Shopper Marketing

Trade Promotion Plan

Next period's promotion calendar by retailer, planned with you in four short check-ins, with a forecast profit and return for every event before it's committed and a funding summary finance can test line by line.

1-2 hours
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PROMOTION CALENDARQ2 · weeks 14 to 26EasterMemorial Day14151617181920212223242526Retailer ARetailer BRetailer CRetailer DFeature + displayPrice cutCouponSame week as BFUNDING SUMMARYPays back9 events$1.6MStrategic bet2 events$0.3MCut or redesign3 events$0.4MConservativeBaseStretch+$1.2Mforecast net profit · ROI 1.4×Budget$2.3M of $2.5MEvery event's return forecast before a retailer ever sees it.

The old way

Specialist consultant

Typical cost
$25K-$100K
Typical time
4-8 weeks

With MorningAI

1-2 hours

Included in your MorningAI platform — 6 deliverables, ready to use

What you get

  • A week-by-retailer promotion calendar aligned to your seasonal moments and supply limits
  • A forecast P&L for every event, net of baseline sales, the post-event dip, and cannibalization
  • A guardrail check that flags events promoting too often, too deep, or over budget
  • A funding summary that separates what pays back, deliberate strategic bets, and what to cut or redesign
  • Conservative, base, and stretch scenarios, plus a bridge from last year's spend to this plan
  • The full plan, a spreadsheet of the calendar and event P&Ls, and a short leadership deck with owners and decisions needed

When to use it

During annual or quarterly trade planning, before any promotion is committed to a retailer. Use it when last year's calendar is about to be copied forward, or when finance asks what the trade budget will return.

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