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LOU® Onboarding

Live on LOU® in 30 Days

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30 Day Onboarding - Weekly Video Call - 1 Point of Contact Until You're Live on LOU®

Pre-Game Warmups: Let's make sure your business is ready for LOU.

LOU Business Review

We get to know your business a little better.   

Log into your LOU account > Complete the Review > You're Business Review is Done 

Agenda for Business Review
  • Internet & Connectivity: This section covers internet speed, networking, and overall connectivity.
  • Hardware: This section covers devices, computers, and printers used throughout your business.
  • Point of Sale (POS) Hardware: This section provides options. You set your POS up the way you want it.
Week 1: Build the Foundation

Accounting & Foundation

You're building your business in the cloud.  Accounting & Foundation are core business Tiles in LOU.  You'll be focused on customers, inventory, vendors, scheduling, and more.   Very Exciting. 

Accounting & Foundation
  • Review the Foundation and Accounting product setup Tiles
  • Review the process for importing Customers, SKUs and Vendors
  • Your Merchant Application Submission & Status
  • Confirm you’ve purchased your LOU Hardware, if needed
Week 2: Organize Your Inventory

Inventory: A Fresh Start

You design and organize your inventory....Your Way.  This is the newly organized multi-site searchable inventory you have always wanted.  LOU cool factor .... kicking in. 

Meeting Agenda
  • Complete the Foundation and Accounting product setup tiles
  • Review what Inventory product setup tasks you have In Progress or marked as Completed
  • Review your SKU Import Spreadsheet
  • Your Merchant Application Status - E-signature must be completed at this time
  • Discuss the status of your LOU Hardware order, if applicable
Week 3: Now It's Getting Real

Sales, Service & Scheduling

Traction and momentum continue as you finalize your set up on vendors, customers, inventory, and schedules in LOU. 

Meeting Agenda
  • Import your SKU spreadsheet into LOU
  • Import your Vendor spreadsheet into LOU
  • Review the Sales, Service and Scheduling product setup Tiles
  • Discuss the status of your LOU Hardware order, if applicable. Hardware purchasing deadline.
Week 4: Prepare for Liftoff

Clean Data = Key to Success

At this point, you're getting to the final finish.  You're making sure that your training is completed, beginning balances are right, tiles are completed, integrations are set up  - the key is completion.     

Meeting Agenda
  • Import your Customer spreadsheet into LOU
  • Discuss entering your Beginning Balances
  • Review how to enter your beginning quantity on hand
  • Complete the Additional Integrations Tile
  • Ensure all outstanding product setup tasks are completed
  • Discuss any outstanding LOU training questions
It's Time for Your Business Launch to Go Live on LOU

GO-LIVE

LOU Hand-Off Call Meeting Agenda:
  • Introduce you to our Support Manager, Carol Wendel
  • Support Center overview, and what you can expect in the month following Go-Live
  • Overview of LOU features & system to make sure you are set up for success in LOU
  • Final hardware transaction run through
  • Tentatively schedule your Go-Live for next week

Going Live & Beyond - We continue to check in months after you Go Live, keeping you smoothly cruising through each month as you transact/adopt/embrace your new LOU software.