Trade Marketing

A promotional calendar that aligns your team and your retailers.

Get a high-level promotional calendar organized around defined promotional windows across the year. It helps teams align timing, priorities, and rationale without drifting into executional detail. Use this to guide annual planning, trade conversations, and cross-functional alignment.

Schedule a Demo See your promotional calendar in 15 minutes
Timing Promotional windows
Priority High, medium, low
Rationale Strategic thinking
Aligned Team and trade

Create, plan, and visualize trade promotions. Coordinate across accounts and channels.

Create a promotional calendar for a summer campaign, a special holiday like Valentine's Day, Black Friday, or Christmas, or any moment that's important to your brand. These calendars allow your entire team to see new ideas inspired by the best practices of the top CPG companies in the world and provide new resources to your retailers and benefits to your customers so they purchase your product at the right time in the right place.

Promotional Window Planner

Timing, priority, and rationale in one place.

Each promotional window has clear timing (e.g., June Finals, Sept–Nov, January, February 14, April), a priority (High or Medium), and a rationale that explains the strategic thinking. Provide any known peak sales periods or past promotional learnings to guide which windows deserve higher priority. Indicate what the shopper is typically thinking during these moments: health reset, gifting, indulgence, or convenience.

  • Defined promotional windows across the year
  • Timing, priority, and rationale per window
  • No executional detail; stays strategic and credible
  • Avoid forcing every month; skip low-impact periods
One calendar. One team. One plan.
Annual Planning & Trade

Guide annual planning, trade conversations, and cross-functional alignment.

Use the promotional calendar to align your sales team, marketing, and leadership. Share with retailers so they see when and why you're promoting. New ideas inspired by top CPG best practices give your team and your retailers a credible, focused plan. Your customers and shoppers get the right message at the right time so they purchase your product when it matters most.

  • Coordinate across accounts and channels with sales
  • Summer, holiday, and key moments tailored to your brand
  • Resources for retailers and benefits for shoppers
Right time. Right place. Right message.

From idea to aligned calendar in 3 steps.

01

Define your windows

Identify key promotional windows: peak sales periods, holidays, or moments that matter to your brand. Share past learnings so priorities are clear.

02

Set timing, priority, and rationale

For each window, add timing, priority (high or medium), and rationale. Indicate what the shopper is thinking: health reset, gifting, indulgence, or convenience.

03

Share and align

Use the calendar to guide annual planning, trade conversations, and cross-functional alignment. Skip low-impact periods to keep the plan credible and focused.

Where promotional calendars drive alignment

Use MorningAI promotional calendars for every moment you need the team and trade aligned.

Annual Planning

High-level view of the year so leadership and marketing align on timing and priorities.

Trade Conversations

Share calendar with retailers so they see when and why you're promoting.

Cross-Functional Alignment

Sales, marketing, and ops on the same page without drifting into executional detail.

Holiday & Key Moments

Valentine's Day, Black Friday, Christmas, or any moment important to your brand.

Summer & Seasonal

Summer campaigns or seasonal windows tailored to your category and shoppers.

Credible & Focused

Avoid forcing every month. Skipping low-impact periods keeps the plan credible.

Why leading brands use MorningAI for promotional calendars

High-level, not executional

Timing, priorities, and rationale without drifting into detail. Stays strategic so the plan stays credible.

Team and trade aligned

Coordinate across accounts and channels with your sales team. Share with retailers for better conversations.

Inspired by top CPG

New ideas inspired by the best practices of the top consumer product companies in the world.

Peak periods and learnings

Use known peak sales periods and past promotional learnings to set priorities.

Shopper mindset

Indicate what the shopper is thinking: health reset, gifting, indulgence, or convenience.

Right time, right place

Resources for retailers and benefits for shoppers so they purchase your product when it matters.

Frequently asked questions

What is a promotional calendar?

A high-level calendar organized around defined promotional windows across the year. It includes timing, priority, and rationale for each window so teams align without drifting into executional detail. Use it to guide annual planning, trade conversations, and cross-functional alignment.

What should I include in each promotional window?

Timing (e.g., June Finals, Sept–Nov, January), priority (High or Medium), and rationale that explains the strategic thinking. Provide peak sales periods or past learnings to set priorities. Indicate what the shopper is thinking: health reset, gifting, indulgence, or convenience.

Should every month have a promotional window?

No. Avoid forcing every month into the calendar. Skipping low-impact periods keeps the plan credible and focused.

How do I use this with my sales team and retailers?

Use the calendar to coordinate across accounts and channels with your sales team. Share with retailers so they see when and why you're promoting. New ideas inspired by top CPG best practices give your team and retailers a credible, focused plan.

Ready to align your team and your retailers on one promotional calendar?

Schedule a 15-minute demo and see how MorningAI helps you create, plan, and visualize trade promotions with timing, priorities, and rationale.

No commitment required. Bring your key moments and we'll show you the calendar.

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