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Intake Questionnaire

Company Name

*

Primary Contact Name

*

Email Address

*

Website Link

Annual Revenue

*

Annual Revenue

A

< £100k

B

£100k – £500k

C

£500k – £1m

D

£1m – £5m

E

£5m+

Primary Sales Channels (select all that apply)

*

Primary Sales Channels (select all that apply)

Amazon

Shopify/ D2C

Marketplaces (Etsy, etc.)

Wholesale / B2B

Other

Section 2: Expansion Intent

Which expansion best describes your situation?

*

Which expansion best describes your situation?

A

UK → EU

B

EU → UK

C

UK & EU simultaneously

D

Already selling cross-border, want to optimize

Target Markets in the next 12 months

*

Target Markets in the next 12 months

United Kingdom

Ireland

France

Germany

Nordics

Other EU Countries

Timeline to launch or restructure

*

Timeline to launch or restructure

A

ASAP (0–30 days)

B

1–3 months

C

3–6 months

D

Exploring only

Section 3: Products & Compliance Risk

Primary product categories (select all)

*

Primary product categories (select all)

Apparel / footwear

Cosmetics / skincare

Supplements / food

Home & lifestyle

Electronics / accessories

Medical / regulated goods

Other

Number of SKUs you plan to sell cross-border

*

Number of SKUs you plan to sell cross-border

A

1–5

B

6–25

C

26–100

D

100+

Do any products contain the following? (select all)

*

Do any products contain the following? (select all)

Food ingredients

Alcohol

Animal or plant products

Batteries or liquids

None of the above / unsure

Do you already have HS codes assigned?

*

Do you already have HS codes assigned?

A

Yes

B

Partially

C

No

D

Not sure

Section 4: Current Fulfilment & Logistics

Where is inventory currently stored? (select all)

*

Where is inventory currently stored? (select all)

Great Britain

Northern Ireland

EU (specify country)

Outside UK/EU

Current fulfilment model

*

Current fulfilment model

A

Single warehouse

B

Separate UK & EU warehouses

C

Dropshipping

D

3PL-managed

E

In-house fulfilment

Are you currently using any NI-based partners?

*

Are you currently using any NI-based partners?

A

Yes

B

No

C

Not sure

Primary logistics pain points (select up to 3)

*

Primary logistics pain points (select up to 3)

Customs delays

High landed costs

VAT complexity

Stock duplication

Delivery speed

Customer complaints

Compliance risk

Section 5: Tax & VAT Readiness

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

*

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

UK

Ireland

Other EU country

Not registered

Are you using OSS or IOSS today?

*

Are you using OSS or IOSS today?

A

Yes

B

No

C

Not sure

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

*

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

Unexpected VAT bills

Returned shipments due to customs

Marketplace account warnings

Inconsistent duty charges

None of the above

Section 6: Technology & Partners

E-commerce platform used

A

Shopify

B

WooCommerce

C

Custom

D

Other

Current partners

3PL(s)

Freight forwarder

Customs broker

VAT software provider

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

*

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

A

Yes

B

Maybe

C

No

Section 7: Objectives & Success Criteria

Top business goals for expansion (select up to 3)

*

Top business goals for expansion (select up to 3)

Faster delivery

Lower landed cost

Regulatory certainty

Single inventory pool

Improved margins

Market testing before scaling

What would make this engagement a success?

*

Section 8: Engagement Fit & Budget

Have you allocated budget for cross-border setup?

*

Have you allocated budget for cross-border setup?

A

Yes

B

No

C

Depends on scope

Which engagement best fits your needs today?

*

Which engagement best fits your needs today?

A

Readiness assessment

B

Full market entry setup

C

Ongoing advisory

D

Not sure

Intake Questionnaire

Company Name

Primary Contact Name

Email Address

Website Link

Annual Revenue

Primary Sales Channels (select all that apply)

Section 2: Expansion Intent

Which expansion best describes your situation?

Target Markets in the next 12 months

Timeline to launch or restructure

Section 3: Products & Compliance Risk

Primary product categories (select all)

Number of SKUs you plan to sell cross-border

Do any products contain the following? (select all)

Do you already have HS codes assigned?

Section 4: Current Fulfilment & Logistics

Where is inventory currently stored? (select all)

Current fulfilment model

Are you currently using any NI-based partners?

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?

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

Section 6: Technology & Partners

E-commerce platform used

Current partners

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

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?

Which engagement best fits your needs today?

Anything else we should know?