FLOWER SHOP NEW CUSTOMER ONBOARDING CHECKLIST

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--- INITIAL CONTACT & INQUIRY ---
[ ] Initial Inquiry Date
[ ] Inquiry Source (Website, Phone, Email, Walk-in, Referral, Social Media)
[ ] Customer Name
[ ] Customer Phone Number
[ ] Customer Email Address
[ ] Brief Description of Request
[ ] Occasion Type (Initial) (Wedding, Sympathy, Birthday, Anniversary, Just Because, Corporate, Other)

--- CONSULTATION & DESIGN ---
[ ] Describe Event/Occasion
[ ] Budget Range
[ ] Preferred Style (e.g., Modern, Rustic, Traditional) (Modern, Rustic, Traditional, Romantic, Bohemian)
[ ] Preferred Flower Types (Roses, Lilies, Hydrangeas, Tulips, Sunflowers, Orchids)
[ ] Event Date
[ ] Delivery/Setup Time
[ ] Delivery/Setup Location

--- ORDER CONFIRMATION & AGREEMENT ---
[ ] Detailed Order Description
[ ] Total Order Price
[ ] Payment Method (Credit Card, Cash, Check, Online Payment)
[ ] Order Placement Date
[ ] Estimated Delivery/Pickup Time
[ ] Customer Signature
[ ] Order Number

--- MATERIAL SOURCING & PROCUREMENT ---
[ ] Rose Quantity
[ ] Lily Quantity
[ ] Supplier for Greenery (Supplier A, Supplier B, Supplier C)
[ ] Order Placement Date
[ ] Estimated Delivery Time (Suppliers)
[ ] Specialty Flowers Needed (Orchids, Hydrangeas, Peonies)
[ ] Total Cost of Materials

--- DESIGN & PRODUCTION ---
[ ] Design Notes/Inspiration
[ ] Flower Types Included (Confirm) (Roses, Lilies, Hydrangeas, Carnations, Orchids, Sunflowers)
[ ] Number of Stems - Roses
[ ] Number of Stems - Lilies
[ ] Color Palette Confirmation (As per approved design, Slight variation needed)
[ ] Any alterations or adjustments?
[ ] Photo of Mock-Up (if applicable)

--- DELIVERY/PICKUP ARRANGEMENTS ---
[ ] Delivery Address
[ ] Delivery Date
[ ] Delivery Time
[ ] Total Number of Arrangements
[ ] Delivery Method (Standard Delivery, Express Delivery, Same-Day Delivery)
[ ] Special Delivery Instructions (Leave at Front Door, Ring Doorbell, Contact Recipient, None)
[ ] Recipient Phone Number (for delivery contact)

--- POST-DELIVERY FOLLOW-UP ---
[ ] Follow-up Call/Email Time
[ ] Overall Satisfaction Level (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)
[ ] Customer Comments/Feedback
[ ] Would you recommend us? (Yes, No, Maybe)
[ ] Specifics of positive feedback (if applicable)
[ ] Specifics of negative feedback (if applicable)

--- CUSTOMER PROFILE UPDATE ---
[ ] First Name
[ ] Last Name
[ ] Order Frequency (past year)
[ ] Preferred Flower Type (Roses, Lilies, Carnations, Mixed, Other)
[ ] Last Order Date
[ ] Marketing Preferences (Email Newsletter, SMS Updates, Social Media Promotions)
[ ] Notes/Special Requests

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