Provider Onboarding
A structured six-step process from initial conversation to active deployment. Most pilots move from consultation to launch within 2-3 weeks.
1. Initial Consultation
We discuss your market, deployment goals, timeline, and success criteria.
Market overview and passed-home data
Activation goals and KPIs
Pilot scope and duration
Commercial terms overview
2. Agreement & Compliance
Mutual agreement execution, compliance standard alignment, and data sharing setup.
Service agreement execution
Compliance standard alignment
Data sharing and API access setup
Insurance and legal review
3. Territory Setup
Envoy configures the territory including serviceability data, approved scripts, and offer terms.
Address/serviceability data import
Script and offer configuration
Territory boundary definition
Campaign setup in Activation Console
4. Team Deployment
Envoy deploys trained, certified representatives with full compliance tooling.
Representative assignment
Badge and credential issuance
Field OS access setup
Ride-along and quality calibration
5. Launch & Monitor
Field operations begin. Provider partners monitor progress through the Activation Console.
Daily field operations
Dashboard access
Weekly check-in calls
Compliance and quality monitoring
6. Review & Expand
At pilot conclusion, results are measured against success criteria.
Pilot performance report
ROI analysis
Expansion proposal
Ongoing partnership terms