Step One: Sign Partnership Agreement

This will be via DocuSign

Step Two: Complete Your Blueprint

You should have received an email with an invitation to complete the BluePrint in a Google Form. If you didn't receive it, you can access a blank one here: COMPANY BLUEPRINT

If Google Form format doesn't work for you, shoot me an email and I will send an alternate version.


Step Three: Implementation Call

If you haven't already, you can schedule this here:



This call is to review your software requirements, dispatching systems, and call scripts and reviewing the information in your company blueprint.

Once your Alignment Call is complete, you will receive an email with a link to the next steps of implementation. It takes 2-3 weeks to go LIVE.