DRAFTING
Choose this draft when an applicant has verbally committed to submitting app by specific date, you can see progress in app OR continues to log in and has uploaded at least 1 app. item.
What is Submit BU 1?
This population can be found in buckets and also has a report in the “Pod Daily to do” Dashboard.
What are old MC's?
When ending a meaningful conversation, suggest that they aim to submit their application by ________ ________
What is the priority deadline?
Send this so that a new applicant knows what he/she must upload to a complete application.
What is the application checklist email?
Name 3 metrics you should hit every week
What are 375 dials, 90% app contact, call all last-logins, 8 hrs TT, 32 prod convos, 10 MC’s? (any 3)
Choose this draft when an applicant has verbally committed to submitting app by specific date but no recent log in OR has uploads but are not responding to phone or email (NR) OR Can be in contact with AC but not uploading app items.
What is Submit BU 2?
This population can be found in buckets; these are prospects that didn’t request info for JUST FORMSW.
What are Shares?
This final submission deadline for September 2020
What is June 15th?
Do this whenever you will be out of the office
What is turning on your vacation responder?
You should utilize this field in Salesforce after scheduling to follow-up with a prospect/applicant
What are the Appointment date/reason fields?
Choose this draft when an applicant submitted app 3 weeks ago but has not been responsive since. Currently missing WES eval and deadline is next week.
What is Complete BU 3?
Applicants who have been in their application recently
What are Last Logins?
You should set these with applicants to make sure they are making progress before an official deadline
What are mini-deadlines?
Name at least 5 MC emails
What are: Program Overview, Curriculum, Course Schedule, Areas of Focus, Plan of Study, Field Placement, FAFSA, and Application Checklist. (Any of 5/8)
Do these things after an applicant is Complete.
What are schedule complete call and update admit and enroll bottoms up?
Choose this draft when an applicant is waiting for decision, has a strong SOP, high GPA, 2 letters of recommendation, and submitted well before the deadline.
What is Admit BU 1?
A doc that certain specific populations are added to each week and we are required to call through, noting quantitative and qualitative feedback on.
What is the Call Blast tracker?
Name the two priority deadlines for September 2020
Send this after calling a brand new prospect
What is the Intro Email? (i.e. Your Fordham Admissions Counselor)
On this dashboard, you can find your starts, submits, drafts, admits, etc. You should also look through it before your meeting with Whitney once a week.
What is the Pipeline Dashboard?
Choose this draft when a student was admitted and is very responsive but has expressed concerns about cost of enrollment deposit and tuition. Is very interested in FORMSW but is also waiting on decisions from other schools.
What is Enroll BU 2?
This population can be found in buckets; is also the “Contact Type” you select once confirming a student’s identity/interest in program.
What is Pod Prospect Verified?
An applicant can get this if they have at least a 3.5 GPA and submit before the priority deadline
What is an application fee waiver?
Send this when a prospect/applicant has an invalid number
What is the Bad Number Email?
This stage of an MC is a good time to bring up the prospect's motivation
What is the Background or Curriculum stage?