top of page

Module 1:

College Workshop Marketing

Module 1 Contents

1. How to Schedule a Workshop

2. How to Train for a Workshop

3. How to Conduct Your Workshop

1. How to Schedule a Workshop

 Resources

How to eliminate gut wrenching cold calls, pushy sales techniques, and having to ask for referrals, and instead attract a never ending stream of high quality families who desperately need your help...

Tips for selecting dates and venues to schedule your workshops are on this page.

On the right hand side you can find the downloads:

A Guide for Renting Facilities

Tips for Scheduling Workshops

logo_edited.jpg

A Guide for Renting Facilities

logo_edited.jpg

Tips for Scheduling Workshops

2. How to Train for a Workshop

How to leverage your time, and create a stampede of parents who rush to the back of the room to sign up for an appointment to meet with you. Here you will find the Workshop Slide Presentation and slide script for download and print. If you need help private labeling the slides, please email your logo to Jack: Jack@premierwealthcoach.com

  • Goal of the workshop: Get as many families who attend to schedule an appointment to see you at your office (or on the phone if virtual) for a free consultation.

  • A good goal to shoot for is a 70% free consultation sign-up rate. 50% or better is not bad. But 70% or better is the goal.

On the right hand side you can find the downloads:

 Workshop Powerpoint Notes

 Resources

logo_edited.jpg

Workshop Powerpoint Notes

3. How to Conduct Your Workshop

How to Conduct Your Workshop and resources to help you execute.

On the right hand side you can find the downloads:

Workshop Day Admin Duties

College Authority Workshop

Sample Advisor Bios

TCU Won Appeal

Washington Won Appeal

Syracuse Won Appeal

Chicago 100K Won Appeal

MICA Won Appeal

Carnegie Mellon Before & After

Hendrix Appeal 6K Saved Per Year

Regis Won Appeal

Evaluation Form

10 Warning Sign Scams from Fastweb

Fast Track Author Program Enrollment Form

First Meeting Materials

1st Appointment Meeting Template

 Resources

logo_edited.jpg

Workshop Day Admin Duties

logo_edited.jpg

College Authority Workshop

logo_edited.jpg

Sample Advisor Bios

logo_edited.jpg

TCU Won Appeal

logo_edited.jpg

Chicago 100K Won Appeal

logo_edited.jpg

MICA Won Appeal

logo_edited.jpg

Carnegie Mellon Before & After

logo_edited.jpg

Evaluation Form

logo_edited.jpg

10 Scam Warning Signs from Fastweb

logo_edited.jpg

Washington Won Appeal

logo_edited.jpg

Syracuse Won Appeal

logo_edited.jpg

Hendrix 6K Saved Per Year 

logo_edited.jpg

Regis Won Appeal 

logo_edited.jpg

Fast Track Author Program Enrollment Form

logo_edited.jpg

First Meeting Materials

logo_edited.jpg

1st Appointment Email Template

By now, you've scheduled your workshop and viewed the live workshop video many times! You are now ready to welcome all of your attendees. On this page, you will find everything  you need to run the workshop.

    • Administrative to-do's for your assistant. 

      • Workshop Day Admin Duties 

    • All the handouts a family will need.

      • Evaluation Form

      • First Meeting Materials

      • Awards

      • Sample Advisor Bios - use this as a sample to create your own.

      • 10 Scam Warning Signs Fastweb 

    • Post It Notes Video - Watch to learn how to set appointments.

  • FastTrack Author Program Enrollment Posted in Downloads

    • License & Co-Author the industry's premier college funding book (1 year renewable license). 

    • Your name and picture on the cover of YOUR book

    • Professional press release hand crafted by a PR agency (includes distribution). 

    • 1st 100 books included.

By now, you've scheduled your workshop and viewed the live workshop video many times! You are now ready to welcome all of your attendees.

On this page, you will find everything you need to run the workshop.

Administrative to-do's for your assistant. Workshop Day Admin Duties All the handouts a family will need. Evaluation Form First Meeting Materials Awards Sample Advisor Bios - use this as a sample to create your own. 10 Scam Warning Signs Fastweb Post It Notes Video - Watch to learn how to set appointments. FastTrack Author Program Enrollment Posted in Downloads License & Co-Author the industry's premier college funding book (1 year renewable license). Your name and picture on the cover of YOUR book Professional press release hand crafted by a PR agency (includes distribution). 1st 100 books included.

bottom of page