Instructions

Step 1:  Complete the Intake Form below

Step 2:  Once you submit the Intake Form, you’ll be automatically redirected to schedule a Discovery Call.

Important: You only need to complete this step if the Discovery call is a LIVE call and has not already been scheduled.

• If your Discovery Call has already been scheduled, you can ignore the redirect and skip this step.

• If your Discovery Call has not yet been scheduled and it’s a LIVE call, choose the soonest date/time. This will automatically add the client into EZ.