Discovery Questions

  • How is CLIENT currently sourcing the products/services? How many suppliers and who are you working with for:
  • Promotional
  • Apparel
  • Print
  • Marketing materials
  • Signage
  • Direct mail
  • What kinds of materials do you print?
  • Brochures
  • Newsletters
  • Banners
  • Letterhead
  • Do you do direct mail programs? Postcards?
  • Do you have the responsibility for printing your company’s business forms?
  • How would you describe your current level of satisfaction (on a scale of 1 – 10)?
  • How has your business changed in the past three years?
  • Are your current marketing programs keeping up with those changes?
  • What is your top priority for the upcoming period?
  • Are there any agreements currently in place?
  • Does CLIENTintend to streamline purchasing through a single vendor, or establish a network of “approved/preferred” vendors?
  • If a network, do you have a target number of vendors?
  • What is working well for you currently? Where are you facing challenges?
  • Can CLIENTprovide breakdowns for what was spent in 2017 and 2016 for each of these product lines?
  • Do you have a current eCommerce site?
  • Is there any existing inventory associated with this program? If so, what is the value and who owns it?
  • Does CLIENTintend to mandate spend through the resulting agreement(s)?
  • Will CLIENTassist suppliers in ensuring payment terms are met?
  • How will CLIENTassist in marketing the program to your users?
  • Are there any specific integration requirements we should be aware of when it comes to the eCommerce site? E.g. integration with CLIENT’s internal systems?
  • What is the geographic scope if this program? US/Canada? Are there international components?
  • Are there language and/or currency requirements outside of English and USD/CAD?
  • Who are your end users, and how are the currently using merchandise?
  • Is there a timeframe to roll out the program?
  • Who in your corporate office would be the internal owner of this project?
  • Do you have current marketing initiatives that would benefit from working with a true partner rather than simply a vendor?
  • Who are your current marketing solutions providers?
  • Who is your current ad agency?
  • How is purchasing coordinated? Does each department/location have a buyer for the group?
  • What are the approval channels?
  • How many end users/ship-to locations?
  • Are your print pieces static, variable or both?
  • How many logos?
  • What level of support do your current vendors provide (e.g. dedicated account executive, guaranteed service levels, etc.)?
  • Is there anything you have a difficult time sourcing?
  • Are there printing services you wish you could save money on? Get faster turnaround?
  • Do you do any importing of promotional products and apparel?
  • Are there any ongoing kitting or fulfillment projects?
  • Do you do trade shows? Customer or employee events? What products do you use?
  • Do you have a marketing calendar of upcoming events and/or tradeshows? Does your department participate in these?
  • Do you purchase apparel for employees?
  • Do you have employee recognition programs? If so, who handles those recognition items, the HR department?
  • What upcoming projects do you have? What is the deadline?
  • Where are you in the process?

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