Method

The flow from brief to scorecard

Before

  • Conflicting promo spreadsheets
  • No door-level photo standard
  • Pickup scripts out of sync with app banners

After

  • Single harmonized calendar
  • Evidence packs distributors open
  • Loops scheduled to banner policy
Workflow diagram on monitor beside field notes
  1. 01

    Intake

    Door lists, brand assets, and retailer permissions confirmed in writing.

  2. 02

    Blueprint

    Message matrix, field routes, and media specs aligned to your promo window.

  3. 03

    Deploy

    Field squad, install supervision, or remote analyst production โ€” per plan.

  4. 04

    Capture

    Photos, checklists, and incident logs with reason codes.

  5. 05

    Report

    Scorecards and retrospectives your sales team can forward unchanged.

  6. 06

    Archive

    Templates stored for the next season โ€” not rebuilt from scratch.