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.
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 is what the candidates hear when the call is made, When they press 1, they are immediately transfered to your voice message where they can hear the details of what to do next, The candidate may or may not actually leave you a message but they requested more information by responding to the call.
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.
Refer someone you know
You can refer someone you know who needs college funding to our organization just to see how our process works. You will better understand the value we bring to your community and to your business.
Being a resource to your clients is the fastest way to prove your value to your community and every parent sending a student to college faces the challenges of funding college without excessive debt or depleting family resources,
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.