Weekly Direct Client Order Procedures – 2GWK Training Manual

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Gift Cards

3

Purpose and Targets
Understanding & Editing Gift Cards
Creating GC’s & GC Orders

Meal Labels

6

Label Production Orientation
Printer Orientation
Materials & Ribbon
2 Guys branded labels
White label menu labels
BEC co-branded labels

Brand Guidelines

4

Purpose & Targets
Logo
Business Card
Info Postcard

BEC: Ordering & Billing Processes

6

Store Ordering
How to create weekly Sheets
Order Implementation
Store Email Schedule
Billing – Corporate Stores
Billing – Franchise Stores

Photo Editing

3

Purpose & Target
Choosing new backgrounds
How to insert metadata

E-mail Marketing

4

Purpose & Targets
Creating Weekly Menu Monday
Creating Weekly Order Reminder
MailChimp

Social Media

6

Purpose & Targets
Strategy & Outline
Creating posts
Skedsocial
Stories
Ripl

Website (Marketing)

4

Purpose & Targets
SEO
Reports
Banners

Google My Business (GMB)

5

Purpose & Targets
Photos
Posts
Products
Insights

White Label (Marketing)

2

Purpose & Targets
Labels

Accounts and Passwords (Marketing)

1

Protected: Accounts and Passwords

Gift Cards (Marketing)

3

Purpose & Targets
Physical Gift Card
Digital Gift Card

Marketing Reports

5

Purpose & Targets
Product Sales Performance Report
Social Media Report
Google Analytics
Google Ads

Cooler Bag Management

5

Purpose and Targets
User Profile Changes
Orders placed by user
Adding a Cooler Bag to Manual Orders
Refunding

Marketing Budget

2

Purpose & Targets
Marketing Report

Google Ads

5

Purpose & Targets
Ads
Keywords
Locations
Basic Metrics

Special Programs

5

Purpose & Targets
Postcard
Email Marketing
Banner (website)
Creating a Promo Code

Employee of the Month

2

Purpose & Targets
Employee of the Month template

Wholesale menu

2

Purpose & Targets
Updating the menu

Delivery report

4

Introduction to the delivery report
Backend of the website
Organizing the delivery report
Optimoroute

Website Error Submission

1

Website Error Submission

Follow ups

2

Wednesday follow up
Thursday follow up

Whitelabel Meal Program

3

Program Overview
Farm to Table
Be Fresh & Spud

Weekly Direct Client Order Procedures

5

Weekly Direct Client Flow
Weekly Client Communications
Reporting Docs & Materials
Weekly Order Tracking
Placing Recurring Clients Orders

Weekly Web & Reporting Tasks

10

Weekly Web Tasks Flow
Verify Backend Dish Mods
Prepare Dish Volume Projections
Prepare DC Best Before Dates
Prepare Label Projections for Printing
Monitor Delivery Days & Timeframes
Finalizing Order Tracking
Summarizing order Numbers
Order Report
Closing the Web Week

Weekly Product Ordering

2

Blended for You
Body Energy Club – Juices

Weekly Admin Recap Reference

1

Fully Administrative Timeline

Welcome to the Team :)

3

Welcome
Company Info
Company Policies

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Weekly Direct Client Order Procedures

Weekly Direct Client Order Procedures

Weekly Direct Client Flow
Weekly Client Communications
Reporting Docs & Materials
Weekly Order Tracking
Placing Recurring Clients Orders

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