Our products offer simplicity to some of the daily activities of our customers and provide a form of security for them as they go about their business. At 3rd Eye, we strive to make sure we make our customers get the value for what they pay for. Our achievements have opened several opportunities for us which makes it easy for our sales team to be able to speak with prospective clients and generate leads from current customers. Onboarding new customers is always a very exciting time for us and we take pride in making sure that we deliver to our customers based on their needs. With this in mind, we have created a process we go through to make sure these interactions come out successful. 

Define Success Plan

• When we get a new customer, we setup an account with them to show them how our products work and what value they could gain from going with 3rd Eye. They go through a credit application, they fill out a W-9 form, and we review their tax certificate. All this is to make sure that we are working with a company that follows federal and state regulations and can work with us in good faith. 
• We work on a Master service agreement (MSA) contract with the new customer and provide key contact list for both parties. 
• We create an active user list on our portal for the company, choose preferred logo, and make sure all they need for a pilot is available to them at the installation site and on the portal. 
• The parties decide on what the scope of work (SOW) should be, provide asset list for the installation of our products, provide information on the installation sites, developed an installation road map and a success plan. 

Delivery And Onboarding 

• Our technicians get scheduled for the installation based on the scope of work. They also make sure all parts and materials needed for the installation is available and shipped to the installation site. 
• Upon arriving at the installation site, our technicians work hand in hand with their on-site contacts to make sure the assets are available and provide any guidance for the technicians to be able to complete their assignments based on the SOW. 
• Once installation is done, training is provided to the on-site contact/employees on our products, our portal, and their technicians. We also provide information for our support team to assist if they come across any issues. 

Once we go live (this is typically the pilot stage), we evaluate our progress towards the customers goals. This ascertains that the installation was done properly, and the customer is getting value for the services we provide to them. We do a monthly evaluation for 3 months to analyze the result of our products. Once this is completed, we move to warping up the project and coming up with a forward plan. 

It is very important we follow the right processes and procedures when we have a new customer that needs our 3rd Eye products. This marks the beginning of our interaction with our customers. If properly done at the install level, we are assured a very satisfied customer, potential repeat customer, and even referrals. This guide contains well documented processes and procedures for new customer installs.