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Route to Market

Turn trade spend into your biggest margin opportunity.

AI-driven trade-spend optimisation: find the leakage in the largest controllable line on your P&L, then prove the recovery on your own numbers.

Route to Market01 / 08
powered by StepInsight
The offer

Your data in. A margin playbook out. In 12 weeks.

One fixed-scope engagement. We turn the opaque trade-spend line into a per-promotion plan your team can act on, and it pays for itself at a 1% recovery.

IN

Your data, structured

Sales, promotions and trade terms mapped into one model - in weeks, not the years it takes others.

MODEL

Five areas of efficiency

Trade terms, promotions, marketing, what-if and customer visibility - run on elasticity and your actuals.

OUT

A margin playbook

Per-promotion, per-channel recommendations - what to keep, cut and reshape, ranked by dollar impact.

Route to MarketAI-Driven Trade Spend Optimisation · 02 / 08
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The trade-spend opportunity

You invest $9.5M a year in trade. Getting 1% back pays for the platform.

Gross sales $20.0MTrade investment $9.5M
$2.5M
$5.0M
$2.0M
Net sales after trade $10.5M
1 · Trade discounts
Payment terms 2.5% + warehouse 10%. Reconcile & benchmark by category.
$2.5M
2 · Promotions
26 baseline + 14 promo cycles a year. Optimise depth & frequency on elasticity.
$5.0M
3 · Marketing ROI
TVC, digital, retailer catalogue: reconciled to sales in one source of truth.
$2.0M
4 · What-if modelling
Price-increase & field-cost scenarios before you commit.
Capability
5 · Customer visibility
Promotional & total margin per customer, incl. co-op.
Capability

Illustrative: a single $20M business. "Trade investment" bundles trade discounts, promotions and marketing.

What 1% back is worth
$95K

A 1% efficiency on $9.5M of trade investment returns $95,000 a year, straight to the bottom line.


<12mo

Payback on the platform, on a single point of improvement.

Route to MarketAI-Driven Trade Spend Optimisation · 03 / 08
powered by StepInsight
What the platform does

Five areas of efficiency, and the lever in each.

01

Trade discounts

Payment terms (2.5%) and warehouse discounts (10%) reconciled against trading terms.

Benchmark terms by category
02

Promotion elasticity

Across 26 baseline + 14 promo cycles a year, recommend the optimum promotion on volume & financials.

Elasticity-based recommendations
03

Marketing ROI

Advertising, digital and retailer-catalogue spend reconciled with sales.

One moment of truth, clear ROI
04

What-if scenario modelling

Model price increases on elasticity and field-team cost against sales output.

Decide before you commit
05

Customer visibility

First margin, promotional and total margin per customer, incl. margin support & co-op.

Profitability by customer
Route to MarketAI-Driven Trade Spend Optimisation · 04 / 08
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Tune it on your own numbers

Drag the levers, watch the margin move.

$M
Year-one margin recovered$958K
10×vs ~$95K platform
1.2mopayback
+ $400K one-off cash surfaced

Every lever is a real efficiency in your trade spend. Move them to match what's realistic for your business.

Route to MarketAI-Driven Trade Spend Optimisation · 05 / 08
powered by StepInsight
What it's worth

The margin we'd go after, and where it comes from.

Year-one margin recovered
$958K
recurring, straight to the bottom line
10×
vs ~$95K platform
1.2mo
payback
4.8%
of gross sales
+ $400K one-off cash surfaced (unaccrued promotional liability).
Per-promotion profitability
Net profit per campaign: the loss-makers hiding inside "promotions."
Where the gross dollar goes
Gross-to-net per $100 of list price. The amber + red steps are the addressable spend.
FixedPromotionsMarketingNet
Route to MarketAI-Driven Trade Spend Optimisation · 06 / 08
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How we start

Prove it on a pilot, then scale.

Step 1 · Pilot

Test on real data

Run your data through the platform in a controlled pilot and measure the outcome before any larger commitment.

Step 2 · Prove

Show the gain

Quantify the efficiency recovered and the ROI: measurable, tangible, on your own numbers.

Step 3 · Scale

Roll it out

A repeatable blueprint reduces risk and delivers consistent benefit as it scales across the business.

Route to MarketAI-Driven Trade Spend Optimisation · 07 / 08
powered by StepInsight
The bottom line

1% of your trade investment pays for the platform. The rest is upside.

Let's run a pilot on your numbers and show you exactly where the margin is.

Tune it on your numbers
Route to Market08 / 08
Admin · internal - not for client

Lever control: switch what's in play.

Toggle which levers appear on the client's "Tune" page, and set the starting magnitude for each. The client pages update live. Copy config when you're happy, then head back to the deck.

Back to the client view Theme: recurring: $958K