Workflows
What do you do before you flip an opp and account into a rep's name to make sure you get credit?
Make sure the initial opportunity box is checked
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 offer a Quickbooks integration?
Yes, via xtraChef and Shogo
No, you can pay up front or we have a 36 month 0% financing option
The rates are 3.5% + 0.15 a transaction. You wouldn't be double charged because all orders and payments on ToastNow will be made online. Your guest will not have to pay when they come to pick up their order.
What are the steps you have to take to create a ToastNow opp after clicking convert?
1. Fill in BANT in description field and fill out the sections that need to be completed
2. Create an event in the rep's name
3. Flip account to rep and check all 4 boxes
How many handhelds max can you purchase with the Starter Kit?
3
How much is a ToastGo 2?
$449
Is there a contract with ToastNow? What happens if I want to cancel?
You can cancel month to month with no penalties. There is technically a contract because that is how we operate for Toast POS but there are no repercussions for breaking it.
What's the first thing you should do before you convert a lead into an opportunity?
De-Dupe!
Can a prospect purchase kiosks with the Starter Kit?
I want to use Toast Delivery Services but I don't want to switch to Toast POS. Is this possible?
Yes! You can use TDS with ToastNow.
How much will online ordering be per month next month when our new digital modules pricing model goes into effect?
$75
No, we don't provide hardware. Yes, you can use any iPad, tablet, computer etc to access ToastNow
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 DoorDash for pick up orders only. Is this an eComm fit?
No! No OO integrations are accepted with DoorDash
Connects 3rd party delivery platform to Toast POS seamlessly. $25
How much does a business need to make a year to qualify for custom credit card processing rates?
$500k
If I sign up right now what will I be paying? It's not really $0 is it? And How much is ToastNow after my 3 month free trial?
$50 a month after the first 3 months. For the first 3 months you'll be just paying credit card processing fees.
1. calendar invitation
2. create lead from drift: seach email, open conversation, mark as 3 lightning bolts, close conversation
3. convert normally
A seasonal food truck wants to open with 1 handheld, 1 kitchen printer, and online ordering. They want to use the PAYG 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
3. Chatter the rep to tell them the customer is interested in an OO upsell
$250k
How quickly can I get up and running on ToastNow?
Typically 48-72 business hours