Sales Collateral

Retailer Category Review Deck

A buyer-ready category review deck that leads with the category's growth, makes a specific ask, and shows what it is worth in the retailer's own sales and margin dollars.

1-2 hours
Book a demo Already a customer? Open MorningAI
Category review, Retailer 25 of 16Segment C grows 18% in market, 6% here.MarketRetailer 2Seg. ASeg. BSeg. CSeg. DGap if closed$840Kin Retailer 2 salesSource: syndicated data, 52 weeks vs year agoAppendixData tablesObjection prepModel in ExcelTHE ASK3 new items, UPCs listed240 stores, 2 facings eachEye level, March resetRETAILER ECONOMICS+$412Knet added margin, year oneLow $260KHigh $540KLead with their category's growth, then show what your ask earns them.

The old way

Marketing agency

Typical cost
$5K-$25K per deliverable
Typical time
2-4 weeks

With MorningAI

1-2 hours

Included in your MorningAI platform — 6 deliverables, ready to use

What you get

  • A check-in on the storyline, the ask, and the retailer's economics before the deck is built, or say "just build it" to skip
  • An editable PowerPoint deck in your brand's colors, fonts, and logo, ready for the buyer meeting
  • Category performance at this retailer against the wider market, with the growth it is missing by segment
  • A precise ask naming the items, stores, placement, and dates, backed by how hard your items work where they already sell
  • A retailer economics page with every assumption shown, plus the model as a companion spreadsheet
  • Objection prep in the appendix, answered from the real weak points in your data

When to use it

Before an annual line review, a new-item presentation, a promotion planning meeting, or a shelf reset. Use it whenever you need the buyer to see your items as growth for their category.

Run this playbook in MorningAI

What takes a consultancy months takes MorningAI hours.

Book a demo
Already a customer? Open MorningAI and run it now →

Pairs well with

Was this playbook helpful?

← All playbooks