Brewery Brain

Coastline Craft Co. — Demo

Spotlight · sample data

Luis's week: San Luis Obispo

Sales rep, San Luis Obispo · week of August 10 · Coastline Craft Co., a sample brewery

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San Luis Obispo, week of August 10: about 980 cases against a typical 1,000. 5 regulars have gone quiet, worth about 38 cases a week.

The Spotlight, in words

Good morning, Luis. Here's San Luis Obispo for the week of August tenth. Your accounts bought about nine hundred eighty cases, in line with a typical week.

You have three goals this quarter: cases, placements and velocity. First, cases. Halfway through the quarter, you're on pace to pass goal if the rest of the quarter follows last year's by about three percent.

Second, placements: about five to add. Third, velocity: about four percent above goal.

Last week you marked eight of fifteen done and four of the ones that weren't buying have ordered since, about thirteen cases. Crestview Food Mart ordered about six cases two days after your visit.

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

Start with Sunset Provisions on Grand Avenue: about twelve cases a week. Stop in and find out what changed. If you do one thing this week, make it Price Street in Pismo Beach: Old Pier Fine Foods is there with three more stops on the same street.

You're on pace, so the list is about building a cushion.

Under your list are eleven places to hunt, to build on that. Six are accounts you already sell that could carry another brand; three are accounts that don't buy yet; and two are placements you already have that could sell more. You won't land all of them. If about one in three does, that's about sixteen cases a week and three new 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

Price Street in Pismo Beach: Old Pier Fine Foods, about 7 cases a week to win back, and 3 more stops on the same street.

About 14 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 4 stops →

Your three goals

1. Cases: 12,600 for the quarter
about 410 past goal
6,834 so far, on pace to finish about 13,000
2. Active placements: 380
5 to add
375 now, 345 at the start of the quarter
3. Velocity: 2.6 cases a week per placement
4% above goal
2.7 over the last four weeks

Also watching: slowing or stopped, 6.5% (9 of 139). The goal is under 10% of accounts, so that’s inside the line.

Goals in detail →
Start hereFive accounts, about 38 cases a week if they all come back0 of 5 checked
1. Sunset Provisions
Grand Avenue, Arroyo Grande · Independent · Off-premise
About 12 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 77 days (last order May 31).
Weekly buys, last 26 weeks · bought in 15 · 182 cases
Feb 16week of Aug 10
2. Old Pier Fine Foods
Price Street, Pismo Beach · Independent · Off-premise
About 7.3 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 51 days (last order Jun 26).
Weekly buys, last 26 weeks · bought in 18 · 138 cases
Feb 16week of Aug 10
3. Bayview Wine & Spirits
Broad Street, San Luis Obispo · Independent · Off-premise
About 7 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 58 days (last order Jun 19).
Weekly buys, last 26 weeks · bought in 17 · 126 cases
Feb 16week of Aug 10
4. Tidewrack Taproom
Park Street, Paso Robles · Independent · On-premise
About 5.7 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 58 days (last order Jun 19).
Weekly buys, last 26 weeks · bought in 16 · 103 cases
Feb 16week of Aug 10
5. Quail Run General Store
Spring Street, Paso Robles · Independent · Off-premise
About 5.5 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 14 days. Nothing in 83 days (last order May 25).
Weekly buys, last 26 weeks · bought in 8 · 86 cases
Feb 16week of Aug 10
All 9 to win back →

Everything else

Win back9

about 47 cases a week if they all come back

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

Where to hunt11

about 16 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 35 cases a week now

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

Follow up2

about 18 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 week8 of 15 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. San Luis Obispo means Luis Ortega'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.