Get Set Up: MRE Acceptance
All scheduling is via Calendly or You Can Book Me, online scheduling platforms that integrate with the mentor’s SCORE calendar.
+ Mentor assigns meeting slot to client, removing one step in the process. Over 90% of new clients accept proactively assigned slots. Eliminates the need to track “Client Not Mentored”.
+ Scheduling System
Mentor uses traditional “negotiate the meeting date and time” approach.
+ CRM + Proactive Scheduling
All scheduling is via Calendly or You Can Book Me, online scheduling platforms that integrate with the mentor’s SCORE calendar.
Follows “Best Practices”
+ Mentor enters client information into tracking sheet, eliminating the need to research what the client wants in Engage before their meeting. It’s all in the spreadsheet.