How to Create a Killer Story for Your Top-to-Top Meeting with Retailers
Top-to-top meetings with retailers are high-stakes. You have a limited window to align on strategy, build credibility, and secure buy-in. Too often, though, they slip into a product pitch.
Retailers don’t want a pitch. They want a story that recognizes their challenges and shows how you can help them win. In this article, we’ll share a framework to help you pinpoint the right opportunities and present your company as the partner who can deliver.
The Mistake Most CPG Sales Leaders Make
We see it often. Sales teams load their decks with products, hoping SKUs will persuade retailers.
But retailers think differently. Their focus is on shoppers and business priorities: attracting new consumers, growing categories, delivering value in an inflationary market, and protecting profitability.
The key to a successful top-to-top meeting is framing the story around those priorities. Start with shopper needs, category dynamics, and retailer performance. Once you’ve grounded the conversation in their world, position your solution as the answer.
A Smarter Way to Structure Your Top-to-Top Presentation
We recommend CPG account teams use the SCQA storytelling framework when preparing their top-to-top presentations. Here’s how it works:
- Situation: Start with what’s happening in the market: macro context (inflation, jobs, economy), consumer trends (evolving preferences), category performance. Keep it short and set the stage.
- Complication (or Problem): Identify the real problem through the lens of the shopper, category, or retailer. That’s your hook.
- Question: Frame that complication as a focused question. This forces clarity and makes the discussion feel like a joint problem-solving exercise.
- Answer: Present your strategy, i.e., your products, assortment ideas, promo or execution plan as the logical solution that genuinely solves the problem.
Companies are usually strong at the Answer. The real value of SCQA lies in sharpening the setup: clearly outlining the situation, surfacing the right complication as the hook, and defining the question that resonates with the retailer. When you do that well, your answers land stronger because they are backed by proof points and directly tied to the problem at hand.
Pro tip: Keep the S, C, and Q sections tight, no more than 15–20% of the presentation. Avoid data overload; share only what directly highlights the problem and sets up your solution. The bulk of your time should focus on the Answer, the solution or strategy you are proposing.
How this Worked in Real Life
We worked with a CPG company in the dairy category as they prepared for a top-to-top meeting with a major national grocery chain.
They had zero slides when we started, which turned out to be a good thing. Instead of rushing into a product pitch, we encouraged them to pause and get clear on the Situation, Complication, and Question. The answers would come later, but first we needed to define the story.
It took a couple of sessions to nail the setup:
- The Situation was clear: what was happening in the broader economy, consumer trends in this category and how the category was performing at an aggregate level
- The real challenge was finding the Complication (the problem), the hook that mattered to the retailer.
At first, the team’s instinct was to pitch products. But through data digging and probing, we uncovered the real issue: this national grocer was growing the category slower than the market in many of its regions. That was the opportunity.
The Question became: How can we increase household penetration so the retailer grows at or above market?
The Answer still involved the company’s planned five-pillar strategy, but now it was reframed. Each pillar was tied directly to how it would help grow the category, recruit households, and solve the retailer’s problem. The proof points changed, the emphasis changed, and the conversation shifted.
Top to Top Goal: CPG Company Seeks to Partner with Retailer X to Deliver $$ Million in Incremental Retailer Sales
Turning the SCQA framework into a Story Presentation for a Top to Top Meeting
How the SCQA translated to the top to top Presentation:
The visual above shows how we turned SCQA into a full presentation. Each section of the deck followed the SCQA flow, which framed the entire conversation from the retailer’s perspective. When presenting the “answers”, each of the five pillars tied directly to growing category penetration and helping the retailer regain market share.
At the top to top, the meeting itself reflected that structure. The slides guided the conversation, the team reinforced the story with proof points, and product tastings brought it to life. The result was alignment on a $10M+ 3-year joint business plan.
Why did it work? Because the retailer understood the why before hearing the how. The strategy did not feel like a sales pitch. It felt like a solution tailored to their challenges. Months later, the plan is still intact, with execution underway and the grocer is gradually returning to above-market growth in the category in most of its markets.
Bringing it all together
The power of SCQA storytelling is in forcing you to find the hook (the complication). Define the problem through the lens of the shopper, the category, or the retailer, then frame your strategy as the solution. Cracking the right problem is only half the job. The CPG team also has to bring solutions that hold up. (e.g., sometimes that even means recommending competitor products if they help the retailer grow the category).
This approach makes the meeting sharper and more productive. The story stays focused, the slides build naturally, and the conversation centers on what matters most.
Learn More About OUTKREATE's Sales, CatMan & Insights Solutions
OUTKREATE developes retailer-facing presentations for top CPG Cat Man & Insights teams, equipping them for success — be it Top to Tops, Innovation Selling Stories, Line Reviews & JBPs, and more.
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