Our Proven 12-Step Customer Onboarding Process
From first conversation to ongoing success — here's exactly how we guide every customer through a seamless, structured journey to get the most from their system.
Process Overview
Phase 1: Discovery & Proposal
Steps 1–3: Understand, Tailor, Propose
Step 1 — Discovery Meeting
We hold a structured phone call to understand your business: turnover, team, current ePOS, and technology. Our systemized questions pinpoint where you can increase revenue, reduce costs, or improve margin.
Step 2 — Tailored Demo
We build a custom demonstration of our technology and business process proposition, directly addressing the opportunities and challenges identified in your discovery call.
Step 3 — Full Proposal Delivered
You receive a comprehensive proposal with full costings and a clear timeline — tailored to your business and ready for review.
Phase 2: Agreement & Site Readiness
Steps 4–6: Sign, Survey, Schedule
Step 4 — Proposal Sign-Off
The customer reviews the proposal, agrees to the terms, and electronically signs. Fast, frictionless, and fully digital.
Step 5 — On-Site Survey
We visit your location to map out your menus, current system layout, preferred equipment placement, and any power or data constraints that need to be addressed.
Step 6 — Installation Date Agreed
With the survey complete, we lock in your installation date so everything runs on schedule.
Phase 3: Build & Review
Steps 7–8: Build, Configure & Online Review
Step 7 — Equipment Build & Configuration
Your hardware is assembled and fully configured based on the outputs from the on-site survey — menus, layouts, and workflows all set up before we arrive at your door.
Step 8 — Online System Review
We walk you through the fully built system in a live online session. You see exactly what it will look like, confirm it meets your requirements, and sign off before installation day.
Phase 4: Training & Go-Live
Steps 9–10: Train & Install
Step 9 — Train-the-Trainer Session
One to two days before installation, we conduct an in-depth online training session with your system champion — the key person who will lead adoption within your team.
Step 10 — On-Site Installation & Go-Live Support
Our team installs everything on-site, delivers hands-on training, and stays with you through the initial go-live — ensuring a smooth launch with no disruptions to your operation.
Phase 5: Aftercare & Ongoing Success
Steps 11–12: Follow-Up & Monthly Reviews
Step 11 — 10-Day Check-In
Ten days after installation, we reconnect to confirm everything is performing as agreed. If anything needs adjusting, we make a plan immediately — no delays, no guesswork.
Step 12 — Monthly Reviews (3 Months)
For the first three months, we hold a 20–30 minute monthly review — included in your package — to ensure you're extracting the data and insights you need to manage and grow your business.
The Full 12-Step Journey at a Glance
Every customer follows the same proven path — from discovery through to ongoing monthly success reviews.
A Process Built Around Your Success
Our 12-step process isn't just onboarding — it's a commitment. From the first discovery call to your third monthly review, every step is designed to ensure your system delivers measurable results: more revenue, lower costs, and sharper margins.
15
Minute Discovery Call
Fast, focused, and structured to uncover your biggest opportunities.
12
Proven Steps
A consistent, repeatable process that leaves nothing to chance.
3
Months of Aftercare
Included monthly reviews to ensure lasting success post-launch.