A leading player in the alcoholic beverages industry was looking to strengthen retail execution across a geographically dispersed network of alcohol retail outlets. Operating across multiple states and store formats, the focus was on improving how products were displayed, sold, and monitored at the point of purchase.
Client's Requirements
The client needed a comprehensive field execution partner who could deliver consistent retail performance across diverse markets. Their requirements included:
- Strengthening In-Store Execution: Shelf visibility and planogram discipline directly influence consumer choice in the alcobev category. The client needed rigorous in-store standards to protect brand presence at the point of purchase.
- Multi-State Consistency: Bringing uniformity to retail execution across 10+ states with varied store formats, regulatory environments, and operating conditions was a critical challenge.
- Structured Field-Force Management: Introducing defined accountability, attendance discipline, and field hygiene standards across a team of 50+ promoters operating independently across markets.
- Real-Time Visibility: Enabling live tracking of store visits, stock levels, execution quality, and spot sales to support faster decision-making and corrective action.
- Scalable Operating Model: Building a model that could support expansion into additional markets over time without compromising execution quality.
Our Approach
1. Integrated In-Store Execution Model
To support consistent execution at the point of purchase, an integrated in-store model was designed to align visual merchandising and direct consumer engagement under a single field team.
- Deployed field promoters in dual roles — responsible for both visual merchandising and direct consumer engagement
- Introduced a Permanent Journey Plan (PJP) shared by the client to structure daily store coverage
- Enabled promoters to execute visual merchandising across multiple stores earlier in the day, then spend extended time at selected anchor stores for in-store consumer interaction and sales
- Designed the model to operate across varied alcohol retail formats, from large-format outlets to compact neighbourhood stores
2. Training and Sales Capability Development
To ensure promoters could move beyond generic sales language and deliver informed consumer engagement, a structured training system was built combining onboarding, continuous learning, and portfolio-led knowledge sessions.
- Onboarding Training: Covering field application usage, stock capture methods, and visual merchandising standards
- Portfolio & SKU-Level Training: Including product specifications, sourcing stories, and taste profiles to equip promoters with specific selling points per SKU
- Monthly Refresher Sessions: Reinforcing knowledge across active SKUs aligned to market-specific availability
- Periodic Portfolio-Led Sessions: Deepening category and product understanding to move teams away from commonly used generic sales lines
3. Real-Time Execution Visibility
Image-based monitoring and real-time feedback were used to maintain visibility and control over in-store execution across markets.
- Promoters executed planogram-led shelf displays aligned to defined visibility guidelines
- Shelf execution images were captured and uploaded through the field application
- Images were shared in state-level communication groups with client stakeholders for review
- Monitoring focused on shelf placement, visibility, and adherence to approved display standards
- Deviations were identified through image reviews and corrected in real time
4. Stock Visibility and Sales Validation
To provide transparency into store-level performance, structured stock tracking and sales validation processes were embedded into daily field routines.
- Captured opening stock and ongoing stock movement at store level
- Enabled inventory visibility to support replenishment planning
- Cross-validated in-store sales against stock movement where direct proof-of-sale was not available
5. Performance Reporting and Field Governance
To embed operational discipline and continuous improvement across field teams, structured reporting and review cadences were introduced.
- Daily Reports: Covering attendance, store visits, visual merchandising completion, consumer interactions, and spot sales
- Weekly Productivity Trackers: Monitoring market entry time, visit efficiency, and sales trends
- State-Wise Performance Review Calls: Creating peer visibility and a culture of continuous improvement across markets
Outcome
The program delivered measurable improvements in field productivity and retail execution quality from launch to date:
- 110% Increase in Visits Per Promoter: Structured journey plans and daily tracking drove a significant improvement in store coverage per team member.
- 95% Increase in Sales Per Promoter: Portfolio-level training and dual-role execution translated directly into higher sales output across markets.
- Better Field Attendance: Fewer unplanned absences and more disciplined daily routines.
- More Consistent Store Coverage: Uniform execution standards across all 10+ states.
- Stronger Planogram Adherence: Image-based monitoring ensured shelf visibility standards were maintained.
- More Reliable Field Reporting: Real-time data capture replaced manual, delayed reporting.
- Promoter Growth: High-performing promoters grew into higher-responsibility sales roles.
Conclusion
This program demonstrates how steady on-ground execution, backed by clear processes and regular check-ins, can improve how brands show up and sell in stores. By bringing visual merchandising and in-store interaction together under a single integrated model, the approach helped drive more consistent results across different markets — proving that disciplined retail execution at scale is a repeatable, measurable outcome, not a matter of chance.
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