Overview
One of the first steps we take for any project is organizing a kickoff meeting. Your Modern Retail Project manager will reach out to schedule this meeting, but this article will talk about what you should be prepared for.
The Content
The Kickoff meeting will cover a few things.
WHO: The team behind your integration
- Your Modern Retail project manager will introduce themselves and any other team members you may interact with during your integration process
- We recommend making sure that you and/or whoever's in charge of this project on your business's side attends. Modern Retail needs to know who to contact if they have questions related to your integration
WHERE: The Onboarding Center
- Your project manager will give you a quick tour of the Onboarding Center, the temporary home for your integration
- This includes using the messaging system, the only way to get ahold of your project manager
WHAT: The tasks ahead
- Your project manager will review the tasks that must be completed for your integration
- You'll also discuss how to complete tasks assigned to your company, the help center, and when to reach out with questions
We're excited to work on your integration project. Please feel free to reach out with any questions.
rev 2026