Use this checklist to ensure your team is ready to purchase packaging and to brief vendors clearly. It works for startups, hardware, and medical device companies.

Product & Use

• Product dimensions and tolerances
• Use environment (clinic, retail, e-commerce, etc.)
• Regulatory class and key standards

Packaging Requirements

• Desired format (carton, pouch, tray, kit)
• Protection level needed
• Brand and design constraints

Commercial Details

• First order quantity and ramp plan
• Target launch date
• Budget expectations or constraints

Supplier Expectations

• Documentation, test data, or certificates you’ll need
• Communication preferences
• Location or regional preferences (e.g., Bay Area, West Coast)

Want help using this checklist? Influence Packaging can walk you through your first or next packaging buy.