Pre-Sales Discovery & Prospect Questions

As part of ensuring VU Custom fits your brand, it is essential to align on the technical landscape and the desired customer experience.

While the Product Matrix handles the SKU-level data, the below discovery questions define the integration, order flow and logic, and production workflow.

Why this is important

Capturing these details early ensures that the VU Customizer is configured to fit within your existing e-commerce stack and that the output files are compatible with your manufacturing process.

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Discovery Template

To streamline this process, please locate the "Prospect Profile Q/A" tab (the second sheet) in the Product Matrix linked below and complete the profile.

80KB

Sample_Product_Matrix.xlsx

Open

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1. Platform & Order Integration

We need to understand how VU will sit within your existing ecosystem to ensure orders flow seamlessly from the cart to the factory.

Item	Specifics to Capture	Sample Answer
Ecomm Platform	Exact platform and version (Shopify Plus, B2B, etc.)	Shopify Plus
Additional Platforms Involving Orders	Other systems involved (ERP, WMS, 3PL)	NetSuite (ERP) and Shipstation (3PL)
Order Flow Logic	The step-by-step path the order takes	Shopify → NetSuite → Shipstation
Order Export	How the factory/fulfillment center accesses data	Orders grabbed via API with decoration details

2. The Customizer Experience (UX)

These questions define how the user interacts with VU and navigates through the customizer

Item	Specifics to Capture	Sample Answer
Pricing Logic	Nuances like tiered pricing, upcharges, or MOQs	Price breaks are volume and customer-type driven
Live Wireframes	Desired user flow or links to an existing customizer	"We want to re-orient our current flow to XYZ"
2D or 3D	Are we using photography, 3D models, or CADs?	2D photography
Business Logic	Conditions that dictate the customization process occurs	"Must have a Minimum Order Quantity (MOQ) of 24"

3. Personalization & Configuration

This section defines the selections within a product.

Item	Specifics to Capture	Sample Answer
Zoning	Defined sizes, locations, and behavior of print areas	Image wraps around the entire product; fixed text box
Personalizations	Details on Image, Text, and Monogram capabilities	Users can move/rotate images; specific font lists
Customizations	Options selected outside the customizer	Color and Size are selected on the product page
Decorations	Available stock icons, patches, or offerings	No stock offerings; user-uploaded content only
Stock Graphics	Static branding that must appear in the render	Unchangeable logo present on the product base

4. Production & Fulfillment

This ensures that the "Print Ready" files generated by VU are actually ready for your specific machinery.

Item	Specifics to Capture	Sample Answer
Production Methods	The physical application (Engraving, DTG, etc.)	Logos are printed, text is engraved
Print Files	Required file formats, dimensions, and layers	Layered Adobe Illustrator (.AI) files
Delivery Method	How the print files reach the factory	TBD (API, SFTP, etc.)