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
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.
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.
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.
Valerie Tong, Coastal and Chris Tucker, SMP
Review our findings and present the fastest path to improved revenue.
Valerie Tong, Coastal and Chris Tucker, SMP
The detailed plan for implementation.
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.
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.
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.
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.
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