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The Retail Activation Checklist

28 field-tested steps across every phase of a retail demo, from pre-event setup to post-activation reporting. Built from real activations.

Retail Activation Checklist

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What's inside

  • Lock it in before the date

    7 steps

    Written date confirmation, product on shelf, tasting format, store calendar check and the ambassador brief.

  • Set up on the day

    7 steps

    Check in, walk the shelf, build the table, take the setup photo and start the tally.

  • Run the table

    7 steps

    The one-line open, the add-on pitch, logging objections and a midday shelf check.

  • Wrap up and report

    7 steps

    Final shelf photo, manager debrief, same-day recap, restock flags and units per sample.

  • Built from real field activations
  • Used by Greenline ambassadors in the field every week
  • Printable and shareable PDF format