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4 | Pizza Shop Onboarding Tool | |||||||||||||
5 | Scroll down for tracker definitions: Dropdowns and how to use them ⬇ | |||||||||||||
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7 | How to use the Pizza Tracker tab | |||||||||||||
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9 | 🍕 | Take on OPEN shops in the Pizzeria Tracker tab. We must leave no slice behind! | ||||||||||||
10 | 🍕 | Each pizzeria should be its own row. Please and don't delete cells, rows or paste over existing shops! | ||||||||||||
11 | 🍕 | Record and update any notes that are pertinent to your discussions in the notes column | ||||||||||||
12 | 🍕 | Make sure you have all the correct contact details and information so emails and stickers will go to the right people and places | ||||||||||||
13 | 🍕 | Add your pizza name so we know who last had contact | ||||||||||||
14 | 🍕 | Use existing dropdowns when available but type it in the cell if it doesn't currently exist. Leave the red mark on the cell so we can address outliers | ||||||||||||
15 | 🍕 | Orange columns on the far right are items to be checked off or dated as they occur once a pizzeria has been onboarded. | ||||||||||||
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17 | Tracker Selection Definitions: When to choose what in a dropdown | |||||||||||||
18 | It's important we all update the tracker using the same methodology. | |||||||||||||
19 | The descriptions below will guide how you categorize the shop you're working with | |||||||||||||
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21 | Status | OPEN: | No contact established yet - So update the liason to you and dial! (Combination of OPEN but with an existing liason are mafia recommended shops that haven't been contacted). | |||||||||||
22 | *Change the status from 'Open' to 'Contact initiated' or 'Warm Pizza' depending on the call outcome. Do not leave it as OPEN. | |||||||||||||
23 | HOLD: | We have enough pizzerias in this area for now | ||||||||||||
24 | Contact Initiated: | Mafia member listed has made contact. Needs to follow up with owner/manager approval for participation. Next steps HAS to be 'Needs follow up' | ||||||||||||
25 | Warm Pizza: | Shop decision maker has confirmed participation with Rare Pizzas project. Any of the 'Next Steps' are possibilities (except for 'Email ready' and 'email sent') | ||||||||||||
26 | Onboarded: | We have correct email, address, payment details and shop is approved to receive a welcome email/press releases. 'Next Steps' would be 'Ready for email' or 'Welcome email sent' | ||||||||||||
27 | Rejected: | Shop does not satisfy Rare Pizzas' requirements eg. not a real shop. No next steps necessary. Do not delete the contact for the time being | ||||||||||||
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29 | Next Steps | Find missing Info: | Important information is missing in order for this shop to be approved or considered ready for a welcome email | |||||||||||
30 | Needs follow up: | Reminder to reach out to shop again (for approval or missing information) | ||||||||||||
31 | Payment form: | Shop is being sent the payment form at payment.rarepizzas.com and the docusign or we're waiting for confirmation of completion | ||||||||||||
32 | Ready for email: | Shop info is complete, payment form filled out and is ready for the welcome email | ||||||||||||
33 | Welcome email sent: | Welcome email with press kit and infographic has been delivered | ||||||||||||
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35 | Regions | Africa | African continent | |||||||||||
36 | Asia | China, Korea, Mongolia, India, Indonesia, Philippines, etc. | ||||||||||||
37 | Russia & Eastern Europe | Russia, Czech Republic, Slovakia, Estonia, Latvia, etc. | ||||||||||||
38 | Mediterranean | Greece, Turkey, Balkans | ||||||||||||
39 | Middle East | Egypt, Iran, Saudi Arabia, Israel, etc. | ||||||||||||
40 | Latin America | Mexico, Latin America, Brazil, Caribbean | ||||||||||||
41 | Western Europe | UK, Germany, Austria, France, Portugal, etc. | ||||||||||||
42 | English Speaking | United States, Canada, UK, NZ, AU | ||||||||||||
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44 | Source | Pizza Mafia | Shop was recommended by a member of the mafia | |||||||||||
45 | Clubhouse | Interested shop came to us via Clubhouse | ||||||||||||
46 | Call Outreach | Cold calling shops found via search | ||||||||||||
47 | Form Submission | Inbound marketing form was submitted via the RarePizzas website | ||||||||||||
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49 | The Different Tabs of this file | |||||||||||||
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51 | Tab Name: | Start Here | And here you are | |||||||||||
52 | Pizzeria Tracker | Very careful data entry | ||||||||||||
53 | Tracker Summary | Summary of participating countries and states | ||||||||||||
54 | Dropdowns | Pizzeria tracker pulls dropdown selections from this sheet | ||||||||||||
55 | Shop email plan | Area to create email plan for shop communications | ||||||||||||
56 | Sticker Distribution | Organizing print material distribution to shops - Manage your team here | ||||||||||||
57 | test | Template testing - pretend this isn't here | ||||||||||||
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