D2C & Marketplace Agency Survey: AI-Led Margin, Pricing & Promotion Optimization

Section A: Respondent and Market

Tell us who is responding and the primary market you operate in.

Who are you responding as?

Primary market

Company / agency name

Your name

Your role

Section B: Business Profile

Basic qualification: category, revenue scale and SKU complexity.

Section C: Platforms and Tech Stack

Select all relevant sales channels and tools. Use “Other” if something is missing.

Sales channels / marketplaces used

Ecommerce platform used

OMS / ERP / inventory tool used

Payment gateway(s) used

Ad platforms used

Section D: Unified Performance View

This section tests whether your team has one trusted view across channels.

Do you have one unified performance view across all sales channels?

For example: sales, ad performance, discounts/promos, inventory and margin across own website, marketplaces and q-commerce.

Would a unified performance dashboard be useful for your team?

Section E: Commercial Workflow

This section tests how pricing, promotion and contribution-margin decisions are made today.

How often do you change prices, coupons, bundles or promotions?

How do you currently decide discounts, bundles and marketplace/q-commerce promo participation?

Do you use pricing intelligence tools such as DataWeave, Sciative, Intelligence Node, Prisync, etc.?

Do you calculate contribution margin by SKU and channel after discounts, ads, platform fees, logistics and returns?

Does cash-flow timing influence when you run promotions?

Section F: Pain Points

Rate how painful these problems are in your current workflow.

Pain: deciding profitable discounts/promotions today

Pain: Channel wise SKU-level contribution-margin visibility

Pain: timing promotions around inventory and cash-flow needs

Section G: Buying Signal and Follow-up

This helps us understand whether the problem is worth solving commercially.

Would you pay for a solution that improves SKU-level contribution margin across platforms while providing a unified performance view?

Open to a 25-minute follow-up / pilot discussion?

Expected monthly budget if ROI is proven optional

Preferred contact for follow-up optional

Section B: Agency Profile

Basic qualification: client scale, category coverage and agency complexity.

Number of active brand clients

Average client revenue / GMV band

Primary client categories managed

Section C: Platform Coverage and Services

Select all platforms and services your agency manages.

Marketplaces / platforms managed

What do you manage for clients?

Section D: Unified Performance View

This section tests whether your agency has one trusted client-wise view across platforms.

Do you have one unified dashboard to compare performance across platforms for each client?

For example: select a client and view sales, ads, discounts/promos, inventory and margin by marketplace/platform.

Would a client-wise cross-platform performance dashboard be useful for your agency?

Section E: Commercial Workflow

This section tests client expectations and your role in pricing, promotion and margin decisions.

Do you influence pricing, discounts, bundles or deal participation?

Do clients ask you for profit improvement or mostly ROAS/revenue growth?

Do you use any pricing / BI / marketplace intelligence tools today?

Do clients share COGS / gross-margin data with you?

Section F: Pain Points

Rate how painful these problems are in your current agency workflow.

Pain: combining marketplace, Ad, inventory, margin and other data

Pain: proving Ad/promotion profitability to clients

Pain: preparing client business reviews manually

Section G: Buying Signal and Tool Preference

This helps us understand whether the concept would create value for agencies.

Would this help improve client retention, reporting quality or charge higher retainers?

Would you prefer this concept as an internal agency tool or a white-label client dashboard?

Preferred pricing model optional

Preferred contact for follow-up optional