❏ Black Friday- Client Name - Shop/Online Sale- DATE (CSM to fill out)
- Notes
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Template to fill out over the phone with Clients for Shopping Cart Order (Make Copy)
Payment Portals & Shop Shares (Tools for getting Merchant Processor Access)
https://support.stripe.com/questions/invite-team-members-or-developers-to-access-your-stripe-account
https://account.authorize.net/help/Merchant_Interface_RoboHelp_Project.htm#account/User_Administration/Add_a_New_User_Account.htm
https://squareup.com/help/us/en/article/5591-get-started-with-employee-management
Email of client contact:
Date shop goes live:
Date shop goes back into drafts (or stays up):
Do they currently have a shopping cart built? If yes. Please share the URL.
Does the client have a WPEngine site?
Do we have access to their domain dns records?
Do we have hosting access?
Do they have any active payment processor account? If yes. Please share the name.
Will they be selling any physical products? Or any products that will have tax?
Have we trained client on where to view shop sale:
Graphic Order
Types of graphics needed:
Design requests:
Preferred template- please drop canva link (optional):