How to roll out seasonal trade promotions to field sales, without chaos
Seasonal campaigns are fun in the same way fireworks are fun.
Amazing to watch, slightly stressful to launch, and if you mess up the timing you will spend the evening answering texts that start with “hey quick question”.
Easter, summer, back to school, Christmas, take your pick. There’s always a new promo mechanic, new POS, new “this is the one we really need to push”, and somehow the field still walks into stores with last season’s deck. Or the right deck, but the wrong pricing. Or the right pricing, but the wrong display photo. Or all of the above, plus a seller who has three minutes before the buyer needs to jump to the next meeting.
A regular campaign launch
Nobody is stupid. The system is just… a system.
Let’s talk about why seasonal rollouts go sideways, and what to do so the next one actually lands in stores the way it was supposed to.
Why seasonal promo rollouts usually go sideways
1) “Latest version” is a guessing game
The newest brief is in an email thread. The newest slides are in Teams. The newest price list is in a shared drive folder called “Final final FINAL”. Someone also printed something, and now it lives in a car.
The result is predictable, people use what they can find.
2) Everyone gets the brief, everyone hears something different
Trade marketing says “focus on display compliance”. Sales leadership says “push the seasonal SKU mix”. Category says “protect base assortment”. The buyer says “do not touch my planogram”.
Field reps hear all of it, and then do what they think will keep the meeting moving.
3) The rollout expects perfect behaviour from busy humans
The plan assumes that reps will read the long email, open the attachment, download the PDF, find the one page that matters, remember it tomorrow, and execute it flawlessly in five different retail environments.
That is optimistic. It’s like assuming everyone reads the terms and conditions.
4) There’s no fast way to know if the campaign is actually being used
HQ often finds out adoption is low when the season is already halfway over and the only remaining option is “send another reminder”. Which always works, obviously. (It does not.)
If you want a decent rollout, you need one thing: make the “right way” the easiest way.
HQ sending reminder email 67
What “good” looks like in a seasonal rollout
A good seasonal rollout has three properties:
The right story is easy to find
It works in the real world, in a store, on a phone, with bad reception
You can see what got adopted, without chasing people for updates
That’s it. Everything else is decoration.
A simple playbook for seasonal campaign rollout
Step 1, build one source of truth, then protect it
Put the campaign assets in one place, where reps actually go.
Not “we have a folder”, everyone has folders. The point is that the campaign assets are clearly packaged, clearly current, and clearly meant for field use.
If you want to be extra nice to your future self, name things like a sane person:
“Easter 2026, convenience, 10 min visit”
“Easter 2026, hypermarket, category review”
“Easter 2026, buyer follow up one pager”
Step 2, bundle by store reality, not by internal org chart
Reps do not sell to “segments”. They sell to specific stores, with specific constraints, and specific buyers who have heard every pitch since 2009.
So instead of one massive deck, build store ready bundles:
Convenience, impulse focus
Supermarket, seasonal aisle, end caps
Hypermarket, category story
Horeca, if relevant
Same campaign, different packaging. Your rollout suddenly feels like it was made by people who have been outside.
Step 3, make updates painless
Seasonal campaigns change. Stock changes. Pricing changes. POS changes. Someone’s approval changes.
If updating the campaign means reps need to download a new attachment every time, you are teaching them to ignore updates.
Instead, updates should be automatic, or at least feel automatic. One place, always current.
Marketing just launched new slides…
That one sales rep with that deck he made for himself 7 years ago
Step 4, make it easy to share the story after the visit
A huge part of seasonal execution dies after the meeting.
The rep had a good conversation, the buyer asks to “send me that”, and then it becomes a post it note, then a forgotten task, then a week later you send a random PDF with no context.
The fix is simple, sharing should be one link, sent straight after the visit, with the same story and assets the rep used in the meeting.
Step 5, get visibility, not surveillance
This is the part where people get weird and start imagining a manager hiding in a bush outside K Citymarket with binoculars.
That is not the goal.
The goal is to see adoption patterns:
Are reps using the seasonal deck?
Which pages are actually being shown or shared?
Which assets are ignored?
Where are people improvising, because the official content does not fit the store reality?
That’s not policing, that’s feedback. It lets marketing improve the assets, and it lets sales managers coach with something more useful than “guys please use the new materials”.
What this looks like with Salesframe
Salesframe is built for one very boring, very important job: making sure field teams have the right material, at the right time, and can use it in real customer meetings.
For seasonal rollouts, that usually means:
campaign assets live in one place, structured for field use
reps can quickly pick a store relevant story
sharing to buyers is fast and consistent
you can see what got used and what got ignored
If you do this well, seasonal campaigns stop feeling like a quarterly fire drill and start feeling like a repeatable routine.
Which is the highest compliment you can give a workflow.
Common rollout mistakes (so you can avoid them)
Shipping one giant “master deck” and expecting reps to behave
Sending updates through three channels and calling it “communication”
Launching the campaign without a “what to do in the store” version
Measuring success only via end results, not adoption and execution
Waiting too long to learn what the field is actually using
Did you skim to the bottom for the summary?
You’re in luck.
Seasonal rollouts fail because the “right content” is hard to find and hard to keep current
Bundle campaign assets by store reality, not internal structure
Make updates painless, one place, always current
Make sharing after the visit one click, not a task
Track adoption so you can improve and coach based on reality