---
title: "2. The Pre-Launch Call"
description: "**Purpose:** 1. Onboard new agents to the **FinanceVine** system. 2. Ensure technical readiness for receiving and engaging with leads. 3. Provide initial support and resources. **Key Activities:** 1. **Email Deliverability Test:** Verify lead notification emails reach the agent's inbox, not…"
url: "https://clients.financevine.ca/docs/the-pre-launch-call/"
updated: "2025-03-27"
category: "3. Pre-Launch"
---

# 2. The Pre-Launch Call

**Purpose:**

1. Onboard new agents to the **FinanceVine** system.
2. Ensure technical readiness for receiving and engaging with leads.
3. Provide initial support and resources.

**Key Activities:**

1. **Email Deliverability Test:** Verify lead notification emails reach the agent's inbox, not the spam folder.
2. **SMS System Demo:**Demonstrate how to receive and respond to lead texts. Show how to access conversation history.
3. **[Self-Service Portal](https://clients.financevine.ca/my-account/) Introduction:**Explain portal features for lead management, progress tracking, and resource access.

**Support Resources:**

- Introduce the account manager and [helpdesk](support@financevine.ca) as the primary point of contact.
- Provide information on additional support channels

This structured approach ensures agents are well-equipped to handle **FinanceVine** leads effectively. We believe that being proactive as opposed to reactionary is essential to your ongoing success with **FinanceVine**