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First call agenda

A useful call starts with your real operation.

We do not need a polished requirements document. We need enough context to show the right parts of Kotao and avoid wasting your time with a generic product tour.

Current stack

POS, PMS, ecommerce, CRM, payments, accounting, staff tools, domains, email, and reporting exports.

First workflow

The workflow that should improve first: checkout, bookings, website, inventory, teams, customer data, or payout reconciliation.

Rollout shape

Locations, migration window, hardware, payment terminals, data import, user roles, and training needs.