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This is the internal checklist for onboarding. It is hidden from the brand, so feel free to check things off as you go through the process!

Before you send to the brand

Duplicate this coda doc (Only Doc Writers have this ability)
Go to the top left of this window where it says “TEMPLATE: BRAND Onboarding”. Hover your mouse to the right of the doc title.
Click on the three dots that show up.
Click Copy Doc
Rename coda doc with the actual brand name so it looks like “Biscotti Onboarding”
@Tal McGowan
: Adjust the timelines on to reflect what was sent to the brand
Create Brand’s Dropbox folder in . Title Folder “BRANDNAME Assets”
ex. Biscotti Assets
Share folder and copy the link
Create File Request for your new Brand Asset folder
Add Dropbox link to Coda
: White Label button
: Brand Assets button
Rename Sheet with brand name “BRANDNAME Onboarding: New Product Sheet”
ex. Biscotti Onboarding: New Product Sheet
This sheet is ONLY for retail-ready products. If brand has bulk products, they will need to be onboarded separately.
Add Product Onboarding Sheet link to #3 ADD PRODUCT INFO
On , hide the columns with the ASRs who are not assigned to the brand. If no ASR has been assigned yet, hide all columns.
Select unwanted columns by clicking the top of the column
Right Click on the top of the selected column
Click Hide
Reconfirm locking for each page
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Process Overview
Delete Comments in Process Overview
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Brand Info
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Quick Guide
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Marketing and all the subpages
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Publish Page
Share>Anyone with Internet link>can edit
Publish>Doc Interaction>Edit
Copy link
Double check link works and page is fully accessible
In Chrome, go to File and open an incogneto window. Paste the link and check out the page.
Double check all pages to ensure all comments are deleted
Email Coda page link to brand

After you send to the brand

Check tasks off as the brand completes them

For Isaiah / Data Entry

Feel free to add or change any tasks below so it matches your workflow.
Your tables can be found in under Reference Tables.
copy paste brand values from into salesforce
copy paste retail values from into salesforce
copy paste product values from Brand’s New Product Sheet google sheet into salesforce
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