Stage: Purchase Complete
Stage: Intake Form Received ← YOU ARE HERE
Stage: Virtual Onboarding Complete
Stage: Access Confirmed
Thank you for submitting your intake form. This has now been received by our onboarding team. Depending on how you have selected your onboarding preferences, we’ll be reaching out to complete the next step soon!
***NEW PARTNERS** Please ensure you’ve provided us with a unique email ID for the team to set your clients up if we’re going to be client-facing for your agency. You can submit that information here.