Brand case study

A fast-growing brand took a chance on us early

Before we had a finished product or a full team, one of our first brand partners trusted us with six retailer category reviews for Spring 2027. Here's how it worked, and what came out of it.

A brand willing to build with us

This brand is growing fast, and its team knows exactly what it stands for. When they became one of our first partners, we were still building the product and the team.

They were the first to test a lot of what's now in the PSG platform. Their team used it day to day and told us what a brand's sales team really needs. That feedback is a big reason the platform is built the way it is.

The real test was reset season, with six category reviews for Spring 2027 landing within weeks of each other.

A different pitch for every retailer

Each retailer shares different data and buys for a different shelf, so each deck started from that retailer's own numbers. Four examples:

  • National grocer. The brand's biggest account, and a two-hour meeting with the lead buyer. We built the plan around the brand's 2027 lineup and its growth goal for the account.
  • Midwest grocer. In stores that carried the brand, it sold well. Many stores didn't carry it yet. So the pitch was about getting into more of them.
  • Southeast grocer. The shelf was missing two styles the brand already makes, and most of the set came from one supplier. The brand could fill that gap.
  • Mass retailer. Sales were growing in every state where the retailer already stocked the brand. The ask was more items in those states first, then new states.

We also built decks for two more national retailers.

Fifteen days to the biggest meeting

  • Day 1. The brand starts the story. In a chat on the platform, the brand's sales lead lays out what they want the buyer to hear and the goal for the account.
  • Day 3. The fact base, in an afternoon. A full category, brand and item fact base from the retailer's sales data: 55 slides in 68 minutes.
  • Day 8. Story first, then the deck. Together we agree the story as seven short story cards, and the draft deck builds from them in under two hours. Every number traces back to the source data.
  • Days 9 to 14. The brand's whole team weighs in. Four people from the brand comment right on the slides, and every comment is closed out before the meeting.
  • Day 15. Their deck, in their look. The brand sets the deck in its own font and adds its own pages on new products, seasonal programs and awards.
  • Day 15, evening. Meeting prep by text. Their sales lead runs through talking points and likely buyer questions by texting the PSG platform. Answers come back in seconds.
  • Day 16. The meeting. All 18 of our pages go into the room alongside the brand's own.
Meeting prep by text: the sales lead asks the PSG platform what the buyer will ask first, and gets three likely questions back. Median reply time 13 seconds; 47 replies in 48 hours.

Nothing like a traditional broker

Collaborative. The brand's team shaped every story, from the first chat to the pages they added at the end. They brought the brand expertise and the buyer relationships. We turned their data into drafts fast, so they could try a new angle and see it on the slides the same day.

Visible. No waiting for a recap. The brand saw every draft the day it was built, commented right on the slides, and watched each change land.

Effective. Decks built on each retailer's real data, in a fraction of the time. That gave the brand's team more time with their buyers.

And it worked

“One of the best decks I've ever seen.”

Category buyer at a national grocer, after the category review

  • 6 retailer category reviews in one reset season
  • 438 slides built on real retailer data
  • 18 of 18 of our pages in the deck the brand presented

An early partner who shaped the platform

Their team used the platform day to day and showed us what a brand's sales team needs. A lot of that is now standard for every brand we work with:

  • A brief that starts from the brand's own goals and lineup
  • Pages in the brand's own look, with real product photography
  • Meeting prep by text, now offered to every client
The brand's team commenting on a slide in the PSG platform: Love this chart, Adding our spring program here, Approved for the meeting.
The brand's team commenting right on the slides

Just getting started

We're still working with this brand as we bring on new brands that we manage end to end.

AT A GLANCE

Client
A fast-growing beverage brand

Retailers
Six national and regional retailers

When
Spring 2027 category reviews, built summer 2026

Partnership
Early partner, first to test much of the platform

Results
6 category reviews, 438 slides, and all 18 of our pages in the deck the brand presented

Book a call
WHAT'S NEXT

Want a partner like this for your brand?

Tell us about your brand and the retailers you're working on. We'd love to talk.

Book a call