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Flower Shop New Customer Onboarding Checklist

Welcome new customers and build loyalty! This checklist streamlines your onboarding process, from initial contact to repeat orders, ensuring a seamless and delightful experience that keeps them blooming.

This Template was installed 4 times.

Initial Contact & Inquiry

1 of 8

Tracking steps from initial inquiry to scheduled consultation.

Initial Inquiry Date

Inquiry Source

Customer Name

Customer Phone Number

Customer Email Address

Brief Description of Request

Occasion Type (Initial)

Consultation & Design

2 of 8

Documenting design preferences, budget, and event details.

Describe Event/Occasion

Budget Range

Preferred Style (e.g., Modern, Rustic, Traditional)

Preferred Flower Types

Event Date

Delivery/Setup Time

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Delivery/Setup Location

Order Confirmation & Agreement

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Confirming order details, pricing, and payment terms in writing.

Detailed Order Description

Total Order Price

Payment Method

Order Placement Date

Estimated Delivery/Pickup Time

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Customer Signature

Order Number

Material Sourcing & Procurement

4 of 8

Checking inventory and ordering necessary flowers and supplies.

Rose Quantity

Lily Quantity

Supplier for Greenery

Order Placement Date

Estimated Delivery Time (Suppliers)

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Specialty Flowers Needed

Total Cost of Materials

Design & Production

5 of 8

Ensuring accurate execution of the approved design.

Design Notes/Inspiration

Flower Types Included (Confirm)

Number of Stems - Roses

Number of Stems - Lilies

Color Palette Confirmation

Any alterations or adjustments?

Photo of Mock-Up (if applicable)

Delivery/Pickup Arrangements

6 of 8

Confirming delivery address/pickup date & time and special instructions.

Delivery Address

Delivery Date

Delivery Time

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Total Number of Arrangements

Delivery Method

Special Delivery Instructions

Recipient Phone Number (for delivery contact)

Post-Delivery Follow-up

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Checking in with the customer to ensure satisfaction and gather feedback.

Follow-up Call/Email Time

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Overall Satisfaction Level

Customer Comments/Feedback

Would you recommend us?

Specifics of positive feedback (if applicable)

Specifics of negative feedback (if applicable)

Customer Profile Update

8 of 8

Adding customer details to CRM for future marketing and service.

First Name

Last Name

Order Frequency (past year)

Preferred Flower Type

Last Order Date

Marketing Preferences

Notes/Special Requests

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