Onboarding Checklist for Retail Customers

Onboarding Checklist for Retail Customers

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









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