Onboarding & Route Optimization
Start fast with free onboarding, then scale confidently with expert route design.
Onboarding (Limited)
- 2‑hour kickoff meeting (team‑wide): goals, data sources, success metrics.
- 1 hour per user (free): account setup, app walk‑through, first‑day workflow.
- After free allotment: US$99/hour for additional onboarding or training.
What’s included
- User provisioning, roles & permissions
- Import of locations/customers/SKUs (templates provided)
- First task & checklist templates (photos, OOS, pricing, freshness)
- Manager dashboard orientation (live view, reports)
- Q&A + best‑practice playbook (PDF)
Fair‑use notes
- Free hours must be used within 30 days of signup.
- Sessions scheduled in 30–60 min blocks (remote).
- Recording & follow‑up notes included.
Route Optimization Service
We design your initial routes so reps start strong on Day 1.
- US$250 per route (one territory/day plan), delivered in Navimate
- Turnaround: 2–5 business days (data quality dependent)
- Includes one revision per route
Priority scoring criteria
- Volume (historical & potential)
- Geography/Proximity (drive time, clustering)
- Demographics (trade area fit)
- Visit Frequency (weekly/bi‑weekly/monthly)
- Due/Overdue Status (stale accounts boosted)
- Time Windows & Store Hours
- Sales Velocity & Trend
- OOS/Freshness Risk
- Promotion/Display Priority
- Competitor Pressure
- Account Tier/Class
- Service Level Agreements
We combine these into a weighted “Route Priority Score,” then optimize order & timing to minimize travel and maximize selling time.
Deliverables
- Optimized route(s) loaded into Navimate (map + ordered stops)
- Priority rationale per stop (what boosted it)
- Drive‑time estimate & visit time budget
- Export files on request (CSV/GeoJSON)
How We’ll Work Together
1
Discovery (30–45 min): goals, data availability, constraints.
2
Data Intake: locations, historical visits, hours, campaign list.
3
Scoring & Build: agree weights; we run the model.
4
Review & Adjust: feedback session; one revision included.
5
Go Live: publish routes; train reps to execute the plan.
FAQs
- Can we self‑optimize instead?
Yes. We’ll provide templates and suggested weights so your managers can fine‑tune over time.
- What if some stores have strict time windows?
We encode time windows and lock them; the optimizer plans around them.
- Do you support territories with rural gaps?
Yes—cluster logic adjusts by density; we balance frequency vs. miles.