Boost eCommerce Onboarding

If there's something you don't know or doesn't apply to you, skip it!

Fill in what you can and we can work through the rest.
Primary Program Contact*

First NameLast Name
Title
Department
Company Name*
Industry
Email*
example@example.com
- Name
  
  First NameLast Name
- Email
  example@example.com
- Name
  
  First NameLast Name
- Email
  example@example.com

Company & Program Overview
Who can approve Artwork, Products, and Pricing
Names and Emails
Desired Go-Live Date*

MonthDayYear
Date
Estimated Yearly Spend on Branded Merchandise*
Overall Program Goals
Brand consistency, employee engagement, customer gifting, event support, etc.
Who is the Target Audience?

Internal TeamSales TerritoriesClient FacingOther
Do you have Brand Guidelines?

Yes (will upload or provide a link)No
Upload Brand Guidelines

Cancelof
Link to Brand Guidelines

Shipping & Logistics
Preferred Shipping Method

Prepay & AddThird Party Account (UPS/FedEx/DHL)Charge Users on the SiteSet as 'Free' for users and Bill Monthly
If using a third-party account, provide carrier + account #
Primary Ship-To Locations
States, Countries, etc.
Do you require international shipping?

YesNo
If yes, please list typical international destinations

Product Strategy
Product Types Requested for the Store

Print-on-Demand (POD)Stocked Client-Owned InventoryPremium GiftingEvent Kits / New Hire KitsSeasonal / Limited-Run CollectionsSustainable / Eco-Preferred ProductsPhilanthropic / Give-Back ItemsOther
Target Price Points or Budget Ranges
Upload approved logos

Cancelof
Brand Standards
Colors, co-branding rules, logo versions
Any Restricted Categories?
Apparel brands, tech, drinkware, safety, etc.)

Compliance, Security & Legal
Does your organization require any of the following?

Vendor Security QuestionnaireData Processing Agreement (DPA)Accessibility Compliance (ADA/WCAG)Supplier Diversity ReportingSustainability / ESG ReportingSpecific Insurance RequirementsOther
Brand approval workflow (who approves new items, artwork, packaging?)

Fulfillment & Inventory Management
If Stocking Inventory, do you have Forecasting Expectations?
Minimum/Maximum Inventory Levels
ex. Notify when Min QTY reaches 25
Do you need Kitting or Packing Personalization?

YesNo
If Yes, please describe:
Special Packaging Requirements
Sustainable Packaging, Branded Boxes, Gift-Ready, etc.

Marketing & Launch Planning
Launch support needed:

Email AnnouncementInternal Comms ToolkitSocial Media GraphicsLaunch Promo CodeLeadership MessagingOther
Events Tied to the Store Launch?

Company & Program Overview