Brewery Brain

Coastline Craft Co. — Demo

Spotlight · sample data

Hannah's week: Santa Barbara

Sales rep, Santa Barbara · week of August 10 · Coastline Craft Co., a sample brewery

↑ Nina's team

Santa Barbara, week of August 10: about 960 cases against a typical 1,000. 4 regulars have gone quiet, worth about 37 cases a week.

Read it instead

Good morning, Hannah. Here's Santa Barbara for the week of August tenth. Your accounts bought about nine hundred sixty cases, a little under a typical week.

You have three goals this quarter: cases, placements and velocity. First, cases. Halfway through the quarter, you're on pace for about ninety-seven percent of goal if the rest of the quarter follows last year's, so a little short.

Second, placements: about fifteen to add. Third, velocity: about two percent below goal.

Last week you marked ten of eighteen done and six of the ones that weren't buying have ordered since, about fifty-five cases. Osprey Oyster Bar ordered about sixteen cases the day after your visit.

Here's what to look at first. Four regular accounts have gone quiet. Together they usually buy about thirty-seven cases a week.

If you do one thing this week, make it Hollister Avenue in Goleta. Fathom Tavern is there: about twelve cases a week with six more stops on the same street. Stop in and find out what changed.

If everything on this week's list comes back, that's about forty-nine cases a week. You need about sixty-three more a week and about seventy-eight to leave some room.

That leaves about twenty-nine cases a week to find and under your list are fifty-one places to hunt: more brands where you already sell, accounts that don't buy yet and placements that could sell more. If about one in three lands, that covers what's left on cases and placements.

Your list is below. Check things off as you go and tell me what I got wrong.

If you do one thing this week

Hollister Avenue in Goleta: Fathom Tavern, about 12 cases a week to win back, and 6 more stops on the same street.

About 17 cases a week in all, counting what's there to win back in full and one in three of the places to hunt.

See the 7 stops →

Your three goals

1. Cases: 12,700 for the quarter
about 400 short
6,546 so far, on pace to finish about 12,300
2. Active placements: 415
15 to add
400 now, 378 at the start of the quarter
3. Velocity: 2.4 cases a week per placement
2% below goal
2.4 over the last four weeks

Also watching: slowing or stopped, 8.3% (12 of 144). The goal is under 10% of accounts, so that’s inside the line.

Goals in detail →
Start hereFive accounts, about 40 cases a week if they all come backYou need about 63 more a week to make the cases goal · 0 of 5 checked
1. Fathom Tavern
Hollister Avenue, Goleta · Independent · On-premise
About 12 cases a week · what they usually buy
Stop in: did the handle rotate off, or are they out?
Usually orders every 7 days. Nothing in 40 days (last order Jul 7).
Weekly buys, last 26 weeks · bought in 21 · 262 cases
Feb 16week of Aug 10
2. Old Pier Provisions
Avenue of Flags, Buellton · Independent · Off-premise
About 11 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 52 days (last order Jun 25).
Weekly buys, last 26 weeks · bought in 18 · 208 cases
Feb 16week of Aug 10
3. Cormorant Beer Garden
Fairview Avenue, Goleta · Independent · On-premise
About 7.1 cases a week · what they usually buy
Stop in: did the handle rotate off, or are they out?
Usually orders every 7 days. Nothing in 57 days (last order Jun 20).
Weekly buys, last 26 weeks · bought in 18 · 129 cases
Feb 16week of Aug 10
4. Wrasse Oyster Bar
Milpas Street, Santa Barbara · Independent · On-premise
About 6.1 cases a week · what they usually buy
Stop in: did the handle rotate off, or are they out?
Usually orders every 7 days. Nothing in 41 days (last order Jul 6).
Weekly buys, last 26 weeks · bought in 19 · 126 cases
Feb 16week of Aug 10
5. Rockfish Grill
State Street, Santa Barbara · Independent · On-premise
About 16 cases · the size of their first order
Follow up on the first order
First order Jun 23, 54 days ago. No second order yet.
Weekly buys, last 26 weeks · bought in 1 · 16 cases
Feb 16week of Aug 10
All 10 to win back →

Everything else

Win back10

about 49 cases a week if they all come back

Regulars gone quiet, first orders with no second, chain items that stopped shipping.

Where to hunt51

about 49 cases a week if one in three lands

More brands where you already sell, accounts that don't buy yet, placements that could sell more.

Worth protecting5

buying about 70 cases a week now

Big accounts still buying, with no logged visit in two months.

Follow up7

about 39 cases a week to win back

On last week's list and not checked off yet.

Plan a day6 towns

Everything worth a stop in one town or on one street, whatever list it's on.

Is it enough

What the list brings back, and where the rest comes from.

Goals in detail

The trend behind each of the three goals.

Last week10 of 18 done

What got done, and what ordered after a visit.

Notes

What you did, what you heard, or what this got wrong.

Sales through Aug 16, from distributor depletions. Chain authorization files as of Aug 14. Santa Barbara means Hannah Pierce's accounts, served by Sandcrest Beverage. Cases are case equivalents (24 twelve-ounce); a half-barrel keg is about 6.9.

Sample data: Coastline Craft Co. is a sample brewery, and every account, person and number here is made up. The voice is off-the-shelf text-to-speech. Check-offs and notes stay in this browser, the same in all three views.