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Crafty's Onboarding Overview

A streamlined guide to Crafty’s 4-step onboarding process for new office pantry clients.

We’re thrilled to support your team during this exciting chapter! Crafty’s onboarding process is designed to be smooth, collaborative, and impactful—ensuring your pantry program is set up for long-term success.

What is Crafty’s Onboarding Process?

Onboarding is the period when we guide you through the setup, introduction, and implementation of your Crafty pantry program across your office locations.

Our onboarding includes four key steps:

  • Sales Transition

  • Kickoff

  • Implementation

  • Launch
    Crafty Onboarding (1)

1. Sales Transition

This phase ensures a seamless handoff from your Crafty Sales rep to your dedicated program team.

  • Information Transfer: We consolidate all notes, materials, and program specifics.

  • Implementation Calendar: A custom project plan and timeline is built for your launch.

  • Equipment Coordination: Orders are submitted and scheduled with our distributors.

2. Kickoff

In this meeting, you’ll connect with your dedicated Crafty team and align on goals, plans, and timelines.

  • Meet the Team: Get introduced to your Crafty point of contact.

  • Program Review: Align on goals, scope, and responsibilities.

  • Timeline & Tasks: Finalize key dates and next steps for implementation.

Pro tip: Make sure all key stakeholders attend this meeting to ensure alignment.

 

3. Implementation

We’ll visit your office to create an action plan and finalize details for your pantry launch.

  • Onsite Walkthrough: Crafty reviews your space and discusses logistics.

  • Service Level Overview: Outline of Crafty’s responsibilities during service visits.

  • Product Finalization: Confirm your curated product list.

  • Logistics Planning: Lock in the timeline and tasks for launch day.

4. Launch

This is go-time! Your pantry is stocked, your team is trained, and your program goes live.

  • Installation Day: Crafty installs equipment and merchandises products.

  • Go-Live: Your pantry is ready for use!

  • Week 1 Support: Crafty performs initial shifts and training.

  • Post-Launch Optimization: Review feedback and fine-tune your program.

  • Handoff: Your Implementation team rolls off, and your Crafty program team takes the lead.

Scenarios Where Onboarding is Most Helpful

  • You’re launching a pantry program for the first time.

  • Your company is moving or expanding to a new location.

  • You’re switching vendors and need a smooth transition.

  • You want better visibility and control over pantry operations.

Onboarding Definitions

  • Go-Live: When your pantry is fully stocked and ready for use.

  • Implementation Day: When Crafty is onsite to install and stock your pantry.

  • Crafty Platform: Your dashboard to manage spend, products, and operations.

  • Service Level Overview: A list of Crafty’s onsite responsibilities.

  • Walkthrough: A site visit to plan your space, access, and logistics.

FAQs

How long does onboarding take?
 It typically takes 4–6 weeks, but this varies based on your space, timeline, and readiness.

What should I prepare before Kickoff?
 Ensure all stakeholders are aligned and any internal decisions are made around pantry goals and key contacts.

Will Crafty help train our team on the Platform?
 Yes! We include Platform training during Week 1 of your go-live phase.

Who handles service after onboarding?
 Your dedicated Crafty program team takes over ongoing support and service management.