Book Your Premium Onboarding (Customization) Intake Call

IMPORTANT - PLEASE READ!

• Purpose: This is a 1-hour intake call to begin gathering business requirements and data collection.

• Timing: We recommend you schedule this after Tech Setup so that we can focus on your customizations after the call.

• Attendees: Primary contact - person responsible for data, strategy, process

• Format: Video call - ideally on your computer but phone is okay