Onboarding

Welcome to Local Food Marketplace!

Please complete the Onboarding Questionnaire below prior to your first session with our Team! We are very excited to be working with you. If you have any questions, please reach out to Support@localfoodmarketplace.com

Organization.

Business name as it will appear on your Storefront

Website

If you have a main website you'd like to share with us, please enter it here.

Name.

First Last

Email.

Main contact person for your site.

Phone.

Main contact person for your site.

Address.

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Briefly provide your business/organization mission statement. If you do not have a mission statement, please provide a brief description of your business/organization..

This information will be used internally to better understand and assist you throughout your time with LFM!

New Market Information

The LFM Support Team is very happy to assist you with preparing your site for active sales. However, it's important to note that it will be your responsibility to set up your LFM site and complete final tests for completion..

I have read this statement, and I agree to this policy.

The LFM Support Team is very happy to assist you with preparing your site for active sales. However, it will be your (the business/owner/staff) responsibility to set up your LFM site and complete final tests for completion.

LFM New Market URL.

Please enter your desired URL for your LFM site. It must be in the following format: YourStore.localfoodmarketplace.com. We can set up an SSL for a subdomain afterwards if you are interested.

Please provide desired launch date..

MM slash DD slash YYYY

Producer Setup

Do you have a list of producers you'd like us to import?.

Yes, please send me the spreadsheet.

You will need to complete our Producer Import document for LFM to import your producer list.

How many producers will be selling through your market?.

Please enter a number less than or equal to 100.

Will producers be logging into the site to manage their account or products?.

When will producers or you start updating product availability prior to ordering?.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Ex: Tuesdays for Saturday order distribution. Please note product availability can be updated at any time throughout the Period, but it's important to know when producers START to update availability prior to ordering.

Customer Setup

Do you have a list of customers you'd like us to import?.

Yes, please send me the spreadsheet.

You will need to complete our Customer Import document for LFM to import your customer list.

What types of customers do you sell to?.

Retail

Wholesale

CSA

Restaurant

Members

Other

How will customers receive their orders?.

Pickup Locations

Delivery

Please select all that apply

Will you be charging a price mark-up for products sold on your site?.

Will you have different/multiple price mark-ups?

Price Levels (or price mark-ups) are set at the customer level in LFM. You can customize different price levels for your customer groups.

Will you be accepting Credit Cards through LFM?.

Only available with Advanced E-Commerce Module and/or Standard Packages and above.

Product Setup

Do you have a list of products you'd like us to import?.

Yes, please send me the spreadsheet.

You will need to complete our Product Import document for LFM to import your product list.

Will you be accepting SNAP/EBT or similar programs?.

Will you need to charge sales tax?.

Ordering Setup

What is your order cycle?.

Weekly

Bi-Weekly

Monthly

Other

What day(s) will customers receive their orders?.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

What day(s) will you aggregate products?.

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

When will shopping be open? Please specify days and times for each day customers receive product..

REMINDER: Starter=1 order cycle/wk, Standard=2/wk, Premium=3/wk, Enterprise=Unlimited

Will you be offering any special events, pre-order sales, or special ordering windows?.

Ex: Turkey pre-orders

If yes, please briefly describe.

Are you offering a CSA/Subscriptions program?

Yes

When does your CSA program open for sign ups (pre order)?

MM slash DD slash YYYY

When is your first distribution day for your CSA program?

MM slash DD slash YYYY

Do you currently have members signed up for the upcoming season that we need to import?

Yes

What Type(s) of Subscriptions do you offer? Select all that apply.

Traditional/Farmers Choice

Flexible/Customized

Other

If other, please describe.

Do you want customers to be able to add additional products to their order?

Yes

List the name and price of each share type.

ex. Veggie Share - Small $30/week Veggie Share - Medium $45/week Egg Share - $8/week

What frequencies do you offer?

Weekly

Bi-weekly

Monthly

Select the duration of your shares.

Seasonal - defined start and end dates

Ongoing/year round

If seasonal, enter the start date of your main season.

MM slash DD slash YYYY

if you aren't sure yet, take a guess!

If seasonal, enter the end date of your main season.

MM slash DD slash YYYY

if you aren't sure yet, take a guess!

If you have additional seasons please list those start and end dates below.

Ex. fall or winter season dates if you offer multiple seasons

What payment plans will you offer?

Single payment (pay in full)

Payment plan (2-4 payments spread throughout a season)

Pay as they go

What Payment Types are you accepting for subscriptions?

Credit Card

Cash

Check

Echeck

Snap/EBT

Other

If Other, please describe the payment type.

What are your subscription sales goals?

This can be # of members or a dollar figure

Please share any other relevant details about your subscription/share program that you would like us to be aware of.

LFM Support & Services Guidelines.

I have read and understand the LFM Support & Services Guidelines

Please review our LFM Support & Services Guidelines here: https://localfoodmarketplace.zendesk.com/hc/en-us/articles/115005161223

New Site Template Setup.

I have read the New Site Template Setup article from the User Manual, and I will submit the necessary information to Support.

https://localfoodmarketplace.zendesk.com/hc/en-us/articles/4413642370459-New-Site-Template-Setup

Date.

MM slash DD slash YYYY

Onboarding

Welcome to Local Food Marketplace!

New Market Information

Producer Setup

Customer Setup

Product Setup

Ordering Setup

Links and Resources