Onboarding Flows: Example Checklist | The Food Corridor Help Center

If you are a new kitchen administrator, are about to open a kitchen, or are revamping your onboarding process, you may be building your onboarding process from scratch. From completing the kitchen application to scheduling a tour, learning policies, and signing the contract, the Onboarding Flows feature from The Food Corridor supports your prospects in becoming engaged and compliant long-term renters. This guide will help you set up your kitchen's specific onboarding process to build into Onboarding Flows.

Brainstorming the Path

The first step to developing your onboarding process is brainstorming the path a renter takes from first learning about your kitchen to being ready to book their first production day. A good framework to use is the 4 C's - compliance, clarification, culture, and connection.

Compliance involves the renter learning the basic rules and policies of the kitchen, as well as filling out and providing all the necessary paperwork
Clarification ensures that a new renter understands the rules and their responsibilities
Culture explains norms for the kitchen community and can be accomplished by tours, describing equipment etiquette, how time is booked and how cancelations are handled. This can be accomplished through access to videos, documents, or training.
Connection is where your prospect will connect socially or online with the kitchen as well as clients of the kitchen.

Below are example actions you may require your new prospects to take while onboarding to your kitchen, in order to reach the 4 C's. The link suggestions are online tools where the prospect may complete the action. These tools are simply suggestions and are not endorsed by The Food Corridor.

Actions	Link Suggestions
Schedule Informational Call Have your prospect book a call with your team so you can answer any questions and make sure it's a good fit for both of you.	Call Scheduling Tools Calendly Direct email address On your website YouCanBookMe
Welcome to the Kitchen Introduce your prospect to your kitchen. Invite them to watch a video of your kitchen showing off your vibrant kitchen community!	Video Tools On your website YouTube Vimeo
Schedule Kitchen Tour Scheduling a kitchen tour with your prospect is a great way to get the lay of the land before committing. You may wish to schedule these only on certain days to maximize your time. You can also charge a deposit ahead of time to help avoid no-shows.	Tour Scheduling Tools Calendly Direct email address On your website YouCanBookMe Pro-Tip: Since you can edit items once the checklist is assigned to a prospect, add the date in the Description to keep track of who you met with and when.
Submit Application Your prospect can complete an application to become a member in your kitchen. Ask them to tell you about their product, business stage, and kitchen needs. Having an application helps you screen for the best applicants.	Form Tools Typeform Jotform Google Forms Hubspot FormSite MailChimp On your website Pro-Tip: With the ability to link to the application, you can move away from paper files and go digital!
Sign Contract, Agreement, Policies and Procedures Make sure your prospect has a signed contract that states your policies and procedures.	Contract Management Tools HelloSign Jotform Adobe Pro-Tip: Since you can edit items once the checklist is assigned to a prospect, add the specific URL that links directly to that prospect's contract versus a generic URL.
Add Payment Method in TFC Once your prospect adds their payment method, you can charge their application fee, security deposit, and any other onboarding fees.	This action automatically links to your prospect's Payment Method page in their Food Corridor account.
Pay Deposit Quickly collect fees to ensure that the prospect is committed to becoming a member of your kitchen. Learn more about charging a fee on the spot within The Food Corridor.	Pro-Tip: Charging a deposit to become a kitchen client allows a prospect to establish a vested interest in the kitchen as a potential client.
Upload all Required Documents in TFC Making sure your prospect's documents are up to date will help get them in the kitchen quicker. You may have different requirements for certain types of clients in order to be compliant.	This action automatically links to your prospect's Documents page in their Food Corridor account. Pro-Tip: Some documents you may require could be: Business License Insurance Policy Food Handler Certificate
Apply for FLIP Insurance The Food Corridor integrates with FLIP (Food Liability Insurance Program) to provide a seamless insurance application process and automatic policy compliance for your clients. Check out our article What is FLIP and how does it work? for more info	This action automatically links to your prospect's Documents page in their Food Corridor account.
Attend Training Schedule a new client training to ensure your prospect is equipped with the policies and procedures in your kitchen.	Scheduling Tools Calendly Direct email address On your website YouCanBookMe
Watch TFC Tutorials Help your prospect get to know your technology partner: The Food Corridor! This is the online tool where they'll book space, reserve equipment and pay for their kitchen use.	This action automatically links to: How Do I get Started on The Food Corridor? in our Help Center.
Update Your Business Profile in TFC Help your prospect ensure their business information is accurate and up to date.	This action automatically links to your prospect's Business Profile page in their Food Corridor account. Pro-Tip: Your client can add things like their contact information, online presence and the types of products they make!
Schedule Inspection To keep your facility and your prospect's business in compliance with your local municipality, have your prospect schedule an inspection with the local health department.	If your health department offers an online scheduling tool, you could link to this here.
Create a Booking in TFC Get your prospect ready to start cooking! Let them know how to book and any rules they should follow (e.g. from your Calendars tab, create your first booking. This can be a recurring booking with any reservable equipment you need.).	This action automatically links to your prospect's Calendar tab in their Food Corridor account.

Remember: You can add different checklist templates for your different renter types, in case some of the steps vary.

This list of actions can help get you started with establishing an onboarding process and strong 4-C's framework to keep you operation running smoothly.

Get started creating your first checklist in Kitchen Settings > Onboarding!