WEBVTT

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Welcome to the promo playbook, the podcast where

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suppliers come to win in the promotional products

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industry. We're your hosts, Lisa Faustic and

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Adrienne Barker, bringing you insider insights,

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expert strategies, and no fluff advice to help

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suppliers navigate the promo channel like pros.

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From marketing to distributors to mastering software

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onboarding, we cover it all. Whether you're new

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to the industry or ready to scale up, this is

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your playbook for success. Let's get started.

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Hey everybody, welcome back to the promo playbook

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podcast. Last time we dived into finances, everybody's

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favorite topic. Today we're going to focus on

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samples and virtual mockups. So just to restate

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the intention of the promo playbook, our group

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is dedicated to helping boutique brands, retail

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brands, and suppliers in the industry succeed

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in the promotional product space. So it's a layered

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industry. There's lots of different things to

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know. So this is a small bite to dive into samples

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and virtuals. Samples are a bedrock of the industry.

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Distributors are your sales force. They are selling

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to end users who often want to see the product

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and your distributors often want to see the product

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so that they feel confident selling it to their

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end user client. So samples are an expense that

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you really want to have on your radar when you're

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launching and building your supplier business,

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because it is important. And virtuals are a great

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way to close sales. Virtuals really are, I think,

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the engine of the industry when it comes to terms

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of the most commonly requested sales tool for

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closing a sale. I consider that a virtual mockup.

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So I love this topic. I do want to mention that

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it's important to figure out how you're going

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to bill for shipping on these. We as a group

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recommend that you get a shipper number from

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the person requesting the sample. But Kim, I'm

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going to put you in the hot seat first on this

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topic. Share with us how your supplier that you

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work with deals with samples. Yeah, so I think

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when you talk about samples, they can almost

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be put into two buckets, right? Only because

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we define samples one way. Sometimes the end

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user defines samples another. So, you know, I

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think broadly a sample doesn't have to be necessarily

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decorated. It's just a sample of the product.

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They want to touch it. They want to feel it.

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They want to know if there's quality to it. And

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that's coming out of your general stock. I totally

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agree that you want to ask for a shipper number

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if you can, because you're already giving the

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product at no charge. And if we didn't say that,

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no charge for the sample. Because you're hoping

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to get in order. So you don't charge for the

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sample. So ideally, you don't want to charge

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for the shipping and the sample because you're

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giving the product for free. But you can use

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your own judgment on that. Most distributors

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are happy to give a shipper number. But then

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sometimes people ask for samples. with their

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logo on it, which is really not a sample. It's

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more of a pre -pro sample. It's a pre -production.

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And I think those, that's like a whole other

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conversation, but that, I don't think those are

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doled out as much as samples, right? I think

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you really keep sort of those pre -production,

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someone needs to touch and feel it with their

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logo to those. A players, you know, a large order,

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somebody's ordering 700, a thousand units of

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something, but they really need to make sure

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the coloring is right. Well, you don't want to

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take the chance of running 700 to a thousand

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units of something to find out that the color

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was wrong. So gladly for that, we'll do a pre

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pro. But if you are ordering 24 or 50 of something.

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not necessarily time that we want to have our

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production team do. So those are two separate.

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I think sometimes the end user doesn't understand

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that. They ask for a sample and they expect the

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logo to be on it. But I would say 90 percent

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of the time a sample should just be the basic

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non -branded item going out at no charge, hopefully

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with a shipper number so you're not paying for

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the shipping. but there may be times that you

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opt to send it anyway without that shipper number

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and you have that expense. You do have to think

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about that in the cost of doing business. That's

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great. Before I turn it over to you, Adrienne,

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I just want to set the stage of the language

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because you got me thinking about that, Ken.

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There are blank samples. which is, you know,

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as it says, a blank sample that you might have

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in your warehouse earmarked for sampling. Then

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there are random samples where the distributor

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might want their client to be able to see the

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type of imprinting, whether that's laser, full

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color, one color. So you want to be thinking

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about having a stock of randomly printed samples

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that you can send out. And what Kim was referencing

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at the end of her comments are spec samples,

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which are actual printed samples with the logo

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on it. So three types of samples and two ways

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those can ship. Those can ship blind to the end

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user customer, meaning none of your information

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is shown on that packaging as a supplier or you're

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shipping to the distributor, in which case you

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want your information to be included. You might

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even want to print your ASI or your PP or your

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SAGE number on the sample so that the distributor

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might show it once and then put it in their sample

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room or put it in their sample bag and forget

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where it came from. So that gets a little complicated.

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We're not going to dive too deep into that today,

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but those are the types of samples you'll be

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sending out. Blanks, random specs, and then will

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you be shipping to the distributor or to the

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end user customer? So Adrienne, I'm going to

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send this over to you now for more thoughts and

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comments. So suppliers, think of the sample the

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same as the order itself. Have the same mentality.

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So when you are talking to the distributor, get

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all the information. How interested is the client?

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Are they ready to see a sample that has a mock

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-up in it? Are they like, where does that go?

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So make sure that you have in your SOP, which

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we'll be talking about, that you have that prepared.

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Also make sure that you have already worked with

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the distributor and got their credit lined up.

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And we have an episode that you can listen to

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on the credit so that you have that. Here's the

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thing. It is so important for suppliers to understand

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that. There's no playing around with samples

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you are offering a product and you are having

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sales people they are hundreds of different sales

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people out there that. May wanna sell your product

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and they all have different ways of doing business

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some are gonna be so organized summer gonna be

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so sloppy. They're gonna send you the artwork

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in so many different ways you're gonna think

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yourself what they really literally just sent

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me a picture that they took a logo and five colors

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like just know that but. I want to go through

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some of the things that you want to think about.

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So nothing starts off without a paper proof.

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But suppliers, you're going to receive from the

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distributors, you're not probably not even get

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something from Canva because they're going to

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be using AI. Hey, ChatGBT, I want this picture

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of blah, blah, blah, blah, blah. And you're going

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to get some like artwork. I can imagine right

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now that the suppliers are getting artwork in

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many different ways. That is why as a supplier.

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I would ask the question if I'm working with

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a distributor, who is interested in my products?

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Do you have a graphic department? And they will

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tell you, no, I do it myself. No, I use like

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whatever. But how you're going to receive the

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artwork is going to be just like an M &M bag

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of delicious M &M all different colors. You're

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going to get them all different ways. So and

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you're going to get mockups where the distributors

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using one of your items. And the mockup doesn't

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even make sense to you. You're like, that's not

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our area. That's not our bleed. We like blah,

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blah, blah, blah, blah. All that is crazy. So

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first you need to be able to provide at no cost

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a paper proof because that's kind of a sample

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in itself. If you're not providing it and you're

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charging for a paper proof, can you please call

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us because we wanna tell you that you're like

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stopping the orders right there on the spot,

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right? You need to give the distributors something.

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They need a paper proof. And distributors may

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take days to get back to you. You're gonna need

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someone to follow up on that paper proof because

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you can't just think I'm gonna send the paper

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proof out and it's a rush order. So honestly,

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you gotta find a way to make sure that your emails

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are not landing in spam and you got the person

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on the phone. To me, the best way is to say,

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hey, it's Lisa from, and I have your, a paper

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proof is in your hand, need you to approve that

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right away because they, a lot of times they

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have to get their clients to approve it depending

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on their relationship. And then from the paper

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proof, in my mind, you would go to the mockup

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on the virtual because they, and I agree with

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Kim, like, Do a hundred percent of everyone needs

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to see it. Well, it's insurance So to me if it's

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an order valued at a thousand as a distributor

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I used to say if it's a thousand dollar order

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who wants to lose that you need to have To get

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to follow the steps, but things are always rushed

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and we know rushes are the enemy of all of us

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It really makes the most expensive expenses.

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So you're paper proof. You want to do a mock

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-up then you go to your spec sample. Now what

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you can do as a supplier is use that to move

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it around. So I just want to, we'll get into

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this in another episode too, but if you're doing

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these proofs, you want to push it, right? So

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like if you called me up, if Kim called me up

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and I'm a supplier and you let me know that you

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have an order for a thousand notebooks and you

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want to print it, I may say, did you have the

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artwork, Kim? Kim says, yes, I have the logo

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all set. I got lucky. They sent to me an EPS

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vector file. If you don't know what that is,

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that's what the suppliers want. So you get the

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EPS vector file in and then Kim says, and then

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Kim says, and then I say to Kim, hey Kim, that

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is fantastic. Why don't you send it to me? I'll

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do a mock -up for you. Or boy, are you close

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to getting this order? Why don't you not just

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send it to me, but let's do a mock -up for you.

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So the reason why I'm saying this is a lot of

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times, As a supplier, you have to know if your

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artist, most suppliers don't let the artist talk

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to the clients, the distributors, because they

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don't know really the lingo. They're just doing

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the artwork. So I think your sales has to start

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with a sample. So I mentioned that in the beginning

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of when I started talking, but that also means

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with a conversation, too. So if you want to like

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get that business rolling off or something, do

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the sales so that you can move it forward. Because

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once you send it. Those are the times that I

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wouldn't charge if I was a supplier, if I'm coming

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up with it and I recognize that this is a big

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enough order that I want to move forward. But

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other than that, I wouldn't charge for paper

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proofs because that would be unfair, but you

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may want to consider charging, but have it clear.

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A lot of suppliers will charge like 50 percent

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less, 25 percent, they'll have something or half

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off EQP. Those are some of the deals that you

00:11:57.659 --> 00:12:00.440
want to have. I will also say to double -check,

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Here is right now used to be that you could order

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samples in and they would they would you know

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punch it right and they will put the little card

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in and they'd say sample for showroom Do you

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guys remember that? Okay, and that was because

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the sample so tariffs on commercial samples depend

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on specific criteria as they are not uniformly

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taxed what I'm thinking right now still works

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But we have to keep an eye on everything is if

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that sample has been some way reduced to just

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that you can't wear it. So it's not for wearing,

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it's for a sample. And I'm talking about that

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for larger items that may have large tariffs

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in it, or if you're talking to the supplier,

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you want to know as a supplier exactly what's

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taking place. And you want to look at everything

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in the eyes of a distributor and a supplier when

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it comes to samples, because I think that is

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what would make a supplier successful. And that

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may mean bringing in like the promo playbook.

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Oh, cut it out. The producer said cut it off,

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H. You shared so much amazing information. I

00:13:07.700 --> 00:13:12.500
want to restate it so our listeners can follow.

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You have such an amazing, brilliant mind, Adrienne,

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that sees all the aspects of things. So I thought

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maybe we should just bring it into a way for

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folks to take it in. So, paper proofs and virtuals.

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Paper proof, in my mind, has become synonymous

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with the idea of a virtual mock -up. I think

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we're dating ourselves, Adrienne, when we say

00:13:44.830 --> 00:13:47.509
paper proof. And I totally get that because I

00:13:47.509 --> 00:13:50.549
think of it still that way. But they're really

00:13:50.549 --> 00:13:53.149
virtual mockups now. And that's often the first

00:13:53.149 --> 00:13:57.110
in the process. Then you might go to random sample.

00:13:57.450 --> 00:14:00.850
Then you might go to spec sample. And what I

00:14:00.850 --> 00:14:03.230
love about what Adrienne brought up is the cost

00:14:03.230 --> 00:14:05.730
of the samples. Because when you have tariffs

00:14:05.730 --> 00:14:09.620
involved or it's a more expensive item, Then

00:14:09.620 --> 00:14:12.940
the price tag goes up for the supplier and you

00:14:12.940 --> 00:14:16.940
may end up having to pay $20 for a $50 sample

00:14:16.940 --> 00:14:20.799
and so on. So I just wanted to sort of weave

00:14:20.799 --> 00:14:24.539
those pieces together, Adrian, for the audience

00:14:24.539 --> 00:14:29.659
and support your comment of an SOP for order

00:14:29.659 --> 00:14:33.440
sample processing. So you need a virtual mock

00:14:33.440 --> 00:14:36.429
-up slash paper proof. How are you going to shepherd

00:14:36.429 --> 00:14:39.429
that through your system? You have an order for

00:14:39.429 --> 00:14:41.850
a random sample. How are you going to shepherd

00:14:41.850 --> 00:14:44.169
that through your system and provide a tracking

00:14:44.169 --> 00:14:46.929
number? A spec sample should go through your

00:14:46.929 --> 00:14:50.570
production facility, just like a regular order.

00:14:51.090 --> 00:14:55.649
So those are all great insights. And I think

00:14:55.649 --> 00:14:59.750
that's a lot for our audience to take in. Blank

00:14:59.750 --> 00:15:02.870
samples, random samples, spec samples, and virtual

00:15:02.870 --> 00:15:06.889
mockups. all things to keep in mind. So I'm just

00:15:06.889 --> 00:15:11.090
going to offer some closing comments to Kim and

00:15:11.090 --> 00:15:15.070
Adrienne, and I'll turn it over to you, Kim.

00:15:16.350 --> 00:15:19.210
Yeah, Adrienne, I think you did nail a really

00:15:19.210 --> 00:15:24.149
important point. As a supplier, be helpful to

00:15:24.149 --> 00:15:27.889
your distributor. You're right. It takes very

00:15:27.889 --> 00:15:32.149
little time to create a mock -up. And so if you

00:15:32.149 --> 00:15:34.169
are working back and forth to the distributor

00:15:34.169 --> 00:15:37.990
who has a customer who's like they don't know

00:15:37.990 --> 00:15:42.330
if they want a blue item or a pink item, if they

00:15:42.330 --> 00:15:46.549
want the large water bottle or a stemless wine

00:15:46.549 --> 00:15:51.350
glass, right? Mock all of those up because when

00:15:51.350 --> 00:15:55.090
the customer can see it, they can make a decision.

00:15:55.789 --> 00:15:59.990
And so don't wait until you have a firm order

00:15:59.990 --> 00:16:04.600
because that firm order may or may not come because

00:16:04.600 --> 00:16:08.580
the customer can't visualize it. So it's easy

00:16:08.580 --> 00:16:12.840
to have your team for a pretty short time, do

00:16:12.840 --> 00:16:17.480
that mockup of multiple ideas so that the customer

00:16:17.480 --> 00:16:20.279
can actually say, the distributor can take to

00:16:20.279 --> 00:16:22.919
the customer and be like, here are your options.

00:16:23.080 --> 00:16:27.299
And they can go, oh, I like that one. And now

00:16:27.299 --> 00:16:30.250
you have a firm order. you already know what

00:16:30.250 --> 00:16:32.769
item, you already know where the placement of

00:16:32.769 --> 00:16:34.970
the logo is going to be, you already know if

00:16:34.970 --> 00:16:37.870
they want it in color or laser, because all that

00:16:37.870 --> 00:16:41.830
little prep up front dictated and got a really

00:16:41.830 --> 00:16:46.210
solid order. So I think I can't stress enough

00:16:46.210 --> 00:16:49.870
the importance of those mockups, but really being

00:16:49.870 --> 00:16:55.029
a partner in that pre -sale process with your

00:16:55.029 --> 00:16:57.990
distributor. Yeah, and asking all the right questions,

00:16:58.009 --> 00:17:01.929
like Adrian brought up. Make sure you know who's

00:17:01.929 --> 00:17:04.630
the customer. What are they using it for? Is

00:17:04.630 --> 00:17:08.130
there a theme? When is the ultimate in hand state?

00:17:08.569 --> 00:17:11.710
We could go under layers of do you need to check

00:17:11.710 --> 00:17:14.430
inventory to make sure that that thing you're

00:17:14.430 --> 00:17:16.630
doing the mock -up on is actually going to be

00:17:16.630 --> 00:17:22.009
available. Exactly. There are layers to it. Adrian

00:17:22.009 --> 00:17:24.390
and Kim, you illustrated that so beautifully.

00:17:25.089 --> 00:17:28.509
Adrian. Oh, Adrian is one more, but not the one.

00:17:28.609 --> 00:17:29.690
It's my time. I didn't want to interrupt you.

00:17:29.690 --> 00:17:32.470
You go, you go girl. Okay. Okay. So two things.

00:17:32.670 --> 00:17:35.589
One is we're going to have another episode on

00:17:35.589 --> 00:17:39.029
why your customer service should actually be

00:17:39.029 --> 00:17:42.829
slash sales. Okay. And not just strictly. They

00:17:42.829 --> 00:17:45.549
all should be true. And here's the big thing.

00:17:46.250 --> 00:17:51.480
Invoice your sample, no matter what. It doesn't

00:17:51.480 --> 00:17:53.819
matter even if you're gonna narrow it down zip

00:17:53.819 --> 00:17:56.799
it out and it's gonna be zero so give the supply

00:17:56.799 --> 00:18:00.440
give the distributor and invoice. Clearly with

00:18:00.440 --> 00:18:03.259
the product clearly with the item number clearly

00:18:03.259 --> 00:18:07.460
with whatever it was blue whatever that is with

00:18:07.460 --> 00:18:10.940
you can give like just the general cost of it

00:18:10.940 --> 00:18:13.400
this the distributors cost like whatever that

00:18:13.400 --> 00:18:16.250
looks like and then you could say. because you

00:18:16.250 --> 00:18:18.390
could also do memo billing, which we didn't really

00:18:18.390 --> 00:18:20.630
talk about either, where you could say you could

00:18:20.630 --> 00:18:23.589
have this sample for 30 days, but I'm going to

00:18:23.589 --> 00:18:25.650
want it back. Otherwise, you're going to be paying

00:18:25.650 --> 00:18:29.250
for it. So that's an option that works. But invoice

00:18:29.250 --> 00:18:32.250
your supplier no matter what it is gives you

00:18:32.250 --> 00:18:35.369
the paper trail you need. And it adds value to

00:18:35.369 --> 00:18:37.809
the sample. I don't really care if it's a luggage

00:18:37.809 --> 00:18:41.509
tag or a little pencil. You don't do it. It's

00:18:41.509 --> 00:18:44.160
going to bite you in your butt. So trust me.

00:18:44.160 --> 00:18:47.460
I love that insight, Adrienne, because if you

00:18:47.460 --> 00:18:51.680
don't have a CRM system, customer relationship

00:18:51.680 --> 00:18:55.279
management system, invoicing those samples is

00:18:55.279 --> 00:18:57.940
the way that you're going to tickle your team

00:18:57.940 --> 00:19:00.900
or yourself to follow up and see what happened

00:19:00.900 --> 00:19:05.319
with that sample. So another piece of this, suppliers,

00:19:06.019 --> 00:19:09.059
is how are you set up to follow up? I mean, I

00:19:09.059 --> 00:19:12.599
know with some of my supplier clients, We're

00:19:12.599 --> 00:19:15.920
a super small team. We're not set up properly.

00:19:16.039 --> 00:19:18.400
We don't have the organization. We don't have

00:19:18.400 --> 00:19:22.319
a CRM. So, you know, using Excel spreadsheets

00:19:22.319 --> 00:19:25.539
and going back through your invoices might be

00:19:25.539 --> 00:19:29.119
your only tools for follow -up. So great, great

00:19:29.119 --> 00:19:31.920
point, Adrienne. Give value to the sample even

00:19:31.920 --> 00:19:34.859
if you're sending it free. Have a way to follow

00:19:34.859 --> 00:19:39.319
up. And that tracking is so super important for

00:19:39.319 --> 00:19:43.180
distributors. after you send the sample. You

00:19:43.180 --> 00:19:46.140
need to be able to track that sample yourself

00:19:46.140 --> 00:19:49.220
to be able to follow up or send it to the distributor.

00:19:49.319 --> 00:19:51.960
So they're not stressed about, did my client

00:19:51.960 --> 00:19:55.259
get that? Eliminate that extra phone call, that

00:19:55.259 --> 00:19:58.039
extra email. Make sure you're able to provide

00:19:58.039 --> 00:20:03.140
the tracking. So I think that's a lot for a nice

00:20:03.140 --> 00:20:06.500
segment to end this segment on, the importance

00:20:06.500 --> 00:20:10.500
of samples. Onward wishing all of our supplier

00:20:10.500 --> 00:20:12.980
listeners success and our distributor partners

00:20:12.980 --> 00:20:15.759
success. We'll look forward to our next segment.

00:20:17.839 --> 00:20:20.799
Thanks for tuning into the promo playbook. If

00:20:20.799 --> 00:20:23.880
you found value in today's episode, be sure to

00:20:23.880 --> 00:20:27.000
subscribe and leave us a review. Got a topic

00:20:27.000 --> 00:20:29.619
you'd love us to cover? Connect with us on LinkedIn.

00:20:29.759 --> 00:20:33.529
We want to hear from you. Until next time, stay

00:20:33.529 --> 00:20:36.589
smart, stay strategic, and keep growing your

00:20:36.589 --> 00:20:37.549
supplier success.
