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Shopper Marketing Methodology

Follow this simple, step-by-step, methodology to develop and implement a shopper marketing strategy that increases sales, builds shopper insights, and grows brand awareness.

Use this template to outline, summarize, communicate and track your overall shopper marketing plan.

Shopper Marketing Playbook

Use this shopper marketing playbook to define the activities required to successfully create, plan and execute a shopper marketing plan.

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Use our Shopper Marketing Program Strategies list to discover opportunities you can leverage while planning for your next shopper marketing campaign.

Document the responsibilities and job requirements for a shopper marketing manager within your organization.

A template to facilitate the development of standardized interview questions for developing shopper profiles.

Use our Shopper Marketing Glossary to understand key terms.

Brand Consistency Benchmark Report

In this report, Demand Metric, in partnership with Lucidpress, took the beliefs about the impact and value of brand consistency and explored them more deeply. 

The Current State of Online Communities for Customer Support

Demand Metric, in partnership with Vanilla Forums, set out to learn what the customer support landscape looks like and how effective crowd based, self-service support channels are working.

State of Video Marketing Benchmark Report

In its third year, this report on video marketing metrics highlights best practices including video hosting to how video viewing integrates with the sales funnel.

Referral Marketing Research Report

Demand Metric and RewardStream conducted a study to learn about the current state of referral marketing.

State of Digital Marketing in Associations Benchmark Report

This association marketing benchmark study is now in its third year (2016), and from the beginning, the study’s goal has been to help associations become better at marketing.


This report details the findings of a joint study by Demand Metric and Marketo to study the current state of lifecycle marketing.

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A benchmark report on advanced marketing performance management best practices.

Once again in 2016, VisionEdge Marketing and Demand Metric joined forces to compare and contrast best-in-class marketing organizations with those in the middle of the pack and the laggards.

A professionally designed calendar to organize, summarize and communicate all of your marketing activities for 2017.


Use this matrix to obtain information about key vendors in the Shopper Marketing technology space.

We created the Shopper Marketing Vendor Selection Tool to help you compare and evaluate potential shopper marketing solutions.

Use this tool to help you design a Request for Proposal (RFP) for a shopper marketing platform.

Use this to create fictional personas for the key shoppers you intend to target.

Shopper Marketing Roles Framework

A framework to help you organize your shopper marketing efforts.

Use this project plan to outline the key components of your shopper marketing program to steer the direction of your project.

Use the Shopper Marketing Maturity Assessment to evaluate where your organization stands when it comes to shopper marketing best practices.

Our Shopper Marketing Dashboard is designed to help you keep tabs on the most important metrics for your shopper marketing program, to help your team understand the programs impact and growth.

Our Shopper Marketing Maturity Model was designed to help organizations with a roadmap for improving their shopper marketing capabilities.