
•<list supplier’s product here>
•<list supplier’s product here>
•<list supplier’s product here>
•<list supplier’s product here>
•<list supplier’s product here>
•<list supplier’s product here>
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?>
•<list supplier’s product here>
Our Marketing Support Programs
MEDIA COVERAGE
PROMOTIONAL AND
MERCHANDISING SUPPORT
TRADE MARKETING AND
INVESTMENTS
• << insert text here >>
• << insert text here >>
• << insert text here >>
• << insert text here >>
• << insert text here >>
• << 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>
Follow-up Activities
Action Item
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
Retailer/Wholesaler
Contact
Green
Yellow
Red
Within 2 to 4
weeks
Within 2 to 3
months
No Action
Required
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
(000) 000 - 0000
Web Site
http://www.XXXXXXXXXXXXXX.com/
Shipping Point/Distribution Center
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
(000) 000 - 0000
Appendix 2: Supplier Key Contacts
Name
Joe Smith
Title
VP of Sales and Marketing
Office Phone
Mobile Phone
E-Mail Address
(000) 000 - 0000
(000) 000 - 0000
jsmith@supplier.com
Appendix 3: Item Recommendations
Item No.
Description
Cost
Sugg. Retail
GM %
Annualized Unit
Volume
Annualized Sales
(est.)
Annualized GM
Dollars (est.)
999999
<example - enter your
recommended item name
and description here >
$1.00
$2.00
50%
5,000
$10,000
$5,000
999999
<example - enter your
recommended item name
and description here >
$1.00
$3.00
67%
10,000
$30,000
$20,000
999999
<example - enter your
recommended item name
and description here >
$1.00
$4.00
75%
15,000
$60,000
$45,000
999999
<example - enter your
recommended item name
and description here >
$1.00
$5.00
80%
20,000
$100,000
$80,000
999999
<example - enter your
recommended item name
and description here >
$1.00
$4.00
75%
15,000
$60,000
$45,000
999999
<example - enter your
recommended item name
and description here >
$1.00
$3.00
67%
10,000
$30,000
$20,000
999999
<example - enter your
recommended item name
and description here >
$1.00
$2.00
50%
5,000
$10,000
$5,000
--
TOTAL
$1.00
$3.75
73%
80,000
$300,000
$220,000