Destination Briefing
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Responsibilities
Expectations for deliverables and client experience we want to provide.
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Timing
Realistic expectation the timing from accepting a role as a Partner Consultant to going live with your first client.
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Team Culture
Who are we? What makes us great? Does this fit with you and your expectations of us?
Completed
You are Here
Explore
Initial call with Jill
Next Step
Destination Briefing
Overview of responsibilities, time expectations, example projects, team culture
Travel Budget & Rules
How pay works, hours/availability ranges
Ticket & Itinerary Review
walkthrough of the consultant agreement + downloadable PDF for review
Book Your Departure
Book a call with Jill, join a partner call as a guest, confirm interest.
Travel Documents & Gear Check
Open/confirm LLC, W-9, proof of insurance, banking/ACH readiness, equipment/tools