The Real Mechanics of Getting On Shelf and Staying There | Betsy Gillette, Synergy Sales Consulting

On this episode, we're joined by Betsy Gillette, Co-Founder and CEO of Synergy Sales Consulting Group - the specialized sales management firm that acts as the full sales team for emerging CPG brands looking to scale nationally across grocery, natural, and mass channels. Betsy brings deep industry experience from leadership roles at UNFI, White Wave, Ignite Sales Management (before it sold to Acosta), and a decade at Jewel-Osco.Betsy walks through the common mistakes she sees founders make, including hiring a marketer before a salesperson, staffing a friend in a sales role they'll outgrow in a year, and expecting retailers to just fall in love with their product off-cycle. We get into building a strong sales deck, what a one-pager needs to include, how to communicate price increases, and when to be transparent with retailers about supply chain issues.We also cover how to partner with UNFI and KeHE, why their sales teams won't sell on your behalf, how to select and manage brokers, and what metrics matter in a category review beyond units per store per week.---------------Episode Highlights:🏪 Why Synergy caps their portfolio at 10-12 brands💸 Hiring a sales agency vs. building an internal sales team⚠️ Why hiring a marketer before a salesperson is a costly mistake🛒 How retail buyers actually make decisions (and what founders get wrong)📊 Metrics that matter beyond units per store per week (dollar sales, household penetration)📝 What a strong sales deck and one-pager need to include💰 How to communicate a price increase through distributors🤝 Partnering with UNFI and KeHE (and what brands misunderstand about them)🚚 When and how to select and manage brokers🎯 What a well-rounded go-to-market strategy looks like🔬 Trends: protein, fiber, GLP-1s, and the new food pyramid guidance---------------Table of Contents:00:00 – Intro00:52 – Origin story and what Synergy does05:26 – When it makes sense to hire a sales agency07:50 – Why 10-12 brands is the sweet spot09:28 – Sales agency vs. internal sales team11:13 – Buyer turnover and younger buyers at retailers13:30 – What to look for in sales leadership hires16:52 – The mistake of hiring a marketer before a salesperson18:17 – How founders misunderstand retail buyer decisions21:10 – Getting into retailers off-cycle (and why it rarely works)23:13 – Key metrics for a strong sales story24:52 – Preparing for category reviews25:58 – Communicating price increases to retailers26:20 – Being transparent with retailers about supply chain issues28:31 – What a go-to-market strategy looks like30:18 – What a good sales deck and one-pager should include33:21 – How to truly partner with your distributor36:01 – What brands misunderstand about distributors37:54 – When and how to select and manage brokers41:19 – Trends: protein, fiber, GLP-1s42:35 – Where to find Betsy and Synergy---------------Links:Synergy Sales Consulting Group – https://www.synergyscg.com/Follow Betsy on LinkedIn – https://www.linkedin.com/in/betsy-gillette-2712074/Follow me on LinkedIn – https://www.linkedin.com/in/adam-martin-steinberg/For help with CPG production design - packaging and label design, product renders, POS assets, retail media assets, quick-turn sales and marketing assets and all the other work that bogs down creative teams - check out https://www.kitprint.co/Shout out to my friends over at Glimpse, the go-to partner for automating retail-related back-office operations and unlocking margin trapped in invalid fees and manual processes.Are you in the market for a new flexible packaging partner? Check out HD Packaging. Third-generation, family-owned and built for the needs of category leaders like Newman’s Own and A Dozen Cousins. Faster launches, lower costs, and no artwork fees.