Brewery Brain

Coastline Craft Co. — Demo

Spotlight · sample data

Maya's week: Monterey Bay

Sales rep, Monterey Bay · week of August 10 · Coastline Craft Co., a sample brewery

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Monterey Bay, week of August 10: about 740 cases against a typical 800. 10 regulars have gone quiet, worth about 71 cases a week.

The Spotlight, in words

Good morning, Maya. Here's Monterey Bay for the week of August tenth. Your accounts bought about seven hundred forty 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 for about ninety percent of goal if the rest of the quarter follows last year's, so well short.

Second, placements: about ten to add. Third, velocity: about nine percent below goal. About fourteen percent of accounts are slowing or stopped; the goal is under ten.

Last week you marked five of twenty-five done and three of the ones that weren't buying have ordered since, about twenty-five cases. Cormorant Cantina ordered about sixteen cases two days after your visit.

Here's what to look at first. Ten regular accounts have gone quiet. Together they usually buy about seventy-one cases a week.

Start with Cliffside Pizza Company on Main Street: about fourteen cases a week. Stop in and find out what changed. If you do one thing this week, make it Main Street in Watsonville: Halyard Oyster Bar is there with seven more stops on the same street.

If everything on this week's list comes back, that's about ninety cases a week. You need about one hundred sixty more a week and about two hundred to leave some room.

That leaves about one hundred ten cases a week to find and under your list are fifty-five places to hunt for it. Twenty-two are accounts you already sell that could carry another brand; eight are accounts that don't buy yet; and twenty-five 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 forty-four cases a week and ten new placements against the one hundred ten still needed.

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

If you do one thing this week

Main Street in Watsonville: Halyard Oyster Bar, about 9 cases a week to win back, and 7 more stops on the same street.

About 20 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 8 stops →

Your three goals

1. Cases: 10,600 for the quarter
about 1,040 short
5,079 so far, on pace to finish about 9,600
2. Active placements: 415
10 to add
405 now, 376 at the start of the quarter
3. Velocity: 2.0 cases a week per placement
9% below goal
1.9 over the last four weeks

Also watching: slowing or stopped, 13.8% (20 of 145). The goal is under 10% of accounts, so that’s over the line.

Goals in detail →
Start hereFive accounts, about 48 cases a week if they all come backYou need about 161 more a week to make the cases goal · 0 of 5 checked
1. Cliffside Pizza Company
Main Street, Salinas · Independent · On-premise
About 14 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 55 days (last order Jun 22).
Weekly buys, last 26 weeks · bought in 19 · 257 cases
Feb 16week of Aug 10
2. Chaparral Wine & Spirits
Fremont Street, Monterey · Independent · Off-premise
About 9.6 cases a week · what they usually buy
Stop in and find out what changed
Usually orders every 7 days. Nothing in 50 days (last order Jun 27).
Weekly buys, last 26 weeks · bought in 19 · 182 cases
Feb 16week of Aug 10
3. Halyard Oyster Bar
Main Street, Watsonville · Independent · On-premise
About 9.2 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 61 days (last order Jun 16).
Weekly buys, last 26 weeks · bought in 16 · 166 cases
Feb 16week of Aug 10
4. Shoal Kitchen
Capitola Avenue, Capitola · Independent · On-premise
About 7.9 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 36 days (last order Jul 11).
Weekly buys, last 26 weeks · bought in 20 · 166 cases
Feb 16week of Aug 10
5. Bluewater Beer Garden
41st Avenue, Santa Cruz · Independent · On-premise
About 7.8 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 39 days (last order Jul 8).
Weekly buys, last 26 weeks · bought in 18 · 165 cases
Feb 16week of Aug 10
All 19 to win back →

Everything else

Win back19

about 90 cases a week if they all come back

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

Where to hunt55

about 44 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 56 cases a week now

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

Follow up12

about 73 cases a week to win back

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

Plan a day5 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 week5 of 25 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. Monterey Bay means Maya Chen's accounts, served by Fogharbor 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.