Onboarding begins immediately after sign‑up.
The PTRM process starts before your paid subscription begins with the creation of your Strategic Marketing Plan (SMP). This planning phase allows us to align on a clear implementation roadmap, defined success criteria, and realistic timelines before moving forward.
This ensures that:
- The strategy is sound
- The implementation plan is clear
- Expectations are aligned on both sides before execution begins
How quickly your system becomes fully operational depends on:
- How quickly required information is submitted
- Which bundle or options are selected
- The timeline established during your SMP
Most clinics are up and running within a clearly defined setup window once the plan is finalized.
