After your discovery call
Discovery is done. This step is terms, your plan, and a card on file. You don’t pay until your EA starts. Next is onboarding — one call, about 60 minutes, with a prep sheet beforehand.
Signup complete
Next is your onboarding call — about 60 minutes. You’ll get a prep sheet beforehand. There’s no booking calendar on this page. Sign in to the client portal with the email and password you just chose.
You don’t pay until your EA starts. Signup puts terms and a payment method on file with no charge yet. The first month and the 90-day commitment both begin at kickoff — when your EA goes live — or up to 10 days after you’ve been matched / accepted your EA, whichever comes first.
After the onboarding call, your partnership manager owns matching. Once your EA is live, you run the day-to-day together, with full back-end support behind the seat.
Questions before you finish? Call 1-866-252-3961.