Hartwell Markets Quarterly Review

Hey Laura, every quarter I lose a Sunday fixing our client's review deck for Monday. Make the quarterly business review deck for our grocery client, twelve slides at most, in their brand: what moved sales, what we did, what didn't work, and what we recommend for next quarter, with a one page summary their CEO will open and forward. This is a sample; the agency, the client and every number are invented. We're an integrated agency in Milwaukee. The client is Hartwell Markets, 31 grocery stores across Wisconsin and northern Illinois. Last quarter's budget was $640,000. Loyalty app sign ups reached 18,400 against a goal of 15,000, digital circular opens rose 22%, holiday catering orders rose 9%, and the cost per online order from paid social fell from $14.10 to $11.40. The store brand campaign missed: its sales stayed flat. Their colors are red and cream, and they talk like a neighbor.