Pre-Kickoff Checklist

A little preparation before your kickoff call goes a long way. Brands that arrive at kickoff with these four items ready tend to launch faster, get more value from onboarding, and see stronger results from their retailer network right out of the gate.

1. Define your program goals

Before kickoff, take a few minutes with your team to agree on what success looks like. This doesn't need to be a formal document — just clear enough to guide decisions later. Consider:

• What are you hoping Promoboxx helps you achieve? (e.g., more retailer engagement, increased co-op ad spend, stronger local marketing consistency)
• Are there specific campaigns, products, or seasons you want to prioritize first?

Having this framed up lets your onboarding team tailor the setup and training to what actually matters to you.

2. Compile your retailer list

Gather the email addresses and information of the retailers you want to invite to Promoboxx. A few tips to make this step smoother:

• If possible, provide the most current, active contact for each retailer location over a generic storefront inbox that may go unchecked.
• See the Retailer List Formatting Guide for the exact format we need to import your list without errors or delays.

3. Get inspired by real examples

Browse the Promoboxx blog for examples of how other brands structure their campaigns, engage retailers, and drive results. It's a good way to walk into kickoff with a few ideas already in mind for your own program.

4. Get a head start with Brand Academy

Explore Brand Academy ahead of time. Reviewing key articles — like Your Promoboxx Onboarding Syllabus and Navigating the Brand Dashboard — will help you hit the ground running once your account is live.