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Welcome to Onboarding

Complete the steps below so we can launch smoothly and avoid delays.

Most practices finish onboarding in under 30 minutes.

📋 Please note: This page can take up to 24 hours to refresh after tasks have been completed.

Practice Snapshot

Practice Name

Elite-MD

Point of Contact

Gary Batara

Onboarding Call Date

20/02/2026

Anticipated Launch Date

13/03/2026

If anything above looks incorrect, please notify us before continuing.

Your Onboarding Steps

Schedule Onboarding Call
⚠️ This item can and will delay the target launch date
Book a call with your Client Success Manager to get started
5–8 minutes
Status: COMPLETED
Start Step 1
A2P 10DLC Registration
⚠️ This item can and will delay the target launch date
Submit documents required for SMS compliance
5–8 minutes

Status: COMPLETED

Start Step 2
Supply Credentials
⚠️ This item can and will delay the target launch date
Provide access to tools and platforms we’ll integrate
5–8 minutes

Tools & Credentials

1 of 6

Access credentials we’re waiting to receive

Domain (Registrar)un-checked
Please grant access@efferent.media delegate access on your GoDaddy account.
Facebook Business Managerun-checked
We need your Business Manager ID #
Google Adsun-checked
Please share your Google Ads account number
Google Analyticsun-checked
Please grant agency/admin access@efferent.media
Google Tag Managerun-checked
Please grant agency/admin access@efferent.media
Instagramchecked

Status: OUTSTANDING

Start Step 3
Form: Practice Information
⚠️ This item can and will delay the target launch date
Share key details about your practice and team
5–8 minutes

Status: COMPLETED

Start Step 4
Form: Pricing & Offering
⚠️ This item can and will delay the target launch date
Confirm services, pricing, consultation details
5–8 minutes
Status: OUTSTANDING
Start Step 5
Form: Staff Accounts
⚠️ This item can and will delay the target launch date
Add team members who need access
5–8 minutes

Status: COMPLETED

Start Step 6
Define Advertising Budget
⚠️ This item can and will delay the target launch date
Set your monthly advertising spend and allocation
5–8 minutes
Status: OUTSTANDING
Start Step 7

Your Client Success Manager

Tom Birkmire

Email

tbirkmire@efferent.media

Phone

631-278-1708

Reach out anytime if you get stuck — we’re here to help.
Target Launch Date

13/03/2026

Completing onboarding quickly helps us stay on schedule.
Potential Delay Factors
  • Schedule Onboarding Call – Not yet booked
  • A2P 10DLC Registration – Documents pending
  • Supply Credentials – Waiting on: Facebook, Google Tag Manager, Instagram
  • Form: Practice Information

Tools & Credentials

1 of 6

Access credentials we’re waiting to receive

Domain (Registrar)un-checked
Please grant access@efferent.media delegate access on your GoDaddy account.
Facebook Business Managerun-checked
We need your Business Manager ID #
Google Adsun-checked
Please share your Google Ads account number
Google Analyticsun-checked
Please grant agency/admin access@efferent.media
Google Tag Managerun-checked
Please grant agency/admin access@efferent.media
Instagramchecked
Outstanding credentials may delay your launch date