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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

{{Practice Name}}

Point of Contact

{{Point of Contact}}

Onboarding Call Date

{{Onboarding Call Date}}

Anticipated Launch Date

{{Launch Date}}

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: OUTSTANDING
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: OUTSTANDING
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
Domain (Registrar)
Facebook
Google Ads
Google Analytics
Google Tag Manager
Instagram
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: OUTSTANDING
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: OUTSTANDING
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

{{Launch Date}}

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 – Not yet submitted
  • Form: Pricing & Offering – Not yet submitted
  • Form: Staff Accounts – Not yet submitted
  • Define Advertising Budget – Not yet defined

Tools & Credentials

3 of 6
Access credentials we’re waiting to receive
Domain (Registrar)
Facebook
Google Ads
Google Analytics
Google Tag Manager
Instagram
Outstanding credentials may delay your launch date