What to Expect During Your Service Plan Call
Learn what happens after your application is accepted and how to prepare for your Service Plan Call.
Your Service Plan Call is where we build your personalized roadmap.
During the call:
- We review your intake information and identify pain points.
- We confirm which services you qualify for (legal, accounting, business planning, etc.).
- We outline your next steps and expected outcomes.
Preparation Tips:
- Have your financials, EIN, or formation documents ready. Upload them prior to your call.
- Be clear about your short-term and long-term goals for loan funding.
- Ask questions—this call is your opportunity to define your support.