You’re booked with Tommy
The calendar invite is in your inbox — it has the video link and a note you can forward to anyone else who should be there.
Tommy Hanly · Bridgemart Comply
Bring these — we run it on your records
Two or three recent reports
Whatever form you use today — paper, PDF, a photo of the binder page. Messy is better than clean.
Last year’s 300 Log, if you have it
A spreadsheet or a scan both work. We’ll show it imported, classified, and rolled up to a 300A.
Your establishment list
Sites and rough headcount per site. That’s all the quote needs — no seat math on the call.
Nothing to prepare beyond that. If it’s easier to send the files ahead of the call, reply straight to the invite.