Shop Assesment: Power, Water, Space (Location)
Business Assessment
Financial Assessment
Lunch
Networking/Enjoy Resort
Dinner & Party at Rocco's Tacos
Estimated Delivery Date
Complete Itemized Proposal
CEO Review
Funding Arrangement
Finalized Financing
Collect Deposit
Serial Number Confirmed Post Funding
Delivery Date Established
Welcome Package
Pre-Install Requirements Review
Identify Customer Contact
Warranty Guidelines
Delivery Date
Payment Term Review
Technical Specifications Review
Building Specs
Machine Specs
Computer Specs
Send Water Test
Order Equipment
Order Parts
Order Accessories
Order Assembly
Build Equipment
Test
Quality Control
Status Review:
Pre Install Requirements
Pre Delivery Requirements
Lead Operator Identify
Send Aptitude Test
Virtual Training
In Class Training if Necessary
Confirm Rigging Requirements
WCAM Installation
Green Key (Activated)
Set Final Delivery Date(Min. 1 week in Advance)
Notice to Customer 30 Days Prior to Shipment
Shipping & Receiving Contact Established
Virtual Training
Send Rigging Videos & Instructions to 3rd Party or In House Party
Confirm Rigging Requirements
Send Rigging Written Instructions Delivery Date
Send Packing List
Send Load Pictures to Customer
Pre Install Completion Review
Set Installation Date
Verify Installation Checklist Review
Technician Introduction
Staff Assessment
Coordinate Trades:
Electrician
Plumber
Pneumatic
Welder (If Concrete Walls)
Technician Arrival Initial Instructions
Tooling & Supply Inspection-Day 1
Operational Review & Testing
Post Installation Customer Survey
Confirm Operational Test
On Machine Training
WCAM Training
Tool Calibration
Real Piece Execution (No Customer Jobs)
Supervise Operation
On Machine Sign-Off
WCAM Sign-Off
Maintenance Sign-Off
Explain Service Protocol
Assign Poseidon Service Account
Follow Up Call, 3rd Work Day After Installation
Review 10 Most Common Problems
Gratitude Package
Survey
