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Initial Call
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Parent Name
*
First
Last
Child Name
*
First
Last
Student Grade
Hello, is this (Insert first name)? Hi (name) I am (insert your name) calling you from Step Up 4 Kidz Foundation as you had recently applied to our Developmental Technology Support Program. Id love to take a couple moments and review all the information with you before we move on to our next steps.
Could you please confirm your mailing address for me? *wait* Thank you
Correct
Incorrect
Could you please confirm your email for me? *wait* Thank you
Correct
Incorrect
How did you hear about our organization?
Thank you for that confirmation, Now I see we have (insert Kid’s name) who is in grade (insert grade) at (schools name) is that correct? Okay, now can you please tell me a little bit about your situation and how you think Step Up can help your family?
*
*Listen for red flags, mention of other people not listed on application, if they are using a device, already have one borrowed or if they are using pen/paper method; this will help filter out the ones who do not need our services*
Ok last step here I just need to quickly review the documents you uploaded to us for verification *pause and review attachments*
Type here if any information above was incorrect
Ok and just to confirm you are using (blank for school work) ,
Approved or Declined
Approved
Declined
Queue (undetermined)
(insert parent name) after reviewing your application together as well with the documentation you have uploaded you fit right into our approval matrix and we are happy to congratulate you on being approved for a device with Step Up! What your family will be receiving is one of our Fully refurbished laptops from one of our partners being either the ERA or Microcad Microsoft, which means it will be all new and ready to go for your family. You will also get a Free one-year warranty included with it to make sure your device is fully functional and running strong for your student; it is extremely easy to set up and will be included in your package. Lastly you will be receiving a carrying case to help your child transition back to in person learning when the schools open back up. Now that is all for you to keep as your own for your child to grow and develop with, and at no cost due to our fundraisers and partners during these hard times, in return we just ask that if you know any other friends, families or students who are also struggling without devices to share our name around as it really does make the difference.
Now (insert parent name) The next steps here are to book you in for your appointment to come and pick up your device, we are very full this week, but I have a few time slots left on (insert day and time) or (insert day or time) which works best for you?
Date / Time
Date
Time
Ok (parent name), we have you booked in for (time and day), you will be receiving a text message of the confirmation of Time, date and the location of our office directly to your phone. Please come only at your time slot with your child masked and ready; not early due to the restricted flow of traffic we are allowed into our office buildings at a time.
Do you have any final questions for me at this time? Ok perfect (parent name) we look forward to seeing you guys at (insert appt time) stay safe and have a great day!
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