Retail & Trade Marketing Audit

See every outlet the way your shopper does.

Scheduled retail audits covering availability, visibility, shelf execution, pricing, promotions, and trade assets, supported by geo-tagged field evidence.

The objective

A clearer view of retail execution, with outlet-level evidence and practical priorities for corrective action.

How we help

Built around your business question.

Retail and trade marketing audit is BrandSphere’s core service. Trained auditors visit outlets on a defined schedule to record what shoppers encounter on the shelf, in the cooler, and at the counter. Mobile capture and geo-tagged photographs support visit review, while outlet-level scorecards and dashboards help commercial teams identify gaps and prioritise action.

Availability audit: stock presence, out-of-stocks, and numeric distribution—the number of outlets carrying your product.
Visibility audit: point-of-sale materials (POSM), branding, and display compliance against agreed standards.
Shelf and planogram checks: share of shelf, facings, and product placement compared with competitors and agreed layouts.
Price and promotion checks: shelf pricing and promotion execution recorded outlet by outlet.
Trade asset audit: location, condition, and use of chillers, chairs, tables, and gazebos.
Geo-tagged evidence: photographs and mapped visit records to support the review of field observations.

From activity to useful information

What your programme can deliver.

We agree the exact deliverables, coverage, and reporting approach within your project scope.

Outlet-level audit scorecards

Availability and visibility gap analysis

Pricing and promotion findings

Trade asset verification records

Geo-tagged photographic evidence

Dashboards and corrective-action priorities

A disciplined delivery model

Insight into action. Step by step.

Discover

Map the outlet universe and define audit scope by channel, region, and segment.

Design

Build the framework: KPIs, scorecards, outlet segmentation, and call schedules.

Deploy

Brief and equip trained field auditors with mobile data capture tools.

Audit

Check availability, visibility, pricing, promotions, and asset compliance, supported by geo-tagged photographs.

Analyse

Turn findings into dashboards, gap analysis, and outlet-level scorecards.

Act & Control

Coordinate corrective activation, re-audit, and track improvement over time.

Before we begin

A few useful answers.

What does a retail audit cover?

An agreed audit can cover stock availability, visibility, shelf share, facings, pricing, promotions, competitor presence, and trade asset condition. Measures and outlet coverage are defined around your commercial objective.

How are field findings reported?

Mobile field observations and geo-tagged photographs support visit review. Findings are organised into outlet-level scorecards, dashboards, gap analysis, and priorities for follow-up.

What happens after the audit?

Findings can inform corrective merchandising, activation, channel support, and re-audits, allowing your team to track execution improvements over time.