You’re on the schedule!

You’re all set—our virtual meeting is on the books! To capitalize on our time together, consider these quick steps:


Gather your concerns.

We respect your business needs and follow an agenda to maximize our time. Have your questions prepped and ready.


Test your

Turn off resource-hogging applications. Double-check that camera and microphone. We want to dive right in!


Give your consent.

We use Fathom, a transcription AI so you can have a copy of our conversation. If you prefer we do not, please let us know.


Be on time and ready.

We respect your time as much as ours. Let’s make every minute count since we move quickly to make the most of the session.

We do not do website training during this session. We will follow up with a screen share recording if we need to show you how to use a feature or process.