Organization & Location Setup

Tell us about your organization and the locations we'll be configuring.

Company / Organization Name *

Primary Contact Name *Primary Contact Email *

Locations to Set UpList each location by name (e.g. Shawnee, Waldo, Antioch, NKC Warehouse, Main Office).

2

User Access

List all users requiring access to LoopXP.

Users Requiring AccessFor each user include: Name, Email Address, Location(s), and Access Level (Administrator, Manager, Staff).

3

Implementation Goals

Select all that apply.

4

Donation Collection Programs

Tell us about your current donation channels and volume.

Donation channels currently utilized

Approximate Current Donation Volume (lbs)Monthly or annual figure.

5

Donation Bin Program

If utilizing donation bins (City Thrift only for now).

6

Routing & Fleet Operations

Help us understand your current route structure and fleet.

Current Route Structure

Existing routes should be importedExisting routes should be reviewed and optimizedNew routes should be developedNot Applicable

Number of TrucksNumber of Vans / SprintersNumber of Drivers

GPS / Fleet Tracking System Currently Usede.g. Samsara. Let us know if you'd like an API integration explored.

7

XP.Donations Hardware Setup

How will donations be recorded at attended locations?

8

Reporting & KPI Priorities

Which metrics are most important to your organization?

9

Existing Systems & Data

Identify systems currently in use and data available to import.

10

Project Leadership

LoopXP recommends assigning a primary Project Lead for a successful implementation.

Project Leadership Structure

Primary Project LeadContinue as leadership group

Primary Point of Contact

11

Implementation Communication

LoopXP recommends weekly implementation meetings during the first 60 days following kickoff.

Would you like to schedule recurring implementation meetings?

WeeklyBi-WeeklyAs Needed

Preferred Meeting Length

30 Minutes60 Minutes

Preferred Day / Time

Expected Attendees

Project Lead OnlyProject Lead + Department ManagersFull Implementation Team

12

Success Criteria

What would define a successful implementation after the first 60 days?

Success Criteria

Locations configured and operationalUsers trained and activeDonation tracking implementedReporting dashboards establishedRouting/Bin operations configured

Additional Success MetricsTarget Go-Live DateAdditional Notes or Requests

Master Subscription Agreement Acknowledgment

Please review the Loop XP Master Subscription Agreement (MSA) and acknowledge your agreement to its terms to continue.

I acknowledge that I have received or been provided access to the MSA, have had the opportunity to review it, and agree to be legally bound by its terms. *

LoopXP Platform Onboarding

Organization & Location Setup

User Access

Implementation Goals

Donation Collection Programs

Donation Bin Program

Routing & Fleet Operations

XP.Donations Hardware Setup

Reporting & KPI Priorities

Existing Systems & Data

Project Leadership

Implementation Communication

Success Criteria

Master Subscription Agreement Acknowledgment

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