5 Tips for Planning Your Promotions [ FREE Planning Worksheet ]

Budgeting for promotional products is not necessarily at the top of everyone’s list, but it can be a helpful exercise to make sure what you want, need, and can afford are in alignment, prior to seeking out the products themselves.

Marketing Plan Development

Here are my top 5 tips for planning your promotions:

1. Plan ahead. Plot all your known event dates and seasonal needs. Start thinking about promotional items for each event about 2 months in advance. Use my planning worksheet below to sketch out a bird’s eye view of your promotional year.

2. Know the audience. Estimate quantities and demographic for each occasion to quickly narrow down your product selection to the best items.

3. Budget for the unexpected. Plans change and things happen. Factor in extra time and money for last-minute needs.

4. Work with a professional. Specialists like myself can help you choose the right promotional products and keep you on-time and on-budget. We will also handle the details, like samples, artwork, proofing, shipping notifications, and quality checks.

5. Review and revise. After an event, make notes about what worked well and what you would change. This will help make your planning even better for the next year (or even your next event).

Download my Free Promotional Planning Worksheet!

Download Printable PDF

Download Editable Excel File


For a limited time, if you fill out your promotions in the above planner, I’ll give you FREE setup on your first order of 2016. One discount per customer. Offer expires 12/31/2016.

Debbie Yearwood, BASI
Promotional Product Specialist
Perry Office Plus
(800) 234-6605  x 112
promos@perryop.com

About Perry Office Plus
We're Central Texas' largest independent office products & furniture dealer and have been locally owned and operated since our establishment in 1920. Visit our website to shop for all your office supplies and call any of our fantastic Customer Service Reps if you have any questions or need help with your office products.

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