How to plan field routes for trade marketing teams
A practical framework for organizing zones, frequency, coverage, and visit priorities.
Start from clients and services
Before drawing a route, separate which client, service, and visit type each point of sale needs. That structure avoids mixing different objectives in the same route.
Define frequency and windows
Not every POS needs the same cadence. Group by zone, commercial priority, allowed hours, and promoter or supervisor availability.
Measure coverage against execution
A route only helps if you can later compare planned, completed, missed, and rescheduled visits with operational evidence.