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A: Kick Off Call (A1: Menu (Menu Submitted? (No: Request Menu, Yes:…
A: Kick Off Call
A1: Menu
Menu Submitted?
No: Request Menu
Yes: Schedule Menu Review 1 SA
A2: Site Survey
Customer Onsite?
No: Schedule Site Survey SA (Schedule Site Survey before Menu Review)
Optional: Skip Implementation discussion
Yes: Complete Site Survey
A3: Implementation
Site Requirements and Permits?
Full-filled. New or Existing?
New: Schedule Day 1: Install SA/Training SA
Grand Opening?
Yes: Schedule Day 2: Go Live SA
No: No Action
Existing
Schedule Day 1 and 2: Install SA/Training SA/Go Live SA
Unfulfilled
Don't schedule implementation. Clearly outline Toast requirements and best practice and reset customer timeline expectations.
C: Menu Review
C1: Menu Complete?
Yes: No Action
No: Schedule additional menu reviews
C2: New Build: Implementation Scheduled?
Day 1 Scheduled
Grand Opening?
Yes: Schedule Day 2: Go Live SA
No: No action
No: Return to A3
C3: Existing: Implementation Scheduled?
Yes: No Action
No: Return to A3
B: Site Survey
B1: Menu Review Scheduled?
Yes: No Action
No: Return to A1
B2: Implementation Scheduled?
Yes: No Action
No: Return to A3
D: Day 1: Manager Training/Config
Install SA Scheduled?
Yes: No Action
No: Site Requirements and Permits?
Yes: Schedule InstallSA
Go Live SA Scheduled?
E: Day 1: Install
Go Live SA Scheduled?
Yes: No Action
No: Grand Opening?
Yes: Schedule Go Live SA
No: No Action. This customer is now in limbo and has no future calls scheduled
F: Day 2 or 3: Go Live
Breakup