Operational checklist to execute priority mix via distributor, from technical briefing to auditable validation — mapping the 9 critical failure points in indirect channel execution.
Your regional manager just called: "The priority mix campaign isn't reaching the POS. The distributor confirmed they passed it along, but when we visit stores, we find generic execution or simply nothing."
You know this scenario. Between the briefing that leaves your desk and actual execution at the point of sale, there's a three-link chain — you, distributor, promoter — where any communication failure transforms strategy into wasted budget.
The difference between distributor execution that works and execution that disappears along the way isn't in campaign quality. It's in the 9 critical control points that most treat as "operational details" — until the campaign doesn't show up at the front line.
Companies with standardized distributor briefings reduce POS execution rework time by 43%. The problem isn't lack of information — it's lack of structured information for indirect channels.
Before applying any checklist, you need four non-negotiable elements:
It can't be "focus on strategic products." It must be: "SKUs A, B and C represent 60% of quarterly margin and need 4 facings each, eye level, with pricing visible from 2 meters away."
Priority product campaigns via distributors have 2.3x higher ROI when there's specific briefing versus generic execution.
Each distributor needs to receive the same script, with the same technical specifications, in the same format. Briefing variation generates execution variation — and execution variation kills results.
Basic briefing template must include:
"Correct execution" cannot be subjective. If you can't explain to the promoter what an approved photo versus a rejected photo looks like in 30 seconds, the criteria is too vague for indirect channels.
Regional manager's WhatsApp isn't a structured channel. You need a defined technical responsible in each territory, receipt confirmation process, and escalation for discrepancies.
In distributor projects we've tracked, this initial preparation represents 70% of campaign success. The operational checklist only works if the foundation is solid.
85% of failures in distributor execution happen in the first 3 chain points: technical briefing, promoter handoff, and initial validation. The following 6 steps are where you either regain control over execution or lose it permanently.
Step 1: Send standardized technical briefing
Step 2: Technical alignment meeting with distributor
Step 3: Confirm handoff to promoters
Step 4: Start execution with "before" photo
Step 5: Execute positioning per briefing
Step 6: Mid-execution follow-up
Step 7: Final photographic evidence
Step 8: Technical audit by sampling
Step 9: Execution report and learnings
In campaigns following these 9 structured steps, we observe 60% reduction in rework and 45% increase in photographic evidence quality compared to ad hoc execution.
Direct channel execution has 89% compliance, while via distributor stays at 54% when there's no structured process. The difference isn't in competence — it's in the 5 failure points no one maps.
Generic briefing: "Position products A, B and C prominently on shelf." Technical briefing: "Product A: 4 facings, height 1.2m to 1.5m, adjacent to competitors X and Y. Product B: 2 facings, end cap, mandatory promotional material. Product C: 6 facings, checkout, pricing with visible discount."
The difference is 15 subjective interpretation points in generic briefing. In indirect channels, subjectivity multiplies by 3 (you → distributor → promoter) = unrecognizable execution.
Calling "when there's time" to ask "how's it going" isn't follow-up. It's time waste that generates no correction.
Structured follow-up has 3 fixed milestones: receipt confirmation (24h), execution in progress (48h), final validation (72h). Each milestone with objective approval/rejection criteria.
"Send execution photo" isn't criteria. "Photo must show complete SKU + visible price + section context at 45º angle" is auditable criteria.
Companies with objective photographic evidence criteria increase validation quality by 38% at POS.
Distributor isn't an abstract entity. It's José in the South region, Maria in the Northeast, and Carlos in the Midwest. If you don't know who the technical responsible is in each territory, you can't demand execution.
Campaign ending with "it worked" or "it didn't work" wastes learning. You need to map: where in the 9-step chain execution deviated, which distributor had better performance, what type of POS generates more rework.
For campaigns implementing structured communication protocols, feedback loop reduces recurring operational errors by 35%.
Co-founder and CEO of Evous. Writes about turning commercial knowledge into execution: sales readiness, ramp-up, and the Knowledge to Action method.
In 15 min we'll show how to prepare your sales team to act with the right knowledge and measure the impact in pipeline.
Curious how much sales readiness is worth to your team? Calculate it in 2 minutes.
Calculate the ROIThe question every commercial manager asks: "How do I know if it's working?" Can't be answered with "feeling" or "field feedback." You need 4 specific KPI layers for indirect channel execution.
Input indicators:
Why they matter: If input is wrong, output will be wrong. These indicators show if your communication is reaching the front line with fidelity.
Mid indicators:
These indicators show if your 9-step process is being followed at the right speed. Slow execution usually indicates poorly structured briefing or untrained promoter.
Output indicators:
Campaigns with >75% photographic approval have direct correlation with +22% sell-out during campaign period.
Final indicators:
In projects we track, structured campaigns with 9-step distributor execution generate average ROI 2.1x higher than campaigns executed without process.
Every commercial manager needs 3 control screens:
With these 3 screens, you identify in real time where execution is stalling and can correct before campaign ends.
The 9 steps are divided into three phases: briefing and alignment (send standardized technical briefing 7 days before, hold technical alignment meeting 5 days before, confirm handoff to promoters 3 days before), execution and follow-up (start with "before" photo on D+0, execute positioning per briefing on D+1 to D+2, conduct mid-execution follow-up on D+2), and validation and evidence (collect final photographic evidence on D+3, perform technical audit by sampling on D+5, generate execution report on D+7). Companies following these structured steps observe 60% reduction in rework and 45% increase in photographic evidence quality compared to ad hoc execution.
You should require receipt confirmation within 24 hours of sending the standardized technical briefing. The briefing must be sent 7 days before execution begins, and confirmation should come via email plus WhatsApp. If distributors don't confirm receipt within this timeframe, it indicates a breakdown in your communication channel that needs immediate correction.
Generic briefing uses vague language like "position products A, B and C prominently on shelf" while technical briefing specifies exact requirements: "Product A: 4 facings, height 1.2m to 1.5m, adjacent to competitors X and Y." The generic approach creates 15 subjective interpretation points that multiply by 3 in indirect channels (you → distributor → promoter), resulting in unrecognizable execution. Technical briefing eliminates subjectivity with specific positioning, mandatory materials, photographic evidence criteria, and execution timelines.
Monitor four KPI layers: process indicators (receipt confirmation time, briefing adherence), execution speed (average time per POS type, photo upload compliance), evidence quality (percentage of photos approved in first audit, target >75%), and business results (priority mix sell-out increase, campaign ROI). Campaigns with over 75% photographic approval have direct correlation with 22% higher sell-out during campaign periods. You need three control screens: process completion per distributor, photographic evidence approval rates, and priority mix sell-out per region.
Direct channel execution achieves 89% compliance, while distributor execution stays at only 54% when there's no structured process. The difference isn't competence but the five unmapped failure points in indirect channels. Companies with standardized distributor briefings reduce POS execution rework time by 43%, and structured campaigns generate average ROI 2.1x higher than unstructured execution.
You can start implementing the 9 steps using shared spreadsheets and evolve to automation as volume grows. The important thing is to standardize the process first, then add technology later. Manual execution can work with proper governance - structured briefings, defined timelines, objective criteria, and consistent follow-up - even using WhatsApp and spreadsheets as long as there's disciplined adherence to the 9-step framework.
The reality of 90% of companies: distributor execution happens via WhatsApp, spreadsheet and "let's wing it." Doesn't need to go high-tech overnight, but needs governance — even in manual processes.
The Knowledge to Action (K2A) framework solves exactly this: how to take dispersed knowledge (different briefings, subjective criteria, ad hoc follow-up) and transform into structured process any distributor can replicate.
You can start implementing the 9 steps in shared spreadsheet and evolve to automation as volume grows. Important is standardize first, technology after.
Want to structure a distributor execution pilot in 30 days? Schedule a 15-minute demonstration and we'll map your critical front — which priority mix, how many distributors, what type of POS — and design the specific 9-step process for your operation.
In 15 minutes, you leave with a diagnosis of the best path to make your campaigns reach the front line with the same quality as direct channel.
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