Territory Management Checklist

The Territory Management Checklist is built to give field sales managers and reps a structured, disciplined way to discipline the field force territory routine.

RACI Matrix for Trade Marketing

The RACI Matrix for Trade Marketing is built to give Trade Marketing and commercial leaders a structured, disciplined way to define who is Responsible, Accountable, Consulted, and Informed for every Trade Marketing decision.

Territory Management Calculator

The Territory Management Calculator is built to give field force planning teams a structured, disciplined way to calculate the number of territories and field force required for a given universe.

Distributor Organisation Assessment

The Distributor Organisation Assessment is built to give Trade Marketing and distributor management a structured, disciplined way to assess the distributor’s organisation design — sales structure, KAM coverage, trade marketing capability, supply chain, finance.

Trade Marketing Plan ( Costings )

The Trade Marketing Plan (Costings) is built to give Trade Marketing planning teams a structured, disciplined way to build the Trade Marketing plan with full costings — activity, customer, channel, period, budget.

Balanced Scorecard – Route to market

The Balanced Scorecard — Route to Market is built to give principals and distributors in joint review a structured, disciplined way to track route-to-market performance across Financial, Customer, Process, and Learning dimensions.

Territory Management Staff Planner using P&L

The Territory Management Staff Planner with P&L is built to give field force and finance teams a structured, disciplined way to pair territory design with a P&L view — for each territory, the cost of the field force versus the revenue and margin it delivers.

Brand-Channel Distribution Availability Tool

The Brand-Channel Distribution Availability is built to give Trade Marketing and Sales teams a structured, disciplined way to track which brands are available in which channels — by SKU, retailer, and region.

Key Account Management – Supplier Audit Matrix

The KAM Supplier Audit Matrix is built to give commercial leaders a structured, disciplined way to audit the supplier’s own readiness to manage key accounts — capability, systems, organisational design, data, governance.

Organisational GAP Analysis

The Organisational GAP Analysis is built to give commercial and HR leadership a structured, disciplined way to diagnose the gap between the current commercial organisation and the organisation the business needs.