Mentorship Progress Reporting

Check mark the box if you trained on the topic AND the Consumer confirms they understand.

Repeating topics is highly encouraged. Generally, you will cover topics depending on where the Consumer is in their journey, however, training on what's "on the horizon" is OK.

Meeting / Event Date:

Part 1: How to Hire a Provider

Authorized Tasks & Hours:

Searching for a Provider:

Pre-Screen Phone Calls / Arrange Interviews:

The Live Interview:

Selecting & Designating a Provider:


Part 2: Getting Started with Your Provider

The "Roundtable Meeting":

Part 3: Retaining Your Provider

The Consumer as the Employer: