Ankita Onboarding

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Ankita Onboarding by Mind Map: Ankita Onboarding

1. Website

1.1. Orders

1.1.1. COD

1.1.1.1. Call & verify

1.1.2. Order email notifications

1.1.3. Manual Order Flow (Payment link & invoice is separate)

1.1.3.1. 1. Creating order from backend

1.1.3.2. 2. Invoice goes to the customer

1.1.3.3. 3. Create & send payment link

1.1.3.4. 4. Razorpay sends payment conformation email

1.1.3.5. 5. Ankita verify

1.1.3.6. Note: Create secret discount codes for all the discount slots

1.1.4. Billing & Shipping Address

1.1.5. Add Order

1.1.5.1. Products

1.1.5.2. Coupon

1.1.5.3. Send Invoice to customer

1.1.5.4. Status: Processing

1.2. Products

1.3. Reports

1.4. Users

1.5. Marketing --> Coupons

2. Task Management: Ora

2.1. Add tasks to ora startin yest

3. Website Chat: Xeno

3.1. Conversation Flow

4. Listing Portals

4.1. Complete the sheet

4.2. Come up with a plan on how she wants to go about generating sales and optimising Amazon, QTrove etc

4.2.1. Come up with a strategy on how she plans to increase sales and optimise all channels

4.3. Amazon

4.3.1. Prime Tag

4.4. Reviews

4.4.1. Call up clients a week after they receive the product for reviews and feedback

5. Feature Adding

5.1. Get a notification for creating account on website

5.2. Scratch card

5.3. Fix chatbot

5.4. Cart Link

5.5. Gift Message

6. Team

6.1. Aniket

6.1.1. Tech Person

6.1.1.1. Website

6.1.1.2. New Features

6.1.1.3. Ads

6.1.2. Organised

6.1.3. Coordination

6.2. Nicky

6.2.1. Feel, Vibes

6.2.2. Communication Tone

6.2.3. Decision Maker

6.2.4. Products & Formulations

6.2.5. Packaging

6.2.6. Expenses

6.3. Ankita

6.4. Bharathi

6.4.1. Ads Manager

6.4.1.1. Google

6.4.1.2. Facebook

6.4.1.3. Instagram

6.5. Piyush & Amrit

6.5.1. Graphic Designers

6.6. Praful

6.6.1. Dispatch Process

7. Whatsapp Groups

8. Loop: Emails [email protected]

8.1. Email Signature

8.2. Assign Emails & Chat

8.3. Send a sample of format

9. Google Drive

10. Notion

11. Brainstorming: MindMeister

12. Bulk Orders

12.1. 20,000 = 20% 50,000 = 25% 80,000 = 30% 1,00,000 = 35%

12.2. Test Order (1st Order)

12.2.1. 20%

12.3. Ankita's Database

12.4. Offline Distributers

12.5. Figure out more ways of gathering database

12.6. Pyramid

12.6.1. Distributors

12.6.2. Event Planners

12.6.3. Retailers

12.6.4. Spas

12.6.5. Recurring Customers

13. Resources

13.1. Create a questionnaire

13.1.1. expiry of products

13.2. Walling

13.3. Sales Kit

14. Passwords: Passcamp

14.1. Download the app

15. Monitoring Shipping

15.1. how to track the order status

15.2. Speak to Praphull to understand the despatch chain

16. Nicky

16.1. Read blogs

16.2. Excel of client database & followup time

16.2.1. suggest gifting options

16.3. Sales chart (with amount spent on shipping)

16.4. Monitor marketing agency & ask for sales

17. Collect & Organise

17.1. Information/ Research/ Data List/ Findings/ Learnings/ Knowledge

17.1.1. Notion