Operations Portal

Operations Portal

Not-Yet Enrolled Follow Up

Summary

For assessments that have not-yet enrolled, it is important that we continue to maintain contact with the lead until they either come back to enroll, or tell us that they are not interested in enrolling.

Resources

Step-By-Step Guide

Step 1: Review student's Assessment Task in Asana

Review the student's assessment task in Asana and review vital information
- Notes from the assessment
- Comments from after the assessment

Step 2: Create a follow-up subtask in Asana if one is not there

Create a subtask from the main assessment task in Asana
Make sure to assign the task to yourself and add a date for the task so it appears on your calendar

Step 3: Call/Text the lead and schedule an enrollment meeting

Call/Text the lead and ask when they would like to come back in to review their child's assessment results
Review your Asana calendar and work with them to find a good time to come in
If the lead is no longer interested in Mathnasium, mark the assessment task as 'Not-Enrolled' and skip to step 5

Example Call

Step 4 (If successful): Schedule enrollment meeting in Asana

Create a new subtask attached to the students Assessment Task in Asana
Add Due Date and time for when the meeting starts
Add this subtask to the Assessments Project, and add it to the 'CD Unavailable' section
Fill out fields for center and time length (15 or 30 minutes)

Step 4 (If not successful): Create a new follow-up task in Asana

Create a subtask from the main assessment task in Asana
Make sure to assign the task to yourself and add a date for the task so it appears on your calendar

Step 5: Mark the old follow-up task as complete and add notes in comment

Mark the old follow-up subtask as complete in Asana
Write a quick comment in the main Asana task with information on your follow-up call/text

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