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Download the free guide: 8 Strategies to Maximize Your Trade Marketing ROI.

A practical guide for founders to turn trade spend into profitable demand, protect margin, and make smarter promotion decisions.

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8 Strategies to Maximize Your Trade Marketing ROI Guide

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See what the promotion really created

Separate true incremental demand from discount-driven sales and noise.

Measure demand, not just lift

Use better signals to understand behavior change and future demand impact.

Protect margin and runway

Make promotion decisions that reduce waste, protect margin, and extend runway.

Most promotions don’t fail. They just discount.

Promotions often look good on paper but quietly erode growth, margin, and future demand.

Margin Erosion

Too much discounting, fees, and allowances quietly drain your profit.

Misleading Lift

Volume goes up during the promo but doesn’t sustain — demand wasn’t real.

Hidden Deductions

Off-invoice costs, chargebacks, and processing fees reduce true ROI.

Promotion ROI Scorecard preview
What’s Inside

What’s Inside the Guide

  • How to set clear ROI goals for every promotion
  • 8 proven strategies to maximize trade ROI
  • How to measure what matters and ignore the noise
  • Tactics to reduce waste and hidden costs
  • A simple ROI framework you can use right away
  • A founder checklist to improve promotion decisions
  • Real-world examples from CPG brands

A simple framework to get more from every promotion.

1

Plan smarter

Define the right offer, target customers, and success metrics before you spend.

2

Measure better

Track the right signals to see real impact on demand and customer behavior.

3

Repeat what works

Capture learnings, refine your strategy, and scale the promos that drive profitable growth.

Daniel Lohman
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.

For more than two decades, I’ve helped CPG founders protect margin, improve execution, and compete smarter at retail.

  • 20+ years in retail and CPG
  • CPSA — Certified Professional Strategic Advisor
  • Founder-first, practical guidance
  • Host of Bulletproof Your CPG Brand
  • Trusted by founders and leadership teams
Bulletproof Your CPG Brand Podcast

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Frequently Asked Questions

Who is this guide for?

This guide is for CPG founders and growth-stage brand teams trying to make smarter promotion decisions, protect margin, and improve trade ROI.

How long does it take to read?

It is designed to be practical and easy to use. You can review the core ideas quickly and come back to the checklist before your next promotion.

Is the guide really free?

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

What happens after I download?

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

8 Strategies to Maximize Your Trade Marketing ROI Guide

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