Hissedaar Program โ Operations Dashboard
Checklist ยท Planning Calendar ยท Launch Tracker
0
/
0
Items complete
Operational Checklist
Planning Calendar
Show:
All
Must have
High priority
Good to have
Pending only
๐
Content & Knowledge Documents
Hissedaar Welcome Pack
Identity, brand story, profit share, role, tiers. First document every associate receives.
Must have
โ Built
LGD Explainer (associate + customer-facing)
What is a lab-grown diamond, why cheaper, certifications, FAQ. Shareable by associates.
Must have
โ Built
Objection handling guide with scripts
"Is it real?" "Will it lose value?" "Are you earning from this?" โ all answered with exact language.
Must have
Associate types one-pager (Referral / Stock / Approval / Exhibition)
Clear side-by-side explanation of all four types. No ambiguity on obligations, ownership, GST.
Must have
Scheme FAQ โ top 20 questions on terms and earnings
Payout schedule, what counts as a sale, how customer ownership works, dispute resolution.
Must have
Customer segment guide โ urban 25โ40 vs traditional 40โ55
Different language, emotional hooks, occasions, price comfort. Marwari / Jain / Reddy community notes.
High priority
WhatsApp sharing scripts โ warm intro, follow-up, product share
3 versions per scenario. Associates must not write from scratch. Hindi + English.
High priority
Wedding collection positioning guide
How to present a new, limited collection. Set expectations, generate interest, avoid oversell.
High priority
Hallmark and certification explainer (printable)
Simple one-page guide on BIS hallmarking and IGI grading. For associate to show sceptical customers.
Good to have
๐
Catalogue & Digital Tools
Shareable personal catalogue link โ unique per associate
Mobile-optimised, loads in under 3 sec, shows price + availability. The single most-used tool.
Must have
ERP Phase 7
Product photography cleared for associate sharing
No awkward watermarks. Premium, warm, natural-light photos that feel personal not corporate.
Must have
Social media content kit โ 8โ10 ready-to-post images and captions
Instagram posts, WhatsApp status cards sized at 1080ร1920. Hindi + English captions.
High priority
Associate profile page on maanorah.com
"Curated by [Name]" โ elegant digital presence. No coding needed by associate.
Good to have
Website phase
๐ฆ
Physical Kit (Stock & Approval Associates)
Certificate of authenticity โ printed, per piece
Without this, no home showing will result in a sale. Non-negotiable for trust.
Must have
Display kit โ velvet tray, ring sizer, price tags, branded carry case
Pieces shown at home must feel like a jewellery experience. The display is part of the product.
Must have
Maanorah-branded gift box and velvet pouch
Unboxing is part of the premium experience. A plain box undersells the product at point of delivery.
Must have
Printed lookbook / mini catalogue (16โ20 pages)
For occasions where phones feel awkward. Leave-behind for interested customers.
Must have
Care and cleaning card (inside every box)
Simple instructions for maintaining lab-grown diamond jewellery. Feels premium, reduces returns.
High priority
โ๏ธ
Technology & Portal (ERP Phase 7)
Hissedaar portal โ order placement, stock tracking, customer records
The ERP associate module. Without this, operations cannot scale beyond 3โ4 associates.
Must have
ERP Phase 7
Monthly commission statement โ clear, itemised, downloadable
Each piece, the profit on it, the associate's share. No black boxes. Opacity kills trust.
Must have
ERP Phase 7
Tier progress tracker โ visible in portal
Current tier, volume this quarter, volume needed for next tier. Must be visible on home screen.
Must have
ERP Phase 7
Customer registration and permanent ownership linking
When a customer is referred and registers, they link permanently to the associate for future commissions.
High priority
ERP Phase 7
Design feedback channel in portal
Simple form where associates submit taste feedback and quality reports. Results shared quarterly.
High priority
ERP Phase 7
Portal onboarding walkthrough โ 3-min screen-recorded video
Script ready. Record using Loom once portal is live.
Good to have
๐
Legal, Operations & Payments
Hissedaar agreement โ signed before any stock is given
Covers: stock ownership (Maanorah retains), return window, GST responsibility, commission terms, exit clause.
Must have
Return and exchange policy โ written, unambiguous, for customer use
15-day return, lifetime exchange on defects. Associate must be able to answer "what if I don't like it?" confidently.
Must have
Payout process โ bank details collection, payout schedule, TDS if applicable
Associates must know exactly when and how they are paid. Delays or opacity cause attrition.
Must have
Delivery process โ how pieces reach customer after a sale via Referral associate
The associate staked their reputation. Fulfilment must be seamless and tracked.
High priority
GST guidance for each associate type
Stock associate (no GST โ Maanorah owns stock), Approval associate (GST on confirmed sales). Written clearly.
High priority
Escalation process โ who does an associate call when something goes wrong
A named contact and a clear SLA. Associates without a clear escalation path lose confidence fast.
High priority
๐
Recognition & Motivation
First-sale moment โ a specific message or small gift on first closure
Highest-risk dropout point. Make the first sale feel like an event, not just a transaction update.
Must have
Monthly Hissedaar WhatsApp group โ product updates, previews, recognition
Not a broadcast channel. A community. Associates share wins, ask questions, see design previews.
High priority
Quarterly Hissedaar Insights Report โ "your feedback changed this"
Shows which design choices were influenced by associate input. Proves the "business partner" framing is real.
High priority
Tier upgrade celebration โ personalised message + Paarkhi welcome letter
Tier upgrades must feel like life events. A personal message from a founder makes it real.
Good to have
Monthly leaderboard โ shared privately with top performers only
Aspirational, not embarrassing. Top 3 Hissedaars each month, volume only โ no rupee amounts shown.
Good to have
Starting point โ Week 1
Target: first Hissedaar onboarded by end of Week 10. Pilot with 3โ5 trusted associates before open launch.
Phase 1 โ Build the foundations (Weeks 1โ3)
W1
Foundation
Content ยท Legal
Finalise Hissedaar Welcome Pack โ fill in portal URL, contact details, commission % per tier
Built โ โ needs your specific numbers inserted
LGD Explainer โ review, approve, add exact return policy wording
Built โ โ review FAQ answers for accuracy
Draft Hissedaar agreement with legal counsel โ 4 associate types, stock ownership, GST, exit
Input needed: lawyer review
Confirm payout schedule and bank detail collection process
Input needed: finance decision
W2
Scheme
Content ยท Operations
Build objection handling guide + WhatsApp scripts
Next document to build โ Claude can draft this
Build associate types one-pager (Referral / Stock / Approval / Exhibition)
Next document after objection guide
Finalise commission %s per tier and per component (gold/diamond/making/stone)
Input needed from you
Confirm Hissedaar / Khaas Hissedaar / Paarkhi quarterly volume thresholds
Input needed from you
W3
Catalogue
Digital ยท Photography
Customer segment guide โ urban 25โ40 and traditional communities
Claude can draft based on your input
Product photography โ review existing photos for share-readiness (no heavy watermarks)
Action: art direction decision needed
Commission social media content brief to designer โ 8โ10 images + captions
Brief: Claude can draft the content brief
Phase 2 โ Setup portal and physical kit (Weeks 4โ6)
W4
Portal
Technology ยท ERP Phase 7
Begin ERP Phase 7 Sub-phase 7.1 โ foundation and data model (migrations 067+)
This is the technical prerequisite for all portal features
Scheme FAQ document โ top 20 questions on terms, earnings, ownership
Claude can draft based on scheme confirmed in W2
W5
Kit
Physical ยท Print
Commission printed lookbook design โ 16โ20 pages, A5 format
Midjourney for hero imagery, Canva for layout, Claude for copy
Source display kit โ velvet trays, ring sizers, branded carry case
Action: vendor sourcing needed
Design and print Maanorah gift boxes and certificate of authenticity cards
Action: print vendor needed
W6
Portal
Technology ยท ERP
ERP: catalogue access + shareable link per associate functional
The single most critical technical deliverable
ERP: commission statement generation + tier progress tracker live
Portal onboarding walkthrough video โ record using Loom once portal is stable
Phase 3 โ Pilot with trusted associates (Weeks 7โ8)
W7
Pilot
Onboarding ยท First associates
Onboard 3โ5 trusted pilot Hissedaars โ one of each type if possible
Criteria: people who genuinely believe in the product. Not just willing โ enthusiastic.
Walk through Welcome Pack + LGD Explainer with each pilot associate
Set up WhatsApp Hissedaar community group
W8
Iterate
Feedback ยท Fix ยท Refine
Collect feedback from pilot Hissedaars โ what is confusing, what is missing, what feels wrong
Revise documents, portal flows, and scripts based on real feedback
This is the most important step. Real associates will find things no planning can predict.
Celebrate first sale โ whoever it comes from, make it an event
Phase 4 โ Open launch (Weeks 9โ10)
W9
Scale
Recruitment ยท Launch
Open Hissedaar recruitment โ activate recruitment booklet, WhatsApp intros, referral card
Target: 15โ20 Hissedaars across Bengaluru โ 2โ3 per community type
W10
Review
Measure ยท Sustain
First monthly commission statements generated and shared
First Hissedaar Insights Report โ what feedback you heard and what it changed
Assess: what is working, who is performing, where is friction โ and plan Month 3 expansion