Form cover
Page 1 of 1

Onboarding Form

This form is crucial in helping us understand your expectations and business goals as our partner. The information you provide will serve as the foundation for your Partner Success Charter—a personalized strategy document that will outline the roadmap to achieving your goals and ensuring the success of our partnership. We encourage you to take the time to fill this out thoroughly (approximately 30 minutes). If you’re unable to provide specific details, don’t worry—our team will assist you in completing the remaining sections.

Personal Details

Title

Full Name

Primary Email Address

Additional Email Address, if any

Phone Number

Primary Address

Street Address Line 2

City

State/Province

Postal / Zip Code

Additional Address, if any

Email Invoices to

Would you like to add team members or employees to email correspondence

Would you like to add team members or employees to email correspondence
A
B

Business Details

Legal Business Name

View on Seller Central
https://storage.tally.so/62058b1d-1d4d-4662-b9c2-357c2573af7c/chrome_JZD3LJD27M.png

Seller / Vendor Central Display Name

https://storage.tally.so/bd2bd52f-8264-4154-a0c1-bfdfb3e425d4/AeiPSTIGe8.png

Do you own any trademarks or legally registered brand names for your business?

Do you own any trademarks or legally registered brand names for your business?
A
B
C
D

Selling Category

Average total monthly Amazon sales?

Account Details

Which type of Amazon account(s) do you currently have? (Select all that apply)

Which type of Amazon account(s) do you currently have? (Select all that apply)

How are you currently selling on Amazon? (Select all that apply)

How are you currently selling on Amazon? (Select all that apply)

What is your barcode preference when sending inventory into FBA for existing and new products?

What is your barcode preference when sending inventory into FBA for existing and new products?
A
B
C

Do you have a warehouse?

Do you have a warehouse?
A
B
C

Understanding Your Goals

What is the Primary Goal for your Amazon Business?

What is the Primary Goal for your Amazon Business?
A
B
C
D
E
F

*It’s important to recognize that growth and profitability are often on opposite sides of the spectrum, and trying to achieve both simultaneously can lead to diluted efforts and suboptimal results. To achieve success, it’s essential to choose one primary focus at a time based on your current business priorities and goals

Do you want Amerify to start advertising management on your account?

Do you want Amerify to start advertising management on your account?
A
B
C

List your top 3-5 Priority Parent ASINs to focus on (to fulfill your primary goal). Please provide the ASINs and additional context, if available. Use N/A if not applicable

https://storage.tally.so/12da4221-776f-464c-b8f6-3d4d18239089/FaV2zQK6yj.png

*While it can be tempting to focus on all ASINs, the better approach is to prioritize a few high-impact ASINs at a time. This allows us to achieve maximum results by leveraging the Pareto principle (80/20 rule). By concentrating resources on these high-priority products, we can improve performance more effectively and allocate resources more efficiently.

*If your monthly budget is low, we recommend focusing only on priority ASINs, with the highest spend allocated to Priority 1, followed by Priority 2, and so on

Parent ASIN 1

Advertise

Spend %

TACOS %

Primary Goal

Parent ASIN 2

Advertise

Spend %

TACOS %

Primary Goal

Parent ASIN 3

Advertise

Spend %

TACOS %

Primary Goal

Parent ASIN 4

Advertise

Spend %

TACOS %

Primary Goal

Parent ASIN 5

Advertise

Spend %

TACOS %

Primary Goal

What Monthly $ amount do you authorize Amerify to spend on advertising?

In addition to the priority ASINs above, are there any other Parent ASINs you would like us to advertise? If Yes, please provide the details below

In addition to the priority ASINs above, are there any other Parent ASINs you would like us to advertise? If Yes, please provide the details below
A
B

What is your overall TACOS goal for the account? (Select a range)

What is your overall TACOS goal for the account? (Select a range)
A
B
C
D
E
F
G
H

List any ASINS which SHOULD NOT BE ADVERTISED

*If the monthly budget is low, we recommend focusing only on priority ASINs, with the highest spend allocated to Priority 1, followed by Priority 2, and so on

Based on the SHOULD NOT BE ADVERTISED ASINs list above, what should we do with the existing campaigns?

Based on the SHOULD NOT BE ADVERTISED ASINs list above, what should we do with the existing campaigns?
A
B

Do you experience frequent stockouts or overstocking challenges? Please explain.

Helps us plan inventory-sensitive campaigns and ad spend

What is your average profit margin (in percentage terms), if known?

This helps us evaluate your profitability goals and set appropriate advertising targets

What is your average Cost of Goods Sold (COGS) per unit (in dollars), if known?

Please provide the average manufacturing and landed cost, including shipping fees

What is your lead time for inventory replenishment (in days)?

This includes production and shipping time to Amazon warehouses

What are your top 5 competitor ASINs?

Competitor ASIN 1

Competitor Brand 1

Link (if available)

Competitor ASIN 2

Competitor Brand 2

Link (if available)

Competitor ASIN 3

Competitor Brand 3

Link (if available)

Competitor ASIN 4

Competitor Brand 4

Link (if available)

Competitor ASIN 5

Competitor Brand 5

Link (if available)

Please provide your website(s) and social media channels associated with your Amazon business. This information will help us gather assets or additional context for social posts and branding.

Website URL(s):

Social Media Channels (e.g., Instagram, Facebook, TikTok, Pinterest

Do you prefer to approve changes before they are made, or would you prefer us make the changes and present the results?

Do you prefer to approve changes before they are made, or would you prefer us make the changes and present the results?
A
B
C

May we share your results with Amerify publicly?

May we share your results with Amerify publicly?
A
B