This document summarizes the information that we require for new markets onboarding in CRM services. The objective is to facilitate onboarding phase and speed up journeys deployment
Business Intake
Available Ordering Channels
Channel | Front Counter | Kiosks | Curbside | Drive Thru | Click & Collect | WL Delivery | QR Web Ordering | Table ordering |
Yes/No | ||||||||
% Sales | ||||||||
% Coverage |
[if applicable] Loyalty
Channels
Channel | Front Counter | Kiosks | Drive Thru | Click & Collect | WL Delivery |
Yes/No | |||||
% Sales | |||||
% Coverage |
Program Structure
Please feel including
Program Launch date
Program structure (rewards, tiers, conversion)
Other benefits
Standard marketing materials
Bonus points or any incentive available at sign up
User flows mapping if available
Loyalty Calendar
[if applicable] Coupons
Coupon Strategy Set Up & Management
Types of coupon available
Specify which are the coupon used: % discount, $ off, bundle, personalized coupons
Specify if there are specific coupons to be used for CRM specifically
Example:
Technical Intake
CRM Stack | Amplitude | Braze | Branch | mParticle | App |
Yes/No | |||||
Link |