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Birdies WOVN 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
Search
Section
Company Name
First Name
Last Name
Title
Email
Phone
Portal Access?
DBA Name
1
Birdies
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Legal Company Name
1
Birdies Corp.
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Sales
5
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Dan
Nicholls
CEO
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dan@hibirdies.com
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2485054893
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sales@hibirdies.com
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Gordon
Waldman
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gordon@grtr.co
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Brett
Fink
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brett@grtr.co
6318044567
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Operations
4
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Dan
Nicholls
CEO
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dan@hibirdies.com
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2485054893
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Mike
Reeves
Co-Founder
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mike@hibirdies.com
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5419084550
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Finance
4
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Dan
Nicholls
CEO
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dan@hibirdies.com
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2485054893
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Preferred Lab
3
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White Label Producer
3
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Retailer Line Cards - Working
1
Search
Retailer
Payment Terms
Retail License #
Contact Name
Email
Phone
1
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2
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3
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4
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9
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10
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Under Construction - Process list with delegation buttons
Status Progression
0
Search
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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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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Brand Asset Acquisition
9
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Partnership Announce
10
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Announce Analytics Review - 24 hrs
11
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Announce Analytics Review - 1 week
12
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1st Payment Pickup
13
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Payment Terms


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