Approved Client Onboarding

CoreMentor OS Setup Form

Complete this form to configure your account. You'll receive a platform invitation and our team will finalize your setup.

Fields marked with an asterisk (*) are mandatory and must be completed before proceeding.

Business & Contact Information

Your personal and company details

Full Name *

Corporate / Business Name

Business Website URL

Business Tax ID / EIN (for spam filtering)

Self-employed / Sole Proprietor? You may enter your SSN (XXX-XX-XXXX) instead of an EIN.

Business Address

Email *

Contact Phone Number *

Platform Configuration

How we'll set up your outreach and tools

Preferred VOIP Area Code (for you to call/text applicants)

Suggested Licensing Course

Life & Health (Accident)

JUST Discount Code

✓ I already have a code

We will provide your team with the study course discounted link

Preferred "From" Email Address (applicants see this)

Preferred "From" Name

Preferred Email Signature

Permanent Calendly Link (for group interviews)

Your Personal Zoom Link for Onboarding Calls (must not conflict with interview times)

Account Type

Solo or shared team access

Solo (Only 1 person taking interviews)Shared (Multiple users)

Availability & Scheduling

Times must be at least 90 minutes apart per day

Group Interview Time Availability

When can candidates join your group interview sessions?

WeekdayStartEnd

Group Onboarding / Expectations Call Times

1-hour Zoom onboarding meeting availability

WeekdayStartEnd

Summit Mentorship Checkpoint Booking

I have specific times for checkpoints.I am flexible — assign me any available time.I will reach out when ready.

Subscription Package

Select the plan that was approved for your account

Starter Account (200–300 applicants/mo) — $297/mo (Beta)Growth Account (300–500 applicants/mo) — $499/mo (Beta)Pro Account (500–700 applicants/mo) — $799/mo (Beta)Enterprise Account (700–900+ applicants/mo) — $1,197/mo (Beta)

I confirm that the information above is accurate and I agree to the CoreMentor OS Terms of Service and Privacy Policy. *

You'll be taken to Stripe to complete your subscription. Your platform invitation is sent after payment.