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OUR PROCESS

It's easy to start working with us

LifePoint Process

Step 1 - Chat with us

Give us a call or schedule some time on our calendar and we'll answer any questions you have. We'll give you guidance with no pressure.

Step 2 - Easy onboarding

We'll onboard your agency quickly, get your preferences, and receive your secure lists to begin scheduling directly on your calendar. 

Step 3 - Ongoing review

You'll review periodically with your Account Manager and Calling Associate team to maximize results for your agency.

Onboarding process pic #2
DELIVERING VALUE

Our ongoing touchpoints

30-day Review

Around day 30 of our service, we'll review progress, make any tweaks we need to, and then decide what renewal period is right for you.

45-day Coaching

During this touchpoint, we'll complete a valuable sales coaching session to maximize results from our techniques in scheduling.

60-day Campaign Check

To maximize results in our partnership, we'll check in to make sure we are optimizing the penetration of new opportunities in your book.