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Inquiry Study, Unfinished Application, Decline York, Accepted, Ready to…
Inquiry Study
If Manually Entering: 1. Automated Email Post Entering contact information 2. Next Day Text Message. 3. 2 Days Later Email as follow-up. 4. Phone call from Drew/GAs with goal of application.
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Unfinished Application
- THAT DAY: Phone Call from Drew telling about next steps and learning about their journey. 2. Automated Congrats, start dates, next steps for transcripts and FAFSA and/or How you will pay. 3. Introduction discussing their degree plan (general) and inviting them to a Calendly Invite. Discussing Textbooks and this link: https://online.york.edu/Schedule 4. Text from Drew. 5. Phone Call. 6. Last Chance this cycle. REPEAT over 2 8-week timelines
- Weekly Reminder through 2 8-week cycles before Decline
Decline York
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Student Says, "No Interest" Email
Accepted
- Auto Email-Accepted. 2. Drew or GA Phone call of Congrats 3. Information on how they are registered. Link to Textbook List. Next Steps and Credentials 4. Student Orientation Email. Start Date and POC Email from Student Services 5. Text: Are you feeling ready/anything I can do for you/let me know if you need to meet
Ready to Enroll
- Email to log into Canvas and watch for classes to pop up 2. Text to say make sure you log into Canvas-good luck 3. Reminder Text and email about start date and that they must participate in their Course Req. Checklist Quiz by the first Wednesday. Also, Add/Drop Dates for Finaid Purposes.
FAFSA Filled Out First
If Manually Entering: 1. Automated Email Post Entering contact information 2. Next Day Text Message. 3. 2 Days Later Email as follow-up. 4. Phone call from Drew/GAs with goal of application. REPEAT OVER 2 8-week cycles
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Financial Aid FAFSA/Cash
- General Email to be watching their email regarding how to complete their financial aid. 2. Text to be watching for their email address
Repeat 2 times over cycle. 5. Motta to contact via phone.
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Not Accepted
- Email. Rejection Letter/Appeal
Credentials Produced
- Email from Ken 2. Follow-up Text and follow-up email every 3 days.
Pass Off
- Official Intro of Ken and Goodbye/Goodluck from Drew
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