I figured there would be one out there somewhere, but maybe I'm using the wrong search terms to find it. Basically our last install was at a business that shouldn't have been down as long as it was, but due to some changes on the customer side (not much we could do about that) and not getting all the info I needed at the beginning, it was a rough install. Everything got fixed and the customer is happy, but it showed us we still need to work on the process.
So what I'm wondering is if anyone has a whole process onboarding checklist they would like to share. From before install (finding out exactly what the customer needs and what we'll have to work with, programming as much as possible before install), to install, to post install (instruction in phone usage, tweaking changes to programming that are inevitable, etc) to make the transition as smooth as possible.
Thanks as always for the info!
So what I'm wondering is if anyone has a whole process onboarding checklist they would like to share. From before install (finding out exactly what the customer needs and what we'll have to work with, programming as much as possible before install), to install, to post install (instruction in phone usage, tweaking changes to programming that are inevitable, etc) to make the transition as smooth as possible.
Thanks as always for the info!