Advisory Team Service Schedule
Welcome Email
Welcome email from Advisor Team (sent automatically to added client)
- INCLUDES:
- Official welcome
- Link to log in &Â 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 5 Days
Daily Advisory calls for the first 5 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 posible