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  • Tool ID: 8003
  • Author: OliiR Academy

Market Segmentation and Criteria Template

Segmentation criteria are often chosen for convenience rather than commercial relevance — leading to neat-looking segments that do not actually inform brand, pricing, or distribution decisions.
$0.00
  • Tool ID: 8003
  • Author: OliiR Academy

Tool's Overview

Segmentation criteria are often chosen for convenience rather than commercial relevance, leading to neat-looking segments that do not actually inform brand, pricing, or distribution decisions.

The Market Segmentation and Criteria Template provides a structured framework for defining and validating the criteria that drive segmentation choices.

It replaces convenience-led criteria with a disciplined set of decision-relevant inputs.

What This Tool Does

This tool enables Trade Marketing and Sales teams to:

  • Define and document segmentation criteria explicitly
  • Validate each criterion against commercial relevance
  • Compare criteria across categories or markets
  • Lock the criteria before segmentation analysis begins
  • Connect criteria directly to downstream assessment scoring

When to Use This Tool

This tool is typically used when:

  • Designing a new segmentation framework
  • Reviewing segmentation work for analytical rigour
  • Aligning multiple categories on consistent segmentation criteria
  • Preparing inputs for the Segmentation Assessment Template

Who Should Use This Tool

This tool is intended for:

  • Trade Marketing Managers and Heads
  • Brand Managers and Category Managers
  • Sales and Distribution leadership
  • Strategy and commercial planning teams
  • Market entry and expansion teams

It is equally relevant for FMCG brand owners managing in-house teams and for distributors operating across multiple categories and channels.

How the Tool Is Structured

The tool is organised into the following working sections:

  • Instructions – guidance on selecting and validating criteria
  • Segmentation Criteria – the structured criteria definition table

This ensures criteria are defined deliberately, not by default.

Access Options

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  • Download in Microsoft Formats.
  • Excel, Word, PowerPoint.
  • Fully editable, ready to implement.

FAQs

Do I need special software?

No, All tools are built in Microsoft Office.

Download links are sent by email.

Yes, they are fully editable.

Proprietary to OliiR Academy – For internal use only.

  • Testimonials
Before this program, our trade marketing team was stuck in 'execution mode'—constantly firefighting and reacting to sales requests. This course gave them the structure to stop fixing gaps and start leading the category strategy. They are finally operating as the engine room of our commercial growth.
— Commercial Director, Global FMCG Manufacturer
The biggest impact has been on our internal alignment. We used to have Sales, Marketing, and Trade working in silos, often with competing priorities. The Mini-MBA created a shared language and a single commercial rhythm. Now, when we approach a retailer, we speak with one unified voice.
— VP of Sales & Marketing, Regional Distributor
Trade spend is our second biggest P&L line, yet we were spending it on instinct. This program gave my team the financial discipline to actually measure ROI. We’ve stopped the 'surprise promotions' and started building investment models that actually justify the funding.
— General Manager, Food & Beverage
Our conversations with buyers have completely changed. We moved from simply pushing SKUs to presenting data-backed category stories that defend our shelf space. The team now has the confidence to justify listings and challenge retailers with insights, not just price.
— Head of Modern Trade, Personal Care Brand
What I appreciate most is the practicality. My team didn't just learn theory; they came back with ready-to-use JBP templates and Scorecards that we implemented immediately. It brought order and predictability to our daily work routine.
— HR Director, Consumer Goods
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