This quote will provide you with the cost outline, the deliverables and the terms of the project.
We will be using terms such as 'Sales Order,' which refers to the duration of the contract, and 'Work Order,' which refers to the cadence of your program.
'Sales Orders' are typically one year unless noted in the quote's line items below. We will reach out to you towards the end of the sales order term (30-60 before renewal) and confirm that you would like to continue your program and if there are any changes to cost or scope.
'Work Orders' note the cadence in which your program will run. Programs that are set to auto-run without customizations per-work order cycle (i.e. Weekly, Monthly, Quarterly, etc.) will have a minimum portal access and administration fee associated with executing the work for each work order. Work Orders that require frequent updates, customizations, changes in targets, timings, scope, etc., will be charged based on the time involved in communicating and executing these changes and updates.
You agree to the information and points noted by reviewing and signing this document. If you have any questions about the information listed, don't hesitate to contact the Shoppers Confidential representative that prepared this quote.
Next Steps:
We encourage you to share this quote and scope with all the stakeholders in your process. If you have any questions or require revisions, please reach out, and we would be happy to work with you to ensure this captures your needs effectively. If you would like to set up an additional meeting to review this document, we would be happy to set it up. After the revision process (if required), the next step is to approve this ballpark quote. At the bottom of this document is a place to sign and confirm your acceptance digitally. If you require a PDF version for your internal process, we would be happy to provide one; however, for our processes, we do require a digital confirmation from the contact noted in the quote to move forward.
Onboarding Process
- Once the quote is digitally approved, we can begin the onboarding process. You will be sent an onboarding email to note details such as your payment information, sales order contact information, your Shoppers Confidential contact person, location information and who will have access to your portal and the report export emails.
- Your Shoppers Confidential contact will invite you to a meeting to review your KPIs, cadence, locations, and baseline survey build information. After this meeting, they will send you a draft survey for your review and edits for your final input. Your program setup fee covers this review process and meetings; if you require multiple revisions due to multiple stakeholder feedback, this may incur additional administration charges.
- Once the survey(s) and instructions are finalized, we launch them to our shoppers to apply to complete following our launch schedule. After your first 3-5 results come in, your SCI contact will reach out to you to review the results, your customized portal, and see if any additional updates are required.
Process Timelines
- The time from quote approval to viewing results is variable due to many internal and external factors, such as your internal stakeholder review process, the complexity of your program, etc.
- Monthly work orders will be launched for the start of the following month after the program setup is completed. Quarterly programs will run at typical quarterly frequencies unless otherwise defined in this document (January-March, April-June, July-September, October-December), etc.
- Ad-hoc or one-off projects will be assumed to have 6-8 weeks for completion unless noted in the customized portion of the quote document.
- Any sales orders with a 'rush' to set up or complete outside the standard timeframes may incur an additional rush-fee.