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Your salesperson is your dedicated Account Manager and primary point of contact.

• Kaci, our Operations Manager, will schedule calls, create your Ivy account, and send your contract.
• Account Managers </aside>

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Before Selection Calls

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• Review the Freedom Maker profiles linked in the Selection Call schedule email from Kaci
• Review “Not Just Tasks” page.
• Prepare questions you plan to ask each Freedom Maker. Here is a list of potential questions

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After Selection Calls

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• Let us know your choice ****by replying to Kaci’s email or by using this form. ****
• We will then schedule your Kick Off Call
• Once scheduled, Kaci will:
  • Send your contract via Dropbox Sign
  • Set up your Ivy account

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Kick Off Call

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• Facilitated by your Account Manager, via Zoom
• This call is at no charge for you. You will receive a credit in your Ivy account.
• Topics discussed:
  • Account Manager role
  • Check in schedule
  • Changes with the opportunity since your selection calls
  • #1 priority
  • Hours (frequency/schedule, meetings, hard stops)
  • Communication preferences?
  • How will tasks be assigned & turnaround expectations
  • Any questions about Ivy or the contract