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Always verify candidate understands they must provide accurate LLC name and insurance info.Confirm they meet employee minimum to qualify.Only onboard providers serving markets we actively support.Use internal market city/address list for validation.Store login info securely before job assignment.
WayFair
WayFair Service Pro App
Signup must be started via the link below, call scheduled, so they can activate the account. You cannot signup directly from WayFair Pro website.
Wayfair Onboarding Checklist
Table 8
Step #
Task
Description
Owner
Status
Notes / Links
1
Direct candidate to Craigslist ad
VA
Not Started / In Progress / Done
2
Schedule call
Candidate signs up for earliest available call slot via Craigslist link form
VA
Not Started / In Progress / Done
Confirm slot booked
3
LLC Name
Candidate uses their own name as the LLC name
VA
Not Started / In Progress / Done
They don’t have to have an LLC
4
COI Insurance
Candidate confirms Certificate of Insurance (COI) has already been sent
VA
Not Started / In Progress / Done
Always submit “Will send copy of COI now”, but tell individual we will do that.
5
Minimum Employees
Candidate confirms they have a minimum of 2 employees
VA
Not Started / In Progress / Done
Always put “2” minimum employees
6
Service Area
Candidate selects only a city and address within markets we service (NYC, NJ, CT, DC, LA, etc.)
VA
Not Started / In Progress / Done
List of approved cities/addresses in internal doc
7
Obtain login info (if applicable)
Get candidate’s login/account details if any after signup or before call
VA
Not Started / In Progress / Done
Store securely in vault
8
Track onboarding status
Update onboarding progress in Coda tracker
VA
Not Started / In Progress / Done
There are no rows in this table
Notes for VAs:
After they schedule the call, make sure you get the scheduled date and time, and contact candidate afterwards to finish setup. Sometimes it takes 2 days to get the account up and running. We pay after the account is up and exchanged.
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