After twenty years of helping clients with last-minute holiday panic marketing, these are some of the things we often regret not addressing in September.

As autumn begins each year, we remind our clients to start prepping and ordering gift bags, greeting cards, holiday decor, gift certificates, gift tags, posters, etc, and plan online marketing: e-mail campaigns, seasonal website changes, and AdWords campaigns.

Besides setting yourself up for a less stressful fourth quarter, preparation in September means free or economy shipping prices instead of ridiculously marked-up rush shipping for last-minute orders. (Reminder of our rush project policy.) You’ll also have more time to jump on the inevitable last-minute holiday opportunity or crisis.

SEPTEMBER TO-DO

Start a Halloween through mid-January calendar showing holidays, planned marketing campaigns, events, team meetings/training, and drop-dead dates.

• Why into January? Because there’s often a drop-off in business in the new year. September’s the time to check into your previous January’s’ numbers (what worked, what did not) and also what your competition previously did for Q1 marketing.
• Note drop-dead dates by working backwards from when you need assets finalized and in-hand. Remember that free or economy shipping may take longer over the holidays and plan accordingly.* For example, if you want a printed bring-back card to include with Halloween treats, note placing the order with the printer by October 17th, and working back from that, calendar planning and developing the asset starting a few weeks before that.
• Calendar reminders to update your holiday hours over all platforms (especially Google Business Listings).

Research community calendars for events and reach out to potential partners and charities early. When you move forward be sure to plan offers that are trackable and unique to each event/partnership/charity so you have data for informed decisions next year.

Prep a stash of beautiful, printed hand-outs with a generic offer so you have a stash ready and can jump on last-minute partnering opportunities without needing to rush a design and print order.

Check your gift card inventory now! (Gift card companies may have five week lead-times—and possibly longer October through January.)

Start penning your Thanksgiving gratitude message to customers, your holiday greetings, and your Happy New Year wishes so they are ready for social media and email campaigns. During the holiday rush, you won’t have as much bandwidth for sincere message scripting.

Are you sending cards, party invitations, and/or gifts to your clients and partners this year? Let’s get on that too!

Selling gifts? Check your inventory and the lead times of items you wish to stock. From October onwards, order fulfillment and shipping from your vendors may take additional time. Also, be sure you stock plenty of festive packaging and shipping supplies if you plan on mailing items.

Sadly, if you are hosting a holiday party and have not booked your caterer, entertainment, and venue, September may be too late. Skipping the printed invites and going online is a good option to save a few weeks.

Don’t forget your team! The holidays may be extra stressful for them too, so set them up for success and a bit of joy with prepared customer service scripts, holiday season incentives, and share with them your holiday marketing how-tos and goals. Start gathering their holiday plans for your shift schedule.

Plan software updates or IT work in advance.

No stress, added costs, and drama this year — let’s get started on marketing’s silly season work now! We’ve plenty of ideas and sources for product.

Here’s some key events to keep in mind…

OCTOBER

Halloween

NOVEMBER

Daylight Saving

Veterans’ Day

Thanksgiving

Black Friday

Cyber Monday

DECEMBER

Pearl Harbor Remembrance

Green Monday

Festivus

Hanukkah

Christmas Day

Boxing Day

Kwanzza

New Year’s Eve

*This often trips up our clients—planning two weeks for free or economy shipping saves so much money and stress. Ideally, aim for three weeks for shipping so you have time to react if an exchange or reprint is needed.