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Intake Questionnaire

Company Name

Primary Contact Name

Email Address

Website Link

Annual Revenue

A
B
C
D
E

Primary Sales Channels (select all that apply)

Section 2: Expansion Intent

Which expansion best describes your situation?

A
B
C
D

Target Markets in the next 12 months

Timeline to launch or restructure

A
B
C
D

Section 3: Products & Compliance Risk

Primary product categories (select all)

Number of SKUs you plan to sell cross-border

A
B
C
D

Do any products contain the following? (select all)

Do you already have HS codes assigned?

A
B
C
D

Section 4: Current Fulfilment & Logistics

Where is inventory currently stored? (select all)

Current fulfilment model

A
B
C
D
E

Are you currently using any NI-based partners?

A
B
C

Primary logistics pain points (select up to 3)

Section 5: Tax & VAT Readiness

Are you VAT registered in any of the following? (select all)

Are you using OSS or IOSS today?

A
B
C

Have you experienced any of the following? (select all)

Section 6: Technology & Partners

E-commerce platform used

A
B
C
D

Current partners

Are you open to NI-based fulfilment partners if recommended?

A
B
C

Section 7: Objectives & Success Criteria

Top business goals for expansion (select up to 3)

What would make this engagement a success?

Section 8: Engagement Fit & Budget

Have you allocated budget for cross-border setup?

A
B
C

Which engagement best fits your needs today?

A
B
C
D

Anything else we should know?