Notes + Reasons
“Manny, would like to postpone his onboarding for 3 months. I have transferred back to sales to follow up with RP.”
What is “Not Ready for Onboarding”
This is BTS SFDC automation that we have in place in Onboarding
What is 7 days of IC attempts
Percentage of accounts sent BTS for “Buyer’s Remorse” in 2024
What is 11% of accounts
“RP has an existing service agreement with Owner which has not yet expired. He will move forward with ChowNow after his service with Owner ends. Otherwise, PLT by 10/6.”
What is “Not Ready for Onboarding"
This is PLT SFDC automation that we have in place in Onboarding
What is 90 days in Primary Assets Needed
Percentage of accounts sent BTS for “Unresponsive” or “Not Ready for Onboarding” in 2024
What is 34% of accounts
“Sending BTS due to RP not having physical location ready. The space they were occupying had to close and they are looking for a new kitchen to work out of. RP does not have a timeline on when that will happen and mentioned it could be days or months.”
What is “Internal Operations”
The length of time that we consider an RP to be unresponsive
What is 2 weeks no contact
Member(s) of the Onboarding Department that has the lowest PLT rate in 2024
Who is:
Lauren: 4% (Newly ramped)
Amanda: 9% (Fully ramped)
"Colin has decided to go forward with Slice as they are wanting to push their pizzas more and see slice as being more of an asset. We were also not able to add our ordering link onto their current website and while I did suggest us building one for them, still wanted to go with Slice."
What is "Buyer's Remorse"
A case with Billing indicates that an RPs initial payment had failed
What is sending BTS with the reason of "Invalid Payment."
A member of the Sales Department that has the lowest PLT rate in 2024?
Who is Chris Schnack with 4%
"RP was in a bad car accident and hasn't been able to move forward with onboarding. Informed the RP that we would remove their account from onboarding until they are able to move forward"
What is "External Factors"
Prior to sending a locations BTS for going unresponsive, what steps of action should the AC taken to try to re-engage?
What is
1. Use all forms of communication for outreach
2. Outreach to all contacts + numbers provided to you.
3. Escalate to Sales + Leadership for support
How many PLT rescinds have we processed so far this year in total?
What is 28