Booking Assessments

Summary

Leads come to us through many different avenues, whether that be through a phone conversation with our communications department, by filling out a form on our website, or by walking in the center directly! This guide reviews how to set the lead up for an assessment using the MATH model.

Resources

🔗 - Radius: Business Documents (MATH Model)

Step-By-Step Guide

Step 1: Make the lead feel welcome and Manage the conversation (MATH)

Smile and talk with enthusiasm
Talk to them like they are a real person!

Step 2: Ask them about their student (MATH)

Start with "Can you tell me more about your student?"
Good questions to follow up with are:
- "How have they done on tests and quizes?"
- "What does homework time look like?"

Step 3: Tailor your response (MATH)

Address the parent's concerns one-by-one
Be CONFIDENT and reassure that we can help!
- Use phrases like "We have seen this situation before!"

Step 4: Help them get set up with an assessment (MATH)

Tell them that the first step is for us to book an assessment to figure out where to get their student started
Give the parent appointment times that you have available
- "Here's what I have available. When is the best time to schedule?"
Be flexible and easy to book with!

Step 5: Book the assessment in Asana

Create a task in the Assessments project in Asana in (New Tasks - NEEDS Attention)
Collect and add this information into the task
- Student Name
- Parent Name
- Parent Phone Number
- Parent Email Address
- Appointment Date and Time (set as due time in Asana)
- Center

Step 6: Quickly review additional assessment details

Remind them how long the assessment should take (usually 90 minutes)
Student doesn't need to bring in anything additional

Step 7: Answer additional questions!

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