Trail SUPPLIER Directory applications
bELOW IS A GUIDE on how to apply to our supplier directory:
Follow the steps below and we’ll talk to you soon on your review call!
Step 1 - complete the Application Form, answering the questions below;
Step 1.1 Company details - this will generate a Non Disclosure Agreement, which we’ll send by email for you to digitally sign
Step 1.2 Business application - this is more about who your ideal customers are, how you manage comms, at a business level
Step 1.3 Services application - here you can tell us about each one of your services, so we can focus on one service at a time
Step 2 - book a review call (you’ll get the link at the end of the Services applicaiton)
Step 3 - we’ll send you a Non Disclosure Agreement to sign
Step 4 - pay your application fee
Step 5 - we carry out Due Diligence checks such as a company credit check & review of your standard terms of business.
Step 6 - we’ll review your application together
Step 7 - Your CALM Certification Issued, website content submitted, and page live
The questions defined in the Application Form are as follows:
Step 1.1 - NDA questions
We're delighted you'd like to apply. The first step is to sign a Non-Disclosure Agreement. This NDA is a two way agreement to ensure mutual confidentiality as we will share information about both of our businesses during our time working together. Okay, just a few questions about you and the business and then we'll send over an NDA to review and sign.
Are you a named director for this business at Companies House?
We need a director of the business to sign the NDA. Could you provide the contact details for a director who will do this (and let them know that they will get an email from us). Please give us the contact details for your director.
What is the company name?
What is the director’s first name?
And surname?
Please advise their email address
And their job title
What's your job title?
What is the registered business name (excluding the postcode) at Companies House? We'll ask for the postcode in the next question
And the postcode
Is the business registered in England & Wales, Scotland or Northern Ireland?
What is the Company Number at Companies House?
And the Registered Office (at Companies House)
Does the business operate under a Trading Name?
What is the Trading Name?
While we have you, as one of the company directors, we would like to ask a few more questions about the business. If our main contact is your business development team, we will not share this information any further if it is confidential, which we'll ask in the last question.
What is your objective for the business in the next 1-2 years?
What is your objective for the business in the next 2-5 years?
What is your current turnover (approximately)?
What level of turnover would you like to be at in 2 years’ time?
Are any of the objectives and turnover questions confidential if our main contact is not a company director?
At this stage, do you have any questions about the supplier directory or the sign-up process? If so, let us know and we'll be in touch to discuss.
Many thanks for the company information. We will send an NDA over to you to sign very shortly. Once we get that back we will send you the application form.
Step 1.2 - Business Application questions
1. Who are your ideal customers (turnover, number of customers, location, sector etc)?
2. Is the business a member of any trade associations or professional bodies?
3. Responsiveness - how do you respond to enquiries and requests from customers? **
4. Communication - how do you manage communications with customers? **
5. Complaints – if something goes wrong, how do you typically respond to customer complaints? **
6. Sustainability - What (if any) steps is your business taking to reduce the carbon footprint of your business and the products/services you offer?
7. What year was the business founded?
8. How many employees are there in the business (FTE)?
9. Do any of these apply to your business?
10. Education/promotion – As a way to (subtly) promote your goods/services, would you be willing to offer education-based webinars or be a guest on our podcast to add value to our members? If so, what topics could you discuss which would help business owners/directors?
We would like you to offer a discount to our members for your services. You can offer this discount either based on a customer’s overall spend or for a specific service. This will enable you to vary discounts per service.
11. Do you want to offer an overall discount or a service-specific discount?
12. If you want to offer an overall discount, what rate of discount will you provide? We will ask for service specific discounts in the next step of the application.
13. Do you have any questions or comments about the supplier directory? We can discuss on our call.
Step 1.3 - Services questions
1. Which service are you applying for?
2. Is this a regional or national service? If regional, which regions of the UK can you deliver the service to?
3. Please tell us more about this service and how it will help our business members
4. How do you ensure you are providing the right goods/services that your customer needs? **
5. Planning – what time (if any) is required for customers to start working with you? Please provide enough information to ensure we get businesses to engage with you early enough for a smooth transition.
6. Delivery timeliness – how do you ensure that you meet customer deadlines? **
7. Training – What training (if any) do you offer your customers as standard? **
8. Outsourcing – Is any of this service outsourced to a third party? If so, which parties do you use regularly and how do you ensure that they work to an acceptable standard?
9. Ongoing support – what (if any) ongoing support is required for your services. What SLAs do you offer (if any) as standard? What SLAs do you offer (if any) for an enhanced service? **
10. Continual improvement/ innovation – do you offer innovative ideas to try to reduce costs or increase efficiencies of this service for your customers?
11. Pricing – What is the standard pricing for this service? How is it charged (eg by the hour, by unit etc)?
12. Discount for this service - if you are offering a discount per service, what discount are you offering for this service?
Many thanks for your application. On the next page, you can either submit another service or move on to questions about the company.