# Product Sampling Campaign Quality Checklist

## 1. Strategy & Planning (8 items)
- [ ] Campaign objective is specific and measurable (not vague "brand awareness")
- [ ] Target KPIs defined with numeric thresholds
- [ ] Budget approved and broken down by category
- [ ] Timeline includes buffer for production delays
- [ ] Control group identified (10-15% of target audience)
- [ ] Competitive sampling landscape reviewed
- [ ] Legal/regulatory requirements checked (FDA, FTC for claims)
- [ ] Internal stakeholders aligned on goals and timeline

## 2. Audience Targeting (7 items)
- [ ] Target audience defined with 3+ qualifying criteria
- [ ] Audience scoring matrix created and weighted
- [ ] Minimum qualifying score threshold set
- [ ] Audience data sources validated for accuracy
- [ ] Exclusion criteria defined (e.g., recent purchasers, competitors' employees)
- [ ] Audience list de-duplicated and cleaned
- [ ] Geographic targeting aligned with distribution capabilities

## 3. Sample Size & Production (6 items)
- [ ] Sample size statistically calculated (not guessed)
- [ ] Non-response rate factored into sample quantity
- [ ] Sample product quality matches or exceeds retail version
- [ ] Sample packaging clearly branded with call-to-action
- [ ] Shelf life/expiration verified for campaign duration
- [ ] Backup inventory available (10% buffer)

## 4. Distribution & Logistics (7 items)
- [ ] Distribution channels selected based on audience behavior data
- [ ] Channel mix diversified (2-3 channels minimum)
- [ ] Fulfillment partner briefed and tested
- [ ] Shipping timeline confirmed and tracked
- [ ] Insert cards printed with unique QR codes/discount codes
- [ ] Address data validated (for direct mail)
- [ ] Customs/import requirements checked (for international)

## 5. Feedback & Survey (6 items)
- [ ] Survey limited to 5 questions or fewer
- [ ] Survey tested on mobile devices
- [ ] QR code scans verified and redirect works
- [ ] Survey incentive is compelling but not excessive
- [ ] Follow-up email sequence built and tested
- [ ] Social listening keywords and hashtags configured

## 6. Tracking & Attribution (8 items)
- [ ] Unique discount codes created per channel
- [ ] Discount codes tested in checkout flow
- [ ] UTM parameters configured for all digital touchpoints
- [ ] Landing page live, mobile-optimized, and load-tested
- [ ] Conversion pixels installed and firing correctly
- [ ] CRM tags created for sample recipients
- [ ] Analytics dashboard built with all key metrics
- [ ] A/B test variants set up (if applicable)

## 7. Legal & Compliance (5 items)
- [ ] Product claims on insert cards reviewed by legal
- [ ] Sweepstakes/contest rules filed (if incentive is a prize)
- [ ] Privacy policy updated to cover data collection
- [ ] Opt-in consent collected for follow-up communications
- [ ] Country-specific regulations checked (GDPR, CAN-SPAM, etc.)

## 8. ROI Measurement (6 items)
- [ ] Full cost breakdown documented (all 5 cost categories)
- [ ] Revenue attribution methodology defined
- [ ] Control group measurement plan in place
- [ ] Reporting cadence set (weekly during campaign, final report at close)
- [ ] Non-revenue value factors identified and estimated
- [ ] Post-campaign analysis template prepared

## 9. Launch Readiness (5 items)
- [ ] End-to-end user journey tested (receive sample → scan QR → complete survey → redeem code → purchase)
- [ ] All team members know their roles and deadlines
- [ ] Escalation plan for issues (fulfillment delays, code errors, etc.)
- [ ] Communication plan for stakeholder updates
- [ ] Post-launch monitoring schedule confirmed