Sales

Delivering to Chef Customers

Order confirmation email to be sent night before by Sales Team Print draft invoice – ask Sales Manager Put invoice into a nice folder and dress professionally Confirm actual packaged and labeled products by double checking the product label against invoice Package securely in insulated bag Travel safely to client Greet staff and Chef warmly […]

General Sales Pitch Protocol

Send reminder to chef via text 30 minutes before arrival * Greet staff and chef Set up on a table or clean surface by laying out all the samples * Go through each plant and discuss taste profile and plant characteristic and allow chef to taste * Discuss delivery availabilities with each plant * usually […]

Speaking to the Media

A few pointers for speaking on video, audio, or in interviews. Of course, depending on the situation, you may not be able to touch on all these points. If in doubt, just make sure you get the company name out there, and avoid making any claims you are unsure of. Introduce yourself as “[your name] […]

Adding a Customer Account to Shopify

We can allow customers to place orders on Net 30 terms (i.e. paying via invoice) through Shopify. To do this: Ensure the customer has filled in our credit agreement Tell the customer you are adding them, and they may receive emails from Shopify (so they don’t get surprised). Hi X I’m adding you to our system, […]

Creating a Gift Box for Tasting Tours

Our Tasting Tour visitors get a free gift box. These boxes should: Look great! It’s important each item is presented well in it’s sleeve. Contain a variety of different colors and flavors Use items that are NOT immediately needed by clients To put together a Gift Box: Grab a folded Farm.One box Use the mid-size PLA sleeves […]

Accounts Receivable Collections

Every two weeks, the Sales Manager must review overdue invoices. These are invoiced that have not yet been paid, and are over 30 days past due. Log into Xero, click over the Contacts tab and click “Customers” Click on the “Overdue > 7 Days” Smart List For each client that is overdue: CALL the accounts contact on the PHONE and […]