Crafty's Onboarding Overview

A comprehensive look at Crafty's seamless 4-step Onboarding for new office pantry clients.

We are so excited to collaborate alongside you during this unique milestone for your business. Crafting a better workplace takes a village and Crafty is here to make it a breeze. Below you'll find a comprehensive overview of our 4-step Onboarding process for new Crafty clients:

Sales Transition
Kickoff
Implementation
Launch

Crafty Onboarding (1)

1. Sales Transition

The first step is the Sales Transition, where we ensure all relevant information is transferred smoothly from your Crafty Sales representative to your program team. During this phase, Crafty will align on your program specifics and consolidate all notes, documents, and materials to ensure everyone is on the same page. We will also develop your project plan and calendar, and coordinate your equipment order with our distributors in preparation of our kickoff.

Information Transfer: Crafty will align on your program specifics and consolidate all notes, documents and materials.
Implementation Calendar: Crafty team develops your project plan and calendar.
Equipment Order: Crafty will coordinate your equipment order with our distributors.

2. Kickoff

In the Kickoff phase, you'll meet your dedicated Crafty team. We will review your program goals, plan, and process to ensure everything is clear and agreed upon. This phase sets the stage for a successful Implementation phase by establishing the timeline, key tasks, and next steps. We ask that all key stakeholders from your end to attend.

Meet the Team: Get introduced to your dedicated Crafty team.
Program & Process Review: Review your program goals, plan and process.
- Timeline
- Key tasks
- Next steps

3. Implementation

During Implementation, Crafty will visit your office for an onsite walkthrough to organize an action plan. We'll outline our onsite responsibilities and finalize the product list, ensuring all details are coordinated and scheduled for a smooth launch day.

Onsite Walkthrough: Crafty visits your office to organize an action plan.
Service Level Overview: We’ll compile a list of Crafty’s onsite responsibilities.
Finalize Product List: Crafty reviews and recommends final product list.
Implementation Day Logistics: We coordinate and schedule key details for launch day.

Explore more Implementation details >

4. Launch

The Launch phase marks the period that leads up to Day 1 of your new Crafty pantry program and optimizations post go-live. Crafty will be onsite for installation and product stocking, ensuring everything is ready for your go-live date. During the first week of your new program, our team will provide Crafty Platform training, followed by a post-implementation review to gather feedback and optimize your program. Once your program is optimized, our Implementation team will roll off while your Crafty program team remains dedicated to your overall success.

Launch
- Implementation Day: Crafty is onsite for install and product stocking.
- Go-Live: Your space is ready for snacking!
- Week 1: Our team performs your first shifts for review.
- Post-Implementation: Crafty Platform training and feedback gathering.
Optimize
- Operations: Review your service level overview and make program adjustments.
- Products: Use past order data to modify your product set.
- Team: Ongoing program management with your Crafty program team.

Crafty Onboarding Definitions

Onboarding: The period of time in which we'll guide you and your team through the setup, introduction, and implementation of your new Crafty pantry program across all of your office locations.
Go-live: When all snacks and equipment are set up in your kitchen spaces, ready for employees to use and consume!
Implementation Day: The day (or days) when Crafty is at your office delivering products/equipment, merchandising snacks, and installing equipment!
Crafty Platform: Our proprietary pantry program management platform to control your spend, manage your products and oversee onsite operations. You can read more about our Crafty Platform here.
Service Level Overview: Tasks that are Crafty's priority responsibility each time they are onsite.
Walkthrough: A scheduled visit for the Crafty team to be onsite and assess your kitchen space(s), review equipment locations (if applicable), discuss snack set-up, scope out access points, and any other details relevant to implementation day/ongoing service.