Flower Shop Corporate Gift Order Checklist

Ensure seamless corporate gifting with our Flower Shop Corporate Gift Order Checklist! Track every detail - from client requests and budget approvals to arrangement design and timely delivery - and cultivate lasting impressions with every floral presentation. Perfect for managing bulk orders, tracking client preferences, and ensuring stress-free corporate gifting experiences.

This Template was installed 2 times.

Order Intake & Details

1 of 8

Capturing initial order information and client specifications.

Order Number

Client Type

Client Contact Name

Client Phone Number

Client Email Address

Order Date

Delivery/Pickup Date

Special Instructions

Design & Proposal

2 of 8

Creating and finalizing the arrangement design and presentation of a quote.

Client Company Name

Specific Design Requests/Preferences

Budget Allocation (USD)

Preferred Color Palette

Flower Types to Consider

Inspiration Images (Optional)

Flower & Material Sourcing

3 of 8

Procuring necessary flowers, greenery, and accessories.

Roses (Quantity)

Lilies (Stems)

Rose Color

Greenery Types

Delivery Date Required

Floral Foam Blocks

Arrangement Creation

4 of 8

Constructing the floral arrangement according to the approved design.

Design Notes/Instructions

Number of Stems - Focal Flower

Number of Stems - Secondary Flower

Quantity of Greenery

Vase Style (if applicable)

Special Ribbons or Embellishments?

Color Palette

Quality Check & Packaging

5 of 8

Ensuring the arrangement meets quality standards and preparing for delivery or pickup.

Arrangement Style Adherence

Stem Count Verification

Damage Inspection

Color Accuracy

Photo Documentation

Packaging Material

Delivery/Pickup Logistics

6 of 8

Scheduling and confirming delivery details or coordinating client pickup.

Delivery/Pickup Date

Delivery/Pickup Time

Delivery Address/Pickup Location

Delivery Method

Order Weight (lbs/kg)

Delivery Instructions

Contact Person at Delivery Location

Invoice & Payment

7 of 8

Generating the invoice and processing payment from the corporate client.

Invoice Number

Invoice Date

Subtotal

Tax Amount

Discount Amount

Total Amount Due

Payment Method

Payment Instructions (if applicable)

Client Feedback & Follow-up

8 of 8

Collecting feedback on the arrangement and confirming satisfaction; Follow-up for repeat business.

Overall Satisfaction (1-5)

Did the arrangement meet expectations?

Please provide any additional comments or suggestions:

Date of Feedback Received

Would you order again?

Which aspects did you appreciate most?

We can do it Together

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