New Client Data Collection Form
The purpose of this form is to collect any data that will help us better understand your business on a deeper level so we can provide better recommendations and analysis. As stated in your contract, all information shared will be used exclusively by the Upright Labs team and will never be shared outside of our team. You will be able to save your progress and share a link to the saved form with other team members to facilitate completion. Thank you for taking the time to collect all of this information!
Company Information
Let us know who within your organization will be our main points of contact
Company Name
*
Company Website
*
Main Point of Contact (POC) Name
*
First Name
Last Name
Main POC Email
*
example@example.com
Main POC Phone
*
-
Area Code
Phone Number
Second Point of Contact (POC) Name
First Name
Last Name
Second POC Email
example@example.com
Second POC Phone
-
Area Code
Phone Number
Is there a group email we should use for this project engagement? If so, please share below
example@example.com
What is the best method of communication for your points of contact in these situations?
*
Email
Phone Call
Text
Slack/Teams
Urgent requests
1
2
3
4
If needed by EOD
5
6
7
8
Non-urgent requests
9
10
11
12
What are the best times and days for your team to meet?
*
8am-10am
10am-12pm
12pm-2pm
2pm-4pm
4pm-6pm
N/A
Monday
13
14
15
16
17
18
Tuesday
19
20
21
22
23
24
Wednesday
25
26
27
28
29
30
Thursday
31
32
33
34
35
36
Friday
37
38
39
40
41
42
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Employee Information
Please provide an employee roster for any relevant departments including name, tenure, title, and any other important details.
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We use photos and videos to supplement in person observation. We will remind your team of the need to record them when we're on site, but we've found it best when the message comes from internal leadership first.
Is your team aware that Upright Labs will be partnering with you and committed to taking part in the engagement?
*
Yes
No
I'm not sure
Can you confirm that all team members are aware of the need for recording and consent to being photographed and filmed during the course of the Upright Labs engagement?
*
Yes
No
I'm not sure
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Account Access
Please provide us access to any accounts we may need to fulfill our engagement with you. For all systems below please share login details in the space provided OR send an invite to ops@uprightlabs.com. If you do not have these accounts set-up currently, please feel free to leave blank.
Login details for Your Accounts/Platforms
Platform Name
Username
Password
E-commerce 1
E-commerce 2 (optional)
Project management
Team communication
Data dashboards
Other
Other
Other
Other
Other
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Operations & Financial Data
Please share relevant financial and operational data and documentation (if applicable) with us to better facilitate our engagement.
Please upload any relevant operational Standard Operating Procedures (SOPs) or policies
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Please upload a blueprint or layout of your warehouse facility, if available
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Please upload any data or documentation with financials for the past 18 months
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Please upload ordering and product data
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Please check off the relevant ordering and product data you were able to provide
*
Order Levels
Revenue generated by product
Number of sales by product type
Re-order point
SKUs
None
Please provide vendor data
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Please check off the vendor data you were able to provide
*
Contact information
Pricing
SKUS
Minimum Order Quantities (MOQs)
None/Not applicable
What are your top three challenges or areas where you need support?
*
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Qualitative Questions
The next set of questions should take ~10 min to complete. We encourage you to complete as many of these questions as possible as it will give us a clearer picture of your current challenges and successes. Thank you!
How accurate is the data in your organization related to e-commerce?
Extremely inaccurate
Somewhat inaccurate
Somewhat accurate
Extremely accurate
How frequently do order fulfillment mistakes happen on a monthly basis?
Never
Rarely (1-4 mistakes/mo)
Occasionally (5-15 mistakes/mo)
Regularly (15+ mistakes/mo)
Daily
How frequently do you have inventory shortages on a monthly basis?
Never
Rarely (1-4 times/mo)
Occasionally (5-15 times/mo)
Regularly (15+ times/mo)
Daily
Do you have good customer reviews and ratings?
Yes
Mostly, but could be better
Not currently, but looking to change that quickly!
Are you concerned about any health and safety issues in your operation?
Yes
No
Do you have an over-reliance on one or a small group of suppliers?
Yes
No
In your business are there often sudden changes in demand levels?
Yes
No
Do you feel there is a good company culture in place?
Yes
No or could be better
How often does the organization achieve goals put in place?
We hit all of our goals!
We hit most of our goals
We hit a few of our goals
We almost never hit our goals
We don't operate with goals at the moment
Does your team predict demand forecasts accurately?
Mostly Yes
Mostly No
How many sourcing vendors do you currently work with?
Is your facility at capacity?
Yes, we are out of space
No, we still have room to grow
How much of your equipment is on wheels? (tables, shelving units, etc.)
All equipment on wheels
Most equipment on wheels
Some equipment on wheels
No equipment on wheels
Anything else we should know?
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Goals
We'd love to get a sense of your short and long term goals so we can stay aligned and help you achieve them!
What are your operational goals for next 6 months?
What are your operational goals for next 12 months?
What are your operational goals for next 18 months?
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