How to brief a promotional products agency (and get work back you actually love)
A seven-question brief template used by Sense2's senior account managers to de-risk merchandise campaigns for marketing, events and procurement teams.
Every bad promotional merchandise campaign starts the same way: a briefing that's three lines long, a deadline that's already compressed, and a budget that's been set before anyone's stress-tested the unit economics. Inevitably, the work comes back slightly off — wrong weight of cotton, wrong MOQ bracket, wrong decoration method for the surface. The brand absorbs the cost. The marketing lead absorbs the frustration. The agency absorbs the blame, not always fairly.
After 30+ years of sourcing branded merchandise for Australian brands, Sense2's senior account managers have a standing rule: we don't start sourcing until seven questions are answered. Not seven emails. Not seven meetings. Just seven clear answers — written down, signed off by whoever is approving the spend. It takes 20 minutes and saves 20 weeks of finger-pointing.
Here's the framework. Steal it.
1. What is this merchandise actually for?
The question nobody asks. "Brand awareness" is not an answer. "Giveaway at a trade show" is. So is "thank-you gift for our top 50 accounts," "new hire welcome pack," "sustainability launch moment," or "client retention for the Q3 review season." The intended use dictates every downstream decision: durability, price point, decoration method, packaging, minimum order quantity, even which suppliers we'll short-list.
Nancy's framing, which we borrowed: is this merchandise being remembered, or is it being thrown away? If you can't tell us, we can't source for you.
2. Who receives it, and what do you know about them?
A merchandise campaign aimed at C-suite banking clients needs different unit economics than one aimed at university freshers. Tell us: how many recipients, what roles they hold, what demographic, what they already own too much of. If it's a trade show, what's the show, what's the stand size, and what's the expected traffic.
3. What's the delivery window — and what's the fire date?
These are two different questions. The delivery window is when product needs to be in-hand at the delivery address. The fire date is when it needs to be out in front of recipients. Good briefs name both. Great briefs also name the artwork sign-off deadline, which is usually two weeks earlier than anyone wants it to be.
4. What's the total budget, landed?
"Landed" means including decoration, freight, kitting, GST, and any per-unit setup costs. If you only know the per-unit target, tell us — but also tell us the total ceiling, so we can optimise against that instead. The difference between "under $15 per unit" and "under $10,000 total landed" is often 40% of the product catalogue.
5. What's the decoration?
Logo only? One-colour? Full-colour with gradient? Multiple logo variants for co-branded campaigns? Are you supplying artwork in vector (EPS, AI, SVG) or does it need re-drawing? Decoration method matters — pad print, screen print, embroidery, laser, debossing, digital print and sublimation all produce different results on different substrates. A good agency will ask to see the substrate sample before they commit to a decoration method.
6. What's non-negotiable?
Every brief has non-negotiables. Colour match to brand ink. Natural fibre only. Made in Australia. No plastic in the packaging. Audited factory. SEDEX / SMETA certification. Carbon-neutral freight. Kosher supply chain. Tell us up-front, not after the first sample. The non-negotiables cut the supplier shortlist by 60-90% and save a week of back-and-forth.
7. Who signs off, and when?
The number one cause of missed deadlines in merchandise campaigns is unclear approval authority. Who approves the artwork proof? Who approves the pre-production sample? Who approves the freight booking? If it's more than one person, what's the escalation path? We'll structure the proof cycle around your org chart, not ours — but we need to know the shape of it.
The 20-minute template
Copy this into your next brief:
- Purpose: This merchandise is for [campaign / event / moment].
- Recipients: [Quantity] people, [audience profile].
- Timing: Fire date [X], delivery by [Y], artwork sign-off by [Z].
- Budget: $[total landed], targeting $[per-unit].
- Decoration: [Method], [colours], artwork supplied as [format].
- Non-negotiables: [certifications / materials / origin / packaging].
- Approvals: Artwork = [person], PPS = [person], freight = [person].
Send that to any promotional products agency worth its 30+ years and you'll get real recommendations back inside 48 hours, not generic catalogue dumps. That's the difference between briefing and ordering.
One more thing: sample culture
Never commit to a 2,000-unit order without seeing a pre-production sample (PPS) of the exact decoration, on the exact substrate, in the exact colour. Agencies that don't offer PPS are either cutting corners or sourcing from factories they can't audit. At Sense2, PPS is free on orders over $3,500 landed — every time. It's how we've stayed accountable for three decades.
Ready to write a brief that actually works? Get in touch and we'll walk you through the first one. Or go straight to the catalogue if you already know what you want.
Let's make something worth keeping
10,000+ curated products. Senior Byron Bay account managers. 30+ years of campaigns.
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