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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.
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Tool's Overview

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.

The Trade Marketing Questionnaire replaces that assumption with a structured check. It works through the core expertise areas a mature Trade Marketing function should cover and asks a simple question of each, is this being done, yes or no.

The result is an honest, area-by-area picture of where Trade Marketing is genuinely operating and where it is absent, a baseline that turns a vague sense of having Trade Marketing into a defensible view of what the function does and does not do.

What This Tool Does

This tool enables commercial leaders to:

  • Test the Trade Marketing function against the full set of expertise areas it should cover
  • Separate areas that are genuinely owned from those only assumed to be covered
  • Surface the responsibilities falling between Sales, Marketing and Trade Marketing
  • Establish a clear baseline before investing in structure, capability or headcount

It moves the conversation from whether the business has Trade Marketing to what its Trade Marketing actually does.

When to Use This Tool

This tool is typically used when:

  • Setting up or formalising a Trade Marketing function for the first time
  • Reviewing whether an existing function is fit for purpose
  • Diagnosing overlaps or gaps between Sales and Marketing
  • Preparing a capability or restructuring case for leadership
  • Onboarding a new Trade Marketing lead who needs a quick read of the current state

Who Should Use This Tool

This tool is intended for:

  • Commercial and Sales Directors
  • Trade Marketing and Category Heads
  • Marketing leaders working closely with the trade
  • Distributor and principal leadership teams reviewing commercial structure

It is equally relevant for established FMCG businesses and for distributors building the function from the ground up.

How the Tool Is Structured

The tool is organised as a single structured questionnaire:

  • Expertise areas — the core domains a Trade Marketing function should cover
  • Reference areas — the specific responsibilities tested within each domain
  • Yes / No response — a clear, binary read on whether each is in place

This keeps the assessment fast to complete and unambiguous to interpret.

Access Options

Free

$0

Select

$99

Unlimited

$999

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.

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