Changing brokers can be a very disruptive process. Weighing the potential costs of transition on the business against current sub-optimal broker performance is real and not to be underestimated. Our goal is to minimize the impact and accelerate through the learning curve as quickly as possible. As a result,we follow a very deliberate on-boarding process with each client that ensures we don't miss a beat and begin to make positive impacts with the retailer out of the gate.
At Allan Sullivan, we accelerate the on-boarding process, because no one wants to wait for sales tomorrow that can be had today.
Our first goal is to maximize the near term opportunities and reduce the close in risks. Then we follow a deliberate account management process meeting with cross-functional leads, building sales history, and trying to understand how best to partner within the confines of internal systems and processes. By the end of the on-boarding process, we've built a growth road map based on the objectives of the brand and the retail, aggregated and researched all pertinent and accessible data points, built a customized dashboard, met with a retailer's cross-functional stakeholders, and built a customized operating cadence that ensures we deliver on our commitment. We focus on product education, brand priorities, strategic stocking objectives, and clearly establishing financials objectives and guardrails. Ultimately we roll out a Joint Business Plan with you and the retailer and we work toward an measurable, executable plan. Most importantly, we've built a universal commitment to success between the brand, the retailer, and us. It's the Allan Sullivan way.