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SER	
  Intern	
  Report	
  Out	
  
August	
  10,	
  2016	
  
Brooke	
  Blann	
  
SDL:	
  Jonathan	
  Baugh	
  
August	
  10,	
  2016	
   2	
  
Agenda
About	
  Me/Summer	
  Experiences	
  
Loca9on	
  Overview	
  
Cri9cal	
  Experiences	
  	
  
Key	
  Project(s)	
  
Takeaways/Feedback	
  
August	
  10,	
  2016	
   3	
  
About Me
Brooke	
  Blann	
  
•  University	
  of	
  San	
  
Diego:	
  Business	
  
Marke@ng	
  
•  I	
  am	
  from	
  Wyoming	
  
and	
  went	
  to	
  Ranch	
  
Camp	
  
•  I	
  started	
  skiing	
  when	
  I	
  
was	
  2	
  years	
  old	
  	
  
•  I	
  studied	
  abroad	
  in	
  
Madrid	
  for	
  a	
  semester	
  
Category	
  
August	
  10,	
  2016	
   4	
  
Summer Fun
Sailing	
  Trip	
  to	
  
Two	
  Harbors,	
  
Catalina	
  
Paddle	
  Boarding	
  
&	
  Surfing	
  
Pepsi	
  MLB	
  All	
  
Star	
  Summer	
  
Concert	
  Series	
  
Nashville,	
  
Tennessee	
  	
  
August	
  10,	
  2016	
   5	
  
Location Overview
San	
  Diego	
  Facility:	
  	
  
	
  	
  	
  Small	
  Format	
  
	
  	
  	
  Central	
  Territory	
  
	
  	
  	
  7	
  Sales	
  Reps	
  &	
  1	
  SDL	
  
	
  
August	
  10,	
  2016	
   6	
  
Critical Experiences
Route	
  Ride	
  with	
  Small	
  vs	
  Large	
  
Format	
  PSR	
  
•  Account	
  Resets	
  
•  Space	
  Maximiza9on	
  
•  Op9mized	
  Schema9c	
  1	
   Day	
  with	
  Reset	
  
•  Order	
  Quality	
  	
  
•  Rela9onship	
  Building	
  
•  Selling	
  displays	
  and	
  product	
  
Route	
  Ride	
  with	
  Bulk	
  Truck	
  
•  Dispatching	
  Coordina9on	
  
•  Amount	
  of	
  Cases	
  and	
  Time	
  per	
  Stop	
  
•  Break	
  and	
  Out	
  of	
  Date	
  Product	
  
Day	
  with	
  Merchandiser	
  
•  Product	
  Merchandising	
  
•  Display	
  building	
  
•  Product	
  rota9on	
  
2	
  
3	
  
4	
  
Cri9cal	
  Experience	
   Learnings	
  	
  
August	
  10,	
  2016	
   7	
  
Intern Projects
• BoPom	
  20%	
  
• Membership	
  Upgrades	
  
• White	
  Space	
  Accounts	
  
Key	
  
Projects	
  
• Selling	
  Displays,	
  Racks,	
  and	
  Coolers	
  	
  
• Resets	
  and	
  Merchandising	
  
• Account	
  Audits	
  &	
  Sales	
  Routes	
  
Addi@onal	
  
Projects	
  
August	
  10,	
  2016	
   8	
  
Project Overview
1.  Sold	
  in	
  12	
  Coolers	
  
2.  Sold	
  in	
  5	
  Membership	
  
Upgrades	
  
3.  Sold	
  in	
  7	
  White	
  Space	
  
Accounts	
  
4.  Sold	
  in	
  12	
  Account	
  
Resets	
  
5.  Sold	
  in	
  6	
  Racks	
  
6.  Sold	
  in	
  4	
  Displays	
  
7.  Sold	
  in	
  12	
  Flash	
  Deals	
  
	
  
August	
  10,	
  2016	
   9	
  
Big Wins – Bottom 20%
•  Tavern	
  Road	
  Valero	
  	
  
– Route	
  815:	
  Jason	
  Verbracken	
  
– Sold	
  in	
  Starbucks	
  Cooler	
  
– U@lized	
  space	
  available	
  on	
  
island	
  counter	
  
•  Ace	
  Liquor	
  Store	
  
– Route	
  808:	
  Francisco	
  Ibarra	
  
– Sold	
  in	
  a	
  2-­‐Door	
  Pepsi	
  Cooler	
  	
  
– +38.5%	
  in	
  Volume	
  
August	
  10,	
  2016	
   10	
  
Big Wins – Membership Upgrades
•  Kings	
  Market	
  
– Route	
  812:	
  Jay	
  Norton	
  
– Upgrade	
  Silver	
  to	
  Gold	
  
– +316.1%	
  in	
  Volume	
  
	
  
•  Cherokee	
  Market	
  	
  
– Route	
  811:	
  Lonnie	
  Capitano	
  	
  
– Upgraded	
  from	
  Silver	
  to	
  Gold	
  	
  
– Gained	
  4	
  shelves	
  and	
  a	
  
Starbucks	
  cooler	
  
August	
  10,	
  2016	
   11	
  
Big Wins – White Space
•  Vine	
  Ripe	
  
–  Route	
  814:	
  Trent	
  Gibson	
  
–  MVP	
  Pricing	
  
–  Ordered	
  47	
  cases	
  on	
  ini@al	
  order	
  
•  North	
  Park	
  Produce	
  
–  Route	
  814:	
  Trent	
  Gibson	
  	
  
–  MVP	
  Pricing	
  
–  Ordered	
  32	
  cases	
  on	
  ini@al	
  order	
  
•  Falcon	
  Market	
  
–  Route	
  811:	
  Lonnie	
  Capitano	
  	
  	
  
–  MVP	
  Pricing	
  
–  Ordered	
  25	
  cases	
  on	
  ini@al	
  order	
  	
  
ê
August	
  10,	
  2016	
   12	
  
Findings
1.  Op@mized	
  Schema@c	
  for	
  
Memberships	
  
2.  Third	
  Party	
  Vendors	
  
3.  Gain	
  a	
  Rela@onship	
  with	
  
the	
  Account	
  	
  
4.  Clear	
  Communica@on	
  
between	
  Sales	
  Rep,	
  SDL,	
  
Intern	
  and	
  Reset	
  Team	
  	
  	
  
August	
  10,	
  2016	
   13	
  
Takeaways/Feedback
Key	
  Takeaways	
  
1.  Rela@onship	
  Building	
  
2.  Account	
  Management	
  
3.  Communica@on	
  	
  
Feedback	
  
1.  Visual	
  Aids	
  for	
  Displays	
  	
  
2.  Technology	
  
3.  Group	
  Intern	
  Project	
  	
  
Ques9ons?	
  	
  

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2016 End of Summer Report Out Deck - Brooke Blann

  • 1. SER  Intern  Report  Out   August  10,  2016   Brooke  Blann   SDL:  Jonathan  Baugh  
  • 2. August  10,  2016   2   Agenda About  Me/Summer  Experiences   Loca9on  Overview   Cri9cal  Experiences     Key  Project(s)   Takeaways/Feedback  
  • 3. August  10,  2016   3   About Me Brooke  Blann   •  University  of  San   Diego:  Business   Marke@ng   •  I  am  from  Wyoming   and  went  to  Ranch   Camp   •  I  started  skiing  when  I   was  2  years  old     •  I  studied  abroad  in   Madrid  for  a  semester   Category  
  • 4. August  10,  2016   4   Summer Fun Sailing  Trip  to   Two  Harbors,   Catalina   Paddle  Boarding   &  Surfing   Pepsi  MLB  All   Star  Summer   Concert  Series   Nashville,   Tennessee    
  • 5. August  10,  2016   5   Location Overview San  Diego  Facility:          Small  Format        Central  Territory        7  Sales  Reps  &  1  SDL    
  • 6. August  10,  2016   6   Critical Experiences Route  Ride  with  Small  vs  Large   Format  PSR   •  Account  Resets   •  Space  Maximiza9on   •  Op9mized  Schema9c  1   Day  with  Reset   •  Order  Quality     •  Rela9onship  Building   •  Selling  displays  and  product   Route  Ride  with  Bulk  Truck   •  Dispatching  Coordina9on   •  Amount  of  Cases  and  Time  per  Stop   •  Break  and  Out  of  Date  Product   Day  with  Merchandiser   •  Product  Merchandising   •  Display  building   •  Product  rota9on   2   3   4   Cri9cal  Experience   Learnings    
  • 7. August  10,  2016   7   Intern Projects • BoPom  20%   • Membership  Upgrades   • White  Space  Accounts   Key   Projects   • Selling  Displays,  Racks,  and  Coolers     • Resets  and  Merchandising   • Account  Audits  &  Sales  Routes   Addi@onal   Projects  
  • 8. August  10,  2016   8   Project Overview 1.  Sold  in  12  Coolers   2.  Sold  in  5  Membership   Upgrades   3.  Sold  in  7  White  Space   Accounts   4.  Sold  in  12  Account   Resets   5.  Sold  in  6  Racks   6.  Sold  in  4  Displays   7.  Sold  in  12  Flash  Deals    
  • 9. August  10,  2016   9   Big Wins – Bottom 20% •  Tavern  Road  Valero     – Route  815:  Jason  Verbracken   – Sold  in  Starbucks  Cooler   – U@lized  space  available  on   island  counter   •  Ace  Liquor  Store   – Route  808:  Francisco  Ibarra   – Sold  in  a  2-­‐Door  Pepsi  Cooler     – +38.5%  in  Volume  
  • 10. August  10,  2016   10   Big Wins – Membership Upgrades •  Kings  Market   – Route  812:  Jay  Norton   – Upgrade  Silver  to  Gold   – +316.1%  in  Volume     •  Cherokee  Market     – Route  811:  Lonnie  Capitano     – Upgraded  from  Silver  to  Gold     – Gained  4  shelves  and  a   Starbucks  cooler  
  • 11. August  10,  2016   11   Big Wins – White Space •  Vine  Ripe   –  Route  814:  Trent  Gibson   –  MVP  Pricing   –  Ordered  47  cases  on  ini@al  order   •  North  Park  Produce   –  Route  814:  Trent  Gibson     –  MVP  Pricing   –  Ordered  32  cases  on  ini@al  order   •  Falcon  Market   –  Route  811:  Lonnie  Capitano       –  MVP  Pricing   –  Ordered  25  cases  on  ini@al  order     ê
  • 12. August  10,  2016   12   Findings 1.  Op@mized  Schema@c  for   Memberships   2.  Third  Party  Vendors   3.  Gain  a  Rela@onship  with   the  Account     4.  Clear  Communica@on   between  Sales  Rep,  SDL,   Intern  and  Reset  Team      
  • 13. August  10,  2016   13   Takeaways/Feedback Key  Takeaways   1.  Rela@onship  Building   2.  Account  Management   3.  Communica@on     Feedback   1.  Visual  Aids  for  Displays     2.  Technology   3.  Group  Intern  Project