Dealer Information

Completion of this Preliminary Dealer Questionnaire Form does not obligate you in any fashion, but is a prerequisite for consideration of the Company as a Dealer of IntelliShade products. This form will aid IntelliShade in adding the company as a dealer with pertinent contact info along with additional company info. Please complete it in as much detail as possible. The information provided herein will not be disclosed to anyone other than IntelliShade, its affiliated companies, or its financing sources.

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Company Name

Address

Address Line 1

Address Line 2

City

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Zip Code

Email sell? submitting

Phone

Email *

Website / URL

Reseller Certificate #

A copy of this is required for accounting purposes

Federal Tax ID # *

D&B # (If you have one)

Contact Person *

First

Last

Title *

Office Number *

Cell Phone

Email *

Lead Sales Contact *

Including Email

Lead Installation Contact *

Including Email

How long has the Company been in business (years)?

What is the annual revenue of the Company?

What products do you currently sell?

What is your top selling product?

Is your company located in a brick and mortar facility?

• Yes
• No

Is it owned or leased? if leased, what is the duration? (copy)

• Owned
• Leased

If leased, what is the duration?

Do you have a storefront or a showroom?

• Yes
• No

Do you participate in Consumer Shows (Home Shows, Trade Shows, Festivals, etc.)

• Yes
• No

If yes, please explain type of shows

Do you do direct mailers, email blasts, social media, or any other form of advertising or marketing?

• Yes
• No

If yes, please explain

Does the company have more than one location, if so where?

What areas or territories does the company currently cover?

Does a representative of the company or a member of the installation crew have a GC License, construction experience, deck building experience, or have built a patio cover?

How many sales people work for the company?

COI

• Yes
• No

In order to be an installing dealer, we require a copy of your Certificate of Insurance with a minimum of $1,000,000.00 in general liability insurance or comparative coverage. Do you meet this requirement?

Certificate of Insurance *

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Has the organization or any principal party to the organization ever filed for bankruptcy protection?

• Yes
• No

If yes, please explain

Based on the answers of the previous page, please outline your plan of success and intention representing lntelliShade. Within the next 90 days, dealer agrees to:

Purchase one l0'xl0' motorized display.

• Yes
• No

Purchase a 2'x2' motorized display.

• Yes
• No

Feature lntelliShade (logo) and its products prominently on dealer website, social media, and business pages.

• Yes
• No

Devote a quarterly ad spend to traditional marketing channels (print ads, mailers, radio, etc).

• Yes
• No

Maintain a digital presence through social media and email marketing featuring lntelliShade.

• Yes
• No

Participate in regional trade shows and home and garden shows within sales territory.

• Yes
• No

Is the organization or any principal party to the organization currently involved in any legal proceedings either as plaintiff of defendant?

• Yes
• No

If yes, please attach an explanation of the details of the litigation when submitting the form.

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Are you tax exempt?

• Yes
• No

If you are tax exempt, please provide your tax exemption form with the return of this application.

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Submit