Text Intros to CAs
How to introduce your leads to Candidate Advisors via text. Follow the process below and use the templates to craft warm, personal introductions.
Process
Already Imported Lead
Connect with your RT Coach to find out who this person's Candidate Advisor is. Please send an introduction text after the meeting including the person you just met with and the correct Candidate Advisor.
Brand New Lead: Long-Term Interest
If you haven't yet imported this lead using the GMI Form, please send an intro text to the following Candidate Advisors. Split long-term (Legacy, Masters, GAP) interested leads 30/30/30 between Christina, Andrew, and Adam.
Brand New Lead: Short-Term Interest
Encourage the individual to fill out the application as their first step! This will set them up to do an exploratory interview where they will learn about their program options and get their questions answered. If the student seems really hesitant to do an application as a first step (remind them it is not a commitment, just a next step), you can offer to connect them with a short-term CA for an inquiry call. Split this category 50/50 between Sarah and Max.
Text Format
What to Include
Use the templates below (or create your own that sounds professional and personable), ensuring to include: