Coastal Plumbing Mutual Execution Plan

Our goal in establishing a Mutual Execution Plan (MEP) is to get you to high value quickly by leveraging our experience in helping distributors find new customers and increase revenue through best practices and technology.

Important Milestones

Date/Task

Owner(s)

Outcome and Important Notes

Introduction and Fit

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Discuss your current business processes and challenges and determine where you can drive new value and revenue with SMP.

Value Discovery

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Understand your goals and current state compared to distribution industry best practices to begin building a strategic road map to revenue efficiency.

Educational Review

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Review your customer-tailored educational plan with specific content for the areas of improvement we identified in our value discovery.

Value Presentation

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Review our findings and present the fastest path to improved revenue.

Contract and Statement of Work

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

The detailed plan for implementation.

Introduction and Fit

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Discuss your current business processes and challenges and determine where you can drive new value and revenue with SMP.

Implementation

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Discuss your current business processes and challenges and determine where you can drive new value and revenue with SMP.

Onboarding

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Discuss your current business processes and challenges and determine where you can drive new value and revenue with SMP.

GO-LIVE

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Discuss your current business processes and challenges and determine where you can drive new value and revenue with SMP.

First Executive Value Review

August 1, 2020

Valerie Tong, Coastal and Chris Tucker, SMP

Discuss your current business processes and challenges and determine where you can drive new value and revenue with SMP.

Coastal Plumbing Education Plan

We have created the following custom education plan to maximize your time in understanding the key strategies we’ve identified in your value discovery.

 

Building Your Database

Video: Actively Manage Contacts

Video: Import New Contacts

Video: Search Engine Marketing

Report: Pay-per-click Advertising

Report: Inbound marketing

Video: Blogging and content

Video: Social Media

Video: Maximizing Events

Training Guide: Prioritizing New Accounts to Pursue

Best-in-class survey: Focus group etc.

Top of Mind Awareness

Video: Lead assignment and follow-up

Video: Newsletters

Report: Email Marketing

Video: Marketing Automation

Video: Data-driven campaigns

Video: Consistent Messaging

Video: Value Communication

Video: Growing wallet share

Video: Comarketing Call campaigns and planning

Video: Activity management

Video: Update Accounts on Training and Upcoming Events

Video: Update Accounts on New and Featured Products

Video: Pass on Industry information that might be useful to end customers

Video: Loyalty programs

Improved Sales Execution

Report: Data-driven sales

Video: Business review

Video: Sales person review

Video: Vendor Review

Video: Bid/Quote Follow Up

Report: Annual account planning

Report: Territory alignment

Video: Mobile tools

Video: Remote working

Video: Email templates

Video: Vendor account planning

Video: Project management

Do NOT follow this link or you will be banned from the site!