Fernhollow Coffee Co. · Customer onboarding revampProposal & SOW

Deliverables

Everything listed here is included in the fixed fee. Anything not listed here is not included, and we would rather say that plainly now than negotiate it in week eight.

DeliverableDescriptionFormatPhase
Current-state mapEvery step, handoff, and delay in today’s wholesale intake, with measured timingsPDF + editable file01
Findings memoOne page: what is slow, why, and what we propose changing firstDocument01
New intake formSingle wholesale enquiry form, tested on four real enquiriesWorking form02
Pricing sheetWholesale tiers in one page a rep can send unaccompaniedPDF + editable file02
Process documentThe new path, step by step, with a named owner per stepIn your tools02
Message templatesFour templates: acknowledgement, quote, sample dispatch, first orderEditable text02
Training sessionsTwo 90-minute sessions with the wholesale and accounts teamsLive + recording03
Final reviewMeasured before-and-after against the four-day targetDocument + call03
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