Step 1
Onboarding Phase
Sales Agreement :
Begin with
Menu Link or Pdf
Banking Information
Merchant Processing (if applicable)
Domain or CMS Credentials Obtained (for website build or integration)
Here is helpful information that will be needed once you've been assigned to an account manager
Assigned to Account Manager :
Project intro
Introduction to review account information, process, and setup
* Introduction to review and obtain Website and/or Mobile App Assets by Web/App Project Manager
[For new website builds or mobile app builds]
* this will depend on if there will be a new website build or a menu integration only
Assets
Photos
Bio
Logo
Social Media
Provide any additional content (optional)
Confirm Domain Credentials or CMS Credentials
Menu :
Menu Configuration
Menu Preview Validation (internal)
Menu Preview Review
Settings Validation (internal)
Menu Approval
Order Testing is processed w/ notification settings
New website :
Website Build Begins
Website Preview Updates (internal)
Website Preview Review (client)
Website Approval
Transfer Preview to LIVE website URL
OR
Menu CMS Integration:
Completed Menu Submitted to Website Development Team
Menu Integration into Website Begins (This will appear as a navigation link as well as a homepage button and sometimes on additional pages)
Integration Reviewed and Validated (internal)
Integration is Completed
Mobile App project begins (if chosen) :
Development Build is Submitted to Mobile App Developers and Designers
Mobile App Previews are Sent and Reviewed internally
Mobile App Development begins upon preview approval
Mobile App Beta Test is submitted for testing once completed
Beta Test results are sent to Developers to fix any issues or complete and Submit
Mobile App gets submitted to Google PlayStore and App Store
Client is Notified of Mobile App Completion