Onboarding

On behalf of the entire Best and Basic team, we’re excited to partner with you and embark on this journey together! 

Welcome aboard, Let’s Get Started!

Welcome to the Best and Basic family! To ensure a smooth and efficient onboarding process, we’ll need a few key details from you. Providing this information will help us hit the ground running and deliver exceptional results tailored to your needs. 

Onboarding Checklist

1. Schedule your kickoff call (Request call here)

2. Technology Access

   • B&B will invite you to collaborate with BB. Please provide store url (i.e. acme.myshopify.com)

   • B&B pulls e-commerce orders from Shopify

   • B&B pulls inventory data from Shopify

   • B&B will evaluate the configuration of your products. 

   • The Customer grants access to current 3PLs OMS

3. The customer provides ALL 3PL Invoices (Upload invoices here)

   • Fulfillment

   • Parcel & Freight

4. The customer will provide current SOPs (Upload SOPs here)

   • for example:

     1. Release and destruction orders

     2. Product Rollout - NPI Process

Communications

Teamwork makes the dream work. We encourage regular communication through:

• Email to concierge@bestandbasic.com | We try to reserve email for formal communications, such as contract agreements, official notices, non-urgent communications, and important documents that require a permanent record.

Bi-Weekly Progress Meetings 

The dynamic nature of the business and the importance of flexibility are why we conduct our bi-weekly progress meetings using Google Meet. Here's what you need to know:

• Invitations | You will receive a calendar invite for each bi-weekly meeting, which includes the Google Meet link. To join the meeting, simply click on the link at the scheduled time.

• Preparation | To make the most of our meetings, we encourage you to prepare any questions or topics you would like to talk about beforehand. You can also upload any relevant documents to our shared Google Drive folder before the meeting for you to look over.

• Recording | If needed, we can record the meetings for future reference or for team members who cannot attend. The recordings will be shared via Google Drive.

Sample Agenda 

1. Review of Last Meeting’s Action Items | 5 mins

2. Project Updates | 20 mins

3. Issues and Challenges | 10 mins

4. Client Feedback and Requests | 10 mins

5. Next Steps and Goals for the Upcoming Week | 5 mins

6. Open Discussion | 5 mins

7. Wrap Up and Confirmation of Next Meeting | 5 mins

File Sharing and Collaboration

A shared Google Drive environment is our hub for all documents, reports, and files, ensuring easy access and collaboration. Google Drive allows for real-time collaborative editing and feedback, streamlining revisions and approvals. 

This Project Site

This Project Portal is designed to keep you in the loop and fully engaged with the progress of the project in real-time. Here is how to use it and make the most of it:

• Your Project Dashboard | Click Here | To see your project's live status, click ‘View the dashboard.’ Here, you’ll find a visual representation of project milestones, task completions, and overall progress.

• Input Request List | Click Here | Click ‘Add to the List’ to share any task or idea you want the team to explore. Together, we ensure every detail is captured and addressed efficiently.

• Shared Drive | Click Here | Click on the ‘Open shared drive folder’ to access all your project files. You can view, download, and upload documents as needed.

Let's get you access