Brewery Brainby Central Coast Analytics Find out if we can help

← Sales Focus

  1. Every week
  2. Planning
  3. Before each meeting

The decks and emails for each meeting, drafted before you walk in.

When the month closes, the same numbers get rebuilt by hand for every room: a deck for the sales meeting, an update for the CEO and CFO, sometimes a version for each distributor. It gets done, often at the last minute.

The teams I talk with want to walk into each of those meetings with the story already told, the numbers behind it, and the time back to spend with their people.

The Brief keeps those meetings on one calendar, and it runs on the same goals and pace the Spotlight tracks, so the number you present is the one your reps were working to. You set each meeting up once: who it's for, the time it covers, what it focuses on and how much detail. When the month's depletions are in, the drafts start from them:

  • a PowerPoint deck for the team's review, by region, rep, distributor and brand, with your talking points in the notes
  • one page for the CEO and CFO, in dollars and margin
  • a short question to each manager and rep on what the numbers can't show, with a reply-by time, so you hear it before you're in the room
  • a note to each rep on what to be ready to talk about, and the calendar invite

You edit it and send it under your name. Nothing goes out on its own, and every change is kept for next month. The same setup works for a review with a distributor.

About 30 minutesto review a meeting's deck that can take three or four hours of spreadsheets and PowerPoint to build by hand, in my experience

The Brief on a demo brewery, from the month's close to the team review, the one page for the CEO and CFO, and the send, in a little over two minutes. Every account, person and number is sample data.
  1. The Brief's sample calendar: the July month-end review and the executive review, each with a draft ready
    The meetings where you share how it's going, on one calendar. When the month's depletions are in, the drafts start from them.
  2. The sample July review for the sales team, its first slide opening on the story, marked from Sam's note
    The team review opens on the story, with the numbers under it, and the parts that carry what you asked it to stress are marked.
  3. The sample executive review: July for the CEO and CFO on one page, sales and margin against last July
    The same month on one page for the CEO and CFO, in dollars and margin.
  4. A sample note from Sam to Hannah on what to be ready to talk to at Tuesday's review
    Each rep gets a note on what to be ready to talk about, drafted from their own month.

Let's talk about where you want to take sales from here.

If your reps are spending Mondays in depletion reports, or you're finding out about a slipping account a month late, you're feeling this already.

The first step is a 30-minute conversation. We'll talk through how your team decides where to focus today, and where better information could help.

Or email me at jeremy@centralcoast-analytics.com