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Promo Plan vs Category Strategy Checklist

Check promos against strategy

Promotion Proposal Brief Template

Brief a promotion proposal

Brand to Sub-Category Alignment Exercise

Align brands to subcategories

Facing vs Sales Uplift Scenario Template

Model facings versus sales

EBIT Calculation

Calculate EBIT clearly

Trade Marketing Category Prioritization

Prioritise categories for investment

Trade Marketing Effectiveness Scorecard

Score trade marketing effectiveness

Simple Prioritization Matrix

Prioritise quickly and simply

Account Segmentation Criteria

Define account segmentation criteria

KAM Account Segmentation Criteria

Segment your key accounts

SMART Objectives

Write SMART objectives

TM Calendar Template

Plan your TM calendar

KAM Commercial Plan

Build a key-account plan

Five Evolution Stages of KAM Relationships

Five stages of KAM

KAM Analysis Fields

Structure key-account analysis

Trade Marketing – Post Promotional Analysis

Analyse promotions after running

Trade Marketing – Promotional Framework

Frame your promotional plan

Sales and Marketing Audit Plan

Audit sales and marketing

Demographic Analysis

Analyse market demographics

TM Retailer Themes Plan

Plan retailer activation themes

TM Branding Plan

Plan your branding

TM Brand Channel and Tactics Plan

Plan brand, channel, tactics

TM Investments Plan

Plan trade marketing investment

TM POS Resources

Plan point-of-sale resources

TM Human Resource CY Plan Template

Plan this year's resources

TM Human Resource Planning Template

Plan trade marketing resources

Trade Marketing Retail Profile

Profile your retail landscape

Template – Competitive Analysis

Run a competitive analysis

Template – Pricing Management Summary

Summarise pricing management

Shopper Profile

Profile your shopper

Principal Readiness to Engage Distributor – Dashboard

Are you distributor-ready?

RACI Alignment for Pricing Accountability

Who owns pricing decisions