Agenda
- Their background. How they've helped families with college costs, and for how long.
- Verify claims. Ask about the education, experience, and reviews on their profile, and where the reviews came from. Collect proof of at least 3 years of relevant experience, like a résumé, LinkedIn profile, or employer letter. The Terms and /advise promise we verify this.
- Quality bar. Walk through a typical 45-minute appointment and what a family should walk away with.
- Expectations. Families pay College Price Check at booking. We pay advisors twice a month, minus our 10% margin and 2.9% + 30¢ card processing. The $99 per month technology and team fee starts at go-live, with no commitment. Families can cancel or reschedule for free up to 1 day before. Advisors keep their availability current.
- Preview setup. Explain the Calendly organization invite, the secure payout form (bank details and W-9), and the Stripe link for the fee card. They don't need their own Stripe account. Ask whether they'll use an existing Calendly account (their other event types move under our organization) or a new one.
- Profile feedback. Suggest edits. They can make them from their dashboard anytime, or you can select Edit profile on their page.
After the call
In the review checklist, tick Intro call held and, once you have the proof, 3+ years of relevant experience verified.
Add a note to the timeline with anything notable: where the proof came from, concerns, what you promised. Advisors never see notes, and the next person to pick this up will.
Decide the same day. See Approve or decline.