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Trade promotion planning Blueprint

This page distills how we sequence promotion calendars, clarify incentive mechanics for distributor teams, and close loops with post-campaign reviews. It is not a substitute for a signed scope—think of it as the orientation deck we walk through on day zero.

Promotion calendar

We anchor calendars on three lanes—modern trade, traditional trade, and owned e-commerce windows. Collisions are flagged early with a plain-language memo so sales and ops stop referencing different PDF versions.

  • Weekly “what changed” notes after each revision
  • Fragile SKU list supplied by your supply partners
  • Distributor capacity callouts captured in the margin

Incentive mechanics

Mechanics decks often drown field managers. We translate ladders into story panels with talk tracks and FAQ sheets—language checked by your stakeholder sign-off, not us pretending to be counsel.

Where mechanics touch sensitive claims, we insert explicit “verify internally” stamps so nothing ambiguous ships to crews.

Post-campaign review

Reviews combine photo evidence, sell-out snapshots you trust, and annotated visit notes. The output is a single retrospective memo with three headline learnings—not a 60-slide autopsy.

Calendar Mechanics Review Flow: align dates → clarify crew story → close with evidence