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Promotional Planner
Home > Planning Checklist
Your Planning Checklist


Planning a customer promotion, trade show, sales meeting, employee event, etc.? Use the checklist below as a helpful tool. Just complete it by checking all that apply under each question and clicking "Send Checklist" at the bottom. We'll do the rest. It's that easy! Your Signet Representative will contact you to help you in every way.

What is your objective?
Increase sales
Say thank you
Motivate employees or salespeople
Increase trade show traffic
Introduce new product(s)
Improve client relations
Promote corporate image
Promote employee safety
Increase customer base
Remind clients to use your product/service
Reactivate accounts
Promote a new facility or grand opening
Special event
Other, please specify:
Who are the recipients?
Prospects
Customers
VIPs
Sales Reps
Managers
Blue Collar
Executives
Distributors
Number of people?
How many people/groups are you targeting with this promotion or event?
Mix of recipients
Men
%
Women
%
Children
%
What is your budget?
Total budget for this promotion/event:
(including tax & freight)
Budget per person/group for this promotion/event:
What does the above budget include other than promotional products?
Special packaging requirements?
Bulk
Gift boxed
Individual packaging
Gift wrapped
In mailer
Collate with other materials
Other, please specify:
Distribution requirements?
Drop ship
Mail
Personally deliver
Hand out at event
Present at meeting
Gift with purchase
Present at customer appointments
Other, please specify:
How will your artwork be provided?
Black/White
Color
File on CD (specify file type):
E-mailed file (specify file type):
Repeat art from previous order
Signet
Other issues?
Purchase order required?
Special billing instructions
Please specify:
Special ordering protocol?
Please specify:
Special corporate ID standards?
Receiving/delivery requirements?
Directly to recipient
Through a receiving dept.
Trade Show location
Hotel
Documentation required
Special instructions
Inside delivery
Dock delivery
Special receiving address
Other, please specify:

Remember, in addition to our products, Signet provides several value-added services including:

  • Worldwide Sourcing & Importing
  • Collation & Special Packaging
  • Graphic Design
  • Gift Wrapping
  • Hot Stamping
  • Storage & Distribution Services
Please provide your information:
Your Co. Name:
Your Name:
Your Phone#:
Your e-mail:



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