New Client Intake Form

Please complete the form below so we can better understand your business needs and connect you with the right specialist.

Start your application below

Retail Consultant Name

Client Name

Email Address

Contact Number

Type of Merchandise

Peak Seasons

Low Seasons

Discount/ Promo/ Clearance Sales Months

Store Name	Address	City	State Country	Timezone	Opening Date	Business Hours	Timezone

Frequency of Plan Updates

Desired First Plan Date

Is the mapping ready? If yes, please send it to [email protected].

Oddities per class (e.g., Private Label products, custom-made products, etc.)

Do we have historical data for this client?

Do we have a predetermined forecast, or do we need to create one?

Any locations/classes needing removal from the files?

IMU, Initial MarkUp (Only when available)

MMU, Maintained MarkUp (Only when available)

Sales Curve (Only when available)

Class #	Class Description	Category	Store # (Location)	IMU	Markdown % Goal	Price Ranges	Turn Goal	Lead Time	Key Vendors	Suggested Annual Sales Growth