Module 2:

First Appointment Coaching

Module 2 Contents

1. How to Train for a Free Evaluation

2. How to Conduct a Free Evaluation

3. How to Enroll a Client

1. How to Train for a Free Evaluation

 Resources

You will learn how to get paid fees of $3,500+ per client to help families navigate the college admissions and college funding process -- without being told "I need to think it over" or having to do...

Below is a series of training videos on how to run your 1st appointment. View the videos in this order to maximize your training practices.

On the right hand side you can find downloads that communicate with the prospect to have them schedule their assessment meeting.

MTS Questionnaire

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Template 1: Initial Communication, First Email Introducing Us & Scheduling Assessment Meeting

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Template 2: Initial Communication: Confirmation Email of Assessment Meeting

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Template 2a: Initial Communication: Checklist Attachment in the Template 2 Email

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MTS Questionnaire

Click to listen to the CFE 1st Appointment 5 Step Process. This video follows the 5 Step process directly and should be exactly how your 1st appointment (Free Evaluation) should flow.

Click to listen to a Mock - Free Evaluation Role-Play.

In this video John will walk you through the MTS Client Financial Questionnaire (CFQ). The CFQ is the script/outline advisors use to conduct their 1st appointment. You have the option to print out and complete it during the Free Consultation or complete directly from the MTS website. The theme of the Free Consultation is qualifying the prospect for the POM student services. Free Consultations should take roughly 60 minutes. The goal is for the parents to speak 80% of the time and for you to speak 20% of the meeting.

POM Diamond Package Overview video on how to use at the end of your meeting when you're ready to present the Peace of Mind College Consulting Student Services (the Diamond and Gold packages are posted in the How to Enroll a Client section).

2. How to Conduct a Free Evaluation

 Resources

POM Diamond Package Video (Client Friendly). Play this video for your prospect before presenting the student services packages. It is ideal for you to step out for 10 minutes while they view this video.

On the right hand side you can find the downloads:

Items below to download.

  • PowerPoint presentation 

  • POM College Consulting Proof Book - have this proof book in your meeting room visible for prospects to freely view.

MTS Questionnaire

POM Proof Booklet

POM Diamond Package with Close

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MTS Questionnaire

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POM Proof Booklet

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POM Diamond Package with Close

3. How to Enroll a Client

 Resources

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Client View Diamond Package

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Agent View Gold Package

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Agent View Platinum Package

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Client View Gold Package

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Client View Platinum Package

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Agent View Diamond Package