Cut+Dry checklist for sales teams
Follow these steps to get the most out of your Cut+Dry account.
On this page:
Overview
This checklist covers the essential Cut+Dry platform functions that sales reps need to master to effectively support their restaurant customers. Complete each item and add your training notes or questions before beginning customer interactions.
Customer information
Building complete customer profiles ensures personalized service and helps you understand each account's unique needs and preferences.
Resources:
Invite a user
Proper user setup ensures the right people have appropriate access levels, streamlining the ordering process and reducing communication barriers.
Resources:
- How to check a customer's invite status and resend invites
- Role matrix for universal customers
- Role matrix for white label customers
Create or edit an order guide
Well-organized order guides make it faster and easier for customers to place orders, leading to increased order frequency and customer satisfaction.
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Review orders
Analyzing order history helps you identify purchasing patterns, suggest reorders, and proactively address any recurring issues.
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Review order drafts
Monitoring drafts allows you to assist customers who may be struggling to complete their orders and prevents lost sales opportunities.
Edit or cancel an existing order
Quick order modifications demonstrate responsive customer service and help maintain strong relationships when changes are needed.
Check-in order
Proactive order check-ins ensure customer satisfaction, identify delivery issues early, and help maintain product quality standards.
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Create a customer-specific broadcast message or product recommendation
Targeted messaging increases sales by promoting relevant products and specials.
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Send a message to your customer
Direct communication builds trust, resolves issues quickly, and provides a personal touch even in a digital setting.
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