Client Onboarding Guide
Your step‑by‑step flow from signup to go‑live. Use the checklist boxes as you work.
1 Sales → Service Handoff 🗂 same day
Goal: capture all client info and book a kickoff call.
Template subject: Welcome to Savvory — here’s what we need
2 Payments & Compliance 💳 Stripe Connect
Goal: Stripe connected; $1.99 convenience fee working; taxes/tips confirmed.
3 Ordering Platform Setup 📦 Oracle/GloriaFood
Goal: store created; menu + modifiers + promos configured; notifications & printing tested.
4 Website & Embed 🌐 Duda
Goal: ordering visible above the fold with strong nav CTAs; SEO basics in place.
5 Google & Social Entry Points 📱 traffic
Goal: add order link everywhere customers look.
6 Hardware 🖨 tablet & printer
7 Internal QA 🔍 before training
8 Staff Training 👨🍳 20–30 min
9 Go‑Live 🚀 quiet weekday
10 Launch Marketing 📈 days 1–14
Customer‑facing copy: Order pickup directly from [Restaurant]! Faster, accurate, and supports local. Use code FIRST5 for $5 off your first order: [link]
11 Reporting & Support 🛎 ongoing
✓ Tiny Master Checklist
Onboarding — Agreement & Checklist
Complete the Service Agreement below. Once accepted, the Post‑Signup Playbook unlocks for your team.
Service Agreement & Order Form DocuSign/Jotform Ready
Disclaimer: template only — have your attorney review for your jurisdiction.
Master Services Agreement (Summary)
- Scope: Savvory sets up commission‑free online ordering, menu, website embed, GBP/social links, promos, training, and support.
- Fees: Subscription per plan. Optional $1.99 Convenience Fee paid by patron and remitted to Savvory. Restaurant pays card processing.
- Taxes/Tips: Restaurant responsible for taxes; suggested tips configurable.
- Term: Initial term per Order Form (MTM or 12‑mo); 30‑day notice to cancel MTM; 15‑day cure for material breach.
- Data/Security: Payments handled by PCI‑compliant processors (e.g., Stripe); privacy laws observed.
- Liability: No indirect damages; cap at fees paid in last 6 months.
- AUP: No unlawful/prohibited items; follow age‑gating where required.
- Governing Law: Fill in per your state; update full agreement in linked PDF.
Full text lives at /contract (PDF). Replace link to your final PDF.
E‑Signature
Embed your DocuSign/PandaDoc/Jotform Sign here (replace the iframe). Prefill with the Order Form fields above if your provider supports query‑string or API mapping.