Crafty's Implementation Process

Explore Crafty's approach to implementing new clients into our office kitchen and pantry program

Once you sign on with Crafty, we'll take you through a seamless 4-step Onboarding process. This process includes your program Implementation which begins after we've conducted our internal Sales Transition and hosted the Kickoff with you and your team.

The Crafty Implementation phase can range from 4-12 weeks based on your office, program requirements, and any structural requirements needed. Below we provide more details into the components of your Implementation period:

Crafty Implementation Process


Implementation Team 

At Kickoff, you'll be introduced to your Implementation team who are responsible for crafting and implementing your bespoke office kitchen and pantry program. Before we meet, our team will ensure everything you communicated to date to your Crafty Sales representative is incorporated into your program.

Once we move into your Implementation phase, your Implementation Manager is the ship's captain, ensuring we all get to where we need to go – on time and within budget. 

Here's a snapshot of the reliable Implementation team that will get you across the finish line:

  • Sales Executive
  • Implementation Manager
  • Client Operations Team Member
  • Implementation Operations Team Member 
  • Market Ops Manager
  • Client Success Manager (if applicable)
  • Fulfillment Partners (if applicable)

4-Phase Implementation

Onsite Walkthrough

Occurs following the kickoff. Crafty will review all equipment infrastructure needs, snack set up, backstock storage, and building access.
Infrastructure areas that will be checked for equipment placement 
  • Waterlines and plumbing 
  • Electricity
  • Countertop space
  • Cabinetry layout

Service Level Overview

Lead By: Implementation Operations Team Member

Estimated Completion Date: 2 weeks prior to Implementation Day

Process:

    • Your Implementation Operations team member will reach out to coordinate a walkthrough of your space.
    • Your Implementation Operations team member will arrive onsite to perform a walkthrough - assessing your kitchen spaces, storage, loading dock access points, etc.
    • The Implementation Operations team member will relay notes from the walkthrough to our team.
    • We will discuss the outcome of the walkthrough and any questions we may have in our Implementation check-in session.
    • Post walkthrough/check-in, your Client Operations team member will regroup with you on a draft of our service level overview. 


Please Note: Depending on your program, Delivery + or Concierge, your task list and allotted onsite shift will appear differently. Your implementation team will coordinate appropriately to meet the needs of your program based on what was discussed with your Sales Executive.

Finalize Product List

Lead By: Client Operations Team Member

Estimated Completion Date: 2 weeks prior to Implementation Day

Process:

    • After your kick-off call, your Client Operations team member will reach out to schedule a product list session.
    • Prior to your initial product list session, you will receive your existing list of products that are being brought into your space to review. 
    • In the product list session, the Client Operations team member will go over a draft product list with you in the session, based on your existing products, unique offerings from the market you are located in, and anything that is a “must have” discussed ahead of time.
    • Post product list session, your Client Operations team member will create a final version of your product list to give for final approval.


Please Note: While we have finalized the go-live version for your program, we will reserve any major product list changes on a quarterly basis, in collaboration with your Client Operations team member and Client Success manager. The objective, during the implementation process, is to finalize a go-live version to have everything ready for the first 90 days in your space.

Implementation Day Logistics

Your Crafty/partner install team is onsite for set up, which can include equipment installation, product set up and training.

    • Implementation Week: The week of your implementation date, our team is getting organized so we know exactly what’s going on and where it’s going before stepping foot in your location. We will also send over details about what to expect on Implementation Day.
    • Implementation Day: On Implementation Day, our team is onsite installing your equipment and getting all your products stocked on the shelves. Keep an eye out for a check-in email from our team, who will give you the rundown on how things are going. 
    • Go-live:  Everything is ready for employees to get to snacking! 

 

Wondering about equipment? Equipment ordered right after the signed agreement is received. In your signed contract, we have finalized the equipment we’ll be providing to outfit your space. Once we receive that signed agreement, we immediately place our equipment orders, get them delivered to your space and install them in the launch phase. 

Lead times vary for equipment, and shipping may become unpredictable. If the implementation team encounters any equipment delays, resulting in it not arriving on time, we may need to pivot to an alternative equipment solution!


Crafty Implementation Definitions

  • 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 program management platform that puts you in the driver seat to better 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. 

At Crafty, our first company value is We Obsess Over the Client, and we’ve built our Onboarding and Implementation Process with that value in mind!