Transcript Connecting families in need with furniture for their homes

Client Referral Process
Online Store
The Mississauga Furniture Bank
mississaugafurniturebank.org
Introducing our new online shopping
system….
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Offers a better experience for clients
Makes submitting orders easier for caseworkers
Reduces the number of emails back and forth
Automates the process & reduces handling costs
Improves tracking of orders
Improves reporting to board of directors & grant
providers
Our new system…
www.mississaugafurniturebank.org
Access the online store…
Follow these easy steps…
1. Ensure your agency is a Registered Partner
2. Perform a Client Needs Assessment
3. Provide your client with a link to the site
and ask them to “shop” and email you their
wishlist.
Partner agency role …
Send the
link to your
client and
ask them
to shop &
create a
wishlist
Client creates a wishlist …
Your client must click here to send you
their created wishlist (remember to give
them your email address)
Client emails wishlist to you…
Caseworker gets an email…
Caseworker receives the client’s emailed wishlist…
4. Ensure you are a registered user of the shopping
site. You’ll need a user id and password. Click the
“caseworker registration” link.
5. Login (click the “My Accounts” link) and add your
client’s chosen items to a cart and fulfill the check
out process.
6. Await confirmation of your order and then
communicate and coordinate the delivery
information with your client.
Partner agency role …
Register
If your agency does
not appear in the list,
please contact us so
we may add it.
Each case
worker must
register and
create an
account.
You only need
to do this step
once.
Case worker registration …
Case worker login …
Add client’s items to cart …
Proceed to checkout…
Please provide
the client’s
contact and
delivery
information.
Provide delivery details…
You will receive
an order
confirmation
email.
Confirmation and email…
We’ll follow up with you to
confirm delivery to the client.
Our Warehouse
Important Considerations
Needs Assessment
Please ensure that the items your client has selected in
their wishlist are in line with their needs
• we have limited inventory available
• we wish to service as many families as possible
• we have a responsibility to donors to ensure their
items are placed with those in most need
• will it fit? Please make sure the order is in line
with the size of the client’s space and access to
their apartment
• we have experienced some isolated suspicious
scenarios – please ensure this is not an
opportunity for clients to re-sell items on kijiji
Don’t Forget …
Important Considerations
Accurate Client Information
We collect information during checkout that is crucial for
delivery and reporting purposes.
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contact info for the client
notes area for special instructions
is there a future moving date?
number of dependents and family members
Don’t Forget …
Important Considerations
Curb-Side Drop Off Only
Clients need to have “helping hands” available on
delivery day. Why?
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limited liability / we do not enter their home
time and costs of movers and truck rental
adherence to our delivery schedule / on time
Don’t Forget …
For complete details and access to inventory
please visit:
www.mississaugafurniturebank.org
If you still have questions,
please contact us at:
[email protected]
Are you interested in a training session for your team?
We offer free lunch and learn sessions at your office or our warehouse.
Thank you!