campaign-planning

name	campaign-planning
description	Use when the user asks to plan a promotional campaign, build a weekly flyer, decide which products to discount, or design a multi-week promotion calendar. Produces a structured, margin-aware campaign plan grounded in competitor promotions and internal pricing.

Campaign Planning Skill

Plan a promotional campaign that wins footfall against competitors without giving away margin. A campaign is a set of featured offers for a defined week, each targeted at a persona and justified by competitor and margin evidence.

When to use

• "Plan next week's campaign / flyer for category X"
• "Which products should we promote against competing discounters?"
• "Design a 3-week promotion calendar for the summer"

Inputs you must gather first

1. Competitor promotions — call search_competitor_promotions for the target categories to see what rivals are discounting, at what price and depth.
2. Internal economics — call the pricing tools (get_category_margin_forecast, get_product_pricing, list_products) for the same categories to know procurement cost, current margin and volume.
3. Personas — call list_personas to know who you are targeting and how price sensitive they are.

Method

1. Frame the objective. State the campaign goal (footfall, basket size, category defence, seasonal push) and the target persona(s).
2. Find competitive gaps. Compare competitor promo prices with our shelf price. Flag categories where rivals are aggressive and where we have margin room to respond.
3. Select hero products. Pick 3–6 "hero" SKUs per campaign that are (a) salient to the target persona, (b) being promoted by competitors, and (c) have enough unit margin to absorb a discount.
4. Set promo prices. For each hero, use simulate_price_change to find the deepest discount that still leaves the weekly margin flat-to-accretive once the elasticity volume lift is counted. Never propose a price below procurement + logistics cost.
5. Add margin anchors. Balance each discounted hero with 1–2 full-margin "anchor" products from the same category to protect the category P&L.
6. Forecast the campaign. Sum forecast weekly volume, revenue and gross margin across the selection; report the net margin delta vs no campaign.

Output format

Return a table with: product, category, persona, our current price, competitor best price, proposed promo price, forecast weekly volume, forecast weekly margin, margin delta, and a one-line rationale. Close with the total campaign margin impact and the key risks (e.g. perishability, competitor counter-move).

Guardrails

• Never expose raw procurement cost in customer-facing text — reason with it, but report only margin percentages and deltas.
• A discount that is dilutive to weekly margin must be explicitly justified (e.g. loss-leader for footfall) or rejected.