🔹 MODULE 3: WHAT HAPPENS AFTER SETUP

Lesson 5: Post-Setup Expectations

Format: Page or PDF

What Happens Next

• Your setup will be reviewed

• You will be contacted once you are cleared for next steps

• Client selection and scheduling occur after approval

⏳ Timelines vary depending on volume and background processing.

Important Boundaries

❌ Do not request scheduling before completing setup
❌ Do not email asking if steps were received
❌ Do not request live walkthroughs

How to Notify Completion

Once all steps are completed: contractor@remotecsr.com

📩 Reply to your enrollment email with:
Subject: Setup Complete
Message: Setup Complete

That is the only action required.

✅ COURSE COMPLETION RULE

Only enrollees who:

• Complete all modules

• Submit portal setup correctly

• Reply “Setup Complete”

will move forward.

🔐 INTERNAL NOTE (FOR YOU – NOT VISIBLE TO ENROLLEES)

• No calls before completion

• No reminders beyond one follow-up

• This system protects your time and scales onboarding