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FMCG · Playbook

The FMCG playbook. Built in the builder, decided by your distributor system.

Ten journeys, five for consumers and five for the trade, each drawn below as it runs. The decision comes from your systems or criteria you set; the journey carries it. Aims are targets to agree in the pilot, not results.

PLAYBOOKS · 01

Offer the second flavour the week the pack is scanned twice.

A second scan of the same pack this month asks your distributor system whether the second flavour is stocked nearby, then sends one WhatsApp with Send the code or Not now; a tap sends the code and the redemption comes back from your promotion system.

Decides
your stock and listing data.
Aim
second SKUs tried without a blanket discount.
Built in the journey builder
Offer the second flavour the week the pack is scanned twiceFMCGYour distributor system confirms the shelf before anyone is offered anything.
FMCG
PLAYBOOKS · 02

Reach the scheme tier with one case, not a rep visit.

An order that lands one case short of the tier checks the count with your distributor system, then sends the retailer one WhatsApp with Add a case or Not this week; a tap adds it to the order and confirms the scheme reached.

Decides
your scheme rules and the count your system holds.
Aim
more retailers reaching the tier without a call.
Built in the journey builder
Reach the scheme tier with one case, not a rep visitFMCGYour distributor system confirms the count before the retailer is asked for anything.
FMCG
PLAYBOOKS · 03

Catch the retailer whose weekly order did not come.

An order day that passes with no order in your distributor system sends the retailer one WhatsApp with Reorder last week or Send a rep; a reorder is placed by your system, a rep request becomes a task, and silence across two cycles moves the outlet into RFM At Risk.

Decides
your order calendar and your distributor system.
Aim
missed orders recovered before the shelf empties.
Built in the journey builder
Catch the retailer whose weekly order did not comeFMCGYour distributor system reports the gap; one WhatsApp, a repeat order or a rep, and RFM if silence holds.
FMCG
PLAYBOOKS · 04

Bring back the consumer who stopped scanning.

A consumer who enters RFM At Risk on your scan windows gets one recipe Story from the brand, not a discount; a read puts them in the segment for the next recipe, silence for thirty days moves them to Lost and the journey stops.

Decides
your RFM windows.
Aim
the drifting consumer reached before the brand is forgotten.
Built in the journey builder
Bring back the consumer who stopped scanningFMCGOne Story from the brand, not a discount; a read keeps them, silence lets them go.
FMCG
PLAYBOOKS · 05

Turn the promotion entry into a redemption.

A promotion form completed inside a Story sends the code by WhatsApp after a consent check, waits for the redemption from your promotion system, thanks the redeemer with the second SKU offer, and reminds the rest once before the code expires.

Decides
your promotion system.
Aim
more codes redeemed at the till.
Built in the journey builder
Turn the promotion entry into a redemptionFMCGThe code is an event the moment it is sent; the redemption comes back from your promotion system.
FMCG
PLAYBOOKS · 06

Turn a built cart into a placed order.

A retailer app session that ends with a cart and no order checks consent and stock, sends the cart back on WhatsApp with a Place the order button, falls back to SMS if there is no tap, and stops when the order lands.

Decides
your stock, then the retailer.
Aim
orders placed without waiting for the rep.
Built in the journey builder
Turn a built cart into a placed orderFMCGA session rule, a consent check, the stock your system confirms, and the cart back on WhatsApp.
FMCG
PLAYBOOKS · 07

Capture the sampling name and sell the first pack.

A QR on the sampling stall opens a Story with a contact form; a completed form checks consent, fetches the nearest stockists from your system, and sends one WhatsApp with where to buy and a code for the first pack.

Decides
the form; your stockist list.
Aim
names from the stall turned into first packs.
Built in the journey builder
Capture the sampling name and sell the first packFMCGA form inside the Story, a consent check, the nearest stockists from your system, one message.
FMCG
PLAYBOOKS · 08

Confirm the distributor's order by reply.

An order due from your distributor system sends one WhatsApp with Confirm or Change quantity; a confirmation is written back, a new quantity updates your system, and no reply becomes a call.

Decides
your distributor system; the distributor.
Aim
orders confirmed without a call.
Built in the journey builder
Confirm the distributor's order by replyFMCGOne WhatsApp, and the answer is written back to the system that owns the order.
FMCG
PLAYBOOKS · 09

Run the trade promotion with a hand on the brake.

A retailer list goes out as a bulk send you can pause or stop mid-run; an Interested tap opens the scheme Story and becomes a lead for the rep in your system, and no reply ends the journey.

Decides
the reply.
Aim
reach with a brake, and the interested followed up.
Built in the journey builder
Run the trade promotion with a hand on the brakeFMCGA bulk send you can stop mid-run; the interested tap becomes a lead for the rep.
FMCG
PLAYBOOKS · 10

Offer the family pack to the consumer who scans every month.

A consumer who has scanned the same pack three months running asks your distributor system whether the family pack is listed in their region, then gets one WhatsApp with Send the code or Not now; the redemption comes back from your promotion system.

Decides
your listing data and your promotion system.
Aim
pack size moved up without a shelf-wide discount.
Built in the journey builder
Offer the family pack to the consumer who scans every monthFMCGYour distributor system confirms the listing before the consumer is offered anything.
FMCG

Where a step says your system decides, the journey calls your system and branches on its answer. xNotify carries the journey; it does not become the model.

The pilot

One use case. Six to eight weeks. A number you agreed first.

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