Free Guide

Stop letting promotions drain your runway.

Download Trade Management Essentials To Grow And Scale Your Brand and build promotions that create profitable demand — not margin leaks that quietly drain cash and runway.

Built for founders who want trade spend to help them grow, not make growth more expensive.
💵 Protect cash 📊 Measure true ROI ✓ 100% free
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Use it before your next promotion, retailer program, trade planning session, or deduction review.

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🎯

Give every promotion a job

Stop promoting just because it is on the calendar. Define what the event should accomplish before you fund it.

🧾

Include the real cost

Look beyond lift. Include fees, deductions, demos, displays, forward buys, inventory, and execution misses in the true ROI.

🛑

Learn what to stop funding

Protect runway by identifying promotions and retailer programs that make sales look better while cash gets tighter.

The Trade Management Leak

Sales lift is not the same as promotional effectiveness.

Trade spend can be one of your most powerful growth tools. It can also shorten your runway when promotions are planned, executed, measured, or interpreted poorly.

If your sales are growing but cash still feels tight, trade spend is one of the first places to look. Not because trade spend is bad — because every dollar needs a job.

📉

Margin Drain

Promotions lift volume, but fees, deductions, and poor execution quietly compress profit.

🛒

Shopper Training

Over-promoting can teach shoppers to wait for a deal instead of building real demand.

🧠

Decision Quality

The event is not over until you know what to repeat, change, stop, or fix before funding the next one.

What's Inside

Build the system before more money leaves.

  • How to stop treating promotions like calendar events and give every promotion a clear job
  • How to connect trade spend to shelf execution, inventory, pricing, and retailer commitments
  • Why base sales, repeat purchase, and true ROI matter more than temporary lift
  • How to include deductions, fees, forward buys, and hidden costs in the real promotion read
  • How to manage trade before, during, and after the event
  • How to learn what to stop funding so you can protect cash, margin, and runway
The Trade Clarity System

A simple way to turn trade spend into better decisions.

The goal is not more data. The goal is better decisions before more money leaves the business.

1
🎯

Define the job

Clarify the shopper behavior, retailer outcome, budget, and measurement plan before the event runs.

2
🛒

Execute at shelf

Confirm authorization, pricing, inventory, display support, broker ownership, and store-level readiness.

3
📊

Measure true ROI

Look beyond sales lift and include all costs, deductions, baseline impact, and execution gaps.

4
🛑

Stop the waste

Use the learning to decide what to repeat, change, reduce, scale, negotiate, or stop funding.

Why It Matters

Trade management is a runway protection system.

Promotions, deductions, scan downs, distributor allowances, demos, displays, and retailer fees can look like normal costs of doing business. Some are necessary. Some are useful. Some help you win.

But when they are not planned, executed, measured, and interpreted with clarity, they quietly drain cash, compress margin, and make growth more expensive than it should be.

  • Evaluate promotions by profitable demand, not just total sales lift
  • Protect margin by including every cost in the ROI calculation
  • Prevent deductions upstream with cleaner agreements and documentation
  • Use scorecards so promotion learning does not slip through the cracks
  • Turn every event into a better next decision before funding more activity
Daniel Lohman headshot
Built by a founder. For founders.

Practical retail clarity from someone who has been there.

I’m Daniel Lohman, CPSA, founder of Retail Solved and host of Bulletproof Your CPG Brand. I built this guide to help founders stop funding what is not working, protect cash, and make smarter trade decisions with limited runway.

20+ years in retail and CPG
Certified Professional Strategic Advisor
Founder-first, practical guidance
Host of Bulletproof Your CPG Brand
Built from real-world trade, promotion, deduction, and retailer experience
Designed to protect runway, improve execution, and compete smarter
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Frequently Asked Questions

Frequently Asked Questions

Who is this guide for?

This guide is for CPG founders and growth-stage brand teams trying to make smarter promotion, trade spend, deduction, retailer program, and cash-flow decisions.

Is this only for trade marketing teams?

No. Trade management deserves founder-level attention because it can impact cash, margin, execution, retailer trust, and runway.

Is the guide really free?

Yes. Enter your email and you’ll get instant access to the guide.

Will this tell me exactly which promotions to stop?

The guide gives you the framework and questions to evaluate promotions more clearly. If you want help reviewing your actual data or trade activity, you can explore the Retail Clarity Decision Tools or CPG Cash Leak Triage options after downloading.

What happens after I download?

You’ll receive the guide and occasional practical resources to help you protect runway, improve execution, and compete smarter.