Advisory Team Service Schedule
Welcome Email/Call
Welcome email sent and call (within 1st business day)
- INCLUDES:
- Link to log in & select password
- Welcome & Outline first steps
- Answer questions
- Share contact info
Daily Calls for 2 Days
Daily Advisory calls for the first 2 business days!
- INCLUDES:
- Outline progress
- Review next steps
- Answer questions
Email/Phone Support
Call or email advisor team anytime (within business hours)
- INCLUDES:
- Review completed steps
- Advice from our Advisory team
- Answer questions
- We want to make sure our clients receive the best service possible