Onboarding Checklist

Please complete the following steps as early as possible to get the campaign started.

Please use the Marketing List Template, provided below, to submit your prospect list as soon as possible to begin our quality checks and start preparing your campaign. Your project start date for this campaign will be discussed at the kick-off meeting. 

Click the button to the right to download the .csv template

*Please submit your list, using the file upload below, as soon as possible and 6 days prior to the kick-off call. If you receive an error, the file size may be too big. If file size is too big, please email your list to your Account Manager.

Please Choose a Time and Schedule Your Initial Kick Off Call With Your Assigned Account Manager

Your assigned Account Manager will reach out within 1 business day of campaign launch. Please make sure to use the calendar link they provide to schedule your kick off call to review your script, list and campaign details. If you have any questions, please reply all to your initial launch email.

Please provide us with your calendar scheduling link below:

Please enter your calendar scheduling link for scheduling with you and the prospects we set appointments with. If you don’t have one set up, you can set up one for free via calendly. Please click the link, set one up, sync it to your Google or Office 365 calendar, and send it back to us by the kick off meeting! 

If you don't have a calendar link you can set one up here:

Meet Your Account Manager

Kirsten Coffman

Account Manager

Smiling woman with blue eyes and brown turtleneck

Merry Sylver

Account Manager

Smiling man in formal attire with glasses

Fidel De La Cruz

Account Manager

Get in touch with your accounts team

Have questions or concerns? Fill out the form below and your account strategist will reach out to you within 24 business hours.