Charlie's Starter Pack

Key Account Manager · The Udder Way

Incorrect passcode. Please try again.

Eliminating single-use plastics globally.

Charlie's Starter Pack

Key Account Manager · The Udder Way

0 / 9 done
1
Welcome

Welcome, Charlie.

Your role

Key Account Manager
The Udder Way (primary) · MILK. (secondary)
Reports to: Kristian — CCO
You and Kristian work through this pack together — there are two sign-off points along the way.
The role in one sentence

Charlie owns the commercial relationship for a portfolio of café and hospitality accounts across The Udder Way and MILK. — keeping accounts healthy, growing volume, and bringing new venues on board.

What success looks like

90 days

Every account in the portfolio touched. Zero unresolved service complaints. First new account signed.

12 months

Portfolio volume up against baseline. Churn below 5%. Account reviews running without Kristian's involvement. A clear view of the next three months' growth opportunities.

Year 1 KPIs
Account churn < 5% Account NPS ≥ 8 New TUW accounts: target agreed at onboarding Volume growth: target agreed at onboarding

Targets confirmed with Kristian at the first week check-in and reviewed at 90 days.

This pack

Nine modules. Work through them in order or jump around as needed. Mark each one complete as you go — your progress is saved in the browser.

2
The Business

The Business

What The Udder Way does

The Udder Way replaces single-use plastic milk bottles in cafés with a reusable keg system. Instead of receiving dozens of plastic bottles each week, a café receives its milk in a sealed, HACCP-certified plastic keg — tapped directly into the coffee machine or milk fridge.

The model is circular: TUW owns the kegs, fills them at partner dairies, delivers to cafés, collects empties, then washes and refills. The café gets fresher milk, zero bottle waste, and less labour handling.

The keg is only half the product. Wrapped around it is a digital SaaS platform — the TUW App and Dashboard — that tracks every keg through every step of that loop. When you sell TUW, you are selling software-managed milk infrastructure, not just a container.

The platform — value for every party

Every keg scan feeds the platform, and the platform pays everyone back. This is the heart of the pitch — learn it well.

For dairies
A ready-made digital channel without building their own tech: live keg-fleet visibility, fill and utilisation data, fewer lost kegs, and accurate per-keg billing. The dairy plugs into the platform as a tenant and runs its keg business from day one.
For cafés
Live visibility of what is on the way, effortless reordering, and consumption data on their own usage. Plus provable sustainability — scan history shows exactly how many single-use bottles they have eliminated, evidence they can show their customers.
For TUW
Every scan is data. The platform protects the keg fleet (each keg is a real asset), surfaces churn and growth signals per account, and lets the business scale venues and dairies without scaling headcount. Proof, not claims — the data is the proof.
The keg lifecycle
Fill
Deliver
Dispense
Collect
Wash
Refill

Every keg is scanned at each handoff. The TUW App gives real-time visibility across the entire fleet.

Partner dairies

TUW works with a network of partner dairies to fill and supply kegs to cafés. Each dairy operates under a partnership model — TUW provides the keg infrastructure, logistics platform, and customer-facing app; the dairy supplies the milk.

Partners span Australia and, through The Estate Dairy (TED), into the UK. MILK. is one of TUW's Melbourne-based partner dairies — a premium specialty-coffee milk brand with a strong café following.

The problem we solve

A busy Melbourne café can go through 600–800 single-use plastic bottles per month. That's waste, storage space, labour, and cost — every week. TUW eliminates it, with infrastructure that's invisible to the end customer.

Tagline: Eliminating single-use plastics globally.

3
The Products

The Products

The kegs

TUW kegs are made from LDPE plastic — lightweight, food-safe, and HACCP-certified. They are not stainless steel. This is important when talking to cafés: the plastic construction is what makes the keg affordable, circular at scale, and safe to recycle at end of life.

Each keg is sealed at fill and tapped on site. Milk stays cold, sealed, and unexposed until the moment it's used.

Formats
18L
Standard keg
Most popular format. Suits high-volume cafés with consistent throughput.
12L
Compact keg
Smaller venues, limited fridge space, or secondary milk types (oat, skim, LF).
Milk types

Kegs are filled with the full range of café milk types — full cream, skim, oat, lactose-free, and others — depending on the partner dairy's range. Each keg is labelled and colour-coded at fill for clear identification in a busy café fridge.

TUW App — keg scanning

Every keg carries a scan tag (QR/barcode). The TUW App tracks each keg at every handoff: fill, delivery, in-use, collection. That scan trail is what turns a plastic keg into a managed digital asset — utilisation, dwell time, and loss risk per venue, in real time.

As Account Manager, you use the TUW Dashboard (not the driver app) to review keg activity per account, spot anomalies, and flag anything to Kristian. In account reviews, the data does the talking: show the café their own throughput and bottle-elimination numbers.

Café pitch — key talking points
  • Zero single-use plastic — every bottle replaced.
  • HACCP-certified food-safe plastic kegs, washed between every fill.
  • Less storage, less labour than handling dozens of bottles per week.
  • Fresher milk: sealed until tapped, no light or air exposure during transit.
  • Real-time keg tracking — cafés can see exactly what is on the way.
4
Your Role

Your Role

Responsibilities
The Udder Way — Primary
  • Own a portfolio of TUW keg accounts — regular check-ins, keg utilisation reviews, issue resolution.
  • Onboard new venues end-to-end: account setup, first delivery, keg orientation, 30-day follow-up.
  • Drive volume growth — identify underperforming accounts and build a plan to grow them.
  • Maintain accurate records in the TUW App; flag keg scan anomalies or discrepancies to Kristian.
  • Identify and convert new TUW prospects in assigned territory; hand off to Kristian for commercial terms.
MILK. — Secondary
  • Manage MILK. wholesale café accounts — monthly touchpoints, reorder management, complaint resolution.
  • Represent the MILK. brand with a premium, restrained tone at all times.
  • Identify upsell opportunities within existing MILK. accounts (new SKUs, volume step-ups).
  • Flag pricing, supply, and product issues to Kristian. Do not make commitments outside agreed pricing.
Both Brands
  • Weekly pipeline update to Kristian — new accounts, at-risk accounts, wins, open issues.
  • Log all customer touchpoints within 24 hours.
  • Attend weekly team check-in and contribute to monthly account review.
  • Cover for teammates during leave; maintain continuity for all assigned accounts.
30-day milestones
WeekFocus
Week 1 All systems access confirmed and working. Top 20 accounts read (TUW + MILK. combined). First customer contact made.
Week 2 First account reviews completed — 5 accounts with written notes. First reorder facilitated end-to-end via Ordermentum.
Week 3 First new prospect contacted and logged in pipeline. At least one at-risk account identified and flagged to Kristian.
Week 4 Full portfolio reviewed — notes on every assigned account. First monthly report to Kristian: pipeline, account health, open issues.
How we like updates

Short, punchy, weekly — to Kristian. Three things: what is going well, what is at risk, what you need. If it would not fit in a bullet point, it probably does not need to be in the update.

Sign-off 1 — Foundations

Work through modules 1–4 together, then both sign off below. This confirms the business, the products, and the role are understood.

5
Sales Tools

Sales Tools

Flipbook playbook

A polished, shareable version of the TUW Sales Playbook. Good to send to a prospect before or after an initial meeting.

FLIP BOOK
Meet the Kegs
Interactive TUW sales flipbook. Share this link with prospects.
How to use them
  • Open the Venue Waste Calculator with the café owner present — plug in their weekly milk volume and watch the numbers land.
  • The calculators are public links — share freely via email or message.
  • For a MILK. account, use the MILK. Calculator rather than the TUW one.
  • The flipbook is better sent after an initial conversation, not cold.
7
Systems

Systems

Access setup

Your system access is set up by Kristian on or before Day 1. If anything is missing, flag it by 10 am on your first morning so it can be resolved before the afternoon sessions.

TUW DASH
TUW Dashboard
app.theudderway.com — access via Kristian
The core of the TUW platform and your primary ops view. Customer accounts, keg utilisation, scan activity, and delivery history in one place — the same data the dairies and cafés see from their side. Kristian sets up your login (customer portal, not admin). Flag any scan anomalies directly to Kristian.
ORDER MENT UM
Ordermentum
ordermentum.com — access via Kristian
Order management platform. Cafés place standing or ad-hoc orders here. Use it to review order history, spot reorder patterns, and manage fulfilment for your accounts.
XERO
Xero
go.xero.com — accounts@theudderway.com
TUW and MILK. invoicing platform. Read access to the AR view — invoice and payment status for your accounts. Do not send from accounts@ without explicit sign-off from Kristian.
M365
Microsoft 365 / Shared Mailbox
accounts@theudderway.com — read access (shared mailbox)
Inbound customer and accounts queries come here. Read only to start — Kristian advises when you can respond directly.
G DRIVE
Google Shared Drive
drive.google.com — invite from Kristian on Day 1
TUW/MILK. shared drive — account notes, templates, onboarding docs, and historical context. Accept the invite Kristian sends to your work email.
8
The Team

The Team

Who you are working with

Small team. Everyone covers a lot of ground. Aim for a 15-minute intro call with each person in Week 1.

EC
Ed Crick
Founder & CEO
ed@theudderway.com
+61 439 399 539
Launceston, TAS. Founder — sets the direction.
KR
Kristian
CCO — Chief Commercial Officer
kristian@theudderway.com
P&L oversight and commercial strategy.
You report to Kristian — you'll work through this pack together.
LI
Lily
Marketing
lily@theudderway.com
+61 437 904 010
TUW + MILK. marketing, brand assets, campaigns.
SR
Samran
Head of Tech
TUW Dashboard, mobile app, and platform. Go-to for system access issues — faster than anyone else.
GM
Grant McConkey
Caldermeade Farm
grant.mcconkey@
caldermeadefarm.com.au

Stock and deliveries — Caldermeade.
How the team communicates
  • Weekly team check-in — attend every week, contribute your pipeline update.
  • Monthly account review — full portfolio review with Kristian.
  • Day-to-day: direct message Kristian for anything urgent; email for everything else.
  • Lily for anything brand-related — do not send customer-facing materials without her sign-off.
  • Samran for any system or app issues — flag early, he turns things around fast.
9
Week 1 Checklist

Week 1 Checklist

Track your progress

Tick these off as you go. Progress is saved in this browser.

  • Read the TUW Sales Playbook (in Playbooks above)
  • Read the TED Customer Sales Playbook
  • Read the TED-TUW Café Handbook and Pitch Handbook
  • Try each calculator tool — run a real café through the numbers
  • Log into TUW Dashboard and review at least 5 accounts
  • Log into Ordermentum and review the top 10 accounts' order history
  • Make first contact with at least one customer account
  • Shadow or join a keg delivery run
  • Intro calls with Ed, Lily, and Samran (15 minutes each)
  • Complete Week 1 check-in with Kristian — pipeline update format agreed
  • All systems access confirmed and working (Dashboard, Ordermentum, Xero, shared drive)
A note from Ed

The goal for Week 1 is not to have all the answers — it is to know the right questions. Read everything, try the tools, talk to the team, and touch one real account. That is a great first week.

Sign-off 2 — Ready to go

Once the Week 1 checklist is done and you have been through every module together, both sign off below. From here, Charlie owns his portfolio.