POS Client Info – Fifty Five 11

Client Onboarding Questionnaire

1. Company Information

Business Name: Contact Person: Phone: Email: Location(s):

2. POS System Needs

Current POS System: Problems with Current POS: Estimated Transactions Per Day: Peak Business Hours or Days: Current Hardware: Other Must-Have Features:

3. Website & Ecommerce

Sell Online? (Yes/No): Platform (if any): Online Features or Wishlist:

4. Inventory Management

Current Inventory Method: Approximate Number of SKUs/Products: Do You Use Product Variations (e.g., size, color)?: Do You Use Barcodes or QR Codes?: Is Inventory Managed Across Multiple Locations?: Inventory Needs or Considerations:

5. Social Media & Marketing

Current Marketing Channels: Do you currently offer a loyalty or rewards program?: How does your loyalty program work (if any)?: What would you like to offer in terms of customer loyalty or retention?: Marketing Wishlist or Ideas:

6. Workflow & Team Feedback

Who Uses the System Daily: Features to Improve Workflow: Frustrations or Bottlenecks:

7. Wishlist & Future-Proofing

Dream Setup: Other Wishlist Features:

8. Website Design Goals

Do you have an existing website?: Do you like your current website design and functionality?: Are you looking to rebuild your website?: What features or design goals would you like in a new or upgraded website?: