We’re excited to work with you as you dig into your financial data and make decisions that boost your bottom line. Below are next steps for getting setup with your ProfitCoach dashboard:
- Review the onboarding process below.
- Complete the ProfitCoach Onboarding Documentation Form below.
- Schedule your onboarding call.
- Within 1 business day of completing the ProfitCoach Onboarding Documentation Form below, you will receive an email confirming the receipt of your information.
- Between your completion of the ProfitCoach Onboarding Documentation Form and your onboarding call, we will prepare our review of your financial/unit data.
- During your onboarding call we will cover any conformity issues with NARPM’s Standard Chart of Accounts, as well as any unit data questions necessary to dial in the accuracy of your KPI’s.
- Based on the onboarding call, we will complete any revisions needed to your chart of accounts.
- Two weeks after we complete our changes to your financial data, your fully-loaded dashboard will be ready to roll, and our dashboard team will reach out to schedule your first deep dive review call.
- Please email firstname.lastname@example.org with any questions about this process.