AI-driven merch ops
Recurring program automation with digital catalogue, forecasting and KPI dashboard. View playbook →
Playbooks
Corporate merch playbooks — operational guide by program
Catalogue of operational playbooks covering the most common merch programs in Mexican companies: onboarding, events, trade shows, ESG, crisis, pivot, launch, e-commerce, enterprise, export, board meetings and annual roadmap. Each playbook includes brief, phases, roles, timeline, KPIs and typical cases. CFDI 4.0, 16% IVA.
How to use this catalogue
Each playbook covers a specific merch program. The common structure includes: program description and when to apply it, operational phases with deliverables, client and Corp-Merch roles and responsibilities, timeline template with weeks, KPIs to track, and typical application cases. The playbooks are written to be used as an operational guide by marketing, internal communications, HR, events, procurement and operations teams that manage merch programs.
To select the correct playbook, first identify what type of program you are planning or executing: a recurring event (onboarding, trade show, launch, conference), a strategic moment (crisis, pivot, rebranding, board meeting), a compliance framework (audit, ESG disclosure, compliance, LFPDPPP), an annual program (roadmap, recurring program, enterprise account program) or a new operational model (AI-driven merch ops, e-commerce launch, expo debut).
If your program does not fit any of the existing playbooks, we can create a tailored playbook. Each tailored playbook is built on the client brief, industry best practices and similar cases in our portfolio. The tailored-playbook fee is quoted after the initial discovery.
Playbook catalogue
Annual board meeting
Premium kits for the annual board meeting and shareholders assembly with LFPDPPP and issuer compliance. View playbook →
Annual merch roadmap
Q1-Q4 planning of all merch programs with budget, KPIs and certified suppliers. View playbook →
Compliance audit
Traceability and fiscal evidence to pass internal or external audit without findings. View playbook →
Conference merch
Merch program for booths in CDMX, Guadalajara and Monterrey with audience-tiered kits. View playbook →
Crisis comms merch
Rapid merch response for corporate crisis with 24/7 operation and 96-hour delivery. View playbook →
Crisis pivot
Merch for strategic pivot: new line, market exit, operational transition, rebranding. View playbook →
Digital launch
Digital product launch with pre-launch kits, day-zero giveaways and post-launch follow-up. View playbook →
E-commerce launch
Physical merch for Mexican online store with creator seeding, welcome kits and surprise kits. View playbook →
Enterprise account launch
Kits for strategic enterprise account with implementation, adoption and reference. View playbook →
ESG disclosure
Full traceability for ESG disclosure under TCFD, SASB, GRI, NOM-035, ISO 14001. View playbook →
ESG merch program
Annual merch program with recycled materials, compostable packaging and carbon offset. View playbook →
Expo debut
First international trade show appearance with cultural and customs adaptation. View playbook →
Launch week
D-21, D-7, D-1, D0, D+7 sequence for product launch with hero items and analyst kits. View playbook →
How to select the correct playbook
- First identify program type: recurring event, strategic moment, compliance framework or annual program.
- Read the playbook and evaluate whether the operational phases fit your reality.
- Verify your budget allows the production and logistics scale described.
- Confirm your team can cover the client-side roles the playbook requires.
- If the playbook does not fit 100%, let us talk to tailor it.
How to request a quote
To request a quote on any playbook use the form at the bottom of each playbook or the general contact form. We need: name of the playbook you are interested in, tentative program date, estimated audience, delivery cities, available budget and contact details. We respond within 24 business hours with a detailed quote and timeline proposal.
Request a playbook quote
If you want to execute one of the listed playbooks or need a tailored one — let us talk through your program. We operate with CFDI 4.0, 16% IVA, LFPDPPP and delivery across Mexico from CDMX, Monterrey, Guadalajara, Querétaro and León.