Trade Promotion Planning
The prompt
$18
Why this works
Requiring ROI analysis per promotion before planning begins prevents trade spend from becoming habitual without performance review. Distinguishing between volume lift that's incremental and lift that's pull-forward is the most important analytical distinction in trade promotion — the AI prompt explicitly requires this separation. Building a post-promotion review template alongside the plan creates accountability for measuring what was promised.
Risks & review
Trade promotion ROI calculations require reliable volume lift estimates, which are notoriously difficult to forecast accurately. The AI will build a sound ROI framework but the lift assumptions need to be based on prior promotion data for this customer and this SKU, not category averages. Overestimating lift is the most common source of negative ROI trade promotions.