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Customer Coordinator Onboarding (D)

$ 179.99 

Dispensary

Customer Coordinator Onboarding (D)

Customer Coordinators (aka: dispensary agents, receptionists, etc.) represent your dispensary from the time a customer walks through the door.  They are responsible for check-in, managing customer flow and running the front desk. This Onboarding provides the coordinator with everything they need to know for how to do their job well as well as key policies and procedures that they will be expected to follow as an employee. Dispensaries need solid onboarding documents and state regulators love to see a structured plan in place for staffing and training.

‍

Use for: License Application, Job posting, Staff Onboarding and Training.

*Remember to use the Onboarding DIY Guide along with the General DIY Guide to make this plan even more solid by inserting your own customized details and the required state regulations.*

Customer Coordinators (aka: dispensary agents, receptionists, etc.) represent your dispensary from the time a customer walks through the door.  They are responsible for check-in, managing customer flow and running the front desk. This Onboarding provides the coordinator with everything they need to know for how to do their job well as well as key policies and procedures that they will be expected to follow as an employee. Dispensaries need solid onboarding documents and state regulators love to see a structured plan in place for staffing and training.

‍

Use for: License Application, Job posting, Staff Onboarding and Training.

*Remember to use the Onboarding DIY Guide along with the General DIY Guide to make this plan even more solid by inserting your own customized details and the required state regulations.*

Table of Contents – What's inside!

  • Employee Acquisition Checklist
  • Customer Coordinator Training Checklist
  • Customer Coordinator Policy and Procedures
  • Opening
  • Correspondence
  • Greeting Customers
  • Customer Service
  • Check in
  • Customer With Disabilities
  • Updating Customer Info
  • Prohibiting Entry and Recognizing Abuse
  • Purchase Restrictions
  • Confidentiality
  • Record Keeping
  • Complaints
  • Cleaning
  • Closing
  • Customer Coordinator Logs and Forms

Overview

Sector

Dispensary
License Applications
Operations
Recruitment
31

Pages

Type

Onboarding
This is a general sheet and is usable for all legalized states.

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DIY Guides (Use these to customize)

Customer Coordinator Onboarding includes logs for correctly onboarding new team members, policies and procedures, and how to make a great first impression on your customers and ensure that they move smoothly through the check in-process.

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