PEST Analysis
The original four-factor environmental scan — useful when Legal and Environmental are not material to the specific decision. The lighter cousin of PESTLE.
PESTLE Analysis
A printable single-page summary of the PESTLE framework — the executive briefing companion to the full deck (Tool 15).
RTM KPI Dictionary
The Route-To-Market KPI Dictionary is designed to give commercial and distribution teams a standardised reference for the ten KPIs that govern RTM performance.
Readiness Assessment
Most Trade Marketing functions are asked to deliver against ambitious commercial plans without a structured view of whether the function is actually ready to deliver. Capability gaps surface only when results disappoint — too late to act.
Level 1 – Trade Marketing Representative (TMR)
Many organisations define field-level Trade Marketing roles inconsistently — borrowing from Sales templates, blurring accountability between merchandising and trade, and leaving execution standards open to interpretation. The Trade Marketing Representative (TMR) Job Description provides a clear, purpose-built definition of the foundational TM execution role.
Level 2 – Trade Marketing Executive (TME)
Most organisations under-define the first professional leadership layer in Trade Marketing — the role that turns plans into disciplined territory execution. Without clarity, the layer collapses into either an oversized field rep or an undersized channel manager.
Trade Marketing Questionaire
Most organisations assume their Trade Marketing function is working — without ever testing what it actually covers. Responsibilities are inferred, gaps go unnoticed, and the function is judged by how busy it looks rather than by the areas it is meant to own.
Scorecard – Channels Of Distribution – 3 Month Evaluation
New channels are often launched with optimism and reviewed too late. By the time the business notices a shortfall, three quarters have passed and corrective decisions become expensive. The 3-Month Channel Evaluation Scorecard exists to close that gap.
Scorecard – Aligning Channel & Portfolios
Most portfolio-channel mismatches are silent — they show up as flat sales, low rotation, or trade complaints rather than as a clear strategic failure. The Aligning Channel and Portfolios Scorecard is built to surface those mismatches before resources are committed.
Customer Lifetime Value Calculator
The Customer Lifetime Value Calculator is designed to help commercial and marketing teams project the long-term value of a customer with the same rigour applied to any other business case.