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Potent Goods Onboarding

Welcome to Onboarding!

Process Overview

Explore

FILIGREEN TO DO LIST

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)

Instructions

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”

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@Tal McGowan⁠

: Adjust the timelines on

Onboarding Timeline Table⁠

to reflect what was sent to the brand

Create Brand’s Dropbox folder in

Brand Assets⁠

. Title Folder “BRANDNAME Assets”

ex. Biscotti Assets

Share folder and copy the link

Create File Request for your new Brand Asset folder

(click for walkthrough video)⁠

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Add Dropbox link to Coda

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Brand Info⁠

: White Label button

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Brand Info⁠

: Brand Assets button

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Brand To-Do List⁠

Duplicate

Product Onboarding Sheet⁠

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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

Brand To-Do List⁠

#3 ADD PRODUCT INFO

Quick Guide⁠

Your Account Service Rep⁠

, hide the columns with the ASRs who are not assigned to the brand. If no ASR has been assigned yet, hide all columns.

(click for walkthrough video)⁠

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Instructions

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

Welcome

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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

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Click here to watch walkthrough video⁠

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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

Onboarding Timeline Table⁠

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

Working Pieces⁠

under Reference Tables.

copy paste brand values from

Brand Info⁠

into salesforce

copy paste retail values from

Retailer Line Cards - Working⁠

into salesforce

copy paste product values from Brand’s New Product Sheet google sheet into salesforce

Want to print your doc?
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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.