Customer Prioritization – Paretto Analysis
The Customer Prioritization Pareto Analysis is built to give Trade Marketing and commercial teams a structured, defensible way to pareto (80/20) analysis of customers. identify the small number of accounts that drive most of the value.
Customer Prioritization – Strategic Method
The Customer Prioritization Strategic Method is built to give Trade Marketing and commercial teams a structured, defensible way to strategic customer prioritisation method — beyond pareto, factor in strategic fit and future potential.
Retailer Alignment Tool
The Retailer Alignment Tool is built to give Trade Marketing and commercial teams a structured, defensible way to assess and align with a retailer’s strategy, priorities, and expectations across 8 alignment dimensions.
Trade Marketing Customer Classification Tool
The Trade Marketing Customer Classification Tool is built to give Trade Marketing and Sales leaders a structured way to classify every customer in the portfolio against nine weighted criteria.
Trade Marketing Customer Selection Criteria
The Customer Selection Criteria tool is built to give Trade Marketing teams a structured filter to decide which customers make the cut for focused investment, and which do not.
Customer Investment Scorecard
The Customer Investment Scorecard is built to give Trade Marketing and Sales leaders a structured 12-criteria diagnostic to decide whether a specific customer earns continued or expanded trade investment.
Customer Value Ladder
The Customer Value Ladder is built to give Trade Marketing and Sales leaders a structured way to map every customer relationship onto a four-level ladder — Basic Transaction, Preferred Customer, Development Customer, and Strategic Partner.
Shopper Profile
Shopper insight often arrives as narrative slides that don’t lend themselves to activation planning. Without a structured profile, shopper-led TM stays generic.
TM Retailer Themes Plan
Retailer plans often default to standard activation across all retailers — missing the chance to land retailer-specific themes that resonate with each shopper base.
B2B-B2C Profiling Template
Customer profiling templates often work well for one mode (B2B or B2C) and fail for the other — leaving multi-mode organisations with inconsistent profiling.