Find out who leads with your product.
And find out who does not.
BrandLoyalty is the channel and sales force research practice of Carl Lee Tolbert, PhD. It works two ways. Manufacturers who sell through distribution use it to find out which distributors lead with their line. Distributors, motor shops, and integrators use it on their own top ten brands, to find out which ones their people actually work for.
One instrument, five dimensions, run out of Sioux Falls, built to measure behavior rather than sentiment.
2 difficult jobs. Same expectations.
Brand: Channel Manager. Find the best distributor or rep for this product.
Distributor: Product Manager. Find the best brand and product to bring to your customers.
They are not the same seat. The channel manager is choosing a partner. The product manager is choosing a line. Both are judged the same way, on what people do after the agreement is signed rather than on what anybody said in the pitch.
5 years is the usual clock
Fit takes about 5 years to show up in the numbers. That is the usual time to know whether the appointment worked, or whether the last line you added will ever pull its weight.
Until then, sales is the easy read. And sales can look fine while the relationship is already dead: marginal growth, or real growth bought with market development money, factory engineering, and a sales force that would quote the other brand the minute the warehouse was empty.
At the end of the day it is about the numbers. The question is whether you want to wait 5 years, or longer, to find out the relationship was doomed by things the spreadsheet cannot see. They do not lead with you. They cannot support the work. Their people never wanted the line. Leadership never saw the split.
The instrument is what you run instead of waiting for the fifth year to confess.
Eight questions, one instrument
The same five dimensions, asked from either end of the same handshake.
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Brand: Channel Manager
Manufacturers and suppliers who sell through distribution, and the agencies that serve them.
Four questions
- Does this distributor fit the way your line has to be sold? Channel Fit
- Do they lead with your product when you are not in the room? Channel Health Index
- Can they sell it and support it? Specialist Health Index
- Do their leaders see what their own people already know? Gunslinger, and Voice of Customer when the answer needs a second question
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Distributor: Product Manager
Distributors, motor shops, integrators, and service groups choosing what to carry.
Four questions
- Of your top ten brands, which ones do your people actually care about? Channel Health Index, run on your card
- The last line you added: is anyone selling it? Channel Health Index, and the new brand analysis before the next one
- Can your people support what those lines require? Specialist Health Index
- Do you see the splits your own people already know about? The leadership session, and a Gunslinger day when it runs deeper
Who this is for
The channel manager. Owns the network. Needs to know which distributors and reps will actually lead with the line, and which are cashing the co-op while substituting. Also the person about to appoint, add a territory, consolidate overlapping partners, or explain why a distributor looks strong on paper and still will not pull.
The product manager. Owns the line card. Needs to know which of the top ten brands their people will actually work, and whether the last line added is being sold or only stocked. Runs the annual line review on a spreadsheet and a hunch, and already knows the people quoting the work do not see the brands the same way as the people who signed the agreements.
Same instrument. Opposite chairs.
It is not a satisfaction survey, a brand tracker, a loyalty program, or a dashboard of shipments. Shipments tell you what moved. They do not tell you who inside sales would have quoted if the warehouse had been empty.
The research behind the instruments
Most channel research asks you to trust the consultant. This asks you to read the method. The instruments come out of a PhD dissertation on industrial distribution, a pre-registered and IRB-reviewed study of a distributor network, and a paper on what recommendation scores can and cannot reach, now in review. Each instrument has a text behind it rather than a proposal: The 10 Immutable Laws of the Industrial Distribution Specialist under the Specialist Health Index, and The Gunslinger: The Power of the Expert Voice, coming in 2027, under the Gunslinger day.
An instrument with a book and a paper behind it is a different proposition than an instrument somebody assembled for a proposal.
Who runs this work
Carl Lee Tolbert runs it himself, out of Sioux Falls. For 30 years he has worked industrial distribution from the inside of the problem, in application engineering, product management, design, and sales, building solutions, pricing them, and standing behind them when they reached the customer. That work includes roles such as vice president of engineering and director of marketing, an odd mix to carry with a PhD. The 10 Immutable Laws explains most of how it fits together.
These instruments exist because everything else fell short. He tried the standard channel surveys and satisfaction scores and watched them come back vague, gameable, or flattering, plenty of data, nothing you could act on. So he built his own, with stated benchmarks, respondent protections, and a written protocol, asking about behavior rather than feeling and keeping the roles apart instead of blending them.
The practice exists partly because of the people who kept calling on him. Sales-system sellers, each with a process to run his people through, all of it ending at the same question: where is your data? He has the data. The instruments were fielded across 3 major brands and 50 distributor and rep organizations, the predictions were registered with the Wharton Credibility Lab before any data was collected, and the result came in within a single point. The paper that reports it is under peer review, and he is waiting on publication with some glee.
Most channel research is run by people who have never carried a product line or owned an application, so they take a distributor's answer at face value. Carl knows whether a complaint about application support is a real gap or cover for a competitor, because he has been the one accountable for solving it. He facilitates every session personally. No associate, no moderator hired for the day. The person reading your results is the same person who built the instrument.
Agencies keep the retainer. We run the instrument. How a marketing firm subcontracts this
Schedule time. Get clarity on your options.
30 minutes is enough to work out which end of the handshake you are asking from, which instrument answers your question, what it would cost, and whether this practice is the right fit at all. If the answer is that you do not need an instrument yet, you will hear that too.