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Sonny's Onboarding Guide

Kristin
Updated

Timeline and tasks for new customers onboarding with Sonny's as their POS

There are two stages in the onboarding process with The Car Wash CRM: (1) Technical Implementation & (2) Feature Enablement.

  • Technical implementation will be done with your Implementation Manager (IM). It is the process of connecting The Car Wash CRM to your Point of Sale.
  • Feature enablement will be done with your Customer Success Manager (CSM). It is the process of  turning on CRM features after the completion of the technical integration.

PLEASE NOTE:

Once Technical Implementation is complete your billing will start.

At this time, The Car Wash CRM will be fully connected to your Point-Of-Sale and you will be able to start setting up all of the features. In this phase, your Customer Success Manager is your point of contact. 

Required Tasks in Each Phase:

For Sonny's, the following steps from you, Rinsed, and Sonny's are needed to complete both phases:

Technical Implementation Tasks
Your TasksRinsed TasksPOS Tasks
  • Facilitate BackOffice access and execute required setup within BackOffice
  • Complete required Implementation Forms
  • Provide you clear instructions on all steps and requirements for Sonny's POS integration
  • Build your Rinsed platform instance
  • Provide API Keys
  • Provide Historical transaction and customer reports

 

PLEASE NOTE:
You are responsible for getting all required information from the POS. Rinsed will be there to assist and ensure the completion of all steps and work.
Feature Enablement Tasks
Your TasksRinsed Tasks
  • Work with Sonny's on plan creation with guidance from Rinsed if not completed during implementation
  • Request voucher codes from Sonny's
  • Create graphics for downsell offerings and online sales
  • Use our help center to get familiar with all things Rinsed
  • Your dedicated CSM will guide you through all CRM features.
  • Your CSM will help to prioritize and launch features that align with your business goals, ensuring a timely setup.
  • The Rinsed team will host feature specific webinars to answer FAQs and demo how each feature in Rinsed works. We will also highlight best practices and ideal use cases.

Timeline for Completion:

For Sonny's customers, the above tasks typically take 3 weeks to complete on average.

The provided timeline is an estimate. Customers who follow our recommended tips for accelerating the process may experience faster project completion, while those who face unexpected challenges might see extended timelines. With your commitment to this process, Rinsed will help you navigate all steps in collaboration with you and Sonny's. 

What can speed up implementation:

  1. Executing Steps sent over by your IM as soon as they are sent

What can slow down implementation:

  1. Failure to sign the Sonny's Contract when provided
  2. Failure to provide required permissions to Rinsed BackOffice user

Communication Expectations:

To ensure the smooth completion of both Technical Implementation and Feature Enablement, email will be our primary method of communication. It is the fastest and most efficient way to reach your Implementation Manager and Customer Success Manager. While we will also provide our direct phone numbers, email remains the preferred channel for prompt responses. Additionally, Zoom video calls will be required at certain stages.

Pro Tip: 

Want to get in contact with your IM or CSM? Send an email - it is the fastest and easiest way to reach a member of the Rinsed team.

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