P2PI Peer Pulse: Rebuilding the Bridge Between Sales & Customer Marketing
When P2PI member Tyler Longenecker (Adsta) reached out to the Path to Purchase Institute with a pressing challenge about aligning internal teams for regional retail execution, we knew it was one that needed to be at the top of our priorities. So, we built a roundtable around it.
That is the engine behind P2PI Peer Pulse (formerly P2PI MeetUp). Members bring us their real-time challenges, and we curate the closed-door, virtual huddles to help you solve them alongside your peers.
Our next roundtable session drops on July 1, and we’re tackling one of the trickiest internal friction points in the industry: How Sales and Customer Marketing can lock arms to win at retail.
The Rules of Engagement: No Slides. No Lectures. Just Real Talk.
This is a true interactive roundtable discussion, not a passive webinar. You won’t be staring at a PowerPoint deck. While our expert member-moderators from Delicato Family Wines and Avid Marketing Group are there to seed the room and guide the flow, the value comes from everyone unmuting their mics, sharing what’s working, and pressure-testing solutions.
What we're hashing out together:
- Strengthening the Internal Bridge: Practical ways to align Sales and Customer Marketing goals before pitching the retailer.
- Building Retailer-First Frameworks: Strategies for co-creating programs that actually get regional and independent buyers to say "yes."
- Flawless Field Execution: Best practices for customer engagement and navigating in-store execution realities.
- The New Regional Horizon: Emerging opportunities shaping some of retail’s most influential regional channels.
Meet Your Discussion Leaders
- Kate Palmer, National Shopper Marketing Manager, Delicato Family Wines
- Kate Helm, Director, Customer Development, Delicato Family Wines
- Laura Balinskas, Vice President, Account Services, Avid Marketing Group
Who Can Join the Conversation?
Because Peer Pulse relies on the collective intelligence of our community, these virtual sessions are exclusive to P2PI members in good standing. They are completely free and open to anyone in your organization, at any level, who wants to talk shop and swap strategy.
Have a headache keeping you up at night? Let’s build the next one around you. If you have a burning question, a new tech curiosity, or a retail friction point you want to map out with industry peers, don’t keep it to yourself. Tell us what you want to talk about, and we’ll get to work assembling the right minds to tackle it.
