Smarter Payments. Better Care.

Launch Kickoff
Meeting

Your roadmap from agreement to full adoption

Today — Week 0
45 minutes
Project Team + Endeavor
Today's Session

Today's Agenda

What we'll cover in this kickoff session

Introductions & Roles
Meet the full project team and establish points of contact on both sides
5 min
Launch Overview
High-level summary of the Endeavor platform and what success looks like
10 min
Launch Charter
Review and sign the mutual agreement defining scope, roles, metrics, and escalation paths
15 min
Launch Scope & Configuration
Confirm pilot locations, users, lender setup, and technical requirements
10 min
Meeting Cadence & Next Steps
Establish the ongoing meeting rhythm and confirm immediate action items
5 min
Who's Here

Your Support Team

The Endeavor team members behind your implementation

Kunal
Kunal Mehta
Co-Founder
Executive sponsor and strategic lead for your partnership
Jeremiah
Jeremiah Cole
Co-Founder
Product vision and platform strategy for your deployment
Hayley
Hayley Boyd
Implementation Manager
Your primary contact for launch coordination and execution
Dave
Dave Salciccioli
Implementation Manager
Operational integration and process alignment
Zailla
Zailla Alarde
Onboarding Specialist
Hands-on training and day-to-day platform support
The Journey

Launch Process

Five phases from agreement to full organizational adoption

01
Align
Assessment & planning
Week 0–1
02
Design
Technical setup
Week 1–4
03
Activate
Go-live & monitor
Week 4–8
04
Engage
Adoption & recognition
Week 4–8
05
Expand
Full rollout
Week 8+
Ongoing Touchpoints

Your Support Structure

Meetings and touchpoints scheduled throughout the process

Meeting TypeFrequencyPurpose
Kickoff MeetingPre-DesignInitial kickoff with project team (Today)
Current State Data AnalysisBefore Go-LiveAfter filling out the form, we will sit to confirm data points
Go-Live Kickoff MeetingBefore Go-LiveInitial kickoff with pilot team to train and discuss Go-Live
Weekly SyncWeekly during Go-LiveTactical progress, issue resolution, task assignments
Expansion MeetingEnd of ActivateDiscussion of future scale and adoption planning

Communication

Email will be utilized for key stakeholders and milestone communications
All meetings will be recorded with notes and action items captured and distributed
All platform support will be directed through the chat icon on Endeavor
Let's Start the Journey

Next Steps

Sign the Launch Charter
Today
Current State Data Gathering Meeting
Within 1 week
Technical setup complete — sign lender documents
Within 3 weeks
Go-Live team training
Week 4
Go Live! 🚀
Week 4
Phase 2 — Design

Design Review
Meeting

Confirming the current state data and aligning on configuration before we build

Week 1–2
45 minutes
Project Team + Endeavor
Today's Session

Meeting Agenda

Walking through the current state data together to confirm accuracy before configuration

Current State Data Review
Walk through the submitted data points together — confirm accuracy of financials, volumes, and workflows
15 min
Location & Practice Details
Confirm pilot location information, practice management system, and staffing structure
10 min
Financing & Lender Alignment
Review current patient financing approach, lender preferences, and any compliance requirements
10 min
Configuration Plan
Outline the Endeavor configuration based on confirmed data — accounts, users, and permissions
5 min
Questions & Gap Analysis
Identify any missing data points, open questions, or areas that need further clarification
5 min
Data Confirmation

Current State Diagnosis

Review each category from the data gathering form and confirm together

Practice Overview
Number of locations, providers, average monthly patient volume, and practice management system
Current Financing Landscape
Existing patient financing solutions, average treatment value, and current approval/acceptance rates
Workflow & Patient Journey
How financing is currently presented to patients, at what point in the visit, and by whom
Team & Roles
Who will be using Endeavor day-to-day — front desk, treatment coordinators, office managers, providers
Pain Points & Goals
Biggest challenges with the current financing process and what success looks like with Endeavor
What Happens Next

Configuration & Setup

Based on confirmed data, here's what the Endeavor team will build before Go-Live

Account Provisioning
Create Endeavor accounts for each pilot location with correct permissions and access levels
Lender Contracting
Complete lender agreements, compliance documentation, and all required sign-offs
Location Configuration
Build out specific location details, user roles, and workflow settings for each pilot site
Sandbox Testing
Submit test applications through the full workflow — nothing goes live until every step is confirmed

💬 What to flag in this meeting

If anything in the current state data looks wrong, incomplete, or has changed since the form was submitted — now is the time to flag it. Accurate data here means a faster, smoother configuration.

Moving Forward

Next Steps

Confirm all current state data is accurate and complete
Today
Sign lender documents and compliance agreements
This week
Endeavor team completes account and location configuration
Weeks 2–3
Sandbox testing — full workflow validation
Week 3
Go-Live Kickoff meeting with pilot team
Week 4
Phase 3 — Activate

Go-Live
Kickoff Meeting

Training your pilot team and aligning on everything needed for a confident launch

Week 4
75 minutes
Pilot Team + Endeavor
Today's Session

Meeting Agenda

Everything we'll cover to get your pilot locations ready to launch

Welcome & Introductions
Pilot team, Endeavor team, and session objectives
5 min
Platform Overview
Walk through Endeavor from patient application to approval decision
10 min
User Training
Step-by-step training for front desk, treatment coordinators, and managers
25 min
Live Workflow Scenarios
Practice real patient scenarios end-to-end in the sandbox environment
15 min
Go-Live Readiness Review
Confirm all checklist items are complete before we flip the switch
10 min
Q&A & Open Discussion
Any questions, concerns, or clarifications before going live
10 min
Who's Supporting You

Your Launch Team

Dedicated resources throughout your go-live and pilot period

Kunal
Kunal Mehta
Co-Founder
Executive sponsor and strategic lead
Jeremiah
Jeremiah Cole
Co-Founder
Product vision and platform strategy
Hayley
Hayley Boyd
Implementation Manager
Primary contact for launch coordination
Dave
Dave Salciccioli
Implementation Manager
Operational integration and alignment
Zailla
Zailla Alarde
Onboarding Specialist
Hands-on training and daily support
Pre-Launch

Go-Live Readiness Checklist

Every item that must be in place before we go live

Account Provisioning
All user accounts created with correct roles and permissions
Complete
Lender Agreements Signed
All lender contracts and compliance documentation complete
Complete
Location Configuration
Pilot locations configured with correct settings and users
Complete
Sandbox Testing Passed
Full workflow tested end-to-end with no critical issues
Complete
Team Training
All pilot location staff trained on platform — completing today
In Progress
Support Channel Confirmed
All staff know how to access support via the Endeavor in-app chat
Today
What to Expect

Your First Four Weeks

Support structure and key touchpoints during the pilot period

🎯 Pilot Goal

Validate that Endeavor fits your workflow, your team feels confident presenting financing to patients, and we generate the data needed to make a confident expansion decision.

Week 1 — Launch
First real patient applications. Endeavor team on standby for immediate support.
Heightened Support
Weeks 1–4 — Weekly Syncs
Dedicated weekly meetings to review metrics, resolve issues, and refine workflow.
Every Week
Always-On Support
Access Endeavor support anytime via the in-app chat icon. Response within 1 business hour.
24/5
Week 4 — Expansion Decision
Review pilot results and make the go/expand/adjust decision together.
Milestone
Today's Actions

Next Steps

Complete platform training for all pilot users
Today
Confirm support channel — access Endeavor in-app chat
Today
Accept calendar invite for Week 1 sync
Today
First live patient applications
Tomorrow
Week 1 Sync — review first week results
Week 1
Phase 3 — Activate

Weekly
Sync Meeting

Tactical check-in to track progress, resolve blockers, and keep the pilot on track

Every Week
45 minutes
Pilot Leads + Endeavor
1 / 5
Every Week

Meeting Agenda

Previous Week Recap
Quick review of last week's highlights, wins, and carry-forward items
5 min
Metrics Review
Walk through applications, approval rates, processing time, and team adoption
10 min
Active Issues & Blockers
Surface anything preventing the team from confidently presenting financing to patients
10 min
This Week's Priorities
Assign clear owners, due dates, and success criteria for each action item
10 min
Decisions & Parking Lot
Any decisions that need to be made and items to revisit in a future meeting
10 min
This Week's Numbers

Metrics Review

💬 Discussion Guide

Use these questions to drive the metrics conversation:

→ How are our numbers trending compared to last week? Any significant changes?
→ Are applications increasing week over week? If not, what’s holding teams back?
→ Where are we seeing drop-off or friction in the workflow?
→ Is the team presenting financing to every eligible patient, or only in certain situations?
Open Items

Issues & Blockers

💬 Discussion Guide

Use these questions to work through open issues:

→ What’s getting in the way of the team confidently presenting financing to patients?
→ Are there any workflow problems, system issues, or team concerns that surfaced this week?
→ Which issues are urgent vs. things we can address over the next few weeks?
→ Do any open items need escalation or involvement from someone not on this call?
Action Items

This Week's Priorities

💬 Discussion Guide

Use these questions to set the week’s priorities:

→ What are the top 2–3 things we need to accomplish this week?
→ Who owns each item, and what does “done” look like by next week’s sync?
→ Are there any dependencies or handoffs between team members we need to coordinate?
→ Is anyone blocked or need help from the Endeavor team to move forward?
Deferred Items

Parking Lot

💬 Discussion Guide

Use these questions to manage deferred items:

→ Are there any decisions we need to make right now, or can they wait?
→ Is anything on this list becoming urgent enough to pull into this week’s priorities?
→ Are there topics that need a separate, deeper conversation outside of the weekly sync?
→ Should any items be removed because they’ve been resolved or are no longer relevant?
Phase 4 — Expand

Expansion
Planning Meeting

Reviewing pilot success and charting the path to full organizational adoption

End of Week 4
60 minutes
Leadership + Endeavor
Today's Session

Meeting Agenda

From pilot review to expansion planning in one focused session

Pilot Scorecard Review
Walk through all key metrics from the 4-week pilot against charter targets
15 min
Success Stories
Highlight specific patient wins and qualitative feedback from the pilot team
10 min
Adoption Analysis
Which team members adopted the platform, what drove behavior, and where friction remains
10 min
Expansion Decision
Make the formal Go / Extend / Adjust / Pause decision together as a leadership team
15 min
Wave 2 Planning
If GO — identify next locations, timeline, and resource requirements for expansion
10 min
4-Week Pilot Summary

Pilot Results Scorecard

Walk through each metric together and discuss what the numbers are telling us

Applications Submitted
How many applications did we process during the pilot? Is the volume what we expected, and did it grow week over week?
Approval Rate
What percentage of applications were approved? How does that compare to our target, and are there patterns in what’s being declined?
Team Adoption Rate
Which team members are actively using the platform? Is anyone not engaging, and what’s driving that?
Avg. Processing Time
How long is it taking from application to decision? Is the team finding the workflow efficient, or are there bottlenecks?
Patient Satisfaction
What feedback have we heard from patients? Are they finding the financing experience smooth and comfortable?
Issues Resolved
How many issues came up during the pilot, and how quickly were they resolved? Are there any lingering concerns?
The Decision

Expansion Decision Framework

Based on the scorecard, we'll make one of four decisions together

✅ Go

Pilot met or exceeded targets. Proceed immediately to Wave 2 rollout.

⏳ Extend

Strong signals but need more data. Extend the pilot 2–4 more weeks.

🔧 Adjust

Results show opportunity. Modify workflow or configuration before expanding.

⏸ Pause

Fundamental issues identified. Resolve root causes before proceeding.

If GO — What's Next

Expansion Wave Plan

A phased rollout to all remaining locations, building on what we learned in the pilot

Wave 2
Early Adopters
Weeks 5–8
3–5 high-readiness locations
Leverage pilot playbook and training materials
Biweekly check-ins replace weekly syncs
Pilot champions act as internal coaches
Wave 3
Broad Rollout
Weeks 9–16
Remaining locations in groups of 5–8
Recorded training replaces live sessions
Templatized onboarding per location
Monthly reviews replace weekly syncs
Wave 4
Full Adoption
Week 16+
All locations live on Endeavor
Quarterly business reviews (QBRs)
Performance benchmarking across locations
Feature roadmap collaboration
Moving Forward

Next Steps

Confirm expansion decision and document rationale
Today
Identify Wave 2 locations and readiness criteria
This week
Build Wave 2 implementation charter
Week 5
Configure and provision Wave 2 locations
Weeks 5–6
Wave 2 go-live kickoff meetings
Week 7