AgriOps — Tenant Onboarding Checklist
Definition of “onboarded”: First compliance PDF successfully generated and reviewed with the tenant.
Format: Run this with the tenant across 2–3 sessions. Keep open alongside the call.
Pre-Onboarding (Before First Session)
- Contract signed by both parties
- First invoice sent and payment confirmed
- Tenant company account created in AgriOps
- Admin user credentials created and sent securely (not plain email)
- Onboarding call scheduled — Session 1 date/time confirmed
- Asked tenant to have ready:
- Company logo
- List of team members + roles
- At least one GeoJSON farm file exported from SW Maps
Session 1 — Account and Team Setup (~30 min)
Company Settings
- Company name, address, and contact details confirmed in settings
- Commodity/commodities confirmed (cocoa / soy / shea / other)
- Subscription tier and limits reviewed with tenant
Team
- Tenant admin walks through inviting their first team members
- Roles assigned and explained: org_admin / manager / staff / viewer
- At least one non-admin user created and tested login
Platform Walkthrough
- Dashboard tour — what each section does
- Sidebar navigation confirmed working
- Notification system explained (low stock, expiring farm verifications)
End of Session 1 check:
- Tenant admin can log in independently
- Team members have access
- Tenant knows where to go for each module
Session 2 — Data Setup (~60 min)
Suppliers
- At least one supplier created (name, category, contact)
- Tenant understands supplier → farm relationship
Farmers
- Farmer records created or imported
- Farmer fields explained: name, phone, village, LGA, NIN, FVF consent
Farms
- First GeoJSON file imported via bulk import
- Import results reviewed — any validation errors resolved
- Farm verification status confirmed (verified / pending)
- Expiry dates set where applicable
- Deforestation risk classification reviewed with tenant
Products
- At least one product created matching their commodity
- Unit of measure confirmed
End of Session 2 check:
- At least 5 farms successfully imported and linked to a supplier
- Tenant can run the import independently
- Tenant understands farm verification requirements
Session 3 — Operations and Compliance (~45 min)
Purchase Order
- First PO created (supplier, product, quantity, unit price)
- PO status workflow explained
Inventory
- Inventory record created from PO
- Low-stock threshold set
Sales Order and Batch
- First Sales Order created (customer name, commodity, destination)
- Sales Order Item added
- Batch created and linked to source farms
- Tenant understands the batch → farm traceability link
Compliance PDF — Go Live Moment
- EUDR Compliance Report generated for the batch
- PDF reviewed together — company details, farm annex, traceability chain
- Tenant confirms the output matches their expectations
- PDF downloaded and saved by tenant
End of Session 3 check:
- Tenant has their first compliance PDF in hand
- Tenant can generate a report independently
- Any questions about the output resolved
Post-Onboarding
- Summary email sent: what was set up, what’s next, support contact
- 7-day check-in call scheduled
- 30-day review call scheduled
- Escalation path confirmed: direct WhatsApp or email to founder for now
7-Day Check-in
- Any import issues encountered?
- Any farms that failed verification — why?
- Any team members struggling with the platform?
- First real operational PO/SO created?
30-Day Review
- How many farms now mapped?
- Compliance reports generated — any output issues?
- Feature requests or friction points logged
- Subscription tier still appropriate?
Onboarding Notes (fill in per tenant)
Tenant:
Plan Tier:
Onboarding Start Date:
Session 1 Date:
Session 2 Date:
Session 3 Date:
First PDF Generated:
7-Day Check-in Date:
30-Day Review Date:
Notes: