Onboarding Checklist for Retail Customers
Ensure a smooth setup for new and returning customers
Pre-Season Readiness Goals:
- Confirm all users have access.
- Ensure field boundaries are uploaded.
- Add fields to The Plan.
- Create a plan to enter planting information.
- Understand how to navigate the platform.
- Prepare for first flights and insights.
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Administrative Account Setup
- Establish a point person(s) for the account (1-3 recommended).
- Define organizational structure with Customer Success.
- By region, by agronomist, or other.
- Identify key users who need access.
- Invite new users through the Taranis Web App.
- Adjust visibility settings for agronomists and team members.
- Remove users who are no longer with the organization.
User Management
- Login and complete profile setup.
- Download the Taranis Mobile App for field access on the go.
Field Boundaries & Plans
- Upload field boundaries via shape files.
- Amend existing field boundaries if necessary.
- Select fields and add them to the 2025 Plan.
Planting Information
- Establish a process with Customer Success for gathering planting data (manual entry or John Deere integration).
- Input planting date, population, row spacing, crop type, and hybrid/variety (if applicable).
- MyJohnDeere Integration
- Manual
- Set reminders for submission of planting data for manual inputs.
Training & Resources
- Customer Success will conduct a Sales Training to assist with proper onboarding.
- Customer Success will conduct a Technical Training covering user management, boundaries, and planting information.
- Access to Knowledge Center.
Communication and Support
- Know who to contact for support (Regional Account Manager, Customer Success)
- Establish the best way to communicate (email, text, or phone).
- Set a schedule to communicate with your grower, Regional Account Manager, and Customer Success Team member.