When: Ideally within 4 weeks from signature
Who: Customer Lead + RD8. Manager
Activity: A 1-hour online review
Purpose: Review the onboarding experience, address any remaining concerns, discuss future engagement, and ensure the customer is set up for long-term success.
Topics to be covered:
1. Goal assessment
▢ a. Align on selected training efficiency
▢ b. Collect feedback
▢ c. Align on next steps
2. Agree on the first business review case (if recurring Robust Design commitment)
▢ a. Align on projects to be analysed to validate outcome
3. Agree on moving over to the next stage
▢ a. Agree on-boarding process is over and if next level academy is needed
(additional training is a paid service)
▢ b. System support is available on support@rd8.ai
▢ c. Contact persons for further dialogue is aligned - both ways
<< Previous Step 4: Hyper care
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