Scheduling my Onboarding Call

Marla Williams, Director of Member Services

Categories

Managing Your Account
Managing Your Account
Managing Your Boardroom
Managing Your Boardroom
Getting Started
Getting Started

Take the first steps toward building your digital advisory board by meeting with your account manager, building your company profile, and posting the first updates to your boardroom.

During the call, your Account Manager will cover the following:

  1. Provide an overview of your Digital Boardroom and best practices on how best to engage with your Advisors.
  2. Gather all of the background information regarding your current challenges and goals to ensure we complete your company profile so you can begin inviting advisors to your Advisory Board.
  3. Post your first Company Update and pose 3-5 questions for your Advisors to see upon joining your Digital Advisory Board.

Click below to set up your onboarding call with your account manager to begin building your advisory board.

Schedule Your Onboarding Call

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