Why You Need a Launch Checklist

Switching to a new SaaS platform without a plan leads to incomplete data, frustrated staff, and wasted subscription fees. This bilingual checklist ensures you have everything ready before go-live.

Phase 1: Pre-Launch Preparation (Day 1-2)

Required Data

[ ] Customer/student list with contact details (Excel or CSV)
[ ] Inventory items with quantities and prices
[ ] Staff list with roles and contact information
[ ] Past invoices and payment records (last 3 months)
[ ] Branch/location details

Account Setup

[ ] Create your 1Grow account
[ ] Set up your business profile
[ ] Add branch locations
[ ] Configure working hours

Phase 2: Data Import (Day 3-4)

Import Steps

[ ] Import customer data using the CSV template
[ ] Add inventory items (or use bulk upload)
[ ] Create staff profiles and assign roles
[ ] Set up payment methods
[ ] Configure tax settings

Verification

[ ] Spot-check 10 customer records for accuracy
[ ] Verify inventory counts match physical stock
[ ] Test a sample invoice generation

Phase 3: Team Onboarding (Day 5-6)

Staff Training

[ ] Schedule team walkthrough session (30 minutes)
[ ] Share mobile app download links
[ ] Create role-specific login credentials
[ ] Test attendance marking workflow

Communication

[ ] Send announcement to staff about the new system
[ ] Share quick-reference guide (provided by 1Grow)
[ ] Set up WhatsApp notification preferences

Phase 4: Go-Live (Day 7)

Launch Day

[ ] Process first transaction in the new system
[ ] Verify invoice generation and delivery
[ ] Check dashboard shows correct data
[ ] Confirm staff can log in and perform basic tasks

Post-Launch

[ ] Monitor for errors or missing data for first week
[ ] Collect staff feedback
[ ] Schedule follow-up training if needed

Time Estimates

| Phase | Duration | Who Involved | |-------|----------|-------------| | Pre-Launch | 2-3 hours | Owner | | Data Import | 2-4 hours | Owner + Data Entry | | Team Onboarding | 1-2 hours | Owner + Staff | | Go-Live | 1 hour | Owner + Staff |

Tips for Success

Start with one branch: Get comfortable before rolling out to all locations
Clean your data first: Remove duplicates and outdated records before importing
Assign a champion: Designate one person to own the implementation
Don't skip verification: Always spot-check imported data

Launch Checklist for Small Multi-Business Owners (Tamil Version)