1. STEP 1 | “SPIN” --- Situation, Problems, Interests, Needs Let’s review our understanding of current programs, goals, and buyer needs STEP 2 | Program and Product Usage Analysis What products high relevance? What will we handle traditionally? What can we handle online? STEP 3 | Business Process Needs How will products get in-hands to the buyers and when? Understanding requirements for distribution, participants, reporting and billing. STEP 4 | The First Steps to Launching a Successful Program Understanding resources and corporate readiness to drive buyer adoption and compliance Assessing Needs

2. DISCOVERY TOPICSDISCOVERY QUESTIONSNOTES DECISION MAKER GOALS What is most important to you about ordering and managing promotional products? WHAT IS THE CURRENT SITUATION? Who is ordering and why? (by program /dept/div/individual/channel, etc.) What controls are in place for branding and spending? Who are the primary end “recipients” of your branded merchandise? How do people order products? Is there currently any technology to help take and fulfill orders (and that history) Any inventory? If yes how could it be improved? PROBLEMS What are the biggest problems your program faces? INTEREST / NEED Briefly, in addition to creative services, we offer a technology platform to help manage promotional spending with a new approach to online stores (and the reduction or elimination of inventory) GroupBuying and a customer portal that connects buyers to ordering services. When you think about your situation, what are you most interested in and what do you think you need to solve todays problems? STEP 1 | “SPIN” --- Situation, Problems, Interests, Needs

3. DISCOVERY TOPICSDISCOVERY QUESTIONS NOTES PROGRAMS What are your primary programs? (use Program Audit) Which programs have multiple buyers? (tradeshows, HR, etc.) Who manages each program? Which three are the best one to start with? (this has a separate discovery process) CORE / REPEAT PRODUCTS Outside of programs, what are types of products are repeat? Which buyers frequently order these and how? What are they using them for? Is there a budget for these (what is it?) If you have inventory for these, how is it managed? How have you considered using newer online ordering services that don’t require inventory? CALENDAR AND CUSTOM What types of products tend to be more seasonal or custom? Which buyers frequently order these? What are they using them for? Is there a budget for these (what is it?) How have you considered using newer online ordering services that don’t require inventory for these types of products? STEP 2 | Program and Product Usage Analysis

4. STEP 3 | Business Process Needs DISCOVERY TOPICS DISCOVERY QUESTIONSNOTES CONTROL, VISIBILITY AND SAVINGS How and who will initiate/authorize Buys? Who can order through technology? What kind of control / information do the Stakeholders want? USING TECHNOLOGY Tell me more about your processes now (online and off) and what could be improved To drive savings, how could you imagine having multiple buyers who could buy in volume and piggy back on buying together? Does your current situation provide a portal for online customer service and how might that help save time? REPORTING and BILLING What kind of information is important to you? How are controls/approvals managed? What reporting is desired and when? How will billing be handled?

5. STEP 4 | The First Steps to Launching a Successful Program DISCOVERY TOPICSDISCOVERY QUESTIONSNOTES IMPLEMENTATION We have a full implementation process that helps drive adoption of and affinity to a program that manages your brand and spending. I can provide an overview of this methodology when the timing is right. GETTING STARTED Are there any projects we can start with so that I can begin to understand more about your needs? Who else should I talk with? NEXT STEPS I’d like to take this information to my team and prepare a brief but relevant overview of what our platform could do for your organization. When would you like to schedule another meeting and/or webinar to see our platform of services? In summary, this is what I heard from you today… Is there anything you would like to add?