The chargeback defense playbook
What 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
The 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
Editable 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 break down how each one handles fulfillment, payment, and dispute resolution — without taking sides.
Wire-service comparison sheet
Side-by-side reference on Teleflora, FTD, BloomNet, and the major direct-to-consumer gatherers — payout timing, dispute process, fulfillment expectations. Updated as policies change.
Request a copy →When to fulfill, when to refuse
Some 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
A 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
The 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
First-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
Calculate 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.