EmailMe Form - Opportunity Evaluation

Account Info

Your Name *

First Last

Your Email *

Your Business Hours Phone Number

### - ### - ####

Please indicate the number where we can reach you when we schedule a time to discuss your opportunity.

Client/Account Name *

Number of Employees *

Number of Locations *

Is this a current client with Boundless? *

Yes

No

What is the previous year booked revenue for this client? *

$ Dollars . Cents

From SalesForce

What is the current year booked revenue (YTD) for this client? *

$ Dollars . Cents

From SalesForce

Procurement Info

Number of Buyers You Service *

If you do not know, please engage in further sales discovery.

Total Number of Buyers (Estimated) *

If you do not know, please engage in further sales discovery.

Do you have a Key Champion? *

Yes

No

KEY CHAMPION: An individual at your client's company who has influence over decisions, a budget, and has the authority over other buyers to enforce new buying processes.

Key Champion Name: *

If you do not know, please engage in further sales discovery.

Key Champion Title: *

Key Champion Department: *

Other Contacts (Name/Title/Dept):

Opportunity Info

Proposed Annual Spend for Opportunity *

$ Dollars . Cents

Include current spend if this is a current client.

How did you arrive at this number? *

Program types under consideration in this opportunity. *

Branded Merchandise/Promotional Products

Decorate on Demand Integrated Apparel (FAST)

Print Collateral/Stationery

Reward & Incentive / Gifting Platform

Other

Select all that apply.

Describe the opportunity: *

How does your client currently purchase branded merchandise/promotional products? *

How does your client currently purchase print materials? *

Print Collateral, Statienery, Folders, Labels, etc.

How does your client currently handle their rewards & incentives and/or gifting program(s)? *

Describe your client's pain points. Why do they need a different solution from how they purchase today? *

Identify your client's pockets of spend: *

POCKETS OF SPEND: What are your client's budgets tied to?
Examples:
Each department has a specific annual budget of $XXXX.XX
Marketing has a budget of $XXXXXX.XX to spend on XX tradeshows annually.
Individual employees receive a $XXX.XX to spend annually on branded merchandise.

Client Requested Solution Date (if any):

MM / DD / YYYY

NOTE: The actual Go Live date depends on
1. The completion of the store setup forms and spreadsheets,
2. The schedule of the Implementation team, and
3. The timeliness of client review and approval.

Note Regarding Standard Fees for Mission Control:

There are several Boundless technologies that are considered standard or self-service technologies that incur no fees or recurring maintenance charges, if you manage them yourself. Examples of these include Portal Stores and GroupBuy. If you would like to utilize Mission Control to assist with building these solutions, there may be fees involved. Please reference the MC Services webpage for more details.

For solutions that are not standard or self-service (licensed technologies), there may be initial technology implementation fees typically ranging from $2500 - $5000, depending on the complexity of the solution. An annual maintenance fee typically ranging from $1500 - $3000 may also be applicable.

You may choose to cover these costs via commission deduction or invoice your client for them. All potential fees will be discussed during the initial opportunity evaluation with Mission Control. Examples of these generally include transactional online e-commerce type stores.

What happens after you submit your Opportunity Evaluation form?

Once you submit your Opportunity Evaluation Form, a Mission Control team member will reach out to you to schedule an initial evaluation meeting. This meeting will be between you, as the sales professional on the account, and Mission Control to discuss the opportunity and potential solutions.

This initial meeting is not intended to be client-facing as Mission Control cannot help design the right solution prior to speaking with you. Some discussion around fees, who will be paying for them, royalty rates for preferred partner solutions, and other non-client-friendly topics may also be discussed.

Mission Control is happy to assist with doing a Capabilities Overview Demo, a Discovery Call, or a Solution Presentation, in many cases with a live demo, once next steps have been determined.