Customer Success Onboarding Plan

0-30: Usage & Strategy Alignment

• Week 1: Kickoff & Goal Alignment

  • Align expectations for next 3 months with detailed onboarding and adoption plan, together with their entire team and management,

  • On site meeting showcasing new FS features and tailored updates we did during their testing phase,

  • Gather feedback of any missing pieces from their side, that could still present a problem with usage such as users, devices, timeline, GIS updates  etc,

  • Offering full support with on site assistance with expected engagement from their side and schedule weekly visits.

• Week 2: Data Entry & Verification

  • Adding WH items for the current season, after last inventory in December,

  • Internal verification of initial data updates such as operations, vehicles and implements,

  • Guidance with updated workflows such as scheduling and crop templates,

  • Monitoring usage on a daily basis and do daily check-ins.

• Week 3: Address Gaps & Usage

  • Check early usage trends and gather feedback on any potential obstacles,

  • Start with operation planning for the next season on selected fields,

  • Review of current data and progress that was done in last two weeks,

  • Possible start of planned operations and on site assistance with performing workflows with a driver and material distribution.

• Week 4: Review & Progress

  • On site meeting with the team to review what was done in the last month and showcase results and wins on both sides,

  • Gather feedback and address any gaps or potential issues,

  • Review plan for next month.

30-60: Expansion & Engagement

• Data Review & Optimization: Fill any missing gaps from a data perspective.

• Onboarding: Onboarding with a wider team of tractorist and warehouse personnel on their location,

• Operations: finalize operation plan for the season and make it part of daily routine,

• Feedback & Iteration: Collect feedback from the customer on their experience with the software and onboarding process. Make necessary improvements also on our end (feature flagging, SI localizations etc)

• Community Building: KIS visit in our location in Serbia, connect them with our Agro R&D team for possible collaborations, knowledge sharing to keep the momentum on multiple fronts.

60-90: Adoption & Future Growth Planning

• Onboarding Evaluation: Assess the overall success of the onboarding process and gather customer feedback.

• Feedback & Iteration: Collect feedback from the customer on their experience with the software and onboarding process. Make necessary improvements.

• ERP Integration plan: Explore options for a customer loyalty program and encourage customer advocacy through testimonials or case studies.

• Ongoing Support: Continue to provide ongoing support, training, and updates to ensure the customer maximizes the value of the FS.

TBD: weekly plan for month 2 & 3, depending on progress of month 1.