🚀 Post-KO Deliverable Generator

Enter your deal info, paste the transcript or record a voice note. All deliverables auto-populate.

GSO PM Assistant Agent — Active

📋 Paste DSR from Salesforce

Open your DSR in Salesforce → select all the detail fields → copy → paste below. The parser will auto-fill the Generator fields.

📋 Deal Information

Business Name *

Seller Name *

Seller Email

AE Name *

PM Name

Package Type *

Attendees

Session Date

🔗 Links & References

DSR Salesforce Link *

Revenue.io Recording Link

📄 Revenue.io Transcript

📂

Drop a .txt or .docx transcript file here, or click to browse

Supports .txt, .docx, .md files

📎

— or paste transcript below —

The more detail you include, the better the deliverables. Include speaker names and timestamps if available.

🧠 Your Notes & Brain Dump

Include risks, observations, open questions, cognitive signals, trust reads, or anything the transcript might miss. The agent uses this for strategic analysis.

🎤 Voice Note

0:00

Click the microphone to start recording. Speech will be transcribed in real-time.

🍽️ Seller Menu & Items

Upload the seller's menu export or paste item details. This feeds directly into BPO DSA notes.

Source POS System

Estimated Item Count

Menu Type

BPO Activity Type

📂 Menu Files

📊

Drop menu exports here — Excel, PDF, images, CSV

Clover exports, Toast exports, photos of paper menus, spreadsheets

📝 Paste Menu / Item List

Paste categories, items, prices, modifiers, sizes — any format. The more detail, the better the BPO notes.

⚠️ Menu Complexity Notes

📋 Quick Item Builder (optional)

Item Name

📅 Session & Key Details

Session Type

Go-Live Date

Hardware Status

Menu Status

Training Availability (from seller)

Special Instructions (optional)

🤖 Open GPT Agent

📨 Post-KO Deliverables

All post-kickoff deliverables in one place: Seller Email, DSR Chatter, and BPO Task.

🤖

Harnessing AI — Post-KO Deliverables

Your prompt is pre-filled from the Generator. Add your brain dump, paste the transcript, and copy the full prompt.

🚀 Open GSO PM Assistant GPT

📝 ;koheader (auto-filled from Generator)

DELIVERABLES REQUESTED

SESSION TYPE

PACKAGE

CALL DATE

TIMEZONE

SELLER

AE/AM

GO-LIVE / INSTALL

NEXT SESSION(S)

RECORDING LINK

MY NOTES (brain dump) 🎤 Use voice-to-text or type extra context, seller sentiment, promises made, timing constraints

TRANSCRIPT (paste Revenue.io transcript) 0 characters

;masterprompt Auto-included in full prompt

GSO PM Assistant deliverables engine — generates (A) Seller Email, (B) DSR Chatter, (C) Internal Analysis with bloat control, open question guardrails, and risk/issue/decision separation.

;koaddon Auto-included for Kickoff sessions

Adds KO-specific instructions: reinforce PM as primary contact, confirm scheduling within 24hrs, initial milestone plan, critical path dependencies.

🚀 Open GSO PM Assistant GPT

⚡

Step 2 — Paste GPT Response

Paste the full response from GSO PM Assistant. It will auto-split into Seller Email, DSR Chatter, and Internal Analysis.

0 characters

📧 Post-KO Seller Email

📧

No Email Generated Yet

Use the 🤖 How to Generate tab to build your prompt, paste the GPT response, and parse it into deliverables.

📝 DSR Chatter Notes

📝

No Chatter Notes Generated Yet

Use the 🤖 How to Generate tab to build your prompt, paste the GPT response, and parse it into deliverables.

🔧 BPO Workflow

Manage your BPO submission: DSA notes, outbound files, and inbound QA review

🔧 BPO Workflow

Manage your BPO submission: DSA notes, outbound files, and inbound QA review

📝 BPO DSA Activity Notes

🔧

No BPO Notes Generated Yet

Go to the Generator tab to enter your deal info and generate deliverables.

📤 Files to Send to BPO

Stage your files here before attaching to the DSA in Salesforce. BPO cannot access Google Docs — only direct attachments.

Files Staged

0 KB

Total Size

Not Ready

Submission Status

📂

Drop files here or click to browse

Menu exports (Excel/PDF), screenshots, reference docs — any format

⚠️ Remember: Attach these files to the DSA via the Related tab in Salesforce. BPO cannot access Google Docs, shared drives, or links — only direct file attachments.

📋 Outbound Checklist

Menu file attached (Excel/PDF)

File format verified (no Google Docs links)

Special instructions noted in DSA activity notes

Difficulty rating set correctly

Due date set (3-4 business days)

DSA status = Initiating

Rush checkbox + #gso-bpo Slack (if rush)

📝 Notes for BPO Team

📊 BPO Submission Lifecycle

Current Status

📝 Drafting
DSA Notes

📤 Files
Staged

🚀 DSA
Submitted

⏳ BPO
In Progress

📥 Build
Received

🔍 QA
Review

✅ QA
Passed

📅 Timeline

DSA Submitted Date

BPO Due Date

Build Received Date

QA Completed Date

📋 Activity Log

No activity yet. Actions will be logged here automatically.

🤝

P3 Technician Activity Notes

Generate pre-filled DSA Activity Notes for 3P onsite visits. Select the note type, review the auto-filled context, then copy the full prompt into GSO PM Assistant.

🚀 Open GSO PM Assistant GPT

DEAL CONTEXT (auto-filled from Generator)

BUSINESS NAME

SELLER / CONTACT

AE/AM

GSO PM

PACKAGE

GO-LIVE / INSTALL DATE

HARDWARE

SESSION TYPE

BUSINESS CONTEXT / NOTES

ATTENDEES / TRAINING AUDIENCE

📍 Site Survey Activity Notes Prompt

Generates technician-facing Activity Notes for a 3P onsite SITE SURVEY. Tech knows the standard checklist — this captures only seller-specific deltas, constraints, and what must be verified onsite.

WHY SITE SURVEY

STATIONS TO SUPPORT

NETWORK / ISP NOTES

ADDITIONAL SURVEY CONTEXT

🔧 Install + In-Person Training Activity Notes Prompt

Generates technician-facing Activity Notes for a 3P onsite INSTALL + IN-PERSON TRAINING visit. Only what is unique, risky, or must match prior decisions.

PROJECT STATUS

INSTALL SCOPE (CONFIRMED HARDWARE)

PRIOR DECISIONS TO MATCH

TRAINING FOCUS (WHO + TOP WORKFLOWS)

KNOWN FRICTION / BLOCKERS

💻 Virtual Sessions Activity Notes Prompt

Generates technician handoff Activity Notes for EACH upcoming virtual training session. Includes devices in use, seller-specific focus areas, and success criteria per session.

SESSIONS PLANNED

DEVICES IN USE

ONBOARDING STATUS / TIMELINE

SELLER-SPECIFIC RISKS / WATCHOUTS

Saves all tabs & progress for this deal

🔍 Internal PM Analysis

🔍

No Analysis Generated Yet

Go to the Generator tab to enter your deal info and generate deliverables.

Saves all tabs & progress for this deal

❓ Kick Off Call Checklist

Select your implementation type below. Check off each question as you cover it during the KO call.

📌 Implementation Type: 🟢 Plus Checklist Active

📎 Slide Deck Template: Plus Kick Off Slides — Make a Copy →

Copy this template before each KO call. Replace the business name on Slide 1 and screenshare during the call.

💡 Team Recommendation: Swap Slides 6 & 7 in Your Template

The original deck has Virtual Sessions as Slide 6 and Import Timeline as Slide 7. I swapped them in my template — and I'd recommend everyone does the same. Here's why:

❌ Original Order

Slide 5: What to Expect
Slide 6: Virtual Sessions
Slide 7: Import Timeline

Problem: You're scheduling training before you've discussed the menu or data. You don't know the build complexity yet, so you can't frame what training should focus on.

✅ Updated Order (Recommended)

Slide 5: What to Expect
Slide 6: Import Timeline ✱
Slide 7: Virtual Sessions ✱

Better: You discuss menu/data first, understand the complexity and scope, then schedule training knowing exactly what to prioritize. The conversation flows naturally: setup → data → schedule.

By the time you get to scheduling, you already know the seller's menu complexity, data needs, and priorities — so you can say "Based on what we just discussed, I'd recommend we focus our training on X and Y" instead of scheduling blind. All the slide cues below follow this updated order.

🖥️ Slide Deck Flow — 8 Slides / 30 Minutes (Updated Order)

1 Welcome

→

2 Intros

→

3 Who Am I

→

4 Success

→

5 What to Expect

→

6 Import Timeline ✱

→

7 Virtual Sessions ✱

→

8 After Today

✱ = Swapped from original template (recommended change)

Slides 1–4: Opening & Agenda (5 min) → Slide 5: Hardware/POS (5 min) → Slide 6: Menu/Data/Import (10 min) → Slide 7: Training/Scheduling (5 min) → Slide 8: Wrap-up (5 min)

🎯 Opening Script — Set the Agenda (First 5 min) 1–4

📋 Walk through slides 1–4 while delivering this:

🖥️ SLIDE 1 — Welcome to Square Onboarding

Show the welcome slide with the seller's business name. Sets a professional, personalized tone.

"Hey [Seller Name], thanks for taking the time today — welcome to Square Onboarding! I'm [Your Name], and I'll be walking you through everything today. Let's make the most of our time together."

🖥️ SLIDE 2 — Introductions

Transition to intros. Keep it brief — you want to learn about them, not pitch yourself.

"Before we get into the details, let's do quick intros — I'd love to hear who's on the call and what your role is in the business."

🖥️ SLIDE 3 — Who Am I?

Establish your role: PM, primary contact, manages the full Plus implementation. Mention recap emails after each session. Reachable via email during business hours.

"So a little about my role — I'm your Project Manager and primary point of contact. I'll manage your Plus implementation from this kickoff all the way through your final session. After each session, you'll get a clear recap email with next steps and resources. Best way to reach me is via email during normal business hours."

🖥️ SLIDE 4 — What Success Looks Like

Frame the outcome. By the end of Plus, they will: feel confident, make progress on priorities, have clear next steps and a support path.

🎯 Purpose of This Call

"By the end of our time together, the goal is for you to:

Feel confident in the Square areas that matter most to your business
Make meaningful progress on your highest-priority needs
Leave with clear next steps and a defined support path

"Today's kickoff is about understanding your business so I can build everything the right way before we get to training."

📋 Agenda — What We'll Cover

"Here's what we'll walk through today:"

Quick intros — who's on the call and what you do day to day
Your current setup — what you're using now and why you're making the switch
Hardware & network — making sure everything's ready to go
Menu & items — how your menu is structured so we can build it right
Go-live plan — your target date and what needs to happen before then
Training & next steps — how and when we'll get you trained up

⚡ Set Expectations

"A couple things I want to be upfront about with the Plus package:"

"We have one training session together — either 90 minutes straight or two 45-minute sessions. I want to make sure we use that time on what matters most to you."
"I'll be handling your menu build, any data imports, and backend setup — you don't need to worry about that."
"After training, I'll send you resources and guides so you're not left hanging — but there isn't a formal follow-up session with this package, so we want to make training count."
"Everything I do is by appointment and I respond to emails within 24 hours."

"Sound good? Any questions before we dive in?"

⏱️ Slides 1–4 should take ~5 minutes. Then move into the discovery questions below.

Coverage

👋 Intros + Alignment + Timeline 0/6

🖥️ Still on SLIDE 4 — You've set the agenda. Now transition into discovery: "Let's start by getting to know your business."

"Can everyone briefly introduce themselves and share their role in the business?"

"Can you give me a quick overview of your business and how you operate day to day?"

"You selected the Plus implementation package — does that still sound right for what you need?"

"Our goal is to help you feel confident using the parts of Square that matter most — how does that sound?"

"What is your ideal go-live date with Square?"

"What are you hoping Square helps improve or solve for your business?"

💳 POS (Hardware + Checkout) 0/3 5

🖥️ ADVANCE TO SLIDE 5 — What to Expect

Transition: "Now let's talk about your setup — hardware, devices, and how checkout works today." This slide frames the practical side of implementation.

"Can you walk me through what a typical checkout looks like today and how you plan to use each device?"

"What hardware/devices will you be using, and have they already been ordered?"

"Do you have someone handling the set-up of your cabling and network?"

📋 Menu / Catalog / Data Review 0/5 6

🖥️ ADVANCE TO SLIDE 6 — Import Timeline

Show the import process: "Today we review your files and confirm formatting. After the call, we begin importing up to 3 supported file types. Imports complete in alignment with your training timeline." This is where you dig into their menu/catalog.

"Is everything you sell reflected in the files we reviewed, or is anything missing?"

"Are there any key modifiers, variations, or discounts we need to account for?"

"Are there any changes or updates you expect before go-live?"

"Do you want multiple menus or just one main menu?"

"Do you rely on inventory tracking today, and should we plan for a stock import?"

👥 Staff + Labor 0/1

🖥️ Still on SLIDE 7 — Continue discovery. "While we're talking about your setup, let me ask about your team."

"Will you be tracking staff time or scheduling in Square?"

📂 Categories + Reporting 0/1

"Does your current setup match how you want categories and reporting to work in Square?"

🎁 Loyalty + Marketing + Gift Cards 0/3

"Do you have an existing loyalty or marketing program, or will you be starting fresh with Square?"

"Do you have any gift card data you will need to transfer over to Square?"

"What data should we bring over (customers, inventory, gift cards, etc.)?"

🌐 Online + Fulfillment 0/2

"Do you plan to use Square Online or keep things in-store only?"

"Will you offer pickup, delivery, shipping, or QR ordering?"

🕒 Scheduling + Availability 0/3 7

🖥️ ADVANCE TO SLIDE 7 — Virtual Sessions

Show the training format: "90 minutes of focused training time — delivered as either one 90-minute session or two 45-minute sessions. Topics prioritized based on your goals discussed today." This is where you lock in scheduling.

"What does your availability look like over the next week for training?"

"Would you prefer one 90-minute training or two 45-minute training sessions?"

"Who should attend each training session?"

🏁 Wrap-Up 0/2 8

🖥️ ADVANCE TO SLIDE 8 — What Happens After Today

Close with clarity: "You'll receive a recap email summarizing our discussion and helpful resources. Attend the scheduled session(s) via Google Meet with me. In the meantime, I recommend exploring your Square Dashboard and hardware setup so we can use our training time efficiently."

"Do you have any questions or concerns before we wrap today?"

"Are you comfortable with the timeline and next steps we discussed?"

🏪 Retail Conversation Guide RETAIL ONLY

Use this section during the KO call when the seller is a retail business. Walk through each item to map their data to Square's import format.

"Is your account subscribed to Square for Retail (RTL)?"

This determines feature access — item variations, purchase orders, vendor management, stock counts. If not on RTL, flag with AE.

📊 Column Mapping — Square ↔ Seller's File

"I'm going to walk through the fields we need for your item import. For each one, tell me which column in your file matches — or if it doesn't exist, we'll note that."

Item Name = ?

"What column has your product names?"

Description = ?

"Do you have product descriptions? Which column?"

Category = ?

"How are your products grouped? Department, type, collection?"

SKU = ?

"Do you use SKU numbers? Which column?"

GTIN / Barcode = ?

"Do you scan barcodes? UPC, EAN, ISBN — which column has those?"

Price = ?

"Which column has your retail/selling price?"

Variation = ?

"Do items come in different sizes, colors, or styles? Which columns?"

Default Unit Cost = ?

"Do you track what you pay for each item? Which column has your cost?"

Default Vendor Name = ?

"Do you track which supplier each product comes from?"

Default Vendor Code = ?

"Does your supplier use their own product codes? Which column?"

New Quantity (Stock Count) = ?

"Do you have current inventory counts? Which column has on-hand quantities?"

"Do you need Option Sets instead of Variations?"

Option Sets = shared attributes across many items (e.g., Size: S/M/L/XL applies to all shirts). Variations = unique per item. If they have consistent attributes across products, Option Sets save time.

"Which items or categories do you sell online?"

Need to know what gets published to Square Online vs. POS-only. Some sellers want everything online, some only specific categories.

"Any other special instructions about the file or your catalog?"

Catch-all for anything unique: custom fields, seasonal items, items to exclude, tax-exempt products, consignment items, etc.

📎 Retail Quick Reference

Square Field	What It Is	Required?
Item Name	Product display name	✱ Required
Description	Product details (shows online)	Optional
Category	Grouping for POS + reporting	Recommended
SKU	Internal tracking number	Optional
GTIN	Barcode (UPC/EAN/ISBN)	Optional (needed for scanning)
Price	Selling price per variation	✱ Required
Variation	Size, color, style per item	If applicable
Default Unit Cost	What you pay (for margin tracking)	Optional (RTL)
Vendor Name	Supplier name	Optional (RTL)
Vendor Code	Supplier's product code	Optional (RTL)
New Quantity	Current stock on hand	Recommended (RTL)

🧠 Live Call Rule: If you're asking more than this → you're over-discovering. Keep momentum.

Saves all tabs & progress for this deal

📚 GSO Study Guide & Playbook Reference

Complete reference from the GSO Playbook, Implementation Guide, and Post-KO workflows

1️⃣ Post-KO Admin Workflow (Step-by-Step) ▼

Wait for Revenue.io transcript + recording

Revenue.io → Actions → Share Externally → copy link

Open GSO PM Assistant GPT (or Goose recipe)

Input: deliverables, session type, recording link, brain dump, transcript

Review Internal Analysis first — resolve open questions

Copy email → Gmail → CC AE → attach Account & Settings Checklist → Send

Copy DSR notes → Salesforce Chatter on DSR

Submit BPO DSA (menu build) — attach files, set difficulty, due date 3-4 days

Submit 3P Vendor DSA for training — propose 3 time slots

Complete Consultation DSA (30 min Plus / 45 min Onsite)

Update DSR: Go-Live Date, Next Steps, Status → Consultation Complete

Key SLAs (per Playbook)

Reply to intro email: within 24 hours
Post-call email: same day, no later than 24 hours
DSR updates: same day as call
BPO submission: no later than 1 business day after assigned
BPO turnaround: 3-4 business days

2️⃣ All GSO Packages & Pricing ▼

Package	What's Included	SLA	US Price	Points
Task Service	Menu build, loyalty/GC/customer migration, MILO	3-4 days	$149	1
Optimization Call	1×60min one-time session via ChiliPiper	Same day	$149	1
Plus	30min KO + 3 tasks + 90min training (1×90 or 2×45)	5 days	$699	2
In-Person Plus	30min KO + 2 tasks + 2-4hr 3P onsite visit	10 days	$699	2
Payroll	Employee migration + training + first run support	8 days	$250	3
Appointments	Import + training for Square Appointments	8 days	$799	4
Premium	30min KO + 6 tasks + Dashboard(90) + SO(60) + POS(60) + Menu Review(30) + QA(60)	10 days	$1,499	4
Onsite	All Premium + 3P site survey + hardware install + in-person POS training	10 days	$2,199+	5

Plus vs Premium Key Differences

PLUS ($699)

30min KO call

1×90min OR 2×45min training

3 task services

❌ No Square Online

❌ No post-live support

❌ No follow-up after training

Single location only

5-day SLA

PREMIUM ($1,499)

30min KO call

Dashboard(90) + POS(60) + SO(60) + Menu Review(30) + QA(60)

6 task services

✅ Square Online included

✅ 1-week post-live QA

✅ Multiple touchpoints

Up to 2 locations

10-day SLA

3️⃣ KO Call Questions — Plus vs Premium ▼

PLUS (30 min)

Business Overview (5 min)

Current Setup (5 min)

🚨 Hardware Check (5 min)

🚨 Network Check (3 min)

Menu/Inventory (5 min)

Go Live Planning (4 min)

Training Format (2 min) — 2×45 or 1×90

Task Priorities (3 min)

Set Expectations (2 min) — NO follow-up, NO SO

Schedule (1 min)

PREMIUM (30 min)

Business Overview (5 min)

Current Setup & Migration (5 min)

🚨 Hardware Deep Dive (5 min)

🚨 Network Infrastructure (4 min)

Menu Deep Dive (5 min)

Customer Data & Loyalty (3 min)

Square Online (3 min)

Team & Permissions (2 min)

Payment Setup (2 min)

Integrations (3 min)

Go Live Strategy (4 min)

Package Scope (3 min)

Schedule ALL sessions (2 min)

5 Most Critical Questions (Both)

"Have you received all your hardware?"

Can't proceed without it — hard blocker

"Reusing old printers? What brand/model?"

#1 blocker — compatibility issues

"Tell me about your internet setup"

Unreliable internet = failed implementation

"When do you want to go live? Flexible?"

Manage expectations early

"What format is your menu in? When can you provide it?"

Need for BPO — sooner = faster build

4️⃣ DSR Status Definitions & Pipeline ▼

Draft

→

Submitted

→

Assigned

→

Outreach Complete

→

Consultation Complete

→

Task in Progress

→

Dashboard Training

→

App Training

→

SO Training

→

Trainings Complete

→

1st/2nd QA

→

Implementation Complete

⏸️ On Hold — Use when next appointment is 5+ days out. Sub-statuses: Product Blocker, Seller Non-Responsive, Seller Pushed Go-Live, Site/Premise Work, Waiting on AE

Status	When to Use
Draft	AE/AM still building DSR
Submitted	In queue, awaiting assignment (24hr SLA)
Assigned	Assigned to you — send intro within 24hrs
Seller Outreach Complete	Intro email sent
Consultation Complete	KO done, Go-Live date set, next steps aligned
Task in Progress	BPO task submitted
Training Complete - Post Impl	All training done, 1-week post-live period starts
Implementation Complete	1-week post-live ends, final email sent
Lost - No Contact	No response after 30 days On Hold (don't use if trained)
Rejected	Incorrect escalation, not ready for 2-4 weeks

5️⃣ DSA Filing & BPO Submission Guide ▼

DSA Types

Type	When
GSO Activity	Every time you work on anything with a Seller (calls, emails, admin)
BPO Activity	Menu builds, migrations, MILO — submitted to BPO team
3rd Party Vendor Activity	Onsite visits, virtual training via 3P partners

BPO DSA Fields

Activity Notes: Use TextBlaze snippets (/rstmenu, /itemimport, /gc, /milo)
Difficulty: Easy (1-2hr) → Medium (3hr, large but simple) → Hard (3hr+, complex) → Very Hard (5hr+, ambiguous)
Status: Always set to Initiating
Due date: 3-4 business days
Rush: Check Rush checkbox + post in #gso-bpo Slack
Files: Attach via Related tab (BPO can't access Google Docs!)

After BPO Completes

BPO chatters you on the DSA
QA the build for accuracy before training
Notify AE/AM via Chatter
Update DSR status

6️⃣ Meeting Types, Scheduling & Calendar ▼

Meeting	Duration	Buffer
Kickoff Call	30 min	30 min
Dashboard Training	90 min	30 min
App/POS Training	60 min	30 min
Menu Review	45 min	30 min
Square Online Training	60 min	30 min
Q&A / Final QA	60 min	30 min
Optimization Call	60 min	30 min
Payroll Training	60 min	30 min

No-Show Protocol

5 min late → call via Revenue.io
10 min late → call again + send email
15 min late → leave Google Meet, chatter AE/AM

Seller Outreach (Unresponsive)

3 attempts (every 3rd day)
4th email: notify cancellation
Chatter AE after each attempt

7️⃣ Pipeline Management Best Practices ▼

After EVERY Call

Chatter AE/AM: summary, blockers, changes, requests
Update DSR status
Outline next steps + set deadlines
Mark DSA as complete
Send recap email within 24 hours
All updates same day as call

Key Rules

Respond to all Seller emails within 24 hours
Delegate ALL tasks to BPO unless complexity requires GSO
Camera always on (rare exceptions)
Copy AE on all email communications
GSO does NOT enter sales tax — Seller's responsibility

8️⃣ GSO Metrics & Points System ▼

4 GSO Metrics

Full-Service DSRs Completed
Points Worked (package-weighted)
Median Days to Complete (Premium/Onsite)
CSAT (post-completion)

Points by Package

Optimization Call 1

Task Only 1

Plus 2

In-Person Plus 2

Payroll 3

Appointments 4

Premium 4

Onsite 5

9️⃣ 3P Vendor Partners & Dispatch ▼

Country	Vendor	Strengths
US	Sora Partners	Most experienced, SW US + NYC
US	Solio Marlow	NW US + Dallas
US	F3 Technologies	Midwest + Chicago
US	APOS (Absolute POS)	SE US, traveling resources
US	Ovation	Subcontractor network, site surveys
AU	Tech Pantry	White glove, $1M+
AU	OneWorld Rental AU	Sub $1M
UK	OneWorld Rental UK	Low voltage needs
UK	Eposability	White glove + managed services
IE	Bright/Khiron	Complex network deployments

Dispatch SLAs

Vendor contact: 24 business hours
Visit scheduled: 3 business days
Visit completed: 7-10 business days
Post-visit docs: 24 hours

🔟 Billing & Refunds ▼

Billing Methods

Method	Who	When
Regulator	BPO (Mon/Wed reports)	Standard packages
Invoice	BPO or GSO	Manual payment needed
CPQ	AE/AM	Strategic/Enterprise deals
Sub2	SFF	Franchise billing

Refunds

ACH: Full refund required (partial = refund full + rebill correct amount)
Card: Via GSO AR account → Transactions → Refund
Always notify AE via Chatter after refund

1️⃣1️⃣ Project Management Concepts ▼

Key Frameworks

Critical Path: The longest sequence of dependent tasks — any delay here delays the whole project
RAID Log: Risk, Assumption, Issue, Decision — track these for every implementation
Parkinson's Law: Work expands to fill the time available — set tight but realistic deadlines
Theory of Constraints: Identify the bottleneck and focus improvement there
Reverse Salient: The component that's falling behind relative to others

Agent Philosophy (Embedded)

MVP-first: Transact > perfect setup — get seller live, refine later
Flow efficiency: Prioritize throughput over keeping everyone busy
Timeboxing: Prevent drift with tight but realistic deadlines
Risk visibility: RAID thinking on every implementation
Trust = system variable: Missed expectations erode trust, which erodes velocity
Cognitive traps: Watch for assumptions, false agreement, narrative bias

1️⃣2️⃣ Interactive Quiz — Flip Cards ▼

Click any card to flip. Click again to flip back.

Saves all tabs & progress for this deal

🎓 POS Training Guide

Square POS Training — DO / SAY / ASK framework. Select Restaurant or Retail below.

Training Type: Showing Restaurant POS Training

DO — Actions to take

SAY — Suggested verbiage

ASK — Key questions

KO DATA — From your generator

HANDS-ON

Training Progress0/0

INTRO 1. Call Overview ▼

Introduction

DO: Introduce yourself and greet everyone on the call. Let the seller know that the call will be recorded for quality and training purposes.

Covered this topic

Agenda

DO: Remind the seller of the duration of the session. Give the seller an overview of what will be covered during the training session.

Covered this topic

Hardware Check

DO: Ask if hardware is unboxed and plugged in. If no, ensure they know to set up alongside the call recording. Ask if iPad has Square for Restaurants app downloaded. Ask if software on X2/T2 is up-to-date. If no, walk through forcing updates through Settings.

ASK: Is your hardware unboxed and plugged in? Is the Square for Restaurants app downloaded? Is the software up-to-date on your devices?

Covered this topic

CORE 2. 3P Hardware Setup ▼

Printers

DO: If the seller has printers on hand, assist with setup. If not, briefly walk through the printer setup process.

SAY: “Before we walk through the Restaurants app, let's ensure your printers are configured. To set up your printer, you'll need to know the type: USB, Ethernet, or Bluetooth. USB: plug directly into the USB hub. Ethernet: plug into the router supplying WiFi. Bluetooth: enable Bluetooth on the device (1:1 ratio — one POS at a time). Once physically set up, go to More > Settings > Hardware > Printers to connect and assign a printer profile.”

ASK: How many printers will you use? Do you have any questions about setting up printers and assigning them to a printer profile?

Covered this topic

Cash Drawers

DO: If the seller has their cash drawer on hand, assist with setup.

SAY: “For USB cash drawers, plug into the USB hub on your Square device, then find it under Available Cash Drawers in hardware settings. For printer-driven cash drawers, plug the interface cable (looks like an old phone jack) directly into your printer. It won't show under Available Cash Drawers, but you can tap Test Cash Drawer to confirm. Note: the interface cable only transmits data one way — you may need to flip the cord.”

ASK: How many cash drawers will you need to set up? What questions do you have about connecting a cash drawer?

Covered this topic

💡 From KO Call: Check the Generator tab for hardware and printer details discussed during KO.

CORE 3. Daily Operations Walkthrough ▼

Log In / Clock In

DO: Have the seller log in/out of Restaurant Mode. Have the seller clock in/out.

SAY: “To log in/out, look for Log in/out at the bottom-left of your screen. Your staff will use their own passcode. From the login screen, staff can also clock in/out — tap Clock In/Out, enter their passcode, and select Clock in or Clock out. If you need staff to run a Shift Report, ensure they clock in at the start of their shift.”

ASK: Do you have any questions about logging or clocking in/out?

Covered this topic

App Views

DO: Run through the 5 app views on the bottom of the POS: Floor plan, Menu, Checks (Orders), Transactions, More. Add or reorganize options based on the seller's needs.

SAY: “When you log into the POS, you'll see 5 tabs on the bottom. Floor plan — where employees select tables and begin orders. Menu — visual representation of items, start/change/pay/print checks. Checks — all open checks organized by floor plan section, plus recently closed checks. Transactions — all paid checks. More — Orders, Cash Management, Reports, and Settings.”

ASK: Do you have any questions about the different app views?

Covered this topic

Start Cash Drawer

DO: If utilizing cash management, have them start a cash drawer session.

SAY: “One of the first things at the start of the day is to start a cash drawer session. Navigate to More > Reports or Cash Management > Start Drawer. Remember, Cash Management is 1:1 with the device — it only tracks cash from sales at that specific device or manual Pay In/Out. To end a session, follow the same steps and select End Drawer.”

ASK: What questions do you have about starting or ending a cash drawer session?

Covered this topic

HANDS-ON 4. Practice Transaction ▼

Starting a New Check

DO: Show 3 ways to start a new check: (1) Select a table from floor plan, (2) Under Checks select New Check, (3) From Menu. Proceed with starting from Menu.

SAY: “There are a few ways to start a new check. Most common is selecting a table from the floor plan. You can also go to Checks > New Check, or start from the Menu tab by ringing up items directly.”

Covered this topic

Adding & Editing Items

DO: Add and remove items from the check. Edit an item on the check. Send the check to kitchen.

SAY: “To remove an item, slide left and select Remove. To edit, click the item and select the 3 dots or Modify. You can also repeat an item by selecting it from the check. Once all items are added, select Send to send to the kitchen.”

Covered this topic

Check Actions & Payment

DO: From Floor Plan, open the check. Show the Actions tab (void, comp, assign, move, dining option, discounts, rewards). Pay the check. Highlight Split Amount. Encourage a card payment to observe checkout flow.

SAY: “From the check, click Actions at the top right to void, comp, assign, move the check, change dining option, add customer name/notes, or apply discounts. To pay, tap Pay and choose payment type. Split Amount lets you divide equally or enter custom amounts.”

ASK: Now that we've walked through a practice transaction, what questions do you have? Is there anything confusing or that could use more clarification?

Covered this topic

CORE 5. Transactions ▼

Search Transactions

DO: Show how to search for a transaction. Highlight how to resend/reprint a receipt.

SAY: “Navigate to the Transactions tab. Use the magnifying glass to search by card number, customer phone, customer name, receipt number, notes, or items. You can also resend/reprint a receipt — locate the transaction and select New Receipt.”

ASK: What questions do you have about locating transactions? Questions about reprinting or resending a receipt?

Covered this topic

Issue a Refund

DO: Walk through issuing a refund. Highlight the refund to gift card feature.

SAY: “Find the transaction and select Issue Refund. You can refund the total or a partial amount — select specific items or use the keypad for a specific amount. You also have the option to refund the amount to a gift card.”

ASK: Do you have any questions about refunds?

Covered this topic

Adjust / Settle Tips

DO: Select a test card payment and enter a tip amount. If traditional tips, enter the amount (even $0.00). If Quick Tip, tip is applied at time of sale. Explain Save vs Settle.

SAY: “If Sign & Tip on Printed Receipt is enabled, servers need to add tip amounts to closed checks. Go to Transactions and select the credit card icon — this shows all checks needing tip entry. Enter the amount and hit Save. Even if no tip, enter $0.00. Save means you can come back and edit. Settle closes the check for good — once settled, it cannot be reopened.”

ASK: What questions do you have about adjusting tips? Questions about Save vs. Settle?

Covered this topic

CORE 6. Reports ▼

Pay In / Pay Out

DO: Highlight the Pay In/Out functionality.

SAY: “Pay In/Pay Out lets you record transfers and withdrawals from your cash drawer outside of cash sales. These amounts appear in your cash drawer history with a description and total amount.”

ASK: Do you have any questions about pay in/out?

Covered this topic

End Cash Drawer

DO: Walk through ending a cash drawer session. Explain that the seller should count down the drawer before entering the actual amount.

SAY: “When the shift or day is closing, you need to record how much cash is in your drawer. Navigate to Cash Management or Reports, find your current drawer, and tap End Drawer. Count the cash first, then enter the amount where it says Actual in Drawer before selecting End Drawer.”

ASK: Do you have any questions about ending a cash drawer session?

Covered this topic

Shift Reports

DO: Show how an employee would run a shift report.

SAY: “Once employees finish their shift, they run a shift report. It includes shift summary, tip details, sales summary, category sales, and item sales. To run: log in with 4-digit code > More > Shift report > Run Shift Report. They can then Print for a hard copy.”

ASK: What questions do you have about running a shift report?

Covered this topic

Close of Day Report

DO: Explain the relevance of the Close of Day report. Remind that closing procedures can be adjusted in Dashboard.

SAY: “When the day is done, run a close of day report. This is especially important if using Reopen and Keep payment settings — it finalizes all payments for transfer to your bank account. The report includes check details, gross/net sales, payment methods, and category/item sales. Go to More > Close of day. If closing procedures aren't complete, you'll be prompted to finish them first.”

ASK: Do you have any questions about the close of day report?

Covered this topic

EXTRA 7. Additional Reports ▼

Live Sales Report

DO: Highlight the Live Sales Report.

SAY: “An incredibly useful report is the live sales report. It provides an overview of all open and closed checks in real-time. Use it to analyze daily sales performance and inform staffing decisions during service. Navigate to More > Live sales.”

ASK: Do you have any questions about the live sales report?

Covered this topic

Sales Summary

DO: Review the sales summary report.

SAY: “Another useful report is the Sales Summary. Select Sales to view it. Click the filters button on the top left to customize — see sales from different time periods and different devices.”

ASK: What questions do you have about your sales summary?

Covered this topic

CLOSE 8. Wrap-Up & Next Steps ▼

Session Recap

DO: Recap what was covered. Confirm open action items. Schedule follow-up if needed. Send recap email after the call.

SAY: “We covered a lot today! Let me recap the key items and any homework before our next session.”

ASK: What questions do you have before we wrap up? Do you feel comfortable using the POS on your own?

Covered this topic

INTRO 1. Call Overview ▼

Introduction

DO: Introduce yourself and greet everyone on the call. Let the seller know that the call will be recorded for quality and training purposes.

Covered this topic

Agenda

DO: Remind the seller of the duration of the session. Give the seller an overview of what will be covered during the training session.

Covered this topic

Hardware Check

DO: Ask if hardware is unboxed and plugged in. If no, ensure they know to set up alongside the call recording. Ask if iPad has Square for Retail app downloaded. Ask if software on X2/T2 is up-to-date. If no, walk through forcing updates through Settings.

ASK: Is your hardware unboxed and plugged in? Is the Square for Retail app downloaded? Is the software up-to-date on your devices?

Covered this topic

CORE 2. 3P Hardware Setup ▼

Printers

DO: If the seller has printers on hand, assist with setup. If not, briefly walk through the printer setup process.

SAY: “Before we walk through the Retail app, let's ensure your printers are configured. To set up your printer, know the type: USB, Ethernet, or Bluetooth (iOS Only). USB: plug directly into the USB hub. Ethernet: plug into the router supplying WiFi. Bluetooth: enable Bluetooth on the device (1:1 ratio). Once physically set up, go to More > Settings > Hardware > Printers to connect and assign a printer profile.”

ASK: How many printers will you use? Do you have any questions about setting up printers and assigning them to a printer profile?

Covered this topic

Cash Drawers

DO: If the seller has their cash drawer on hand, assist with setup.

SAY: “For USB cash drawers, plug into the USB hub on your Square device. Find it under Connected Devices or Available Cash Drawers. For printer-driven cash drawers, plug the interface cable directly into your printer. It won't show under Connected Devices but you can tap Test Cash Drawer to confirm. Note: the interface cable only transmits data one way.”

ASK: How many cash drawers will you need to set up? What questions do you have about connecting a cash drawer?

Covered this topic

Barcode Scanners

DO: If the seller has their barcode scanner on hand, assist with setup.

SAY: “For USB scanners, open the Retail app, plug into the USB Hub, and you'll get a notification that an accessory has been attached. For Bluetooth scanners, go to More > Settings > Hardware > Barcode scanners > Connect a Bluetooth scanner and follow the steps.”

ASK: Do you have any barcode scanners you'd like to connect? Questions about setting up a barcode scanner?

Covered this topic

Scales

DO: If the seller has their scale on hand, assist with setup.

SAY: “For USB scales, plug into your USB Hub. Check connection in More > Settings > Hardware > Scales. For Bluetooth scales (iOS Only), navigate to More > Settings > Hardware > Scales > Connect a scale.”

ASK: Will your business be using scales during checkout? Questions about connecting a scale?

Covered this topic

💡 From KO Call: Check the Generator tab for hardware and printer details discussed during KO.

CORE 3. Daily Operations Walkthrough ▼

Sign In / Clock In

DO: Have the seller sign in/out of the Retail app. Have the seller clock in/out.

SAY: “For security, I recommend signing in with the Device Code we created in Dashboard. For smaller setups, you can use email and password. If passcodes are required, employees clock in/out on the login screen in the top right corner. If passcodes aren't required, use the clock icon on the bottom left.”

ASK: Will you be enabling passcodes for employees? Questions about signing in/out?

Covered this topic

Start Cash Drawer

DO: If utilizing cash management, have them start a cash drawer session.

SAY: “One of the first things at the start of the day is to start a cash drawer session. Select the grey Start Cash Drawer button on the bottom right of the Checkout Screen. If you don't see it, navigate to More > Reports > Current Drawer. To end a session, follow the same steps and select End Drawer.”

ASK: What questions do you have about starting a cash drawer session?

Covered this topic

Adding Items to the Item Grid

DO: Show the seller how to add items to their Item Grid section.

SAY: “The item grid enables you to add popular items, discounts, rewards, and categories to one place. From the Checkout screen, tap Edit in the top middle to enter Edit Grid mode. Note: this saves in real time without an undo button! You can create new pages, add Actions (Gift Cards, Clear Cart, Saved Cart, Discounts), Items, Categories, or Display Groups. You don't need to hit save — just select the 'x' to return.”

ASK: Do you want to add action buttons, items, or create a new page now? Questions about your item grid?

Covered this topic

HANDS-ON 4. Practice Transaction ▼

Adding Items to a Sale

DO: Walk through adding items: (1) Search engine at top left, (2) Item button in Item Grid, (3) Barcode scanner. Edit the item: adjust taxes, quantity, price, add item-level discount, comp an item, add a note.

SAY: “Let's practice walking through a transaction. Add items from the item grid, by searching at the top left, or by scanning with your barcode scanner. After an item is added, tap it to edit — adjust quantity, price, remove tax, or add a note. Hit Save when done.”

Covered this topic

Customer & Discounts

DO: Add a customer to the sale. If using X2, highlight the Customer Display Screen. Apply a discount to the transaction.

SAY: “To add a customer, select Add customer at the top. To add a discount, click the Discount quick add button or search using the magnifying glass.”

Covered this topic

Actions Menu & Saved Carts

DO: Highlight the Actions menu (three dots): Clear cart, Sell gift card, Redeem rewards, Add custom amount, Open cash drawer (no sale). Show Saved Carts functionality.

SAY: “The three horizontal dots at the top right are quick action buttons: add custom amount, gift card, redeem reward, or open cash drawer. You can also save a cart — tap Save cart, add the customer's name, and Create. To return to it, search by name or select the orange Saved Carts button. Best Practice: For phone orders, add the phone number to the Cart Name and print the ticket to tape to the order!”

Covered this topic

Pay the Check

DO: Pay the check. Highlight Split Amount. Remind credit card is default. Encourage a card payment to observe checkout flow (signature, tipping, receipt). Ensure printer and cash drawer work properly.

SAY: “Hit Charge to go to the payment screen. Split Amount at the top right lets you use multiple payment methods. Card is default but you can select any method. I highly recommend taking a card payment so you can see the full checkout flow. Print a receipt to confirm everything works!”

ASK: Now that we've walked through a transaction, what questions do you have? Is there anything confusing or that could use more clarification? Any other checkout flow you use today that we didn't cover?

Covered this topic

CORE 5. Transactions ▼

Search a Transaction

DO: Use the barcode on the receipt to open transaction details. Show how to search for a transaction in the Transactions tab.

SAY: “If the customer has a receipt, scan the barcode at the bottom to pull up the transaction instantly. If no receipt, navigate to Transactions tab and search. On iOS: card number, customer phone, customer name, receipt number, notes, or items. On X2: card number, receipt number, or tap/insert/swipe card.”

ASK: Do you have any questions about looking for a previous transaction?

Covered this topic

Return / Exchange

DO: Walk through a return or exchange. Explain restock vs skip restock option. Walk through an unlinked return for items sold outside Square POS.

SAY: “Go to the transaction and select return or exchange. It'll ask which items to return. Then choose to restock (item goes back to inventory) or Skip Restock if it can't be sold again. For exchanges, select a new item from your library — the customer gets refunded the difference or pays the additional amount. For unlinked refunds (items from a previous system), go to Transactions > Unlinked Refund, enter the amount and description.”

ASK: What questions do you have about the return or exchange process?

Covered this topic

Issue a Refund

DO: Demonstrate how to issue a refund. Highlight the refund to gift card feature.

SAY: “Select Refund on the transaction. You can refund the full amount or select specific items. You also have the option to refund to a gift card — note this is only available if the original transaction used one form of payment (not Split Amount).”

ASK: Do you have any questions about issuing a refund?

Covered this topic

Unlinked Refunds

DO: Demonstrate how to issue an unlinked refund. Highlight refund to any payment method.

SAY: “An unlinked refund is a high-risk feature typically only for Management and Owners. It's key for returning items from a previous system. Select Unlinked Refund from the Transactions tab, input the dollar amount and a detailed description, select the refund payment method, add a reason, and complete.”

ASK: Do you currently support returns that would require unlinked refunds?

Covered this topic

CORE 6. Reports ▼

Pay In / Pay Out

DO: Navigate to Reports and show the Pay In/Out function.

SAY: “Find this within the Open Drawer option. Record transfers and withdrawals from your cash drawer outside of cash sales. These amounts appear in your cash drawer history with a description and total amount.”

ASK: Do you have any questions about pay in/out?

Covered this topic

End Cash Drawer

DO: Walk through ending a cash drawer session. Explain counting down the drawer before entering actual amount. Note: can open/close as many drawers per shift as needed. If managers count next morning, close without entering Actual Amount — they can add it the following morning.

SAY: “When the shift or day is closing, you need to record how much cash is in your drawer. Tap End Drawer within the Open Drawer page. Count the cash first, then enter the amount where it says Actual in Drawer before selecting End Drawer > Confirm End Drawer.”

ASK: Do you have any questions about ending a cash drawer session?

Covered this topic

Sales Summary Report

DO: Highlight the sales summary report. Show filters for customized reporting. Highlight print and email options.

SAY: “While in Reports, view your sales summary by selecting Sales. Click the date at the top to customize by time period or device. At the top right you can export the report. Keep in mind this same report is available from the Sales Summary in your Dashboard Reports area.”

ASK: What questions do you have about your sales summary?

Covered this topic

RETAIL 7. Inventory (POS) ▼

Adjust Stock & Receive Stock

DO: Explain stock adjustment functionality. Highlight items can be entered manually or via scanner. Explain how to Receive Stock. Highlight creating new items during receiving, and printing labels after receiving.

SAY: “In the Inventory tab, Stock Overview shows available stock for each item. Select an item and Manage Stock to adjust right from the POS. To receive stock, select Receive Stock at the top right. Enter items manually or scan them. Add quantity, then update Vendor data and Unit Cost (pre-filled with last known UC but editable). For new items, scan and create when Square doesn't recognize it. Once received, you'll see a prompt to print labels for all recently received items.”

ASK: Do you have any questions about stock adjustment and manual receiving within the Retail app?

Covered this topic

Purchase Orders (POS)

DO: Demonstrate creating a purchase order from the app. Show managing existing purchase orders. Highlight printing labels from POs.

SAY: “In the Inventory tab, tap Create a purchase order, create or select a vendor, add items with quantities, vendor code, and unit cost, then select Create. Manage existing POs from the Purchase Orders tab under Inventory.”

ASK: What questions do you have about purchase orders?

Covered this topic

Stock Counts

DO: Explain difference between Full Count and Cycle Count. Demonstrate initiating a count. Show contributing to a count and committing it. Highlight multiple team members can contribute to the same count. Note: Full Counts only available on iOS; Cycle Counts available on all devices.

SAY: “Cycle Count (most frequent) only updates items you scan — great for counting one section. Full Count drops ALL items to 0 and only updates those scanned — use when closed for more than a day. To initiate: tap Count Stock, select Cycle or Full, and begin scanning. Multiple team members can contribute to the same active count (don't start separate counts!). Pause by hitting X > Save and Close. Stock only updates when committed, not while in progress.”

ASK: What questions do you have about stock counts?

Covered this topic

💡 From KO Call: Check the Generator tab for inventory and vendor details discussed during KO.

EXTRA 8. Items (POS) ▼

Create / Edit Items

DO: Demonstrate how to edit/create items in the app.

SAY: “In our last training we covered creating items from Dashboard. You can also do it from the POS! Tap More > Items > Create Item. Fill out the details like you would from Dashboard.”

ASK: Do you have any questions about creating items from the POS?

Covered this topic

Stock Actions from Edit Item

DO: Show how to perform stock actions within the Edit Item page. Highlight marking an item lost or stolen.

SAY: “If you select an item from the item library, you can perform stock actions. From the Edit Item screen, select Stock on Hand to adjust stock. Here you can also record an item as lost, stolen, or broken.”

ASK: What questions do you have about these stock actions?

Covered this topic

CLOSE 9. Wrap-Up & Next Steps ▼

Session Recap

DO: Recap what was covered. Confirm open action items. Schedule follow-up if needed. Send recap email after the call.

SAY: “We covered a lot today! Let me recap the key items and any homework before our next session.”

ASK: What questions do you have before we wrap up? Do you feel comfortable using the Retail POS on your own?

Covered this topic

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📝 Post-Training Deliverables

Paste your transcript + brain dump. AI generates all 3 deliverables using your deal info from the Generator.

👤 Deal Info (auto-pulled from Generator): — | — | — | —

⚠ If blank, go to the Generator tab and enter your deal info first.

Session Type

Recording Link

🎤 My Notes / Brain Dump (optional — speech-to-text, quick thoughts, anything)

📄 Call Transcript (paste the full transcript)

0 characters

📎 Upload file

✅ Deliverables to Generate

📧 Seller Email 📝 DSR Chatter 🔎 Internal Analysis

🚀 Open GSO PM Assistant

Saves all tabs & progress for this deal

📋 Training Prep

Generate a customized training agenda, pre-call checklist, and KO notes from your kickoff transcript. Output auto-populates training tab banners.

Training Type

Session Duration

Training Date/Time

Session # (e.g. 1 of 3)

KO Transcript or Notes *

0 characters

Trainer Feedback / Personal Notes (optional)

Focus Areas / Seller Priorities (optional)

💡 How to use:

Fill in the fields above (training type, duration, KO transcript)
Click "Copy Prompt" — this builds a comprehensive prompt
Paste into GSO PM Assistant GPT
Copy the GPT response and paste it back here
Click "Parse Response" — it splits into Agenda, Checklist, and KO Notes
KO Notes auto-populate at the top of your training tabs!

Saves all tabs & progress for this deal

💎 Square Subscription Plans

Quick reference: Free vs Plus vs Premium (US). Use during seller conversations to explain plan differences.

📈 Quick Comparison

Square moved from many separate product subscriptions (Restaurants Plus, Retail Plus, Appointments, etc.) to three bundled plans that cover most software needs across industries.

Plan	🆕 Free	⭐ Plus	👑 Premium
Price	$0/mo per location	$49/mo per location	$149/mo per location
Best For	New / smaller sellers getting started	Growing businesses that need more automation	Multi-location / higher-volume, more complexity
POS	Core POS, basic modes	Advanced POS (floor plans, course mgmt, barcodes, label printing)	Everything in Plus + most advanced tools
Online	Basic Square Online Free site	Expanded customization, QR ordering, subscriptions	Real-time shipping rates, robust shipping tools
Inventory	Item library, basic stock tracking	Vendors, POs, stock counts, transfers, barcode labels	Everything in Plus
Loyalty / Marketing	❌	✅ Included	✅ Included
Staff Tools	Basic	Scheduling, labor reporting, advanced permissions	Everything in Plus + staff performance metrics
Reporting	Basic	Stronger ecommerce reporting	Advanced analytics (location, device, channel, labor)
Processing	Standard rates	Lower in-person rate	Lowest rate (2.4% + $0.15 in-person)
Support	Standard hours	Improved (not 24/7 phone)	24/7 phone support

Processing fees and support hours improve as you move from Free → Plus → Premium.

🆕

Square Free

$0/month per location

Positioning: Core tools to run a business with no software subscription; seller only pays processing fees.

POS & Channels

Access to the unified Square Point of Sale app and all basic modes (food & bev, retail, appointments, etc.)
In-person payments (tap, dip, swipe) with standard processing fees
Square Invoices, payment links, and online checkout options

Online Selling

Basic Square Online Free site
Website builder with basic layouts and SEO tools
Pickup, local delivery, and shipping options
Ability to sell via search and social

Inventory & Orders

Item library, basic stock tracking
Basic Orders tab to manage online + in-person orders

Customers & Banking

Customer Directory and basic engagement via receipts
Access to Square Banking (checking, savings, transfers)

Support & Limits

Standard support and help center
Higher processing rates and more limited support hours than Plus/Premium

💡 When to recommend: Use Square Free when the seller mainly needs payments + a simple POS and online presence without extra automation.

⭐

Square Plus

$49/month per location

Positioning: The “best value” bundle. A step up from Free with more advanced POS, inventory, loyalty/marketing, and staff tools — built for businesses that are starting to grow and standardize operations.

Advanced POS Features

Restaurant: Item & menu management, custom floor plans, item availability, course management, more flexible ordering flows
Retail: Better handling of barcodes, label printing, stock counts, purchase orders, and transfer orders

Inventory & Catalog Upgrades

Vendor and purchase order management
Stock counts, transfer orders, barcode label printing
Other “advanced inventory” features by vertical

Loyalty & Marketing Bundle

Loyalty, Marketing, and related engagement tools included (rather than separate subs)
Text marketing includes a certain number of texts, then per-text fees beyond that

Staff Management

More robust staff tools: scheduling, labor reporting, and advanced permissions

Online & Reporting (Square Online Plus)

Expanded site customization (themes, custom fonts/widgets)
Advanced item settings and QR-code ordering
Subscriptions for items and stronger ecommerce reporting

Economics & Support

Lower in-person processing rate than Free
$49/month per active location
Improved support versus Free (but not 24/7 phone support — that’s Premium)

💡 When to recommend: Use Square Plus for sellers who want “one main plan” that covers most of what a serious restaurant/retail/service business needs without juggling multiple separate subscriptions.

👑

Square Premium

$149/month per location

Positioning: The most complete bundle, targeted at higher-volume or multi-location sellers who need advanced analytics, stronger support, and the lowest processing rate.

Broader Software Coverage

“Nearly all” Square software offerings are unlocked (outside of a few explicit add-ons)

Advanced Reporting & Analytics

Sales by location, device, and channel
Items, categories, and inventory movement
Staff performance and labor metrics

Online & Fulfillment Enhancements

Real-time shipping rates at checkout for Square Online
More robust shipping tools and reporting

Support & SLAs

24/7 phone support and higher-touch assistance than lower tiers

Economics

Lowest in-person processing rate: 2.4% + $0.15
$149/month per location
Sellers processing >$250k/year can talk to Sales about custom pricing

💡 When to recommend: Sellers who explicitly care about advanced reports & analytics, 24/7 phone support, and the lowest processing fees with predictable per-location software costs.

⚠️ What’s NOT Bundled (Even on Premium)

Even on Premium, some Square products remain separate subscriptions or costs:

💰 Square Payroll

Still a separate paid add-on.

🏢 Franchise Suite

Square for Franchises — separate add-on.

📺 KDS & Kiosk Apps

Per-device software subscriptions, managed under their own entries in Pricing & Subscriptions.

🌐 Domains & Text Overages

Custom domains renew annually with separate charges. Marketing/loyalty text messages beyond the plan’s monthly allotment incur per-text fees.

💻 Hardware

Square Register, Terminal, Handheld, KDS screens, printers, kiosks, etc. are always sold separately from software plans.

🔎 Quick check: When a seller asks “Is X included in my plan?”, first check whether it’s a Square One bundled feature or one of these explicit add-ons.

🔍 How to Confirm a Seller’s Plan & Features

Because pricing and feature allocation can change, always confirm against live account data and the Help Center.

In Square Dashboard (seller-specific)

Sign into the seller’s Square Dashboard
Navigate to: Settings → Account & Settings → Pricing & subscriptions
From there you can:
- See which plan (Free, Plus, Premium) is active
- Review which add-ons are enabled (Payroll, KDS, Kiosk, etc.)
- Start or change free trials where available

Key Help Center Articles (US)

Switch to the new Square subscription plans
Explains the new bundles, how they relate to legacy subs, and how to switch. Manage Square subscriptions
General “view, pause, upgrade/downgrade, reactivate” flows. Square Pricing & Features
Public pricing + processing fee breakdowns by plan and business type.

💬 Coaching Tips for Sellers

When coaching sellers, frame choices simply:

“Stay on Free if...”

...you just need payments + simple POS and online ordering.

“Move to Plus if...”

...you want loyalty, marketing, advanced inventory, or more sophisticated POS flows.

“Go Premium if...”

...you care most about analytics, 24/7 support, and the best processing rates across multiple locations.

📚 Sources

Switch to the new Square subscription plans | Square Support Center - US
Square Simplifies Commerce Software with New Unified Plans & Pricing
A Simpler Way Forward: The Thinking Behind Our New Plans | Square
Square Processing Fees, Plans, and Software Pricing | Square
Retail POS Pricing & Plans | Square
Online Store Pricing & Plans | Square
Manage item subscription plans | Square Support Center - US
Pricing & Packaging - Source of Truth (go/pnpsot)
Manage your Square Kiosk software subscription | Square Support Center - US
Manage Square subscriptions | Square Support Center - US

⚠️ This summary is based on current Square Support and public pricing content and may change as Pricing & Packaging evolves. Always use Dashboard + Help Center as final sources of truth for a given seller.

Saves all tabs & progress for this deal

🚀 Post-KO Deliverable Generator

📋 Paste DSR from Salesforce

📋 Deal Information

🔗 Links & References

📄 Revenue.io Transcript

🧠 Your Notes & Brain Dump

🎤 Voice Note

🍽️ Seller Menu & Items

📅 Session & Key Details

📧 Seller Email

📝 DSR Chatter

🔧 BPO DSA Notes

🔍 Internal Analysis

📋 Training Prep

📨 Post-KO Deliverables

Harnessing AI — Post-KO Deliverables

📝 ;koheader (auto-filled from Generator)

Step 2 — Paste GPT Response

📧 Post-KO Seller Email

No Email Generated Yet

📝 DSR Chatter Notes

No Chatter Notes Generated Yet

🔧 BPO Workflow

🔧 BPO Workflow

📝 BPO DSA Activity Notes

No BPO Notes Generated Yet

📤 Files to Send to BPO

📋 Outbound Checklist

📥 BPO Deliverables — QA Review

🔍 QA Checklist — Menu Build

🔍 QA Checklist — Migration (if applicable)

📊 BPO Submission Lifecycle

Current Status

📅 Timeline

📋 Activity Log

P3 Technician Activity Notes

DEAL CONTEXT (auto-filled from Generator)

📍 Site Survey Activity Notes Prompt

🔧 Install + In-Person Training Activity Notes Prompt

💻 Virtual Sessions Activity Notes Prompt

🔍 Internal PM Analysis

No Analysis Generated Yet

🧾 Pre-Kickoff Call Checklist (Plus)

📥 DSR Assigned 0/2

🔍 Review DSR Notes 0/3

📎 Attachments & Files 0/3

🔗 Regulator Check 0/3

💬 Align with AE/AM 0/2

✅ Acknowledge DSR 0/3

📅 KO Scheduling Tracking 0/8

📧 Your Intro Email 0/2

📌 When KO is Booked 0/3

📄 DSA Check 0/3

🧠 KO Call Prep 0/6

🖥️ Slide Deck (if applicable) 0/2

🚨 Final Readiness Check 0/4

📨 Pre-KO Deliverables

💬 DSR Chatter — AE/AM Intro

📧 Seller Intro Email

❓ Kick Off Call Checklist

🎯 Opening Script — Set the Agenda (First 5 min) 1–4

👋 Intros + Alignment + Timeline 0/6

💳 POS (Hardware + Checkout) 0/3 5

📋 Menu / Catalog / Data Review 0/5 6

👥 Staff + Labor 0/1

📂 Categories + Reporting 0/1

🎁 Loyalty + Marketing + Gift Cards 0/3

🌐 Online + Fulfillment 0/2

🕒 Scheduling + Availability 0/3 7

🏁 Wrap-Up 0/2 8

🏪 Retail Conversation Guide RETAIL ONLY

🖥️ Slide Order (9 slides)

🚧 3P Onsite Questions (Skip if not an Onsite) 0/0

👋 Open + Introductions 🖥️ Slides 1-3 0/0

🏆 What Success Looks Like 🖥️ Slide 4 0/0

📅 What to Expect 🖥️ Slides 5-6 0/0

🏢 Business Overview & Discovery 0/0

🍽 Menu / Item List Review 🖥️ Slide 7 0/0

📁 Categories & Reporting 0/0

✨ Additional Square Features for Go Live 0/0