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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

Sell-out, promotions and trading terms mapped into one gross-to-net model - in weeks, not the years it takes others.

Weeks, not years
MODEL

Five areas of efficiency

Trading terms, promotions, marketing, price scenarios and customer margin - run on elasticity and your actuals.

Run on your actuals
OUT

A margin playbook

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

Ranked by $ 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 · Trading terms
Settlement (2.5%) + warehouse allowance (10%), benchmarked by category.
$2.5M
2 · Promotions
~40 promo cycles a year. Optimise mechanic, depth & frequency on elasticity.
$5.0M
3 · Marketing & co-op
A&P, digital and catalogue spend reconciled to sell-through.
$2.0M
4 · Price scenarios
List-price & cost-to-serve modelled on elasticity before you commit.
Capability
5 · Customer margin
Gross-to-net & contribution margin per customer, incl. co-op.
Capability

Illustrative: a single $20M business. "Trade investment" bundles trading terms, 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 ways we recover trade-spend margin

01

Trading terms

Settlement and warehouse/distribution allowances reconciled against your trading terms and benchmarked by category.

Benchmark terms by category
02

Promotional efficiency

Across the promo calendar, the optimum mechanic, depth and frequency on elasticity - net of every scan and off-invoice rebate.

Gross-to-net by promotion
03

Marketing & co-op ROI

A&P, digital and catalogue/co-op spend reconciled to sell-through in one source of truth.

One moment of truth
04

Price & scenario modelling

Model list-price increases and cost-to-serve against volume on elasticity before you commit.

Decide before you commit
05

Customer & channel margin

Gross-to-net and contribution margin per customer - including co-op and margin support.

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

Size the recovery on your own numbers

$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. Drag each to match what's realistic for your business.

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

Where the recoverable margin comes from

Year-one margin recovered
$958k
10×vs ~$95K platform
1.2mopayback
4.8%of gross sales
+ $400K one-off cash surfaced
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.
FixedPromotionsMarketingNet
Route to MarketAI-Driven Trade Spend Optimisation · 06 / 08
powered by StepInsight
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.

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

Lever control: set the live defaults.

Toggle which levers show on the client's "Tune" page and set each starting magnitude - these are the defaults a prospect sees live. Same order as the deck (left/right, top to bottom). Copy config to lock it in.

Back to the client view
Theme
Recurring $958k