Louisville Community Grocery Coop

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====== New Owner Workflow ======

This page is organized to help us rebuild our new owner workflow. Included are links to past documents, forms and conversations detailing how new ownership has worked in the past.

  * Folder: [[https://drive.google.com/drive/folders/1BpZt6xiiqv_-igEZKIMMkDEvSekCvfFt?usp=sharing|Ownership workflow]] This folder contains documents that outline an older workflow that relied on Paypal, Wordpress and Salesforce CRM
  * Folder: [[https://drive.google.com/drive/folders/12jr5sz5CotLx2-SNlMHVJ7C6CQdT0x0c?usp=sharing|Ownership Docs]] This folder contains design assest for ownership certificates, new owner promotional materials, and new owner onboarding documentation. Much of these documents are out of date with references to LACE or building in specific neighborhoods.
  * File: [[https://drive.google.com/file/d/1FBbMjJj_lCzWwx96FyTN82ReBAsFTYzD/view?usp=drive_link|LCG-Member-Owner-Agreement]] (2020) Paper ownership application
  * File: [[https://docs.google.com/document/d/1Xbfs3P8LtqHAdoCL13Dv7G2X6sUzzVYLW3FL9atqD-g/edit?usp=drive_link|Donation:Ownership Process]] (2021) Describes a manual process for handling online ownership applications from wordpress/wpforms, paypal and mailchimp
  * Folder: [[https://drive.google.com/drive/folders/18WGnfQlLsyDL9pSJOXOapbVpkgUW9evW?usp=sharing|Salesforce CRM build and Workflow]] This folder contains some details on the SalesForce CRM integration with our previous ownership form.
  * Folder: [[https://drive.google.com/drive/folders/1lte6oqDkrAfClLCUpOzSuR4RarRl4Pye?usp=sharing|More Ownership Docs]] Additional documents including a thank you letter for donations underwriting ownerships, pre-owner information (LACE references), another paper ownership form.
  * Folder: [[https://drive.google.com/drive/folders/1XGfHid7ZFsI80bqRBqpwGvwUJywDMBGD?usp=sharing|Ownership roster]] Various dated dumps of ownership data and payment info
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