Processing an Order

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Describe G4’s team pro-active approach (and where we’re headed with more integration of the CSR with the customer).

Tactics (Emma)

  • Cash Sale vs. Leasing
  • Embossing or Decoration
  • Process: Describe where the order ends (accounting and payment); Kari’s role and how we can best support a seamless and delightful payment experience


  • Thank you email – sample messages for Production and Shipping (tracking info)
  • Pandadox
  • Payment Form

Up Next: Nurturing a Lead