Case Study: Mountain Source achieves real-time field reporting and improved retail performance with GoSpotCheck by FORM

Mountain Source Navigates Retail's Rugged Terrain

Mountain Source is a Rocky Mountain–based outdoor sales agency that represents brands like Smartwool and Chaco and conducts thousands of in-store visits across Colorado, Utah, Idaho, Montana, Wyoming, New Mexico, and Nebraska. Facing industry-wide e-commerce pressure, the company struggled with inefficient, inconsistent field reporting—teams used spreadsheets, Evernote, phone calls and texts, and spent hours compiling end-of-day reports—leaving managers without timely, structured retail intelligence.

Mountain Source adopted GoSpotCheck to streamline field management, improve communication with brand partners, and capture faster, more consistent store-level data. The mobile-first platform onboarded quickly, enabled dozens of reports per shift instead of a few, eliminated paperwork and end-of-day filing, and gave managers dashboards to compare performance, ensure brand compliance (e.g., flag outdated signage), and act on opportunities to drive in-store sales; the company now plans further integrations to expand its use.

Mountain Source

Bruce Gordon

Partner