RTM Customer & Account Segmentation
The RTM Customer & Account Segmentation is built to give Trade Marketing and commercial teams a structured, defensible way to segment customers and accounts within an rtm strategy — by value, channel, and execution model.
RTM Execution Standards Tools
The RTM Execution Standards Tools is built to give Trade Marketing and commercial teams a structured, defensible way to define and audit rtm execution standards — coverage, frequency, quality, and compliance.
Trade Marketing Coverage Tool #2
The Trade Marketing Coverage Tool 2 is built to give Trade Marketing and commercial teams a structured, defensible way to second coverage planning tool — segments outlets by tier and assigns differentiated visit frequencies per tier.
JBP Top KPI Scorecard
The JBP Top KPI Scorecard is built to give Trade Marketing and commercial teams a structured, defensible way to track the top kpis in a joint business plan with a customer — monthly performance versus plan.
JBP Scorecard
The JBP Scorecard is built to give Trade Marketing and commercial teams a structured, defensible way to full jbp scorecard — track joint business plan delivery across all kpi categories monthly.
TM Assigning investment roles
The TM Assigning Investment Roles tool is built to give Trade Marketing leaders a structured way to translate customer scoring into clear investment roles — Strategic Partner, Growth Partner, Managed Account, or Cost Control.
Outlet Compliance Scorecard – Key Areas
The Outlet Compliance Scorecard is built to give Trade Marketing and commercial teams a structured, defensible way to score outlet compliance across key in-store execution areas. drive corrective field action.
Sample integrated business P&L with Trade Marketing
The Integrated Business P&L with Trade Marketing is built to give commercial and finance leaders a clear view of where Trade Marketing investment actually sits inside the business P&L — and how every dollar of TM spend links to Net Sales, Gross Profit, and Operating Profit.
JBP Waterfall Chart
The JBP Waterfall Chart is built to give Trade Marketing and commercial teams a structured, defensible way to waterfall breakdown showing how the jbp moves from baseline revenue to target revenue.
Trade Marketing Workforce Planning Worksheet
The Trade Marketing Workforce Planning tool is built to give Trade Marketing and HR leaders a structured way to size the field force from first principles — outlets, focus percentage, calls per day, working days per month.