Book a Discovery Call | Your Medicare Crew
Initialize Connection

Let’s Find Out What You Should Take Off Your Plate.

Tell us what is taking up your time and where your agency needs support.

During your discovery call, we’ll review your current workload, systems, processes, and priorities so we understand where Your Medicare Crew fits.

This is a conversation about your needs and current setup.

No high-pressure sales presentation.

Agenda

What We’ll Review During Your Call

Your discovery call gives us context about your business before recommending a support setup. We’ll discuss:

  • Your current workload and weekly responsibilities
  • The tasks consuming the most time
  • Your current CRM, calendar, and communication systems
  • Sales support and quoting needs
  • Lead follow-up and appointment setting needs
  • Marketing and content responsibilities
  • Administrative workload
  • Automation opportunities
  • Your current team structure
  • Where additional support makes sense

Choose a Time That Works for You

Select an available time below. After booking, you’ll receive appointment confirmation and reminder messages using the contact information you provide.


Come With Your Questions.

You do not need to prepare a formal presentation or have every problem figured out before the call. Bring your current challenges.

We’ll help organize the conversation around where your time goes today, what your team already handles, and where outside support fits.

Your discovery call does not commit you to a service package.
Onboarding Flow

After You Choose Your Time

01

Confirmation

Your appointment is confirmed.

02

Reminders

You receive your call details and reminders.

03

Review

We review the information you submitted.

04

Discuss

We meet and discuss your current operation.

05

Next Steps

If there is a fit, we outline recommended steps.

Clarity

Before You Book

Plan for approximately 30 minutes.
No formal preparation is required. Thinking about your biggest time-consuming tasks before the call will help us make the conversation more useful.
The call focuses on your current workload, support needs, systems, and fit. If Your Medicare Crew fits your needs, we’ll discuss appropriate next steps.
No. If you already use GoHighLevel or Medicare Helper, we’ll discuss your existing setup as part of the conversation.
That is one of the reasons for the discovery call. Start by telling us which responsibilities are taking the most time. We’ll review the support options from there.

Ready to Get Some of Your Time Back?

Pick an available time above and tell us what is taking up your week.

Choose Your Discovery Call Time

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