Distributor Appointment: Top 10 Frequent Mistakes & How To Avoid Them

Mistake 1 — Spraying & praying

How To Avoid It:

  • Shortlist 15–25 A/B-fit leads per day; don’t burn the whole directory.
  • Score on fit, capacity, conflict, proximity. Tag A/B/C and start with A.
  • Personalize line 1 with territory/format/current brands.

Mistake 2 — Long, vague proposals

How To Avoid It:

  • Keep it 1–2 pages: margin, MOQ, credit, schemes, SLA, territory, next steps.
  • Add a top Snapshot box with all key numbers.
  • Clean filenames: Brand_BizProposal.pdf, Brand_PriceList.pdf.

Mistake 3 — Calling cold

How To Avoid It:

  • Send a short intro email + proposal, then ask for a 10–15 min slot.
  • Call only after you have a yes/time window; respect busy hours.
  • Log every touch with Next Action & Date.

Mistake 4 — Zero personalization

How To Avoid It:

  • Mention their territory coverage, outlet types (kirana/MT), or a current brand.
  • State clearly why you’re a fit (rotation, scheme simplicity, adjacency).
  • Keep the first line specific and human—prove you researched them.

Mistake 5 — Hiding commercials

How To Avoid It:

  • Share margin, credit, basic scheme upfront (even a range).
  • Include rotation targets (e.g., X pcs/territory by Month 2).
  • Attach only 1-pager + price list; keep total ≤ 2–3 MB.

Mistake 6 — Promising exclusivity too soon

How To Avoid It:

  • Start with micro-territory (core beats) + performance clause.
  • Offer broader exclusivity only after 60–90 days if targets are met.
  • Define clear boundaries to prevent channel conflict.

Mistake 7 — Messy follow-ups

How To Avoid It:

  • Use a simple cadence: D+2 email nudge → D+4 email bump → D+7 call attempt → D+10 park.
  • Cap at 4 touches in 10 days unless they engage.
  • Always propose a specific time for the next step.

Mistake 8 — Not logging pipeline

How To Avoid It:

  • Track Status, Last Contact, Next Action, Next Action Date, Owner.
  • Status flow: New → Contacted → Interested → Meeting → Negotiation → Won/Lost/Nurture.
  • Review weekly: response %, meeting %, win %, touches-to-meeting.

Mistake 9 — Mishandling objections

How To Avoid It:

  • Prepare crisp responses for “already have brand”, “margin low”, “need longer credit”.
  • Offer a low-risk pilot (e.g., 1 beat / 30 days) to prove rotation.
  • Close with a time-bound next step (call slot, sample dispatch, term sheet).

Mistake 10 — Under-prepared meetings

How To Avoid It:

  • Carry the six must-haves: 1-pager, term sheet, scheme sheet, samples, 30–60–90 plan, draft agreement.
  • Lock territory boundaries, performance targets, marketing support.
  • Set a first-PO target & date before you leave.

Bonus — Compliance drag

How To Avoid It:

  • Keep KYC, GST, bank details, FSSAI (if relevant) ready to share.
  • Include a concise onboarding checklist in your first email.