Onboarding (B2C - Accredited/Homeschool) | Scribe

    Onboarding (B2C - Accredited/Homeschool)

    • Joshua Duncan |
    • 21 steps |
    • 2 minutes
      1
      Navigate to <https://app.gohighlevel.com/v2/location/jUG5ODdgUW4TKVHGPayv/opportunities/list>
      2
      An Opportunity (Family) is created in “Auto-Pay Started” after the Family pays for their first month of tuition + the one-time registration fee.
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      - The Family is sent the application link via text and email along with an email mentioning "School Choice Funding" processes. - The CSM also sends (and edits accordingly prior to sending) a text message that is generated by the CRM to introduce themselves to the Family.
      3
      After the family completes their application, the CSM takes the information from their completed application and adds it to the necessary fields in the CRM.
      4
      Click "Application Southlands Online Schools"
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      MAKE SURE TO SELECT THE CORRECT SCHOOL YEAR!
      5
      Click the Magnifying Glass to view student information.
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      Information needed from PowerSchool Enrollment (PSE): 1. Start date. 2. Student(s) first name(s). 3. Student(s) last name(s). 4. Student(s) grade level(s). 5. Are the student(s) taking Bible class?
      6
      Click on the Family
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      Click "Student Info" then input the information gathered from PSE.
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      Information required to be inputted into the CRM: 1. Start date. 2. Student(s) first name(s). 3. Student(s) last name(s). 4. Student(s) grade level(s). 5. Are the student(s) taking Bible class?
      8
      Once information is inputted correctly, the ***CSM*** moves the Family from "Auto-Pay Started" to "App-&gt; Intro Call" where the Family books a time to chat with the CSM.
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      [On the call](https://scribehow.com/shared/Introductory_Phone_Call__ekF2FxulTdyPX4q_VTvuEA), the ***CSM*** does the following: 1. Introduces themselves. 2. Verifies information in the CRM is correct. 3. Answers questions. 4. Sets expectations. 5. [Creates and finalizes the Ed Plan ](https://scribehow.com/shared/Using_a_Template_for_Education_Plans__6-hZ8_unSLW-Mjp8vz_JzA)with the Family. 1. CSM **MUST** get the verbal approval of the Family that they have agreed to their Ed Plans. 6. CSM sends a copy of the Ed Plan to the parent via email through PandaDoc. 1. Parent **MUST** sign the Ed Plan on the call.
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      This is a crucial step and sets up the entire Onboarding process.
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      ***CSM***[downloads a copy of the Ed Plan](https://www.loom.com/share/2d145b7440994ac994568517c8a5e280?sid=a0d4bbd2-2e56-423c-9230-752db1d4de39) and attaches it to the "Documents" field in the CRM under the Family's Contact.
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      This is important because it helps SOS keep track of all student(s) records under the Family account.
      11
      ***CSM***[delivers the course enrollment form](https://southlands.wufoo.com/forms/scso-credit-student-course-request/) to SCS IT with appropriate information for each student.
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      - [Fill out the form.](https://scribehow.com/shared/How_to_Fill_Out_a_Course_Enrollment_Request_Form___bgL4sq8SNyIJ6t1g62X1Q) - **CSM** will need the [student number](https://scribehow.com/shared/How_to_Access_Student_Number_on_PowerSchool_SIS_PSSIS__Hgx2evW3RhiFapjlcvfr6A) from PowerSchool SIS (PSIS) for the form. - School is SCS Homeschool - Logins for PSIS: - Url:[southlandscs.powerschool.com](http://southlandscs.powerschool.com) - User: cemo-support - Pwd: CEMO@SCS44
      12
      ***CSM*** moves Family from "App -&gt; Intro Call" to "Send Agreements"
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      The Family signs the following agreements here: 1. Parent/Student Handbook. 2. Continuous Enrollment Agreement.