Picking the Correct Coach for your Meetings

All Coaches calendars can be accessed via Compliancy-Group.com/coaching-session/.

Once you are working with a certain Coach it is in your best interest to continue working with the same person. This is important, due to the understanding your original Coach has about your Organization. Don’t bounce around!

The very first screen seen will be the one found below – 

There are a few different options which you have, so let’s cover those first –

The top option is for your First Implementation session. If you have never worked with us before and just signed up, this is the option for you. You will be presented with the option to book with an Implementation Specialist.

The second option is for Ongoing Implementation calls. This is intended for continuing your compliance plan after completing your first session. You will be presented with the option to book with either Bob Grant, Charlotte or Chuck.

The third option is for Policy Review. This is a session intended to cover any and all of your policy questions prior to finalizing and attesting to them. You will be presented with the option to book with either Bob Grant, Charlotte or Chuck.

The fourth option is for Final Compliance Reviews, Breach Consultations, and Advanced Security Reviews. This is intended for advanced material which requires the attention of our Chief Compliance Officer, Bob Grant. If you are ready to wrap up your plan entirely, have experienced a breach, or need an in-depth explanation of various Security aspects, this is the option for you. This option books directly to only Bob’s calendar.

The fifth and final option is for an Annual Compliance Review. This is intended for those who have completed their first year’s worth of efforts towards compliance and need to complete annually-based Federal requirements. You will be presented with the option to book with either Charlotte or Chuck.

After selecting the correct Coach, you will see their availability –

 Select your time zone first (towards the top). Then, click on a time which works for you. You will now see a blue button which says Continue next to the chosen slot –

Click Continue to be brought to a screen which asks for your information –

Fill in all the necessary information and click Complete Appointment. If you are seeking confirmation of your appointment, it will show on the next screen –

You have now accurately scheduled your first implementation!

 

Find out more about Getting Started > >