Prospects live in their own tab within the Clients tab. The Prospects tab serves as an organizational feature for managing your potential clients. You can charge a prospect an application fee, view or add their required documents, message back and forth, add notes, and manage their status, all before approving them as a client.
Some things to note when navigating the Prospects Tab:
New Prospects: A red dot notification will appear in the upper right corner of the Prospects tab when you have a new prospect. The notification will remain until their status has been updated.
Show Delayed: You can filter your potential clients to include delayed Prospects. This is intended for Prospects that may be stuck in the onboarding process or not responding. Check the ‘Show Delayed’ box at the upper right corner of listed prospects.
Approve as client: When you are ready to approve a Prospect as a client, hover over the prospect and click the check icon ☑️. The client will be moved to your Client's tab and will be able to start booking time in your kitchen.
Edit a prospect: If you would like to edit a Prospect’s settings or add internal notes, click their business name > click ‘Edit’ next to the Notes section.
Manage a prospect: From the prospect's profile, you can manage their onboarding progress:
charge an application fee (or other one-time fee/credit)
view/upload their required documents
update their status
send them a message
Delete a prospect: If you would like to delete a Prospect, you will need to first change their status to ‘delayed.’ Once their status has been changed to ‘delayed’ you can delete the prospect by clicking the trashcan icon. Or, you check the box to the left of their name and click “delete” up top.
Managing Prospects with Onboarding Flows: If you are using The Food Corridor's Onboarding Flows feature, you will have some additional information displayed in your prospects tab. You will now see a Progress bar which provides an at-a-glance status of how far your Prospects are in your kitchen's onboarding process.
When you click on a prospect's progress bar, you will be taken to their Onboarding checklist that they have been assigned, OR if they do not have a checklist assigned, you can assign one to them. Being able to view a client's onboarding progress as well as view the steps they have outstanding or that you need to edit, provides a transparent process that brings your prospect one step closer to becoming a kitchen-ready client. To learn more about the Onboarding Flows feature, check out this article to get you started.
Note On Mobile: The prospect's business name, contact name, payment method, and status are visible. 'Invite Client', 'Message Active Clients', 'Message In Progress Prospects,' and 'Manage Sign In' live under “All Options” on the Clients tab on mobile.