Onboarding
🌼 eFlorist Welcome Call – Agent Cheat Sheet
This cheat sheet is designed to guide agents through consistent, high-impact eFlorist welcome calls. It ensures every florist understands they have a website, knows how to use it, and is aware of the key tools available to manage their business and drive sales. The goal is to increase engagement, build confidence in the platform, and eliminate knowledge gaps by clearly communicating core capabilities and support options during every call.
🎯 YOUR GOAL (Say this early)
“I want to make sure you know what your website can do and how to use it to grow your business.”
🧭 CALL FLOW (Follow in order)
✅ 1. WEBSITE AWARENESS (NON-NEGOTIABLE)
You MUST confirm this.
💬
You do have a live website with us — have you had a chance to view it yet?
Let me show you where you log in and manage everything.✔ Confirm:
- Website URL
- eSAT login
- Where orders + settings live
✅ 2. GOOGLE BUSINESS LISTING
High impact – don’t skip
💬
Do you currently have a Google Business Profile set up?✔ If YES → Offer to review/update
✔ If NO → Offer to help create
💡 Key message:
“This is how customers find you locally.”
✅ 3. CORE SETTINGS (REVENUE DRIVERS)
💬
Let’s quickly confirm a few key settings to make sure everything is working correctly.✔ Check:
- Delivery fees
- Hours
- Cutoff times
- Taxes
✅ 4. PLATFORM CAPABILITIES (MOST IMPORTANT SECTION)
💬
Your website is more than just a website — you have full control over it.🔹 QUICK HITS (Mention ALL)
- Products → Add/edit pricing & items
- Categories → Control what customers see
- Homepage → Feature products/promos
- Delivery → Fees, pickup, flex delivery
- Marketing → Emails, promotions
💡 Key message:
“You have full control — we just want to make sure you know it.”
✅ 5. TRAINING OFFER (DO NOT SKIP)
💬
Today is just a high-level overview — we can schedule a one-on-one training to walk through everything step-by-step.✔ Always offer follow-up session
✅ 6. ENGAGE THE FLORIST
💬
What types of products sell best for you?✔ Ask at least 1:
- Best sellers
- Promotions
- Experience with websites
✅ 7. STRONG CLOSE (CONFIRM UNDERSTANDING)
💬
Before we wrap up — does everything we covered today make sense?
You now have a full website and tools to manage your products, pricing, and promotions.✅ REQUIRED CALL CHECKLIST
✔ ☐ Website confirmed
✔ ☐ eSAT access confirmed
✔ ☐ Google listing discussed
✔ ☐ Core settings reviewed
✔ ☐ Capabilities explained
✔ ☐ Training offered
✔ ☐ Engagement question asked
✔ ☐ Understanding confirmed
🚨 AGENT REMINDERS
❌ DO NOT:
- Assume they know anything
- Skip capabilities section
- Rush off the call
✅ ALWAYS:
- Show value
- Create awareness
- Offer help
- Leave them confident
💡 SUCCESS INDICATOR
If you do this right, the florist should leave knowing:
- ✅ “I have a website”
- ✅ “I can control it”
- ✅ “I can grow my business with this”