This section highlights workflows of three hypothetical mentors from the time they receive a new client request through their first meeting with the client.  All mentors use the guidance (to include response times and number of follow-up contacts) in the Regional Best Practices, but each uses a different process to contact and follow-up with non-responsive clients.  See the current version of the Region Best Practices document in the Mentor Section.

• The first mentor sends an email (and perhaps a text) to the client suggesting a meeting time and date. Regional mentor experience has shown that 90% of new clients accept the date and time suggested by their mentor.  

• The second mentor uses an automated scheduling system to save time and headaches both for them and their client. They do not proactively assign new clients meeting slots and must follow up with clients who do not schedule on their own.

• The third mentor uses an automated scheduling system as well as a simple spreadsheet based “CRM” to track clients and save time prepping for meetings. This combination of proactive first meeting scheduling, using an automated scheduling system and a simple spreadsheet based “CRM”, allows the mentor to provide a higher level service with less administrative hassles.