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Ball Family Farms Onboarding Doc
Welcome to Onboarding!
Process Overview
Brand Info
Quick Guide
FILIGREEN TO DO LIST
FAQ
Working Pieces
Marketing
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Working Pieces

Reference Tables

Brand Info
3
Section
Company Name
First Name
Last Name
Title
Email
Phone
Portal Access?
Legal Company Name
2
Ball Family Farms Corporation
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1
Potent Goods
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Sales
3
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Max
Bumberg
Sales & Distribution Manager
max@ballfamilyfarmsla.com
9543368801
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Alphonso
Patrick
Account Manager
alphonso@ballfamilyfrmsla.com
3232732702
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Operations
4
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Max
Bumberg
Sales & Distribution Manager
max@ballfamilyfarmsla.com
9543368801
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Ebony
Anderson
COO
admin@ballfamilyfarmsla.com
3104941845
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Anette
Recinos
Sales Support
Anette@ballfamilyfarmsla.com
2136639307
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Joseph
Rhee
Director of Operations
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3233979734
Finance
3
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Max
Bumberg
Sales & Distribution Manager
max@ballfamilyfarmsla.com
9543368801
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Charles
Ball
CFO
charles@ballfamilyfarmsla.com
3237171103
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Preferred Lab
3
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White Label Producer
3
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Retailer Line Cards - Working
1
Retailer
Payment Terms
Retail License #
Contact Name
Email
Phone
1
Connected Sacramento
COD
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Lisa
Lyoung@connectedca.com
9259972630
2
Connected Stockton
COD
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Lisa
Lyoung@connectedca.com
9259972630
3
Connected San Francisco
COD
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Lisa
Lyoung@connectedca.com
9259972630
4
Barbary Coast Mission
COD
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5
Barbary Coast Sunset
COD
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6
Purple Lotus
COD
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7
Manstage Sacramento
COD
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8
The Sanctuary Sacramento
COD
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9
Dr. Greenthumbs Sacramento
COD
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10
Dr. Greenthumbs Eureka
COD
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11
Humboldt County Collective
COD
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12
Cookies Sacramento
COD
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13
Lemonade Sacramento
COD
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14
Fdub Sacramento
COD
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15
Blunts & Moore Oakland
COD
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16
Mission Cannabis Club
COD
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17
CV Alt Delivery
COD
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18
Indika Medical Cannabis Collective Oakland
COD
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19
Project Cannabis San Francisco
COD
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20
Emjay San Francisco
COD
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21
Delta Dispensary Antioch
COD
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22
Berner On Haight San Francisco
COD
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23
Embarc Alameda
COD
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24
Embarc Martinez
COD
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25
FlorX (6 Locations/East Of Eden)
COD
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26
Airfield Supply Co.
COD
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There are no rows in this table
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⁠

Under Construction - Process list with delegation buttons

Status Progression
0
Status
Order
Owner
Column 4
1
Distribution Services Agreement
0
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Tal Max
2
Final DSA/Redline Review
1
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Tal Max
3
DSA Signature Received
2
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Tal Max
4
ASR Assignment
3
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Tal Max
5
Onboarding
4
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6
Transfer Ticket Training
5
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7
Product Intake
6
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8
Order Ticket Training
7
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Tal Max
9
READY FOR ORDERS
8
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10
Brand Asset Acquisition
9
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11
Partnership Announce
10
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12
Announce Analytics Review - 24 hrs
11
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13
Announce Analytics Review - 1 week
12
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14
1st Payment Pickup
13
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There are no rows in this table
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Payment Terms


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