Onboarding pipeline ! MJ

Onboarding pipeline

Lead → live. Cards turn red when they sit too long. Drag to move (wireframe: click to open).

Lead2
Hayes Cash & Carry
Cash & carry · Hayes
Demo booked Thu
2d in stageMJ
Harrow Halal Meats
Butcher · Harrow
Visited 24 Oct, warm
3d in stageS
Applying1
Hounslow Nuts Co
Dry fruit · Hounslow
Wizard 5 of 9 done
1d in stageAR
Docs missing1
Green Street Fashion
Clothing · East Ham
Missing: proof of address
4d in stageAR
Awaiting client KYC1
Southall Sweets
Sweets · Southall
Seller Centre ID check not done
6d in stageS
Connected1
Ilford Sarees
Clothing · Ilford
OAuth ✓ · 5 scopes
1d in stageAR
Catalogue loading1
Kabul Spice House
Spices · Southall
32 / 46 listings · 6 need client OK
5d in stageAR
Live3
Bakhtar Dry Fruits
Dry fruit · Southall
194 orders in Oct
LiveS
Ealing Road Cookware
Cookware · Wembley
47 orders in Oct
LiveMJ
Wembley Rice & Tea
Grocery · Wembley
Late shipping flag
LiveS

Stage rules

Moving a card sends the client an automatic status message in their language. "Awaiting client KYC" sends the Seller Centre guide and offers a call.

What only the client can do

ID check, bank details and accepting TikTok's terms in Seller Centre, then tapping Authorise for our app. We prepare and guide; we never click for them.

Average time in stage

Docs 2.1d · KYC 3.4d · TikTok review 1.8d · Catalogue 4.0d