OUR PROCESS It's easy to start working with us Step 1 - Chat with us Give us a call or schedule some time on our calendar and we’ll answer any questions you have. We’ll give you guidance with no pressure. Step 2 - Easy onboarding We’ll onboard your agency quickly, get your preferences, and receive your secure lists to begin scheduling directly on your calendar. Step 3 - Ongoing review You’ll review periodically with your Account Manager and Calling Associate team to maximize results for your agency. DELIVERING VALUE Our ongoing touchpoints 30-day Review Around day 30 of our service, we’ll review progress, make any tweaks we need to, and then decide what renewal period is right for you. 45-day Coaching During this touchpoint, we’ll complete a valuable sales coaching session to maximize results from our techniques in scheduling. 60-day Campaign Check To maximize results in our partnership, we’ll check in to make sure we are optimizing the penetration of new opportunities in your book.