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Construction materials dealer: co-marketing with vendors at scale

Composite case study ~9 months Building products
Partnerships MDF Branch ops Field

Problem

Branch managers were local celebrities: they knew contractors, sponsored little league, and moved pallets. Vendors offered MDF for campaigns, but every program was a snowflake—forms, logos, legal lines, and reimbursement receipts. Managers ignored it; corporate marketing could not scale it; vendors thought the dealer was “not strategic.”

Constraints

Vendor rules conflicted across categories. Branches had different inventory mixes. Anything that slowed counter service was dead on arrival.

Approach

We created a co-marketing operating system: three standardized campaign archetypes (pro appreciation, project spotlight, seasonal trade bundles), each with vendor-ready kits and a branch checklist under 60 minutes. Finance got a single reimbursement workflow. Vendors got predictable reporting without custom spreadsheets per branch.

Rollout

Pilot ran with two vendors in one region during a peak building season. Corporate hosted office hours; top branches co-trained laggards on the checklist. After reimbursement time dropped, we expanded archetypes and trained vendor reps on what “good” looked like so they stopped proposing one-offs.

Risks mitigated

Outcomes (illustrative)

MDF utilization rose; branches reported less “random Tuesday email” from vendors. Corporate could finally show a portfolio view: which partnerships produced traffic, quotes, and margin—not just logos on a flyer.

Lessons

Co-marketing fails from friction, not from creativity. Make the boring parts automatic, and branches will actually show up.

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