GORILLA LAB  ยท  POS Kickoff Form

v3.2

Fill during the kickoff call. Submit generates the merchant follow up, the Shopify summary and the project dates.

Merchant

Who we're launching and where the lead came from.

Current setup

The key data points from the partner handbook's initial call agenda.

Hardware check

Existing kit confirmed before the call where possible, wants agreed on the call. Anything marked wanted with nothing existing goes on the order list.

ItemExistingWanted
Receipt printer
Cash drawer
Barcode scanner
Barcode label printer

Gates

Tick what's already done. Anything unticked gets a target date and drives the reminder emails.

Shopify store created and confirmed
New merchants need the store created under our partner account first. Confirmed by Morris (new) or Ross and Co (existing), never assumed. Transfer timing to be confirmed with Wati
BYOP form submitted
Must be in before work starts
POS Pro annual plan active
Annual only. Monthly does not unlock funding or the terminal order
POS terminal ordered
Can only be ordered once the annual plan is active. Target within 48 hours of kickoff. ETA assumed 7 days from order
Additional hardware ordered
Receipt printer, scanner, cash drawer if needed. Note below what was ordered

Timeline

Calculated from the kickoff date. Adjust the go live target if the merchant has a hard date.

Setting you up right

Asked naturally near the end of the call. Each yes tags a future conversation, nothing gets pitched on the call.

Would you or the team like training beyond the go live walkthrough?
Day to day POS confidence, returns, end of day, staff onboarding
tags: POS support training
Do you sell online today, and is that on Shopify?
Note their platform if not Shopify
tags: backend training / future ecommerce work
Do you ship orders, or plan to? Anything like Starshipit in place?
Only relevant if online selling exists or is coming
tags: integrated shipping setup
Do you run a loyalty or rewards program?
Or lost one in the move from the old POS
tags: loyalty program setup
Do you print your own barcode labels in store?
Or want to start, given barcodes speed up checkout
tags: barcode printing setup and testing

Out of scope raised on the call

Name it now so nothing gets absorbed silently later.

The JSON record is the project's source of truth. It loads straight into the dashboard and Supabase later.