Training and Tools
Preparing to meet candidates & more . . .
We know your time is valuable and you may not know if this opportunity is right fo you. Start with the basics on this page and then join our team to master some of the techniques we have developed over the four decades we have been providing this service.
Getting Started Training
Start here to get the training OVERVIEW information. Follow the prompts in the training video to Join Our Team.
If you wish to see the entire process from the initial phone call to laying the groundwork for your financial connection, click the in depth training link below.
Start with these tools
Student Questionnaire for interview
College Selection Worksheet
Membership Agreement
Here is a detailed explanation of the services we provide from Middle School through Masters and Doctoral education. As long as the student has a year or more of college ahead of them, we can help.
Preparing to make calls
Here is the script for your VOICE MAIL, your google voice mail where we will transfer them to listen to your message during the calls we make.
Here are some CALL SCRIPTS ideas for your follow up calls after we have made the initial call. Remember, you are sending them to your web page or getting them to send an email to the responder email address we created for you. Both will get them ready for your brief interview with the student and parents.
Preparing for the Calls
Because there will be a rather large volume of email coming to you as we copy you on all communications with your new clients, we suggest you set up a GMAIL account exclusively for this endeavor.
1. An email address like [email protected] may help identify you as the college consultant in clients email boxes. 2. This will provide you with a GOOGLE VOICE MAIL BOX to use for a key part of our marketing on your behalf. Here is a short CHECKLIST to help prepare for the calls.