PR Kit Specification Worksheet

Plan your PR kit before you order

List what goes in the box, who supplies each item and when the finished kits need to arrive. Export the brief to request a quote from Teal.

Free to use. No login. Inputs stay in this tab.

Download a blank CSV brief to fill in manually. Review the details before sharing it with Teal.

Teal supplies custom packaging from 50 units, with specialty rigid boxes from 100. Free dieline design and a digital proof are included. Use this worksheet to prepare the contents and specifications for your quote.

Build your brief

Components

Measure each product as it will be packed, including caps, pumps and protrusions. Record length, width, height, weight and units. Note anything that must stay upright or must not touch another item. Use a separate row for every size or artwork variant. Enter an order increment of 1 only when any whole quantity above the minimum is allowed.

Sample approval and packing instructions

Keep the reference for your review record. An artwork proof does not establish filled-pack transit performance or carrier acceptance.

How the worksheet works

Demand is kit quantity multiplied by units per kit. Purchasing applies a confirmed minimum, then rounds up to the confirmed order increment. A minimum is not automatically an order multiple. Blank terms remain unknown.

A 50-kit plan needing one item per kit with a 100-unit minimum requires 100 units, leaving 50. Purchased cash and the value used by this cohort differ. The example is a planning illustration, not a Teal minimum for every product.

What belongs in a PR kit specification?

A useful PR kit brief identifies the exact contents, the assembled quantity, how each item is held and the delivery milestone. Separate a product launch or creator mailer from an employee welcome-kit run when their contents, approval owners or packing sequence differ. Reusing a box does not make the two programs identical.

SpecifyRecord in the briefWhy it changes the quote
Actual productFilled dimensions, weight, quantity and each size or artwork variant.The insert and carton must fit the version that will ship.
Recipient experienceOpening order, visible artwork, removal method and personalized pieces.A fixed insert, tissue wrap and loose fill involve different materials and assembly.
Supply responsibilityWhich products Teal sources, which you supply and their confirmed arrival dates.Receiving, inspection and missing components can affect the assembly plan.
Delivery formatOne bulk destination, office allocations or individual recipient parcels.The outer packaging and delivery scope can differ from the presentation box.
Revision and approvalApproved file version, sample reference and a named decision owner.Substitutions and late artwork changes need a documented review.

Worked example: two cards per kit

Suppose a fictional launch needs 50 kits with two identical cards in each. Demand is 100 cards. A supplier confirms a 250-card minimum, a 50-card order increment and a price of $0.40 per card. The order is 250 cards: $100 in purchased stock, $40 used by this launch and $60 left in 150 surplus cards. These are synthetic inputs, not Teal prices or product minimums.

Two different card designs require separate rows if each has its own minimum. A 250-unit minimum for each design cannot be satisfied by combining their quantities. Check whether the artwork will still be usable for the next campaign before describing surplus as useful future stock.

Which sample are you approving?

A digital artwork proof records the print layout and approved text. A blank structural prototype helps review fit and opening. A filled sample lets the team examine the actual product arrangement, removal and packing sequence. Record what each approval covers; none should silently stand in for the others. Use the pack-out review record for transit-related observations and unresolved requirements.

Can one brief cover several kit versions?

Only when the differences are explicit. Record separate component rows and quantities for each version, with a clear packing instruction for every recipient group. If an assembler could reasonably choose the wrong item from the brief, split the specification.

What should be confirmed before the production date is agreed?

Confirm the approved revision, available products, final quantities, sample decisions and the meaning of the deadline. “Ready for assembly,” “carrier dispatch” and “recipient arrival” are separate milestones. Ask the supplier to confirm the schedule against those inputs.