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  • Client Onboarding Guide & Estimated Milestones

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     Phase 1: Kick-Off Phase

    ·        Estimated Timeline: Days 1–5

    ·        Goal: Establish milestones and securely gather integration credentials.

    ·        Action Required from You: To implement your service, please securely provide your:

    o   Manager-level access to your Google Business Profile (do not share your raw password)

    o   CRM platform API keys or integration information

    o   Any relevant operational documentation

     

    Phase 2: Software Installation & Training

    ·        Estimated Timeline: Days 5–19

    ·        Goal: Technical integration and system optimization.

    ·        What We Do: We configure the software backend and connect it directly to your CRM.

    ·        What You Do: Participate in training sessions so your team knows exactly how to manage reward cards and track reviews.

     

    Phase 3: Hardware Deployment & Go-Live

    ·        Estimated Timeline: Days 19–33

    ·        Goal: Target Go-Live by Day 30 with full delivery by Day 33.

    ·        What We Do: Ship and install your physical QR Code stands/materials at your business locations.

    ·        What You Do: Run final system tests alongside our specialist to launch the service seamlessly.

     

    Phase 4: Post Go-Live Support & Optimization

    ·        Estimated Timeline: Days 34+ (Following your first reward card and Google review customers)

    ·        Goal: Performance tracking and ongoing operational stability.

    ·        What We Do: Provide a comprehensive follow-up report to analyze your early metrics, customer engagement, and review volume progress. Follow up with the marketing team if applicable.

  • ⚠️ Project Timeline & Liability Disclaimer

    A)Please note that all timelines, milestones, and phases outlined in this document are estimates only and do not represent guaranteed delivery dates. While ORDIX Intelligent Business LLC makes every reasonable effort to achieve Go-Live within the estimated 33-day window, unexpected technical challenges, third-party integration constraints (including CRM and Google API dependencies), hardware shipping delays, or delays in receiving client credentials may alter the schedule.

    B)ORDIX Intelligent Business LLC is not bound by any legal obligation to meet these exact dates and shall be held completely free from any liability, financial claims, penalties, or legal action resulting from project delays or service disruptions during the onboarding process. By proceeding with this onboarding phase, you acknowledge and agree that project timelines are flexible and subject to change based on deployment circumstances.

  • 📞 Ongoing Support & Contact Information

    Your dedicated onboarding specialist will remain your primary point of contact for 30 days following your Go-Live date.

    ·        Support Hours: Monday through Friday, 9:00 AM – 5:00 PM EST

    ·        Phone Support: 1 (877) 393-5669

    ·        Email Support: info@ordixai.com

    ·        Website: ordixai.com

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