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beloved brands We help build brands that consumers love and we make brand leaders smarter. Our brand training program will make your brand leaders smarter, so you have added confidence in their performance in driving brand growth.

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belovedbrands

We help build brands that consumers love and we make brand leaders smarter.

Our brand training program will make your brand leaders smarter, so you have added confidence in their performance in driving brand growth.

Strategic Thinking

Brand Positioning

Analyze performance

2

4

5

1

Marketing Execution

0"

2"

4"

6"

8"

Gray's" Norm" Dad's"

2.2"

7.3"6.8"

Gray's'Norm'

5" 18"

45"

32" weekly"

monthly"

4x"per"year"

1x"per"year"

Whatconsumers

want

What your competitordoes best

Winning

Whatyour brand does best

3 Brand Plans

Learn strategic thinking methods, looking at core strength, competitive landscape, consumer relationship, engagement and situation you face.

Brand positioning starts by building a consumer profile and using our consumer benefits ladder, with functional and emotional benefits.

With brand plans, we go through each element needed for a long-range brand strategy roadmap and the annual brand plan.

Learn to make smart decisions on marketing execution with your creative advertising and media choices.

With brand analytics, learn to write a deep-dive business review, looking at the marketplace, consumer, channels, competitors and the brand.

Brand Plan GRAY’S Cookies

Analysis Issues and Strategies Executional PlansP&L forecast • Sales $30,385 • Gross Margin $17,148 • GM % 56% • Marketing Budget $8,850 • Contribution Margin $6,949 • CM% 23% Drivers • Taste drives a high conversion of Trial to

Purchase • Strong Listings in Food Channels • Exceptional brand health scores among Early

Adopters. Highly Beloved Brand among niche. Inhibitors • Low familiar yet to turn our sales into loyalty • Awareness held back due to weak Advertising • Low distribution at specialty stores. Poor

coverage. • Low Purchase Frequency even among most

loyal. Risks • Launch of Mainstream cookie brands

(Pepperidge Farms and Nabisco). • De-listing 2 weakest skus weaken in-store

presence • Legal Challenge to tastes claims Opportunities • R&D has 5 new flavors in development. • Sales Broker create gains at Specialty Stores • Explore social media to convert loyal following.

Key Issues 1. What’s the priority choice for growth: find new

users or drive usage frequency among loyalists?

2. Where should the investment/resources focus and deployment be to drive our awareness and share needs for Gray’s?

3. How will we defend Gray’s against the proposed Q1 2014 ‘healthy cookie’ launches from Pepperidge Farms and Nabisco?

Strategies 1. Continue to attract new users to Gray’s 2. Focus investment on driving awareness and

trial with new consumers and building a presence at retail.

3. Build defense plan against new entrants that defends with consumers and at store level.

Goals • Increase penetration from 10% to 12%,

specifically up from 15% to 20% with the core target. Monitor usage frequency among the most loyal to ensure it stays steady.

• Increase awareness from 33% to 42%, specifically up from 45% to 50% within the core target. Drive trial from 15% to 20%. Focus for sales is to close distribution gaps going from 62% to 72%.

• Hold dollar share during competitive launches and continue to grow 11% post launch gaining up to 1.2% share. Target zero losses at shelf.

Advertising • Use awareness to drive trial of the new Grays.

Target “Proactive Preventers”. Suburban working women, 35-40.Main Message of “great tasting cookie without the guilt, so you can stay in control of your health”. Media includes 15 second TV, specialty health magazines, event signage, digital and social media

Sampling • Drive trial with In-store sampling at grocery,

Costco, health food stores and event sampling at fitness, yoga, women’s networking, new moms.

Distribution • Support Q4 retail blitz with message focused

on holding shelf space during the competitive launches. Q2 specialty blitz to grow distribution at key specialty stores.

Innovation • Launch two new flavours in Q4/15 & Q4/16.

Explore new diet claims, motivating and own-able.

Competitive Attack Plan • Pre Launch sales blitz to shore up all

distribution gaps. At launch, heavy merchandising, locking up key ad dates, BOGO. TV, print, coupons, in-store sampling.

• Use sales story that any new “healthy” cookies should displace under-performing and declining unhealthy cookies.

Brand Vision: To be the first ‘healthy cookie’ to generate the craving, popularity and sales of a mainstream cookie. $100 Million brand by 2024

Our brand training workshops provoke new thinking

Our brand training will help realize the full potential of your brand leaders

We will get your people ready to to win in the market

1. Why being a beloved brand matters 2. How to think strategically 3. Mapping the consumer journey with insights 4. Defining your brand positioning 5. Aligning everything around your brand idea 6. Building a brand plan everyone can follow 7. Leading deep-dive analysis of your brand 8. Brand Finance 101 9. How to write a smart creative brief 10. Leading the advertising process 11. How to make creative advertising decisions 12. How to make media decisions

Our brand training playbook

Our brand training program

Learn the four strategic thinking methods, looking at core strength, competitive landscape, consumer relationship and the situation you face.

Brand positioning starts by building a consumer profile and using our consumer benefits ladder, with functional and emotional benefits. From there, we explore the step-by-step process to come up with your brand idea and bring it all together with a tool for writing the ideal brand concept.

With brand plans, we go through each element needed for a long-range brand strategy roadmap and the annual brand plan.

Learn how to build a marketing execution plan that includes the creative brief, innovation process, and sales plan. I show how to make smart decisions on execution around creative advertising and media choices.

With brand analytics, learn to write a deep-dive business review, looking at the marketplace, consumer, channels, competitors and the brand.

2

4

5

1

3

Strategic Thinking

Brand Positioning

Analyze performance

2

4

5

1

Marketing Execution

0"

2"

4"

6"

8"

Gray's" Norm" Dad's"

2.2"

7.3"6.8"

Gray's'Norm'

5" 18"

45"

32" weekly"

monthly"

4x"per"year"

1x"per"year"

Whatconsumers

want

What your competitordoes best

Winning

Whatyour brand does best

Brand Plans

Our Beloved Brands training follows our brand playbook methodology to help you realize your full potential

How we can help your team get smarter

Brand Plan GRAY’S Cookies

Analysis Issues and Strategies Executional PlansP&L forecast • Sales $30,385 • Gross Margin $17,148 • GM % 56% • Marketing Budget $8,850 • Contribution Margin $6,949 • CM% 23% Drivers • Taste drives a high conversion of Trial to

Purchase • Strong Listings in Food Channels • Exceptional brand health scores among Early

Adopters. Highly Beloved Brand among niche. Inhibitors • Low familiar yet to turn our sales into loyalty • Awareness held back due to weak Advertising • Low distribution at specialty stores. Poor

coverage. • Low Purchase Frequency even among most

loyal. Risks • Launch of Mainstream cookie brands

(Pepperidge Farms and Nabisco). • De-listing 2 weakest skus weaken in-store

presence • Legal Challenge to tastes claims Opportunities • R&D has 5 new flavors in development. • Sales Broker create gains at Specialty Stores • Explore social media to convert loyal following.

Key Issues 1. What’s the priority choice for growth: find new

users or drive usage frequency among loyalists?

2. Where should the investment/resources focus and deployment be to drive our awareness and share needs for Gray’s?

3. How will we defend Gray’s against the proposed Q1 2014 ‘healthy cookie’ launches from Pepperidge Farms and Nabisco?

Strategies 1. Continue to attract new users to Gray’s 2. Focus investment on driving awareness and

trial with new consumers and building a presence at retail.

3. Build defense plan against new entrants that defends with consumers and at store level.

Goals • Increase penetration from 10% to 12%,

specifically up from 15% to 20% with the core target. Monitor usage frequency among the most loyal to ensure it stays steady.

• Increase awareness from 33% to 42%, specifically up from 45% to 50% within the core target. Drive trial from 15% to 20%. Focus for sales is to close distribution gaps going from 62% to 72%.

• Hold dollar share during competitive launches and continue to grow 11% post launch gaining up to 1.2% share. Target zero losses at shelf.

Advertising • Use awareness to drive trial of the new Grays.

Target “Proactive Preventers”. Suburban working women, 35-40.Main Message of “great tasting cookie without the guilt, so you can stay in control of your health”. Media includes 15 second TV, specialty health magazines, event signage, digital and social media

Sampling • Drive trial with In-store sampling at grocery,

Costco, health food stores and event sampling at fitness, yoga, women’s networking, new moms.

Distribution • Support Q4 retail blitz with message focused

on holding shelf space during the competitive launches. Q2 specialty blitz to grow distribution at key specialty stores.

Innovation • Launch two new flavours in Q4/15 & Q4/16.

Explore new diet claims, motivating and own-able.

Competitive Attack Plan • Pre Launch sales blitz to shore up all

distribution gaps. At launch, heavy merchandising, locking up key ad dates, BOGO. TV, print, coupons, in-store sampling.

• Use sales story that any new “healthy” cookies should displace under-performing and declining unhealthy cookies.

Brand Vision: To be the first ‘healthy cookie’ to generate the craving, popularity and sales of a mainstream cookie. $100 Million brand by 2024

3

Strategic thinking is an essential foundation, forcing marketers to ask big questions that challenge and focus brand decisions. You will learn the four strategic thinking methods, looking at core strength, competitive, consumer and situational strategies.

In our session on strategic thinking, you will learn how to:

✓ Use the five elements of smart strategic thinking

✓ Leverage 360-degree strategic looking at core strength, competitive landscape, consumer relationship, engagement and situation you face.

✓ Build everything around your brand’s core strength

✓ Tighten your brand’s bond with consumers

✓ Win the competitive battles you face

✓ Understand your brand’s current situation

✓ Write strategic objective statements for each of the four strategies

1

How to think strategically

1 Discuss thinking and decision-making styles

Use the five elements of smart strategic thinking to guide us

2

Use four strategic questions to help frame the Key Issues34 Introduce Think Box tools to

challenge your strategic thinking

5 Show how to lay out and write the ideal strategic objective statements

1. Set a vision of what you want

2. Invest resources in programs

3. Focus on an identified opportunity

4. Leverage market impact

5. Performance result that pays back

Strategic Thinker

Instinctual Thinker

The playbook for how to create a brand your consumers will love

1

3

2

4

Whatconsumers

want

What your competitordoes best

Whatyour brand does best

Losing

Risky

Dumb

Winning

Sales

MarketShare

ROI

Profit

Stock Prices

Growth

PricePremium

Brand Funnel

CompetitiveAdvantages

Voice of Customer

Satisfaction Scores

InternalAlignment

MarketTrends

Brand WealthBrand Health

Indifferent

Like It

Love It

Beloved

Establish difference

Build a following

Tighten bond Inspire

InfluenceExperiencePrice

High

Medium

Low

Brand StoryProduct

Tools to help frame your strategic thinking

Core strength Consumer Bond

Competitive situation Business situation

Core Strength

The playbook for how to create a brand your consumers will love

1

3

2

4

Whatconsumers

want

What your competitordoes best

Whatyour brand does best

Losing

Risky

Dumb

Winning

Sales

MarketShare

ROI

Profit

Stock Prices

Growth

PricePremium

Brand Funnel

CompetitiveAdvantages

Voice of Customer

Satisfaction Scores

InternalAlignment

MarketTrends

Brand WealthBrand Health

Indifferent

Like It

Love It

Beloved

Establish difference

Build a following

Tighten bond Inspire

InfluenceExperiencePrice

High

Medium

Low

Brand StoryProduct

Tools to help frame your strategic thinking

Core strength Consumer Bond

Competitive situation Business situation

Brand Love Curve

Focused Opportunity

Market Impact

a

Performance Result

Strategic programs

d

c

b

Strategic Objective:a. Create an elevated VIP consumer experience b. That rewards our most loyal consumers’ c. that turns their regular usage into a rituald. and tightens their bond with our brand

Competitive Situation

What is the core strength your brand can win on?How tightly connected is your consumer to your brand?What is your current competitive position?How engaged are consumers in the purchase decision?What is the current business situation your brand faces?

3

1

5

2

4

Learn strategic thinking methods, looking at core strength, competitive landscape, consumer

relationship, engagement and situation you face.

The best brand leaders target a specific motivated consumer audience and then define their brand around a brand idea that is interesting, simple, unique, motivating and ownable. Brand Positioning starts by building a consumer profile and using our consumer benefits ladder, with functional and emotional benefits. From there, we explore the step-by-step process to come up with your brand idea and bring it all together with a tool for writing the ideal brand concept.

In our session on defining your brand, you will learn how to:

✓ Write brand positioning statements

✓ Define your target market, with insights, enemies, and need states

✓ Deploy consumer benefits, both functional and emotional

✓ Come up with brand support points and claims

✓ Come up with your brand idea

✓ Take your brand idea across every consumer touchpoint

✓ Write brand concept statements

✓ Turn your brand concept into a brand story

✓ Use the brand positioning and brand idea to build a brand credo

2

How to position your brand

1Define a focused consumer target profile with insights,

enemies and buying patterns.Our Benefits Ladder will

help you move from features

to rational and emotional benefits.

2

Stay in control

Feel myself

Use our cheat sheets to understand the Functional and Emotional benefits.3

Works better

Functional Benefits

Simplify Life

Make Smarter

Make Healthy

Saves money

Helps family

Sensory Appeal Connect Experience

Emotional Benefits

Comfort

Optimism Feel free

Get noticed

Feel liked

Seek to know

Benefits Ladder

Consumer Target

Product features

Functional benefits

Emotional benefits

Whatconsumers

want

What your competitordoes best

Whatyour brand does best

Losing

Risky

Dumb

Winning

4

Deploy our Venn diagrams to determine your winning zone, where your brand is motivating

to consumers and ownable

5Summarize your

winning positioning statement in a space

that is unique, ownable motivating

to consumers

Target Name

Description

Needs

Enemy

Insights

They think now?

Buying process

Desired response

Create a winning brand positioning statement that motivates consumers to buy, and gives your

brand an ownable competitive advantage.

With Brand Plans, we go through each element needed for a long-range brand strategy roadmap and the annual brand plan.

In our session on how to write brand plans, you will learn how to: ✓ Use five strategic questions as an outline for your entire plan

✓ Write an inspirational vision statement to frame your brand plan

✓ Come up with a brand purpose and brand values

✓ Summarize your brand’s situation analysis

✓ Map out the key issues your brand faces

✓ Write smart, brand strategy objective statements

✓ Focus tactics to ensure a high return on effort

✓ Write execution plans for brand communications, innovation, and in-store

✓ Do a profit statement, sales forecast, and marketing budget for your plan

✓ Use 1-page formats for annual brand plan and long-range strategic roadmap

3

How to write Brand Plans

1 Deep-dive Business Review looks at every area of the brand.

Summarize the drivers and inhibitors currently facing brand. Map out the risks and opportunities for future.

2

We use strategic questions to help you frame the Key Issues facing your brand.34

Use “where are we” questions to uncover answers that frame

the overall Brand Plan.

5

Lay out elements of the Brand Plan, on one page

and in a formal presentation.

• Market: Macro view, economic indicators, consumer behavior, technology, political

• Consumer: Target, buying habits, trends, consumer enemies, key insights

• Channels: growth channels, major customers, available tools and programs

• Competitors: Performance, positioning, innovation, pricing, distribution, perceptions.

• Brand: Funnel, reputation, tracking results, pricing, distribution, financial analysis.

Drivers InhibitorsFactors of strength or inertia that accelerate your brand’s growth.

Weaknesses or friction slows brand

down, leak to fixi

Opportunities ThreatsChanging consumer needs, technologies,

channels, legal,

Competitor launch, trade barriers,

customer preference.

What is the core strength your brand can win on?How tightly connected is your consumer to your brand?What is your current competitive position?How engaged are consumers in the purchase decision?What is the current business situation your brand faces?

3

1

5

2

4

Brand Strategy Roadmap

Promise ExperienceInnovation Purchase MomentStory

Vision:

Purpose:

Values:

The Brand Idea: Grays are the best tasting yet guilt free pleasure

Build community of Brand Lovers

Explore entering new food categories

Leader of healthy cookie segment

Become alternative to mainstream cookies

To be the first ‘healthy cookie’ to generate the craving, popularity and sales of a mainstream cookie.

We want to help people re-discover the lost secret that the most amazing tasting food is made of natural ingredients.

Consumer first, great taste, healthy, natural ingredients, fast-to-market, family owned.

Goals:

Issues:

Strategies

Tactics

$100 Million brand by 2020, become a mainstream brand, increase usage, longer term penetration gains.

1. How do we tighten the bond with our most loyal brand lovers? 2. How do we balance driving penetration and usage frequency? 3. How will we defend Gray’s leadership position in the Healthy Cookie segment? 4. How do we leverage “guilt free” idea across new food categories

Take control of your weight by replacing your favorite snack

with Grays.

Real life stories that show women living

“All the pleasure. None of the guilt.”

We never sacrifice on taste, you won’t

have to sacrifice your cookie.

Interrupt purchase routine to set up

Grays as the better alternative.

We hope your weight loss results empowers you to

stay in control.

• Social Media to connect brand lovers

• Surprise and delight program to most loyal

• Geographic expansion

• Drive penetration using advertising & nutritionist PR

• Continue to attract new users to Gray’s

• New flavor launches

• Dominate every store shelf • Attack competitive entries • Leverage influence of

brand lovers

• Build “guilt free” idea • Innovation focused on

new segments • Early trial with brand

lovers

GRAY’S Cookies

Build a brand plan that forces smart focused decisions to help organize, steer, and inspire

your team towards higher growth.

• Vision • Purpose • Values • Goals • Brand Idea • Key Issues • Strategies • Tactics

Learn how to build an execution plan that includes the creative brief, innovation process, and sales plan. I show how to make smart decisions on execution around creative advertising and media choices.

In our sessions on marketing execution, you will learn how to:

✓ Be the brand leader in getting great creative execution

✓ Successfully manage the 10 stages of the advertising process

✓ Write a brand communications plan

✓ Turn the brand communications plan into a creative brief

✓ Use the ABC’s advertising decision-making tool

✓ Give inspiring feedback on advertising that pushes for great work

✓ Leverage our six questions to help frame your media planning

✓ Line up media choices to where consumers are most willing to engage.

✓ Use the right media to fit your needs.

4

How to Inspire execution

1Tighten your bond with consumers, using your Brand Idea to show up consistently

at all 5 consumer touchpoints.

Brand Promise

Consumer Brand Brand

Idea

Consumer Experience

Brand Story Innovation

Ideas

Purchase Moment

Packaging Logo/Slogan

Culture and Operations

Advertising and Media Product

Development

Sales and Retail

Consider

SatisfiedBuy

Search

Fan

Loyal

Repeat

Aware

Consumer Journey

Align execution to focus on moving consumers through stages of the buying journey.

2

Use a Creative Brief to focus the

creative advertising and media

decisions on your positioning and brand strategy.

3

Influence purchase moment through retail channels, packaging, e-commerce, direct

selling, customer service and merchandising.

The playbook for how to create a brand your consumers will love

Plan your Product Innovation

Continuous generation of ideas to build a war-chest

of potential solutions to meet consumer needs.

Assess opportunities using criteria: breakthrough, own-able, strategic fit, consumer motivation, potential size.

Identify new opportunities

Build innovation pipeline

Go-to-market launch plan

2

3

Build out potential concept to test breakthrough, own-ability and sales potential.

Build robust innovation schedule with volumetrics, investment, sourcing and

production timeline.

Stage-gate decisions to approve execution plans

and milestones from production to launch.

4

5

6

Backend plan includes final naming, logos,

packaging, production and channel plan.

Build marketing support; advertising, presentations,

in-store support.

Hand over to launch team, including marketing,

sales, operations.

7

8

9

Observations to identify trends and new consumer

need states.

1

Winning ideas go to market

Move best ideas to testing

4

Deliver products through an innovation process that manages

ideas, concepts, testing, launches through system.

5

Align your marketing execution behind a brand idea that tightens your bond with consumers and

moves them through their buying journey

With brand analytics, learn to write a deep-dive business review, looking at the marketplace, consumer, channels, competitors and the brand.

In our session on brand analytics, you will learn how to:

✓ Analyze the marketplace your brand plays in

✓ Assess your consumers

✓ Assess the retail channels you sell through

✓ Analyze the competitors

✓ Analyze the health of your brand

✓ Leverage 60 of the best analytical questions to ask

✓ Bring analysis together into the drivers, inhibitors, threats, opportunities

✓ Use formulas for compound CAGR, price increases, COGs. ROI

✓ Prepare a deep-dive business review presentation

5

How to analyze performance

1Macro view of the market

looking at major economic, consumer, technology, trends.

Define consumer target, looking at

needs, buying habits, growth trends and key

insights.

2

Look at channel performance, customer strategies, distribution

gaps, merchandising performance.

3

Dissect closest competitors by looking at performance, positioning, innovation,

pricing, distribution and reputation.

4

To understand brand performance, use brand funnel, tracking results, pricing analysis, distribution gaps

and financial results.

5

Growth Tracking

The Brand Funnel

Awareness

Familiar

Consider

Purchase

Repeat

Loyal

UnknownIndifferent

Love It

Like It

Beloved

The Brand Love Curve

Customer scorecardsCustomer A Scores

Overall Sales Dollars 39Share of Category 11%% dollar change +19.1%

Your Brand Share 33%% change +3.3 points

Share Index 105Your brand’s avg Price $6.33

% change +3.3%Price Index 125

Share of Co-Op Ads 33%% change +18%

Co Op Index 143Share of Merch 25%

% change -2%March Index 111

Distribution Gaps

We make brands stronger. We make brand leaders smarter.

Brand Merchandising Performance

Another good deep dive is to look at each channel and look at your market share in comparison to how well you are doing on co-op ads and display ratings to get your fair share.

The FSI is your fair share index. (share of activity divided by your market share)

See if you under or over-developed against a certain activity. Draw conclusions. Compare how you're doing in each channel and versus other periods.

Brands $ Share Share of Co-op

Share of Display

Co-opFSI

DisplayFSI

Gray’s 24.7 21.9 22.9 89 93

Dad’s 21.9 20.7 20.7 94 95

Stan’s 14.8 14.8 13.6 100 92

Devonshire 13.5 16.6 17.8 123 132

A

A

B

B

C

C

We make brands stronger. We make brand leaders smarter.

Pricing Differences by Channel

First, look at the average price and change versus year ago, for each channel. Match up the data to what the sales colleagues are saying about the different prices for each channel.Depending on channel/brand, you should be looking at the deal pricing, % on deal and coop ad points. Compare each of the channels and compare to prior years.

Food Drug Mass ClubAvg Price $6.55 $6.47 $6.62 $6.54

% change vya -6.4% -2% +3.1% -1.9%Avg Price on Deal 5.99 6.59 5.29 5.49

% change vya +8.3% -12.3% +1.7% +2.7%% on deal 32% 22% 38% 20%

+/- vya +7 pts +1 pt +10 pts -2 pts

A

A

B

B

We make brands stronger. We make brand leaders smarter.

Distribution gap analysisTops Kroger CVS Club A&P Safeway 7-11

Gray’s 8 ct Choc Chip

Gray’s 16 ct Choc

Chip

Gray’s 8 ct Mint Chip

Gray’s 16 ct Mint Chip

Gray’s 8 ct Lemon

We make brands stronger. We make brand leaders smarter.

Distribution gap analysisTops Kroger CVS Club A&P Safeway 7-11

Gray’s 8 ct Choc Chip

Gray’s 16 ct Choc

Chip

Gray’s 8 ct Mint Chip

Gray’s 16 ct Mint Chip

Gray’s 8 ct Lemon

Customer Scorecards

0

15

30

45

60

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Gray's Dad's Sue's Devonshire

Competitive market share performanceMarket Share Performance

Brand Tracking

Program tracking shows how well you are doing behind key marketing activities

• Program tracking or testing results can compare how well the program has done against key measures.

• You will also be able to get scores that match up to the brand funnel such as Awareness (aided, unaided), purchase scores (share of last 5 purchases) and purchase intention.

Tracking Results Gray’s Norm

Aided Recall 38 62

Unaided Recall 30 46

Brand Recognition 10 23

Brand Link .33 .50

Main Message 64 60

Uniqueness 38 22

Purchase Intent 10 9

Ad Tracking

Brand Analysis

Summarize the analysis into drivers and inhibitors currently

facing brand as well as threats and opportunities for the future.

6

Drivers InhibitorsFactors of strength or inertia that accelerate your brand’s growth.

Weaknesses or friction slows brand

down, leak to fixi

Opportunities ThreatsChanging consumer needs, technologies,

channels, legal,

Competitor launch, trade barriers,

customer preference.

Use a deep-dive 360-degree assessment of your brand’s performance to trigger richer thinking

before you write your brand plan

Our boot camp training options

1. Why being a beloved brand matters

2. How to think more strategically

3. Consumer & competitive strategy

4. Deciding on your consumer target

5. Defining your brand positioning

6. Build everything around brand idea

7. Build a brand plan everyone can follow

Brand Strategy 3-Day Boot camp

Brand Execution 3-Day Boot camp

1. How to think more strategically

2. Defining your brand positioning

3. Build a brand plan everyone can follow

4. Leading the marketing execution

5. Deep-dive analysis of your brand

Skype Training Five 2-hour sessions

1. Defining your brand positioning

2. How to write a smart creative brief

3. How to run the advertising process

4. How to make advertising decisions

5. How to make media decisions

6. Deep-dive analysis of your brand

7. Why being a beloved brand matters

Agency Strategy 3-Day Boot camp

Our brand training playbook

VideoBrand

Training

Ask us to custom design a brand training program to meet your needs.

1. Why being a beloved brand matters

2. How to think more strategically

3. Consumer journey with insights

4. Defining your brand positioning

5. Build everything around brand idea

6. How to write a smart creative brief

7. How to run the advertising process

Learn the four strategic thinking methods, looking at core strength, competitive landscape, consumer relationship and the situation you face.

Brand positioning starts by building a consumer profile and using our consumer benefits ladder, with functional and emotional benefits. From there, we explore the step-by-step process to come up with your brand idea and bring it all together with a tool for writing the ideal brand concept.

With brand plans, we go through each element needed for a long-range brand strategy roadmap and the annual brand plan.

Learn how to build a marketing execution plan that includes the creative brief, innovation process, and sales plan. I show how to make smart decisions on execution around creative advertising and media choices.

With brand analytics, learn to write a deep-dive business review, looking at the marketplace, consumer, channels, competitors and the brand.

2

4

5

1

3

Strategic Thinking

Brand Positioning

Analyze performance

2

4

5

1

Marketing Execution

0"

2"

4"

6"

8"

Gray's" Norm" Dad's"

2.2"

7.3"6.8"

Gray's'Norm'

5" 18"

45"

32" weekly"

monthly"

4x"per"year"

1x"per"year"

Whatconsumers

want

What your competitordoes best

Winning

Whatyour brand does best

Brand Plans

Our Beloved Brands training follows our brand playbook methodology to help you realize your full potential

How we can help your team get smarter

Brand Plan GRAY’S Cookies

Analysis Issues and Strategies Executional PlansP&L forecast • Sales $30,385 • Gross Margin $17,148 • GM % 56% • Marketing Budget $8,850 • Contribution Margin $6,949 • CM% 23% Drivers • Taste drives a high conversion of Trial to

Purchase • Strong Listings in Food Channels • Exceptional brand health scores among Early

Adopters. Highly Beloved Brand among niche. Inhibitors • Low familiar yet to turn our sales into loyalty • Awareness held back due to weak Advertising • Low distribution at specialty stores. Poor

coverage. • Low Purchase Frequency even among most

loyal. Risks • Launch of Mainstream cookie brands

(Pepperidge Farms and Nabisco). • De-listing 2 weakest skus weaken in-store

presence • Legal Challenge to tastes claims Opportunities • R&D has 5 new flavors in development. • Sales Broker create gains at Specialty Stores • Explore social media to convert loyal following.

Key Issues 1. What’s the priority choice for growth: find new

users or drive usage frequency among loyalists?

2. Where should the investment/resources focus and deployment be to drive our awareness and share needs for Gray’s?

3. How will we defend Gray’s against the proposed Q1 2014 ‘healthy cookie’ launches from Pepperidge Farms and Nabisco?

Strategies 1. Continue to attract new users to Gray’s 2. Focus investment on driving awareness and

trial with new consumers and building a presence at retail.

3. Build defense plan against new entrants that defends with consumers and at store level.

Goals • Increase penetration from 10% to 12%,

specifically up from 15% to 20% with the core target. Monitor usage frequency among the most loyal to ensure it stays steady.

• Increase awareness from 33% to 42%, specifically up from 45% to 50% within the core target. Drive trial from 15% to 20%. Focus for sales is to close distribution gaps going from 62% to 72%.

• Hold dollar share during competitive launches and continue to grow 11% post launch gaining up to 1.2% share. Target zero losses at shelf.

Advertising • Use awareness to drive trial of the new Grays.

Target “Proactive Preventers”. Suburban working women, 35-40.Main Message of “great tasting cookie without the guilt, so you can stay in control of your health”. Media includes 15 second TV, specialty health magazines, event signage, digital and social media

Sampling • Drive trial with In-store sampling at grocery,

Costco, health food stores and event sampling at fitness, yoga, women’s networking, new moms.

Distribution • Support Q4 retail blitz with message focused

on holding shelf space during the competitive launches. Q2 specialty blitz to grow distribution at key specialty stores.

Innovation • Launch two new flavours in Q4/15 & Q4/16.

Explore new diet claims, motivating and own-able.

Competitive Attack Plan • Pre Launch sales blitz to shore up all

distribution gaps. At launch, heavy merchandising, locking up key ad dates, BOGO. TV, print, coupons, in-store sampling.

• Use sales story that any new “healthy” cookies should displace under-performing and declining unhealthy cookies.

Brand Vision: To be the first ‘healthy cookie’ to generate the craving, popularity and sales of a mainstream cookie. $100 Million brand by 2024

3

Graham Robertson is one of the voices of today's brand leaders.

As the founder of Beloved Brands, he has been a brand advisor to the NFL Players Association, Shell, Reebok, Acura, Jack Links and Pfizer. He's helped train some of the best marketing teams on strategy, brand positioning, brand plans and advertising. Graham's purpose is to use his marketing experience and provocative voice to get marketers to think differently about their brands, and to explore new ways to grow.

In his marketing career, Graham led some of the world's most beloved brands at Johnson and Johnson, Coke, General Mills and Pfizer, rising up to VP Marketing. He has won numerous awards including Marketing Magazine’s “Marketer of the Year”, Businessweek’s best new product award and four Effie advertising awards.

As a keynote speaker, Graham shares his passion for brands to challenge and inspire marketing minds around the world, whether speaking at Advertising Week, or at the NBA Summer League, or to a room full of marketers in Bangkok Thailand or an agency in New York. He's been a guest writer for Ad Age, and his weekly blog stories have reached millions of marketers, who are trying to improve their skills.

His book, Beloved Brands, is the playbook for how to build a brand consumers will love. It serves as a brand management textbook for business schools around the world.

Graham’s personal promise is to help you solve your brand building challenges, by challenging you with new thinking, so you can unlock future growth for your brand.

Graham Robertson biography

✓ How to think strategically ✓ Write a brand positioning statement ✓ Come up with a brand idea ✓ Write a brand plan everyone can follow ✓ Write an inspiring creative brief ✓ Make decisions on marketing execution ✓ Conduct a deep-dive business review ✓ Learn finance 101 for marketers

Beloved Brands The playbook for how to build a brand

your consumers will love.

Available on Amazon and Apple Books

You have my personal promise to help you solve your most difficult brand building challenges. I will provoke new

thinking, so you can unlock future growth for your brand.

Graham Robertson Founder of Beloved Brands Inc.

We believe the best answers are inside you already. My role is to get those answers out, and make your answers even smarter. I never give you the answer. I will ask more questions that challenge your answers to be better.

We believe you should never settle. If you don’t love the work you do, how can you ever expect your consumer to love your brand? As a brand coach, we can push each other to find work you are proud of.

We believe focus will make you bigger, not smaller. Focus on consumers who can love you, one message, and few strategies. I will help you make tough decisions, so you stop doing stuff that adds no value to your brand.

We believe investing in your people pays off. With my training program, I know I will make your people smarter, so they make the right choices, and produce exceptional work that will lead to higher brand growth.

We believe your brand’s reputation is delivered by your people. I will help you create a brand idea that can steer and inspire everyone who works behind the scenes of the brand, to set you up to win in the market.

We live by the beliefs that guide us