Certification for Enterprise Account Services Class Two Presenting the Boundless Story

Class Two Goal To have you gain skill and confidence in your ability to tell the Boundless story Schedule

Overview What do we mean by “The Boundless Story”? It’s what we tell people Our value to our customers (based on their position) Why we are winning accounts? Unique offering in the industry Process for connecting buyers through our Platform Introduction

Knowing your audience and what they care about Telling the story to the “Money” person They value visibility, control and savings They care about process to control spending Telling the story to the “Brand” person They value creativity, control and expertise They care about process to control branding Overview

Boundless Network Branded Merchandise Solutions Account Name Date MM/DD/YYYY SP Name, Title

About Boundless Fastest growing “Top 40” distributor in North America Experts in marketing, merchandising, and supply-chain Leader in technology for managing branded merchandise spend Representative Clients

Friends & Family “Maverick Spend” Company Store Preferred Vendor Where spend really happens… Challenge: Lack of Best Practices Reduced Control / Visibility Brand integrity Budget Missed Savings No spend leverage Wasted time Expensive inventory Risk Exposure Compliance Product Quality / Sourcing Buyer Community Impact

Branded Merchandise Spend Platform Impact Connecting buyers on one platform… Solution: Platform to Support all Spend Control / Visibility Visibility into brand use Reporting across all buyers Savings Order aggregation Zero inventory One-stop saves times Minimize Risk Strict supplier standards Guaranteed compliance Program Services Order Services Online Ordering

Boundless Solution Platform Visibility | Control | SavingsCreativity | Service | Expertise + How we deliver sustainable value… People

Boundless Platform: People The best team in the industry Order Lifecycle Management Program Management Account / Buyer Services

Boundless Platform: Technology Company Store Ecommerce company store of pre- selected products with your logo. Enterprise Reporting Real time reporting for buyers and managers on all branded merchandise orders. Product Search Online catalog with thousands of products customizable with your logo. Customer Portal Personalized website to access customer service features, including order tracking, reporting, and online buying tools. GroupBuy Order aggregation service to drive volume savings and save time. One stop for all branded merchandise needs

Customer Portal Track orders, download invoices, and place reorders Access online ordering services, including online stores, and GroupBuy offers. Real-time reporting on branded merchandise orders across all buyers Boundless Platform

GroupBuy: Automated Order Aggregation Aggregate orders across all buyers to provide volume discounts Turn any order into a GroupBuy Setup recurring GroupBuy offers for core products Boundless Platform

Online Company Stores Approved products that can ship in 24 hours (zero inventory) Unlimited product choices for 2-3 week in-hands date (zero inventory) Automate and streamline approval processes Boundless Platform

Why Boundless? Proven results… Boundless Network offered a technology platform that met our requirements, both in terms of maintaining our brand and leveraging our spending power across all of our offices. Deb Walker, Manager of Purchasing and Facilities, CCSBCY Boundless Network’s technology, best practices and sales professionals have helped us optimize our promotional spend processes across sales, marketing, purchasing and HR. Alan Wong, ASD Sr. Manager, Hitachi America Ltd. “ “ “ “ Boundless Network provided an outstanding team and a technology platform that helped us successfully launch our new brand and will continue to help us optimize our promotional spend. Gary Jollon, Director of Global Marketing, CareFusion “ “

Getting started… Next Steps Identify immediate needs 1 Execute LOI (Letter of Intent) 2 Schedule requirement definition meetings with key stakeholders 3 Formal proposal / contract 4

Boundless Network 200 East Sixth Street Suite 300 Austin, TX Tel Fax Contact Information

Addendum Slides

Needs Assessment Proven methodology for success… Boundless Approach Solution Development Launch Measure & Optimize Understand current programs, processes, goals and buyer needs Plan to achieve goals, including technology, account team, and a launch plan. Phased roll-out working with account team to ensure adoption and success Measure key metrics and make adjustments to ensure continued success

I need 200 branded pens I need 150 I need 250 I need 400 I need 300 I need 200 Order Original Buyer Volume Savings Boundless GroupBuy GroupBuy: How It Works… As more buyers participate, the price drops.

Putting it to practice: Homework Class Two Become an expert in telling the Boundless story Review and practice the Boundless presentation and watch video Give the presentation to three peers (three separate pitches) Use the “feedback” form to record comments from your peer Review feedback provided to you from your ‘observing’ peer What did you notice about your presentation? What do you need to improve? What do you need better understanding of? To be certified, turn in 3 presentation feedback forms initialed by your peer. Extra Credit Give the presentation to three close customer relationships Homework