WHOLESALE CUSTOMER ONBOARDING SHEET
1. CONTACT INFORMATION
Full Name:
First Name
Last Name
Phone:
Format: (000) 000-0000.
Email:
example@example.com
Title / Role:
2. BUSINESS INFORMATION
Business Name:
Business Address:
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Resale / Sales Tax License #:
3. BUSINESS TYPE (Check all that apply)
Business Type
Kava Bar
Smoke/Vape Shop
Retail Store
Online Store
Distributor
Restaurant / Cafe
Wellness / Health Store
Hotel / Hospitality
Brand Owner
Other
4. BUSINESS DETAILS
Number of Locations:
Years in Business:
Current Suppliers (if any)
5. PRODUCTS OF INTEREST (Check all that apply)
Products of Interest
Bulk Kava (25kg)
Kava Powder (Retail)
Whole Leaf / Crushed Leaf
Kratom (Powder/Leaf)
Canned Beverages
Extracts / Shots
Accessories / Merchandise
Private Label / Custom
Other
6. ADDITIONAL PRODUCT NOTES
Specific products, strains, sizes, or brands you're interested in:
7. PURCHASE PLANS
Estimated Order Frequency:
Weekly
Monthly
Quarterly
Other
Estimated Order Volume:
Preferred Method:
Warehouse Pickup (Orlando, FL)
Shipping
8. GOALS & PRIORITIES
What are you most interested in right now?
Product Pricing
Opening a New Location
Expand Current Locations
Try New Products / Samples
Private Label Opportunities
Other
9. NEXT STEPS
What would you like from us next?
Send Wholesale Catalog
Send Pricing
Follow Up Call / Email
Schedule a Meeting
Request Samples (if available)
Other
10. EASTSIDE FOLLOW-UP (Internal Use)
Follow-Up Date:
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Assigned To:
Notes:
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