New members are onboarded together with their cohort on a scheduled group kickoff call. You will need a computer with the Chrome browser (not a phone), and it helps to have your business documents ready as digital files, such as your articles of organization and logo. Plan for roughly two hours.
During onboarding your success center account and mobile app are set up live, and you meet your assigned mentor, your account success manager, the wider mentor team, and your fellow cohort members. You also learn how to submit support tickets and book calls.
After the kickoff, you go through one-on-one strategy and positioning calls with your mentor, covered by a non-disclosure agreement. Your mentor learns your background, current registrations, capabilities, and goals, then builds your custom roadmap: which entity route to take, which registrations to complete, and how to position your company. From there, the roadmap in your portal shows each next step, and your account success manager follows up to keep you moving.