1. Audience and purpose
- Who receives or orders the items?
- What moment, task or campaign are you supporting?
- What is difficult about the current process?
Free Brand Program Starter Kit
A clearer plan before you buy the products.
Use this checklist to compare a company store, apparel program, welcome kits or campaign fulfillment. Bring the answers to a conversation with Jason and Shannon.
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Start with the work you need taken off your plate.
2. Assortment and brand
- Which products are genuinely useful to this audience?
- Which logo, colors and artwork versions are approved?
- Do you need a size range, samples or a decorated proof?
3. Ordering and cost
- Who pays, who approves and who can place an order?
- Which costs are included in the quote?
- How should special requests be handled?
4. Inventory and delivery
- What should be stocked, made on demand or combined?
- Who owns the inventory and approves replenishment?
- What are the actual in-hands dates and destinations?
Compare the whole program
A product price is only part of the decision.
Ask for products, decoration/setup, artwork, packaging, storage, assembly, shipping and applicable taxes to be explained. Confirm minimums, proof approvals and what happens when an item is unavailable. You can compare options more fairly when each proposal covers the same work.
Keep
What already works well? An approved brand standard, a useful product or an existing team process may stay part of the plan.
Improve
Which repeated task needs a clearer owner or ordering path?
Test
Which single audience, product group or kit could prove the approach before it expands?
Answers to common planning questions
Can we see samples before placing a full order?
Yes. We can discuss a blank sample, a virtual logo mockup or a decorated spec sample. They answer different questions: feel and fit, visual placement, or the actual decoration. Availability, eligibility, shipping and any charges are confirmed before proceeding.
What costs should we plan for beyond the products?
Ask for a scope that separates products, decoration and setup, artwork or variable-data work, packaging, storage, kit assembly, shipping and applicable taxes. Not every program needs every service. Confirm what is included and what would trigger an extra charge before approval.
Who owns stored inventory and authorizes reorders?
Inventory ownership, purchase commitments, storage arrangements and replenishment approval should be agreed in advance. We plan the stocked, on-demand or hybrid mix around your demand and delivery needs; automatic replenishment is not assumed.
Can employees pay, or can our company fund the orders?
The purchasing model can be planned around employee-paid, company-funded or a supported combination. Available payment methods, permissions, budget controls and reporting depend on the chosen platform and approved setup.
What if someone needs an item outside the approved assortment?
Agree an exception path: who requests the item, who approves the artwork and cost, and whether it becomes part of the recurring assortment. Special requests are reviewed for availability, minimums and timing.
Can we improve one part without replacing our whole program?
Yes. A defined pilot can focus on print collateral, a welcome kit, an apparel assortment or another recurring need. We review the existing process and agree which responsibilities PHCS will take on.
What do we need to provide before launch?
Start with your audience, intended use, quantities or frequency, budget, dates and destinations. Then confirm brand files, selected products, print artwork, proofs, approved users and ordering permissions, payment arrangements, inventory decisions and the people responsible for the program. Do not send account passwords.
Bring us the part that is not working.
A short conversation can help define the audience, the work and the next practical step.