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Activation checklist
Launch in ten minutes.
The checklist keeps the first action simple while protecting client privacy and professional scope.
Know the boundary
Share an independent resource; never diagnose, screen, promise eligibility, or recommend treatment.
Choose a client-led situation
Start with a person who asked for a resource or raised a relevant question.
Copy the approved disclosure and link
Use the current portal copy so the offer, attribution, and compensation language stay accurate.