Workflows
What's the first thing you should do before you convert a lead into an opportunity?
De-Dupe!!
What types of businesses are a good eComm fit?
1. Food trucks
2. Small bars/restaurants in remote areas
3. NROs!
4. Bakeries/cafes
Does Toast work with Quickbooks?
Yes, via xtraChef and Shogo
Can I lease my hardware with Toast?
No, you can pay up front, apply our 36 month 0% financing option, or try out EasyPay "Pay as you get paid" option
EasyPay: You can apply for a 180 lease of Toast where you pay for your hardware and services (installation/onboarding etc) as a percentage of your sales tax for 180 days
Where do I send a current customer who wants to buy a new kitchen printer?
The Toast Shop (go to the back end of your system, under the manager tab you should have access to the Toast Shop, an online store where you can make hardware and software purchases). If they need to talk to someone in person you can give them our customer support number (617) 682-0225
How do you leave a note for an AE/ISR letting them know that a current customer wants to set up a new location/has questions about new hardware etc?
Chatter them on the account! ex:
"Hey @Emma O'Rourke- this CX just called in and has questions about applying his previous discount to a new kiosk. His number is 123 if you have a chance to follow up, thanks"
How many handhelds max can you purchase with the Starter Kit?
originally 3, now 2 with the chip shortage
Who makes Toast hardware? Do you use Elo?
Toast builds its own hardware. It's Android based and is made to withstand drops, spills, heat and other elements found in the restaurant environment
How much is a ToastGo 2?
$449
Someone calls in on the sales line and you answer but they only speak Spanish- where do you pass them?
1. If Berto is working you can have Berto call them back
2. Juan and Alfonso on our emerging markets team can call and qualify the prospect
What are the 3 things you should do before you flip an opp you just made into the rep's name?
1. Make sure the initial opportunity box is checked
2. Make sure there is an event in the rep's name to be marked
3. Enter your BANT and fill out the rest of the prompted info
Can a prospect purchase kiosks with the Starter Kit?
No
What does OPT do and what are a few main benefits?
Order & Pay at the table allows guests to use their smartphones to scan a QR code to order their meals as well as pay for them.
Benefits: increases ticket size when guests don't have to wait for a server to order another round, another app etc. Decreases table turn time because servers don't need to run back and forth entering orders at a terminal, bringing back receipts, taking cards etc. Safety benefits in terms of COVID as the server doesn't need to handle a credit card or check.
How much is online ordering with Toast (either for ToastNow or if a Toast customer wants to add it to their subscription)?
$75
If the CX wants to speak with someone you can set them up with Jackson Brewer's "customer consultation" (upsell/cross-sell) team! Use the provided calendly calendar link and set up a time for someone to give the CX a call back
A prospect calls in and his phone number is linked to a churned account. You book him a disco with the rep- how do you create that opportunity?
Create a new lead and convert normally to make a new account. If it were a closed lost opp you could make a new opp on the old account
A prospect is a new cafe opening in 2 weeks. They're looking for 1 terminal bundle and 1 kitchen printer. For add ons, they'd like customer loyalty and an integration with EZ Cater and delivery.com for pick up orders only. Is this an eComm fit?
No! EZ Cater and delivery.com are not direct integration partners (they need to go through Chowly).
GrubHub, DoorDash and UberEats are direct integration partners and can be added on to an eComm deal post-purchase (also Caviar, owned by DoorDash // Postmates, owned by UberEats)
What does Chowly do? What's your API fee?
Connects 3rd party delivery platform to Toast POS seamlessly. $25
Note: ItsaCheckmate does the same thing
How much does a business need to make a year to qualify for custom credit card processing rates?
$500k
You're chatting with a prospect on Drift that only wants Toast online ordering and doesn't want to buy any hardware as they will not have a brick & mortar location- what do you do?
You have a calendly meeting on your google calendar booked from outside work hours on Drift. You call them at the allotted time and book it.
Step by step, outline the process you should follow in order to stay organized and convert!
1. Update your Sheet!
2. Create lead in salesforce if one is not already created, if a lead is already created then UPDATE THE LEAD SOURCE to Website -> LiveChat
3. Send a ChiliPiper calendar invitation
4. Write up your BANT & convert normally
A seasonal food truck wants to open with 1 handheld, 1 kitchen printer, and online ordering. They want to use the PAYGO model. Is this possible? Why or why not?
No- we can't sell just a handheld with the Starter Kit and if they want PAYG they'd have to use online ordering, loyalty, gift cards and email marketing.
A current Toast customer reaches out on Drift and tells you they want to try out ToastNow. What do you tell them?
1. ToastNow is for restaurants who don't use Toast
2. But, we still have a 3 months free time option for Toast customers looking to add online ordering
Restaurants earning under what amount a year are considered a good eComm fit?
$250k-450k
You get a drift chat from the playbook "Request Demo Confirmed | Toast POS" and the first bot response is "Want to skip the line? Someone is ready to book your demo!" what are you thinking?
1. This prospect has just requested a demo on the website
2. This is a hot lead!! I better respond quickly!
3. There's a lead in salesforce that has been made/is about to be made and I need to go find it and put a touch on it so no one else calls this PX while I'm chatting with them