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  • Tool ID: 8004
  • Author: OliiR Academy

Market Segmentation Assessment Template

Most segmentation exercises stop at defining segments and never test whether those segments are commercially attractive or operationally accessible. The output looks complete but the choices remain unmade.
$0.00
  • Tool ID: 8004
  • Author: OliiR Academy

Tool's Overview

Most segmentation exercises stop at defining segments and never test whether those segments are commercially attractive or operationally accessible. The output looks complete but the choices remain unmade.

The Market Segmentation Assessment Template provides a structured scorecard for evaluating each segment against attractiveness and accessibility criteria.

It replaces qualitative debate with a disciplined scoring framework that supports defensible segment-prioritisation decisions.

What This Tool Does

This tool enables Trade Marketing and Sales teams to:

  • Score each segment against attractiveness criteria
  • Score each segment against accessibility and fit criteria
  • Generate a comparative view across segments
  • Surface the segments worth targeting and those to deprioritise
  • Provide evidence-based input into portfolio and channel choices

When to Use This Tool

This tool is typically used when:

  • Completing a segmentation exercise with prioritisation
  • Reviewing existing segmentation against fresh commercial criteria
  • Briefing distributors or principals on segment focus
  • Building Joint Business Plan inputs grounded in segment attractiveness

Who Should Use This Tool

This tool is intended for:

  • Trade Marketing Managers and Heads
  • Brand Managers and Category Managers
  • Sales and Distribution leadership
  • Strategy and commercial planning teams
  • Market entry and expansion teams

It is equally relevant for FMCG brand owners managing in-house teams and for distributors operating across multiple categories and channels.

How the Tool Is Structured

The tool is organised into the following working sections:

  • Instructions – scoring guidance and worked examples
  • Segmentation Assessment – the structured scoring matrix

This ensures segmentation produces commercial decisions, not just descriptive labels.

Access Options

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  • Download in Microsoft Formats.
  • Excel, Word, PowerPoint.
  • Fully editable, ready to implement.

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

  • Testimonials
Before this program, our trade marketing team was stuck in 'execution mode'—constantly firefighting and reacting to sales requests. This course gave them the structure to stop fixing gaps and start leading the category strategy. They are finally operating as the engine room of our commercial growth.
— Commercial Director, Global FMCG Manufacturer
The biggest impact has been on our internal alignment. We used to have Sales, Marketing, and Trade working in silos, often with competing priorities. The Mini-MBA created a shared language and a single commercial rhythm. Now, when we approach a retailer, we speak with one unified voice.
— VP of Sales & Marketing, Regional Distributor
Trade spend is our second biggest P&L line, yet we were spending it on instinct. This program gave my team the financial discipline to actually measure ROI. We’ve stopped the 'surprise promotions' and started building investment models that actually justify the funding.
— General Manager, Food & Beverage
Our conversations with buyers have completely changed. We moved from simply pushing SKUs to presenting data-backed category stories that defend our shelf space. The team now has the confidence to justify listings and challenge retailers with insights, not just price.
— Head of Modern Trade, Personal Care Brand
What I appreciate most is the practicality. My team didn't just learn theory; they came back with ready-to-use JBP templates and Scorecards that we implemented immediately. It brought order and predictability to our daily work routine.
— HR Director, Consumer Goods
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