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startpad-logoblue Onboarding Journey, Prospective Client Questionnaire,…
Onboarding Journey
Employee onboarding
Tools to use
Monday.com
Airtable.com
Slack
Teamwork.com
Shipstation
WeChat
WhatsApp
Startpad email
Adobe Acrobat Pro
Download Shift
YunTrack/YunExpress
Pitney Bowes/USPS/Fedex
Startpad Google Drive
Getting Started
Tour of office
Key card to access building
Purple Cow book
Set up work station and equipment
Team Introduction
Training Week
Platforms briefing
Pick and packing training (TBD)
Join in on listening on the daily calls with China team 5:30pm (PST)
Client onboarding
Types of Client
Dropship Cloud
Procedure of client/Startpad team intro through Slack
Initial Phase
Steps to source
Airtable client submit form from Dropshipcloud
Cary will sync and finalize price with China Team
Pricing agreement
Confirming pricing with CX
Second Phase
Start to order
Client sends us daily orders from their website via Slack
Import daily order into Client's base in Airtable
China team process and provide tracking number and upload the file with tracking onto airtable
Invoice processing by finance team to cx via slack and airtable
Third Phase
Go over Dropshipcloud
How to create a ticket
How to review a ticket
How to view Inventory sheet
How to view sourcing sheet
How to put in a sourcing request
Brand Building
Website
Design
Social Media
Run Ads/Campaigns
Prospective Client Questionnaire
Point of Contact(s)
Phone Number
Website
Email
Detail of service needed(Social media,Design,website) Create this as a checkbox
Budget Range (what is our min and max)
Client name
Project deadline
Comment section: "What are your goals for the next 1,3,6 months" ie. "My goal is to finish website, launch product in 60 days"
Signed Client Questionnaire
Payment method
CC on file
Billing Address
Copy of ID
Monthly balance due (unpaid balance will be processed with the account on file if client does not pay by the due date)
Review and sign off understand billing process
Signed Client Questionnaire
Payment method
CC on file
Billing Address
Copy of ID
Monthly balance due (unpaid balance will be processed with the account on file if client does not pay by the due date)
Review and sign off understand billing process
Internal Check List
Adding employee to all related communication channels
Proposal (quoters.io)
Review and finalize proposal
Signed agreement for both parties
Proposal (quoters.io)
Review and finalize proposal
Signed agreement for both parties
Responsible for cross checking :
