FORM | Brand Evolution LLC

STRATEGIC FIT INTAKE

This assessment helps determine alignment, commercial readiness, and the most appropriate engagement model for your brand’s current stage of growth. All information submitted is strictly confidential.

Name + Company Name

Phone

1. Current Market Footprint

List the markets where your product is currently sold and the corresponding wholesaler/distributor in each.

2. Chain Penetration

List the regional and/or national chains where you are currently authorized and selling.

3. Competitive Differentiation

What meaningfully differentiates your brand within its competitive set?(Examples: quality-to-value proposition, ratings/scores, reviews, awards, innovation, sourcing, brand story.)

4. Sales Support Strategy

What sales tools are currently deployed to drive velocity and healthy sell-through?(Examples: price promotions, POS materials, depletion programs, influencer/celebrity partnerships, social media activation, field support.)

5. Internal Infrastructure

Outline your current internal team structure (roles only).

6. 3–5 Year Strategic Objectives

What are your primary growth objectives over the next 3–5 years?(Expansion, exit, capital raise, national scale, etc.)

7. Engagement Focus

Where do you feel Brand Evolution can provide the greatest impact at your current stage?(Examples: Total Brand Management, Chain Management, Distribution Expansion in the U.S., Strategic Advisory.)