Purpose #
In this topic, you will learn about everything related to our direct customers, using an easy step-by-step that should be followed daily.
The priority of our company will always be the customer and how to identify and change their preferences and how this will be reflected in the production team.
Target #
We will analyze our clients entire order, following all their directions and addressing all their requests.
Introduction #
Always be calm and analyze all aspects that may happen during the order placement, we need to deal with our direct customers and organize their orders and our sheets to make the process flow smoothly.
Overview #
After understanding that the most important part of our business is the customer and their experience, you’ll learn in this chapter how we work every day of the week and our main priority in each one of these days.
Every day, we have to check all orders on the website to ensure that all are synced with the clients’ requests and needs. We call this step: Order Tracking. During our Order Tracking task, we also have to update the Detailed Modification Sheet & New Clients List. Also, answer all Jivo chat, texts & emails for absolutely perfect customer service 🙂
Monday:
- Place Recurring orders
- Print labels and mailing labels, if needed
Tuesday:
- Set Up Modifications dishes in the back end of the website
- Place Recurring orders
- Verify if we have any “pending payment” and contact the client to process it
- Send the late Orders (only the ones from Saturday & Sunday) for the Marketing Team.
- Prepare Dishes of the Week with the proper expiry date
- Prepare sheets with the Estimative of the dishes quantity
- Prepare the sheets for the Rotating Menu as our direct client menu for wholesale
Wednesday:
- Calculate the estimative for Sergio
- Estimative for the entrees and print the labels for them
- Verify if all labels, mailing labels for the clients to be delivered on Thursday with wholesale are done
- Prepare all files for the menu for next week and print them for Sergio
- Prepare all files and folders for the coming week
- Verify all the entrees ordered by wholesale to put in the Detailed Modification and to be printed
- Send the texts to the New Clients (follow up)
Thursday:
- Prepare the Follow Up List & sent texts for these clients
- Place all special clients
- Prepare all labels, mailing labels, etc
This is a busy day, so a lot of Order Tracking, changing items, adding items, charging credit cards, many texts, etc.
Friday:
- Finalize the Detailed Modification for special clients
- Finalize the labels & mailing labels for special clients
- Print the First Page for the Detailed Modification with Special clients order
- Leave on a table in the kitchen all these documents
- Shut down the website
- Get all total numbers for each one of the items
- Put all the numbers on the whiteboard down in the kitchen
- Send the order for Juices, Smoothies and Packs
- Prepare all mailing labels for Macros, Breakfast, Snack Boxes & Wraps.
- Prepare the Detailed Modification for each entree and modifications
- Prepare the Protein Sheet
- Print both of these sheets and give them to Sergio
- Print all modifications for the entrees & salads and organize them in the lids
- Organize the page, the timeframe & pick-up times, and the pop-up builder is deactivated.
- Prepare the Order Report
- Separate by route in the Order Report
- Print each route with order report + beverages report
- Print all mailing labels per route (name, route & timeframe) for each one of the clients
- Put all orders as completed
- In this meantime, when a client would like to order, send a menu, place an order, print the packing slip to give to Sergio and process the payment. If the routes are ready, add this client in the route and the order report.
Saturday:
- Check if you have any text, email or Jivo chat
- Change timeframe if requested
- Organize the bins with the extra labels
- Check the front end of the website if the entrees are correct, include the modifications.
- Double-check the timeframes & pick up times if they are correct
