How to run the setup call with a new member: his login, the tour, connecting his accounts, where the work lands, his phone, and the close. The video runs about five minutes. The full written SOP, with every line to say, is linked below it.
Internal video, for the team only. Keep it inside the team, and don't send it to contractors, homeowners or anyone else.
The SOP has the prep checklist, the email to send him the day before, the exact words for each part of the call, and what happens after it.