SOP Overview

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Terminology

Table of Contents

• Step-By-Step Instructions

Documentation and Resources

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Step-By-Step Instructions

1. Create goals and launch success criteria for each new brand.
2. Collaborate with PMS, Portfolio Director, and sales directors collaborate to decide if incentives, increased commission, etc are needed for launch
3. Create relevant marketing materials, plan launch event (if needed), plan staff training.
4. Review Launch Strategy with Sales Directors and regional sales management prior to Launch.
5. Post a note in the relevant Portfolio on teams with the subject of "PRODUCER LAUNCH: Name of Product" or "PRODUCT LAUNCH: Name of Product" and mark as high importance. The Post should contain links to all tech sheets as well as the below information in the below order:
1. At a Glance: Bullet points of major sellable facts about producer or product (this is customer facing and will be copied to the website)
2. Pricing For all available markets
3. Framing: Why does the PM believe in them and Why is this producer competitive?
4. Inventory: What items are continuity and what are limited. Include allocations if applicable
5. Date of Staff training or date wines will be open in the office
6. NY/ NJ Sales Management will link the Launch post to the resources and information Tab so it's easy for the sales team to reference
6. Schedule meeting to review progress and assess success of launch. (After meeting adjust as needed)

(@Untitled and @Untitled added the launch SOP from teams here)

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