In what order do I book my program calls?

Book the Positioning Call first. Then do the Digital Compliance audit form and book that call. The Digital Compliance call does not open before your Positioning Call has happened.

The order

The Roadmap suggests the same path in Do this next. It goes from the LLC (limited liability company) step to the Positioning Call, then to SAM.gov registration, and then to Digital Compliance. See Why is a Roadmap step locked?.

Your first mentor call is your Positioning Call

The system counts your first mentor call as your Positioning Call. This holds if you book it on the Mentors page, on your home page or on the Roadmap. Do not book a short question call first if you want a full Positioning Call. If you did, tell your mentor.

What happens if you book too early

The Roadmap shows "Book this call only after your Positioning Call is complete". In the Roadmap list, the Digital Compliance step shows "Opens once Positioning Call is done". If you try to book, a message reads "You can book your Digital Compliance call once your positioning call has happened."

Example

A member books a mentor call on Monday. That call is the Positioning Call for this member. After the call, the system records it as held. Then the Digital Compliance call opens. The member has already sent the audit form.

What the Roadmap cannot know

• The Roadmap marks the Positioning Call done only after the call is recorded. See Why is a completed call still showing as booked?.
• Your mentor tells you who to book with next. See Where do I find my call notes and next steps after a mentor call?.

✅ What to do next: Book your Positioning Call. See How do I book a Roadmap program call? or How do I book a mentor consultation?.

Related articles

• How do I book a Roadmap program call?
• How do I book a mentor consultation?
• Why is a Roadmap step locked?
• Where do I find my call notes and next steps after a mentor call?