Don’t forget to give them a list of any desktop or mobile apps you may use that requires a download--for us, that includes Dashlane, Instagram, and Facebook Pages. We also find it helpful to offer a list of designers to follow on Instagram to encourage personal growth and find inspiration for their own designs.
Training on the various programs we use is provided further on in our onboarding process but it is worth mentioning now. Our team members don’t only need to have access to the tools we use, but they need to know how to effectively use them. We may be a bit biased but, for us, the most important tool that all of our team members need to know how to use is Curate. The core of everything we do is built into Curate from our preliminary questionnaires, to the creation and pricing of the proposal, to the quickbooks integration. We use Google Apps for our email and Google voice for our phone line. We’ll use Pinterest from time to time but for the most part, new hires know how to use it and it’s a simple drag and drop from Pinterest into our proposal software so we don’t have to spend a ton of time teaching them.
One good point on the training side, be sure you’ve planned out ahead of time what tools a person needs to use. They might not need to learn Instagram if they are one of your delivery team members. If they’re a designer, they need to have it so that they stay up to date on trends. Once you've determined which principles and softwares are applicable to each new team member, you can more effectively train them to fulfill their new role in your floral company. We have four major divisions where our new team members may fit in: design, event execution, administration, and sales/marketing. All of the principles we teach to our new team members center on the key tenets of our company culture that we discussed last week.
With that in mind, we respond quickly to new inquiries and do all we can to book qualified clients in the consultation (we qualify them by using the budget calculator on our website). We also use the Curate software to create our proposals during the consultation because speed is super important if you want to retain the connection you had.
Our marketing efforts range from wedding shows to our social media presence. Throughout every marketing channel, we recall our mission of offering a premium experience for clients. We have defined standards for photos that are shared on our Instagram and Facebook pages because we know that clean and professional pictures are what will generate the overall premium vibe we want. Because our mission is a central point throughout our onboarding process, our new team members come to think of everything we do in terms of the standard of excellence our clients expect.
When you break it down, as we have, and focus on training the new team member in one area at a time, it becomes much more palatable for both you and them. It takes time, certainly. And honestly, it feels a little awkward the first or second time you do it. Yet you gain an incredible team member retention rate and have to train people less because you spent a little more time.
You might be asking: “What if we do all this training for them and then they leave?” The only thing worse is you don’t train them and they stay.