All onboarding templates

Independent specialty coffee roastersNew

Owner-led specialty coffee roasters and small-batch roastery + cafe operators — origin transparency, roast-batch quality discipline, cupping cadence, wholesale + retail channel mix.

Origin transparency · roast-batch quality · wholesale channel · cupping protocol

4 memory entries1 sample signalIndustry Hospitality & foodAdded in rev 195

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Sample signal seeded on day 1

feedbackpriority normal

Sample wholesale onboarding cadence signal

A new wholesale account (regional cafe, signed two weeks ago) hasn't had its onboarding programme closed yet — equipment fit, drink-recipe calibration, and staff training are all marked pending. Worth flagging and surfacing a watch item: the 14-day onboarding window is the load-bearing wholesale primitive — accounts that don't get closed-out reliably underperform on quality + retention. The right next move is a named contact at the cafe scheduling the missing pieces this week.

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