Client intake services for e-commerce brands

AssistBPO's client intake services for e-commerce brands make the onboarding of every new wholesale account, corporate gifting client, custom order and subscription customer consistent, whoever answered first. Custom and made-to-order requests are intaken with specifications, deadlines and deposit terms and logged to the customer record.

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This page E-commerce brands Client intake services for small business

How does client intake work for e-commerce?

AssistBPO gives you a named intake specialist who receives applications by phone, web form and email, collects what you need before an account is opened, such as business details, resale certificate, store locations, expected volume and shipping requirements, checks them against your criteria, sets the account up in Shopify B2B, Faire or your wholesale portal, sends the terms and line sheet, and books the first order call. Subscription customers get a welcome that explains billing, skips and cancellation clearly under ROSCA and, for UK customers, Consumer Contracts rules, which cuts disputes later. The specialist never negotiates pricing or terms beyond what you approve. Partial applications are followed up on a cadence with lawful consent until they complete or withdraw, and every intake is logged with its source and thanked.

What tasks does client intake cover for e-commerce brands?

  • Receive wholesale, gifting and custom order inquiries by phone, form and email
  • Collect business details, resale certificates, locations and expected volume
  • Check applications against your wholesale criteria
  • Set up accounts in Shopify B2B, Faire or your wholesale portal
  • Send terms, line sheets and price lists after approval
  • Intake custom orders with specifications, deadlines and deposit terms
  • Send subscription welcomes that explain billing, skips and cancellation
  • Follow up partial applications on a set cadence with consent

The KPI that matters here

Intake completion rate: applications and custom requests that reach an opened account or a confirmed order within 5 business days of first contact.

What rules does client intake follow for e-commerce?

  1. PCI DSS and payment data. Assistants never see or take full card numbers. Refunds, partial refunds and replacements are processed inside Shopify, Amazon, WooCommerce or your payment provider's dashboard, and customers who offer card details by phone or chat are redirected to checkout. That keeps your PCI DSS scope where it belongs, with your payment processor.
  2. Shipping delays and consumer rights. The FTC Mail, Internet or Telephone Order Merchandise Rule requires shipment within the stated time or 30 days, with a delay notice and the option to cancel for a refund. UK customers have 14-day cancellation rights under the Consumer Contracts Regulations 2013, and Australian customers have consumer guarantees under the Australian Consumer Law enforced by the ACCC. Assistants send the notices and honor the rights.
  3. Amazon and marketplace policies. Buyer-Seller Messaging rules require a response within 24 hours and forbid marketing or review requests that offer anything in return. Order Defect Rate, late shipment and cancellation metrics decide account health. Assistants answer inside the window, handle A-to-z claims with evidence and follow Etsy and eBay messaging rules the same way.
  4. Marketing consent: CAN-SPAM, TCPA, CASL, PECR. Email campaigns carry identification and an unsubscribe link under CAN-SPAM; SMS through Attentive or Postscript needs prior express written consent under the TCPA; Canadian subscribers need CASL express consent and UK subscribers PECR consent. Assistants process opt-outs the same day and never add contacts without a consent record. Reviews and UGC follow FTC endorsement rules.

E-commerce software we work in

Also in use

  • ShipStation

See all 80 tools we work in

More for e-commerce brands

Other services for e-commerce

Client intake in other industries

Frequently asked questions

Can the intake specialist approve wholesale accounts?

Only against the criteria you write down: store type, location, minimum order, no online-only resellers, no marketplaces, valid resale certificate and so on. Applications that meet the criteria are opened and sent terms; those that do not are declined politely with your wording; anything borderline is queued for your decision with a summary. Every decision is logged with the reason so you can adjust the criteria over time.

How are custom and made-to-order requests handled?

With a specification checklist you approve: dimensions, materials, colors, quantities, personalization text, deadline, shipping address and deposit terms. The specialist collects it by form or phone, confirms it back to the customer in writing, logs it to the customer record and hands it to production with a due date. Changes after confirmation are recorded so disputes about what was ordered do not arise.

Why does subscription onboarding matter for compliance?

Because the rules around recurring billing are specific. ROSCA in the US requires clear disclosure of terms, express consent and a simple cancellation method; UK customers have cancellation rights under the Consumer Contracts Regulations; Canadian provinces have their own rules. A welcome that states the billing date, how to skip and how to cancel, sent by the intake specialist, cuts chargebacks and complaints and gives you a record that terms were disclosed.

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