Optimist WOVN Onboarding Doc

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Brand Info
Brand Info

The information you provide in the tables below will help us create your account(s). Please enter the appropriate information where ever you see a yellow field.

The information you provide in the tables below will help us create your account(s). Please enter the appropriate information where ever you see a yellow field.

Company Info

Section

Company Name

Select list

Legal Company Name

SCU, INC

DBA Name

Utopia

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Internal Contacts

Please provide your internal contacts in the table below. For each contact added, make sure to fill all the yellow fields including the check boxes towards the right.

For Operations, we’re looking for our point of contact for shipment and testing coordination. We’ll also look to these people for compliance, production, and COA review.

For Finance, we’re looking for our point of contact for the review and approval of quotes and invoices, as well as payment coordination.

Portal Access should be checked for any contact who will be placing orders or service tickets, accessing retailer information, or doing anything else on the WOVN Portal.

COA Alerts should be checked for your compliance officer and anyone else who would like to receive email notifications about COA expirations. A member of our team will reach out directly when a product is within 90 days of expiration.

Update Emails should be checked for the people who would like to receive WOVN updates, closures notifications, policy changes, marketplace updates, and more.

Brand Contacts

Brand Contacts

Section

First Name

Last Name

Title

Phone

Portal Access?

COA Alerts?

Update Emails?

Sales

Carlos

Rios

Head of Sales

carlos@cosmicturtlegroup.com

917-213-8094

Operations

Maria

Peña

SoCal Account Mgr

maria@utopiasc.com

(323) 875-5013

Dave

Evans

Co-Founder

dave@theoptimist.is

708.699.4779

Finance

Dave

Evans

Co-Fpunder

dave@theoptimist.is

708.699.4779

Sydney

Finkel

CFO

sydney@utopiasc.com

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External Contacts

Preferred Lab

Please share your preferred labs with us. If you have a direct contact you prefer dealing with at that lab, please provide that contact’s information.

White Label Producer

Are you working with a white label producer like Weird Science or SpaceStation? Let us know you preferred contacts below. If they need portal access for your account, make sure to check the box. And lastly, please upload the license of your White Label partner by clicking the blue button below.

Retailer Line Cards

Please provide your list of preferred retailers, with payment terms, license number, and the best contact for that business.

Third Party Contacts