Best Practices for Consultation Wrap-Up Email
Carl Pruett - Consultation Wrap Up Email Basic Format
- Education Consultation Summary - individualized based on consultation discussion
- Tutor Doctor Assessment Results - highlighting successes and challenges
- Education Consultant Recommendation - clearly stated
- Tutor Preferences - any preferences requested by family
- Short Term Focus - short term focus for tutoring defined
- Next Steps - 3 Actions to Complete Enrollment and begin Matching Process
- Action 1 - Choose tutoring program option including payment and frequency of session
- Action 2 - Click and Sign Enrollment Agreement
- Action 3 - Make First Payment - included options of payment available
Note From Carl Pruett & Mark Seker:
This recommended EC recap email does not need to be lengthy to be effective. You (franchisees) can keep it short and simple to start, and we anticipate it will still have good success and allow you to stand apart from your competitors.
Example of Consultation Follow Up Email to Family
Good afternoon Maxine,
Thank you once again for your time and candid conversation today! I have below a re-cap of our discussion, as well as support recommendations moving forward. PLEASE REPLY and we will start the program to help Eli experience greater success in school.
EDUCATION CONSULTATION SUMMARY
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General info:
Eli Hart, 11th grade, 16yo student attending Wilson High School
Hobbies & interests include outdoors / hiking / skiing, anything related to history, and potential geology career interests
Eli is identified as an intelligent and grounded student who is struggling with managing his academic workload successfully. Maxine (mom) shares he has a hard time focusing on a task to completion (easily distracted with other high interest activities), with prioritization of tasks, low intrinsic motivation, and self-starting behaviors at a deficit
Maxine further shares that Eli is generally an A / B student, but has struggled with online / E-learning and finds himself far behind and unable to get caught / pass his classes
Eli would benefit from a tutor to work with him to put an organizational plan in place that is measurable, achievable, and will move the marker forward towards greater work completion, turn-in across many core-content areas, with subject focus to include biology, AP Physics, and AP English
Maxine also shares that she wants support from the tutor in managing Eli's E-learning platform / Canvas for coursework management and work turn-in, as well as potentially have the tutor engage with Eli's teachers so that all parties are on the same page in their wraparound support for Eli's success
Education Consultant program recommendations to meet student goals:
Pacing, frequency, session duration: 2-4 x 45-90+ min sessions weekly, 2.25 to 6hrs / wk
Tutoring program: Ongoing support to flex with progress towards goals & tutoring need - support through the current term + options for 2nd semester support
Tutor preferences, schedule, tutoring modality:
Engaging, firm but fair tutoring style / approach
No tutor gender preference
Schedule: Weekdays after school (1pm on; Wednesdays open; weekends possible / flex to Eli's part-time work schedule)
Tutoring location: E-tutoring / 1:1 Live Online tutoring modality
Initial focus of tutoring (2 tutors ok):
AP English
AP Physics
Biology
Study-skill support / work turn-in / management
THREE ACTIONS TO COMPLETE YOUR ENROLLMENT AND MATCH A TUTOR
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ACTION #1) Recommended tutor program OPTIONS - Choose :
OPTION A - 12 hours of tutoring. Two consecutive payment plan of $390/wk ($65/hr); introductory support; up to 6hrs / wk tutoring available
OPTION B - 37.5 hours of tutoring. Ten consecutive payment plan of $240/wk ($64/hr); support through about March; up to 3.75hrs / wk tutoring available
OPTION C - 54 hours of tutoring. Twenty-four consecutive payment plan of $141.75/wk ($63/hr); support through the current academic year; up to 2.25hrs / wk tutoring available
A one-time, per student registration of $79 is assessed at time of student enrollment.
ACTION #2) CLICK AND SIGN our Enrollment Agreement, which will come via separate email following your email reply regarding your chosen option.. For your convenience and review, I’ve attached the Terms of Service that are included in the Enrollment Agreement document and cover the protections you have.
ACTION #3) MAKE FIRST PAYMENT based on your program option choice above. Choose payment method:
Electronic check / ACH: Payment option available via our Enrollment Agreement (separate email) - keep funds local + helps save on credit card fees!
Visa, Amex, MC, Debit: Payment option available via our Enrollment Agreement (separate email)
or call me direct (503) 310-2810 with your payment information
THANK YOU FOR TRUSTING US!
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Tutoring hours are usable by any family member living in the home. Hours expire and are forfeited after 6 months of tutoring inactivity or 24 months from enrollment date, whichever occurs first. A positive balance is fully refundable when cancellation notice is given within 60 days of enrollment, giving you peace of mind. We want this experience to hold high value to you, and will do all we can to ensure that is maintained.
Have a great day, and please feel free to call or email if you have further questions :)
+Carl
Carl Pruett, M.Ed.
Owner, Education Consultant
Tutor Doctor of Portland
(503) 310-2810 direct
https://www.tutordoctor.com/portland-metro
add 1 FREE HOUR to your program for every referral