Account reviews in hours, in clients’ hands.
At IMPP, the account review — category management's central deliverable — is produced by an Agent from the firm's own structure and sources, across a whole store network. The partners keep the analysis, the recommendation and the client relationship.
Hoursinstead of weeks, across the whole network.
In brief.
What the firm handed over, in what form, and what it changed.
Team
IMPP partners and consultants.
Work handed over
The account review: assortment, merchandising, promotion and price, compared against national figures, with a sourced recommendation.
Sources
The firm’s document libraries, trade press, retailer data, the client’s own spreadsheets.
Trigger
Per engagement, by a partner. Delivered as a PDF, a deck and an interactive version.
The work,before.
An account review is an expert's read on how a brand is treated by a retailer.
Assortment, merchandising, promotion, price: every lever is read store by store, compared against national figures, set against the retailer’s strategy. It takes panels, document libraries, field surveys, and years in the trade to know what to look at.
It is also weeks of a senior consultant's work for a single review. The client receives it once the shelf has already changed, and the firm can only produce so many a year.
With Ubby.
From the brief to a report ready for review.
The structure is the firm's own.
Hugues gave the Agent IMPP’s exact review outline, section by section, and the document libraries to consult. The Agent does not reinvent the method: it applies it.
Every paragraph cites its source.
A requirement set on the first round of feedback: no claim without a reference. Price is analysed per item, assortment compared against national figures, the recommendation backed by facts the partner can check.
Published on the Marketplace: “Revue d'Enseigne by IMPP”.
The first versions missed things; the partner annotated them the way he would a junior’s work, and the Agent was reworked. It is now a named, installable Agent that starts from one sentence and reads a whole engagement’s documentation.
Account review — North network
Draft the account review for the North network: assortment, merchandising, promotion and price, against the national benchmark.
Thought for 34 seconds
I applied IMPP’s review outline to the 42 stores in the North network, drawing on the firm’s document libraries and the retailer’s own files. Assortment is 6 points behind on savoury groceries, and three national SKUs are missing from the shelves. Every claim cites its source; the recommendation is ready for review.
north-account-review.md
86.2 KB · 4 min ago
Account review — IMPP outline
Assortment, merchandising, promotion and price, part by part, with the source cited on every claim.
north-recommendation.pdf
1.04 MB · 4 min ago
Summary — North network
Ask Ubby anything, or mention an Agent…
IMPP - Review
Lite
Ubby is an AI and can make mistakes. Check the result before you use it.
Connectors
Google Drive
IMPP document library
Skills
revue-enseigne-impp
north-recommendation.pdf
1.04 MB · Updated 4 min ago
north-account-review.md
86.2 KB · Updated 4 min ago
Status
Task
Type
Team
Agent
Credits spent
Account review — North
ChatPartners
🏬IMPP - Review
18 940
Assortment benchmark
WorkflowResearch
🧺IMPP - Assortment
7 350
Price survey by SKU
APIResearch
🏷️IMPP - Price
5 120
Promotion tracking
ScheduledResearch
📣IMPP - Promo
3 480
Client deck — engagement 214
WorkflowPartners
📊IMPP - Deliverables
2 260
Document library refresh
ChatConsultants
📚IMPP - Sources
6 780
Client files import
ChatConsultants
📗IMPP - Data
1 940
Trade press watch
ScheduledResearch
📰IMPP - Watch
4 610
What it changesfor the team.
Once the Agent was reliable, IMPP’s question stopped being “how long until the next review?” and became “can an industrial client call the IMPP Agent from their own workspace, and who keeps it up to date?” The firm’s know-how becomes a capability its clients use.
A review that took weeks is delivered in hours, across the whole store network.
The result at IMPP
The client acts on findings that are still fresh, and the firm can follow a retailer over time instead of taking one snapshot a year.
The partners also use the same Agents to reformat decks to the IMPP template, summarise studies and keep the client base up to date.
What work would you delegate first?
Bring one task your team does today. We’ll map out the expected result, the tools involved and who signs off.
