Trolley Onboarding Planner —
v10.19
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Step 1 · Merchant Overview
Merchant Name
Merchant Type
Marketplace
Creator Platform
Gig Economy
E-commerce
SaaS
Fintech
Other
Merchant Onboarding Country
United States
Canada
United Kingdom
Australia
European Union
Funding Currency
USD
CAD
EUR
GBP
AUD
Recipient Countries (select all that apply)
Canada
USA
Europe
LATAM
Asia
Australia
Africa
Implementation Type
New Payout Launch
Competitor Replacement
PayPal Migration
Homegrown Replacement
Competitor Name
Tipalti
Payoneer
Wise
HyperWallet
PayPal
Other
Target Go-Live Date
Step 2 · Current Workflows
Select all that apply.
Payment Approvals
is a pick-one group.
Onboarding
Onboarding: Manual Forms
Onboarding: Spreadsheet Uploads
Onboarding: API
Onboarding: Widget/Application
Verification
Verification: Manual
Verification: 3rd party (integrated)
Verification: 3rd party (non-integrated)
Payments
Payments: Manual payouts (E-Transfer, Wise, etc.)
Payments: Manual Transfers / Wires
Payments: API automated
Payments: Competitor Solution
Payments: Cheques
Payments: Digital Wallets (PayPal)
Payment Approvals
Payment Approvals: None
Payment Approvals: Single
Payment Approvals: Dual
Tax
Tax: Collects W-8/W-9
Tax: Manual sharing of forms
Tax: End-of-Year Filing
Trolley Proposed Solution
Recommended Bundle
—
Integration Mode
—
Indicative Timeline
—
Adjust Timeline
Speed factor
x1.00
Lower = faster
Override
Narrative Summary
Workflow Diagram
No diagram yet — check one or more boxes in
Step 2
.
Current → Future Mapping
Only showing workflow areas relevant to your current selections.
Process Step
Current Approach
Future with Trolley
Product(s)
Implementation Roadmap