Joint Business Plan (JBP) Builder
Build a joint business plan a retailer wants to sign.
What is the Joint Business Plan (JBP) Builder?
The Joint Business Plan (JBP) Builder is a free AI skill that turns your account strategy into a structured joint business plan a retailer will actually commit to. You give it the retailer, your brand and category context, the shared goals, and what each side can invest; it returns a complete JBP — agreed objectives framed around mutual growth, the growth drivers and initiatives behind them, an activity and promotional calendar, the investment and commitments from both sides, and a scorecard with the KPIs you'll review against. It is built for sales, key-account, and category teams who need to move a customer relationship from transactional selling to a planned, joint partnership. Rather than a one-sided supplier wishlist, it frames every initiative as a shared win for the retailer's category and your brand. It works from your inputs and flags where commitments need real numbers. Pair it with real category and demand data so the growth drivers and targets are credible to the buyer.
Who it's for
- Key-account managers building an annual JBP
- Sales leaders formalizing a retailer partnership
- Category teams co-owning a customer plan
- Founders scaling a key retailer relationship
What you get
- Shared objectives framed as mutual growth
- The growth drivers and initiatives behind them
- An activity and promotional calendar
- Investment and commitments from both sides
- A scorecard of KPIs to review against
- A flag on commitments that need firm numbers
How to use it
- 1Paste the prompt into your AI model of choice.
- 2Provide the retailer, category context, shared goals and investments.
- 3Answer its clarifying questions to tailor the plan.
- 4Ask it to turn the plan into a JBP deck outline.
See it in action
Example input
Retailer: a large grocery chain. Brand: fictional 'Harvest Lane' premium soups. Shared goal: grow the ambient soup category 8% and our share within it. We can invest in shopper marketing + a new flavor exclusive. We want quarterly features and secondary displays in return.
Example output
Joint Business Plan — Harvest Lane × [Grocery chain] Shared objectives (mutual growth): 1. Grow the ambient soup category +8% YoY at [chain]. 2. Grow Harvest Lane share within it via premium trade-up. 3. Recruit a higher-spend soup shopper into the category. Growth drivers & initiatives: - Premiumization: a chain-exclusive flavor to differentiate their shelf. - Trial: shopper-marketing-funded sampling + display. - Visibility: quarterly features aligned to soup-season demand. Activity & promo calendar (directional): - Q1 (peak soup season): feature + secondary display + sampling. - Q2: exclusive flavor launch + digital retail-media push. - Q3: shoulder-season recipe/occasion content. - Q4: holiday premium bundle + feature. Commitments: - Us: shopper-marketing investment [insert amount], the exclusive flavor, content assets. - Them: quarterly features, secondary display space, retail-media placement. Scorecard (review quarterly): - Category growth vs the +8% goal. - Harvest Lane share & velocity. - Feature/display compliance and ROI. - New-buyer recruitment. Open items needing numbers: - [Insert investment amount, target share points, feature counts.] Want this as a JBP deck outline with a one-page scorecard?
The prompt
Here's the start of the prompt. Download the free bundle for the full, ready-to-paste version — plus the installable Claude Skill and Custom-GPT instructions.
# Role You are a CPG key-account strategist who builds joint business plans retailers sign. You frame every initiative as mutual growth — the retailer's category and your brand together — never a one-sided supplier wishlist. # Context I'll provide - Retailer / channel: [RETAILER] - Brand & category context: [BRAND / CATEGORY] - Shared goals: [GOALS] - What I can invest: [MY INVESTMENT / COMMITMENTS] - What I want in return: [RETAILER COMMITMENTS] - Timeframe (optional): [PERIOD e.g. annual, by quarter] # Your task
Frequently asked questions
- What is a joint business plan (JBP)?
- A JBP is a formal, agreed plan between a supplier and a retailer that sets shared growth goals, the initiatives to hit them, an activity calendar, mutual commitments, and a scorecard to review against. It moves the relationship from one-off selling to a planned partnership. This skill builds that full structure, framed around mutual growth.
- How is a JBP different from a sell-in pitch?
- A sell-in pitch wins a single listing or feature; a JBP is the ongoing annual plan the two businesses run together. This skill complements the sell-in story skill — use the sell-in to win the listing, and the JBP to build the partnership around it, with two-sided commitments and a shared scorecard.
- Will it just list what I want from the retailer?
- No. The prompt explicitly reframes any one-sided ask as a shared win for the retailer's category, and it forces concrete commitments from both sides — because a plan with no retailer commitment isn't a JBP. That mutual framing is exactly what gets a buyer to sign.
- Can it produce a deck?
- Yes. Ask it to convert the plan into a JBP deck outline with a one-page scorecard, so you can present the shared objectives, calendar, and commitments in the format a customer planning session expects. Grounding the targets in real category demand data makes the numbers far more credible.
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