Manufacturer Planning Checklist

In an effort to better support your sales goals and to maximize your brand(s) in the BC Region, we have refined our processes to enable effective client qualification and selection processes, aligning your product and service offerings relevant to our clients’ current projects and business needs.

Our planning cycle is segmented into stages, allowing for 16 weeks in advance to map out the planning, product training, marketing, client qualification and scheduling and to secure all necessary product samples required.

Total Planning Time:
3-4 Months

12-16 Weeks prior to target date

Initial Intake Form

Requirements:

  • RSM/Manufacturer to complete CDm2 Intake Form
  • CDm2 to review and assess viable dates
  • Schedule preview seminar

8–10 Weeks prior to target date

CDm2 Preview

 

Requirements:

  • RSM to preview products/presentation with CDm2 Sales Team

7–9 Weeks prior to target date

Qualification, selection, 
and scheduling

 

Requirements:

  • Client qualification and selection process
  • Scheduling of meetings and L+L

6–8 Weeks prior to target date

Product Samples

 

Requirements:

  • Confirm all required samples; new and/or current  inventory
  • Scheduling of meetings and L+L

4–6 Weeks prior to target date

Presentation review and accreditation

AIBC review and approval is approximately 4-6 weeks.

Requirements:

  • Receive final presentation from RSM
  • AIBC review/credit (if applicable)
  • Scheduling of meetings and L+L

4 Weeks prior to target date

Confirm itinerary and secure schedule + logistics

 

Requirements:

  • Confirm AIBC credit approvals
  • Confirm RSM travel itinerary
  • Confirm all internal resourcing for RSM arrival
  • Finalize client schedule; details + logistics
  • Assemble all sales samples for RSM presentations
  • Confirm arrangements for regional transport (if applicable).

Planning Checklist

Contact Information
Manufacturer Name:

Sales Executive/Regional Sales Manager

First and Last Name:
Telephone:
Email:

Marketing Contact

First and Last Name:
Telephone:
Email:
Purpose
What is the primary purpose of your visit? Please select one that applies:
Description of visit
Topics/Themes
What are you planning to present? Please select from the following categories
 (select all that apply)
Please provide further presentation details
Market Sectors
To help us with our client selection and qualification process, please indicate the market sectors you intend on targeting (select all that apply; up to a maximum of 3):
Product Samples + Marketing Collateral

Please indicate all product samples and marketing resources required for the presentation. CDm2 will confirm details to logistics and scheduling for securing samples. For multiple regions, we may require multiple sets of product samples to ensure availability in region at the time of meeting.

Product Samples
Marketing Resources
Region and Date Selection
Please indicate which CDm2 office/region (select all that apply) and your preferred dates:

Metro Vancouver Desired Dates

Desired Date 1:
Desired Date 2:

Vancouver Island Desired Dates

Desired Date 1:
Desired Date 2:

BC Interior Desired Dates

Desired Date 1:
Desired Date 2:
Additional Notes
Must be able to speak and discuss the company approach for Sustainability + EPD (Environmental Product Declarations). Must be able to include a 10–20-minute educational piece within the presentation.
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