Congratulations!
You're on your way to getting more appointments and saving 30 minutes per lead in follow-up time!
Please review the timeline for going live and then schedule your first meeting with us, which is the INTEGRATIONS MEETING. You can schedule it using the scheduler below after the timeline.
Step 2: Now We Need To Schedule Two Meetings
(scroll all the way down to see each meeting)
Meeting 1: Schedule Your Integration Meeting
This meeting is with your account manager to make sure we have everything we need to integrate into your systems, including access to any of your systems to get your leads and scheduling system.
Meeting 2: Schedule Your Implementation Review
This meeting is with Tom to review how the implementation went and to set expectations on how the first month of service will progress. Please schedule this meeting about 1 week from today.