Tools & Resources
Practical templates, checklists, calculators, and guides designed to help CPG brands make better decisions, validate ideas, and improve execution.
We built a scorecard for tracking retailer relationship health. It measures seven dimensions: communication frequency, data sharing, promotional alignment, buyer engagement, category review preparation, competitive positioning, and growth trajectory. Scoring takes 10 minutes per account.
Retailer Relationship Scorecard
Channel Mix Diagnostic is to evaluate whether your current promotional mix is aligned with your channel strategy.
Channel Mix Diagnostic
Promotional Planning & Measurement Worksheet
A worksheet for planning and evaluating retail promotions. Includes fields for products, retailers, discount percentages, promotional duration, expected sales lift, actual sell-through versus baseline, margin impact, and incremental sales volume.
2027 Commercial Readiness Audit
An interactive, self-scoring PDF that evaluates your brand’s readiness for 2027 across five key areas: commercial leadership, distributor data, promotional measurement, trade spend, and team structure.
Automatically calculates your scores to identify gaps, assess strengths, and prioritize improvements.