Resources

Advisory Team Service Schedule

Welcome Email

Welcome email from Advisor Team (sent automatically to added client)
  • INCLUDES:
  • Official welcome
  • Link to log in & select password
  • Advisor Team contact information

Welcome Call

Welcome call (within 1st business day)
  • INCLUDES:
  • Welcome & Outline first steps
  • Answer questions
  • Share contact info

Daily Calls for 4 Days

Daily Advisory calls for the first 4 business days!
  • INCLUDES:
  • Outline progress
  • Review next steps
  • Answer questions

Regular Follow up

Regular Advisory Calls
(weekly or biweekly depending on client & step)
  • INCLUDES:
  • Outline progress
  • Review next steps
  • Answer questions

Completion Followup

Step completion calls or emails
  • INCLUDES:
  • Outline of steps completed
  • Progress outline
  • 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