All the steps are included in this guide to help you build and execute a successful promotional program. Plan out the steps and get started. To print a copy of this we have also included a more printer friendly form.

Customer Information:

 

EVENT DESCRIPTION

Schedule:

OBJECTIVES

What are you trying to achieve?

EmployeesCustomersAwareness
Other

AUDIENCE

Who is your primary audience?

%


Income levelGeography
Age Range
Other

MESSAGE

What major point do you want to communicate?

If you could sum up your message in one sentence, what would you say?

THEME

Does your promotion fit any theme? The list on the first page of the guide may help you generate some ideas.

What is the theme of your promotion?

What tone would you like to project?

MEDIUM

What is the best way to reach your audience?

How will the fulfillment be handled?

In-house mailroom

Are there any other sales collateral or marketing campaigns that this product must work with?

What type of packaging do you want to use?

DEADLINE

Date and plan for educating internal teams (marketing, sales, etc.).

Date

When and where must the message get to the audience for maximum effect?

Trade show date
Special event date
Holiday date
Specific date
Product intro date
Other date

MEASURE ITS SUCCESS

How will you track the success of your program?

Additional Notes: