Tools and Templates

Trade Marketing metrics KPI : #3016

Trade Marketing Key Performance Indicators (KPIs) are measurable metrics that assess the effectiveness of marketing efforts, helping businesses track and analyze performance in achieving specific objectives.

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Scorecard - Channels of Distribution - 3 Month Evaluation : #2001

Channels of Distribution: 3-month evaluation scorecard This scorecard will give you the capability to evaluate a distributor in 3 months or 90 days after appointment based on a summary of high level parameters, this is more of a management style document.

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Scorecard - Aligning Channel and Portfolio : #2002

This scorecard will give you the key parameters to evaluate a channel and portfolio alignment ,this is more of a management style document.

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Scorecard - Channel Pricing Strategy : #2003

This scorecard is based on 18 parameters of pricing that will be relevant to your pricing construction and deployment efforts.

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Scorecard - Competitive Analysis : #2004

This scorecard is based on 18 parameters focussed on channel competitive analysis.

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Scorecard - Distribution Partner Search : #2005

Scorecard – Distribution Partner Search - This scorecard is based on 15 parameters focussed on distribution partner search.

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Marketing Planning for Key Accounts : #7028

Marketing Planning for Key accounts is an extensive process involving all the contributing factors impacting a business.

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Trade Marketing - Traditional Trade : #7032

Traditional trade is complex , vast and presents challenges , we break down the high level components in executing trade marketing with retailers.

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Trade Marketing - Promotional Tools 1.0 : #7040

Trade marketing tools are used based on a needs and situation analysis , have a look at the possibilities you can engage with.

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Calculating Distribution : #8075

Distribution calculation forms an integral part of business to ensure business representation and visibility.

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Classical Pricing Calculation : #8076

Calculate pricing in a value-based scenario where you set the price you believe reflects the benefits your product or service offers, and you layer all the expense levels in the price list to arrive at an invoice price.

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Trade Marketing Plans : #7056

learn to Build a trade marketing plan which covers the bigger picture and review the relevant ROI's in the process

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SWOT Analysis ( Tool ) : #6013

Measures that drive performance SWOT analysis (or SWOT matrix) is a strategic planning technique used to help a person or organization identify strengths, weaknesses, opportunities, and threats related to business competition or project planning.

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Prioritization Matrix Tool : #6017

A prioritization matrix is a decision-making tool that quantifies and compares options by assigning weights to criteria and scoring each option, providing a visual representation for informed and prioritized decision-making in various contexts such as project selection or risk management. This is an excel tool , # 6018 is the guide to using the 6017 tool.

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Store formats : #7037

Store formats encompass various physical arrangements in retail, including department stores, discount stores, supermarkets, and specialty stores, tailored to product offerings and target markets. Each format serves specific consumer needs and preferences.

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Marketing Landscape : #7052

The marketing landscape is characterized by dynamic digital and traditional channels, data-driven strategies, and a focus on personalized customer experiences to engage diverse audiences.

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