(Define scope of project)
Sign the contract, initial payment Uptake interview Demographics
Location, Phone, Email, Web, Sales Tax, Others
Membership structure Departments Populating Item Database
UNFI Velocity Report and CoPOS Item Spreadsheet. Stress that this can be done incrementally and the importance of getting costs and prices right.
Populating Member Database
Stress that once this is done, the customer is now responsible for maintaining the Member Database.
We need a checklist of what’s been shipped. Require customer to identify all the necessary components for go live. If customer is ordering a label printer, offer both Shelf Tags and Repack Labels.
Use videos which will be on the website. CoPOS staff does the setup and training. On site for 2 days. Extra days billable at $500/day + expenses.