The chargeback defense playbook
GuideWhat goes into a winning dispute response — design proof, delivery proof, recipient interaction, and the order ticket. With sample wording for the response letter that issuing banks accept.
Request a copy →Resources
Practical references for the work you do every day.
A growing library of guides, checklists, and templates pulled from real shops we've worked with. Free to use, shop-friendly in tone, and updated as the platform — and the trade — evolves.
Chargeback & dispute defense
The single most common question shop owners ask us is: "What evidence actually wins a chargeback?" These resources answer that — concretely, with examples and counter-examples.
Driver delivery checklist
ChecklistThe physical proof a driver should capture at the door: photo with house number visible, time-stamped, GPS attached. Print-and-laminate friendly for the dashboard.
Request a copy →Dispute response letter
TemplateEditable template addressing the most common reason codes — non-receipt, dissatisfaction, recipient unreachable. Designed to read clean to bank reviewers, not internal staff.
Request a copy →Wire services & gatherers
The wire services and order-gatherers your shop fulfills for are a substantial slice of revenue and an outsized slice of disputes. These references help you decide which orders to accept and check your statements against what you fulfilled.
When to fulfill, when to refuse
GuideSome wire orders are profitable; some are loss-leaders the gatherer knows it's passing on to you. A framework for evaluating margin, geography, and risk per order before you accept.
Request a copy →Statement reconciliation worksheet
WorksheetA spreadsheet template for matching wire-service statements against orders the shop fulfilled — the precursor pattern Floral Intel's Statement reconciliation module is automating.
Request a copy →Operational templates
Day-to-day shop tools that don't require Floral Intel to use. Built for small teams; print-friendly; written in plain language.
Designer brief template
TemplateThe one-pager a designer needs at the bench: order ticket details, recipient context, tone, and any substitution policy. Printable, fits in an order wrapper sleeve.
Request a copy →New-employee onboarding checklist
TemplateFirst-week checklist for a new designer or driver: POS access, kiosk PIN, delivery zone walk-through, safety basics. Editable so each shop can adapt to its own setup.
Request a copy →Cost-of-goods worksheet
WorksheetCalculate true cost per arrangement: stems, hard goods, labor minutes. The pattern Floral Intel's COGS module is automating, with the formulas exposed so you can see what the platform will be doing.
Request a copy →Industry data & reading
Outside reading we recommend if you want to go deeper into the trade and the business of running a shop. We don't sell any of these.
Society of American Florists — sales & statistics
Trade-association data on industry trends, holiday volume, and consumer behavior. The closest thing to a definitive shared dataset for the U.S. floral trade.
Floral Marketing Fund — research library
Free research on consumer flower-buying behavior, marketing experiments, and category positioning. A surprisingly deep archive most shops never tap.
Profit First, by Mike Michalowicz
Cash-flow framework that adapts well to small floral shops with high seasonality. The five-account split takes about two weeks of discomfort and then runs itself.
Workhorse Print & Design — wholesale pricing index
Weekly cut-flower wholesale price snapshots, useful as a sanity check when negotiating with growers and wholesalers.
Federal Trade Commission — chargeback & consumer dispute guidance
Plain-language explanations of cardholder rights and merchant responsibilities. Worth reading once so you know what the bank is required to do, not just what the wire service tells you.
Have a resource you'd like to see?
Resources we ship grow out of conversations with shop owners. If you have a recurring question, a process worth documenting, or a template you've been meaning to write up — tell us via the contact page and we'll see if we can build it.