Engage3 | Feasibility & Pricing Scope Request (Streamlined)

1 Request Basics

Email Address* Client Name* Salesforce Opportunity Link*

Support Needed*

Customer Type*

Client Category(ies)*

Desired Term Length*

Deadline Date

Client Category(ies): describes the client's own business. Freeform, comma separated if more than one.

2 Product / Solution

Select every solution in scope for this request.

CIM (T1 or T4, set per retailer below) CIM POC (Excludes In-Store & Missions/Scanner App) Consulting Price Science

Price Science details

Field	Value
Retailer Revenue Band
Modules On	PIA PIM Base Markdown PIM Promo
Implementation Complexity Tier
What Comp. Intel will fuel the data science solution?*
Onboarding Advisory?
Strategic Advisory?

2 Product / Solution

Select every Brand solution in scope for this request.

Unstructured Data (Mozenda), Managed Service Mozenda, Self-Serve Brand CIM T4, Structured Data & Linking

2 Expansion Pricing Intake

Provide the complete current scope and the complete new scope below, plus the current contract price. A form with only the incremental piece will be returned.

Existing Order / Contract Reference* Opportunity Owner (CSM)* Current Contract Price Paid Today (ARR, exact amount, USD)*

Current Contract End Date Co-term the Expansion to That End Date? Requested Effective Date / Go-Live for New Scope

Expansion Term Length* Approximate Client Assortment Size (# of SKUs)

Engine (check one, determines which scope block below applies)

Price Science Retail CIM Mozenda Brand CIM T4

Retail CIM Scope

What do you need? (select one or both)

Recurring Scope Change (current scope + additions/removals) One-Time / Ad-hoc Deliverable

Fill the current scope in full. For changes, add new lines as Add rows and identify lines to drop as Remove rows, no need to re-enter lines that aren't changing. Set Tier (T1 or T4) per line on Add rows. T1 lines leave % Linked blank. T4 lines complete it, and Full Book locks to Y. Collection Type options depend on Tier: T1 allows Web or In-Store Scan, T4 allows Web or In-Store Directed. Directed rows need Items to Shop.

Current scope, every line as it exists today

Retailer / Banner	Tier (T1/T4)	Industry	Collection Type	Items to Shop	Comp. Store Locations	Frequency	Full Book? (Y/N)	% Linked	C-store? (Y/N)	Tobacco Included? (Y/N)	Tobacco %

Scope Changes (Additions & Removals)

Add rows need full details. Remove rows only need the Retailer/Banner name, everything else locks once Remove is selected.

Retailer / Banner	Change Type	Tier (T1/T4)	Industry	Collection Type	Items to Shop	Comp. Store Locations	Frequency	Full Book? (Y/N)	% Linked	C-store? (Y/N)	Tobacco Included? (Y/N)	Tobacco %

One-time / Ad-hoc deliverables, separate from the recurring scope above

Use this table for one-time or ad-hoc CIM deliverables only. Name every target. Under Notes, provide a brief statement of what we would be providing, plus the deadline.

Target (Named)	Tier (T1/T4)	Data Type	Items to Shop	Estimated Data Points	Notes

Mozenda Scope

What do you need? (select one or both)

Recurring Scope Change (current scope + additions/removals) One-Time / Ad-hoc Deliverable

Fill the current scope in full. For changes, add new sites as Add rows and identify sites to drop as Remove rows, no need to re-enter sites that aren't changing.

Current scope, each site as it exists today

Site (URL)	Difficulty	Frequency	Language	Page Loads / Delivery

Scope Changes (Additions & Removals)

Add rows need full details. Remove rows only need the Site (URL), everything else locks once Remove is selected.

Site (URL)	Change Type	Difficulty	Frequency	Language	Page Loads / Delivery

One-time / Ad-hoc deliverables, separate from the recurring scope above

Use this table for one-time or ad-hoc Mozenda deliverables only. Name every target. Under Notes, provide a brief statement of what we would be providing, plus the deadline.

Target (Named)	Site (URL)	Estimated Data Points	Notes

Price Science Scope

Field	Current Scope	New / Adjusted Scope
Retailer Revenue Band
Modules On	PIA PIM Base Markdown PIM Promo	PIA PIM Base Markdown PIM Promo
Implementation Complexity Tier
Engage3 CIM Used?
Onboarding Advisory?
Strategic Advisory?

3 Scope by Retailer / Banner

One row per retailer or banner in scope. Add as many rows as needed, the totals update automatically.

Collection Method is single select. A banner needing both web and in-store collection should be entered as two rows.

Use Notes for exceptions only, such as specific addresses or timeline requirements.

Tobacco Included and Tobacco % only apply when Collection Method is In-Store and C-store is Y.

Retailer / Banner	Tier (T1/T4)	Collection Method	Items to Shop	# Locations	Delivery Frequency	% Assortment Linked	C-store? (Y/N)	Tobacco Included? (Y/N)	Tobacco %	Notes
Totals				0		–

2 Scope by Walmart Location

One row per crawl grouping in scope. Add as many rows as needed, the totals update automatically.

Collection Method is always Web / Online Crawl for Walmart incremental crawls.

Check a category to cover it broadly, or open it to select specific sub-categories instead.

Collection Method	Crawl Type	# Locations	Delivery Frequency	Walmart Categories	Notes
Totals		0

4 Additional Context

Anything else feasibility or pricing should know Attachments

Feasibility & Pricing Scope Request

1 Request Basics

2 Product / Solution

2 Product / Solution

2 Expansion Pricing Intake

Retail CIM Scope

Mozenda Scope

Price Science Scope

Brand CIM T4 Scope

3 Scope by Retailer / Banner

2 Scope by Walmart Location

4 Additional Context

Submission Needs Attention