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Stage: Convince and sell

Trade marketing

Helps products sell in shops and through distributors.

You'll like it if you're curious about what happens inside a supermarket.

What it is

Trade marketing is about selling products in physical shops and through distributors (supermarkets, chains, wholesalers). Whoever does it works on two fronts: convincing the shop to stock the product and convincing shoppers to pick it from the shelf.

Works with

  • Sales reps and key account managers (who deal with chains)
  • Brand manager
  • Logistics
  • Point-of-sale agencies

What they actually do

  1. Retailer agreements

    Prepares proposals for retail customers with the sales team: range, prices, promotions.

  2. Shelf

    Decides where and how to display products: height, space, which products sit nearby.

  3. Promotions

    Organises discounts, leaflets, displays and in-store events.

  4. Point-of-sale materials

    Has signs, displays and special packs produced.

  5. Sales analysis

    Looks at what sells in each shop and compares sell-in and sell-out.

  6. Store visits

    Checks in person that promotions and displays are done well.

How the work is measured

The indicators (KPIs) they look at most often. The charts are just drawings, not real data.

Sell-out
How much the shop sells to end customers.
Distribution
How many shops stock the product.
Promotion return
How many extra sales a promotion brought compared with its cost.
Out-of-stocks
How often the product is missing from the shelf.

How to get started

People often start with internships at consumer goods companies (food, cosmetics, drinks). Being good with spreadsheets makes a difference.

  1. 1. Skills you need

    • Spreadsheets and numbers
    • Negotiation
    • A practical, hands-on attitude
    • Organising materials and deadlines
    • Understanding how people move around a shop
  2. 2. Free tools to practise

    • Google Sheets
    • Canva
    • Google Slides

    Tools by other companies, free or with a free plan: we mention them only as examples.

  3. 3. In job ads it's called

    • Trade marketing assistant
    • Junior trade marketing specialist
    • Category assistant
  4. 4. Later you can specialise in

    • Shopper marketing
    • Category management

Try it

Practice · about 20 minutes

Exercise 1 · Five Leaf in the supermarket

Giorgio from Five Leaf writes to you: "We've made it into the supermarket!"

4 parts, nothing to type: just choices, with a professional's solution at the end.

What you learn

  • shelf and position
  • sell-in and sell-out
  • in-store promotions
  • working with the buyer
Start the exercise →

Other roles in the "Convince and sell" stage