Here are Next Steps for onboarding

Phase One: Gathering your information to set up your account

• Sign the Terms of Service Agreement
  - you will be emailed a copy immediately afterwards

• Fill in the New Client Information
  - this ensures we have all your business details correct for communication and invoicing

• Confirm your purchase at Checkout
  - pay for onboarding and your first months subscription
  *if you are eligible for promotional offers or onboarding + month free with annual plans, this will be discounted from your ongoing invoices
  ** if the system takes you to the wrong currency, you can change with the blue button at the bottom of the checkout page

• Business Setup Questions
  - all the details our onboarding team needs to know to set up your account correctly

• Book your first Onboarding Call: Tech Setup
  - please ensure you have selected the correct timezone before choosing your meeting time!

• Once you have completed your first Onboarding Call, you will be sent an email summary and within it invitation link to book your second Onboarding Call: Training Call.

• Once you have had your Training Call, you will receive an email from me inviting you to book your third Onboarding Call: Strategy & Catchup. This is where you and I regroup, go over any questions and ensure you have everything you need to get started.