SOP for : Inbound requests for Demand:
1. Want to become a dealer
2. Want to become a Distributor
3. Need a quote ( upon checking M3/Power BI - Requester is not listed as a TLC Account)
4. Non- Profit Request - Requesting to purchase product / product in bulk.
**If after collecting customer/requestor information - Adam approves forwarding ticket to Melanie Cox
- Melanie's email address is: mcox@thelegacycompanies.com
Adam's Update: 10/7/2025:
1. Any new customer lead that is below $50K in annual sales will be sent to our DTC sites for ordering vs setting an account up
2. If the request is a one time order , and is over $10K , we will offer a 15% discount code to be applied at check out on our DTC sites.
3. Once new customer requestor provides all required information: If customer advises they will have annual orders $50K or above --> All Requests must be approved by Adam , prior to sending to Melanie Cox.
Important Questions we need to ask is:
1. How frequently will you place an order?
2. What do you anticipate your average order size will be?
**I have included both questions in initial canned response, collecting customer information
| TLC Websites & Discount Codes : Offer for one time orders that are over $10K |
| Brand | 15% Off Discount Code | Link to the Website Brand |
| Chef's Choice | 154RETAIL-CC | https://chefschoice.com/ |
| Excalibur | 154RETAIL-EX | https://excaliburdehydrator.com/ |
| Kalorik | 154RETAIL-KL | https://www.kalorik.com/kalorik.com |
| Omega | 154RETAIL-OM | https://omegajuicers.com/ |
| West Bend | 154RETAIL-WB | https://westbend.com/ |
| Yonanas | 154RETAIL-YO | https://yonanas.com/ |
| Vinturi | Site Not Available - You will need to manually process order in M3 and apply the discount - In Special Notes advise: the discount code : 154RETAIL-VI | Link N/A |
| Zeroll | 154RETAIL-ZR | https://zeroll.com/ |
| Avanti | 154RETAIL-AV | https://www.avantiproducts.com/ |
| Vinotemp | 154RETAIL-VT | https://vinotemp.com/ |
| Canned Responses for Ticket Handling |
| Title of Canned Response | Description |
Sales Admin Become a Dealer (Collecting Customer Information) | Initially responding to ticket collecting the required information |
Sales Admin Become a Dealer (Customer details provided/ Need Adam's Approval) | Customer responded providing requested information -And Meets the order criteria volume **You are responding acknowledging receipt of response. **Reaching out for Adam's approval |
Sales Admin Become A Dealer (Not Approved/Providing TLC Website Link to Order) | Customer does not meet the annual 50K order criteria volume **You are providing the TLC "Brand" website link for customer to place their order |
Sales Admin Become a Dealer (Not Approved/Offer Discount Code/TLC Website Link to order | Customer meets the criteria volume of : 1 time order of over 10K **You are providing the TLC "Brand" website link & discount for customer to place their order |
Sales Admin Become a Dealer (Approved Escalate to Melanie Cox) | Customer meets the order criteria & Adam approved to forward to Melanie Cox ** You are advising you have escalated their request to the dedicated team |
Process Flow:
Step 1: Collect Customer/ Requestor information
I: Respond providing the canned response:
-Sales Admin Become a Dealer/Quote (Collecting customer Info)
II: Complete side cart fields with customer info provided
III: Enter brief Internal Notes
IV: Ticket Status : Select "Waiting on Customer) 
**Note: If customer does not respond back within 2 business Fresh Desk system will auto resolve the ticket.
- If customer responds to ticket after system auto resolves/closes --> the ticket will re-open in your bucket to handle
Scenario 1:
Step 2: Once customer has provided requested information
I: View details details customer has provided.
Step 2A) If customer meets the order criteria:
II. Respond to ticket providing canned response:
- Sales Admin Become a Dealer/Quote (Customer details provided/Need Adam's Approval)
III: Complete Side Cart Fields
IV: Enter Brief but informative Internal Notes
V. Tag Ticket : WOTP
VI: Send a message in SA Team Chat asking for Adam's Approval
- Provide ticket number & advised "Approval for New Customer Set Up"
Step 3 : Upon receiving Adam's confirmation
Step 3A) If Adam approves to escalate to Melanie Cox
I. Respond to ticket with a customer follow-up providing canned response:
-Sales Admin Become a Dealer/Quote (Approved Escalate to Melanie Cox)
II. Complete any additional side cart fields
III. Enter Internal Notes "Adam approve inquiry
IV. Forward ticket to Melanie Cox requesting to please further assist consumer
- Note: Copy and paste all ticket details in your reply to Melanie. (This will ensure Melanie is provided the full ticket history)
V. Ticket Status : Select "Closed"
Step 3B) If Adam declines sending Melanie
I. Work in progress. (More details to come)
Scenario 2:
Step 2: Once customer has provided requested information
I: View details details customer has provided.
- Customer does not meet order criteria
-new customer lead that is below $50K in annual sales will be sent to our DTC sites for ordering
II. Respond to ticket providing canned response:
- Sales Admin Become A Dealer - (Not Approved/Providing TLC Website Link to Order)
II. Complete Side Cart Fields
III. Enter Internal Notes
IV. Ticket Status : Select "Closed"
Scenario 3:
Step 2: Once customer has provided requested information
I: View details details customer has provided.
- Customer does not meet order criteria
-Request is a one time order , and is over $10K , we will offer a 15% discount code to be applied at check out on our DTC sites.
II. Respond to ticket providing canned response:
-Sales Admin Become a Dealer (Not Approved/Offer Discount Code/DTC Website
II. Complete Side Cart Fields
III. Enter Internal Notes
IV. Ticket Status : Select "Closed"