Outbound: the agent calls

Entrance assessment days booked and confirmed

Applications are in, and now sixty families need an assessment seat and an interview time. The agent books each one, explains what to expect, and calls the week before so the room is full on Saturday morning.

When it starts

A completed application, or a family on the list for an assessment date.

What the agent does

Books the assessment and interview, explains the day, confirms the week before.

What your team gets

Full assessment rooms, interviews scheduled, and no-shows rebooked.

How it works

  1. Calls each applicant family

    Once the application is complete, with the assessment dates that suit the child's grade.

  2. Books the seat

    The school's own assessment or the SSAT, the date and the start time, and the family interview on the same day where it fits.

  3. Explains the day

    How long it runs, what to bring, whether there's a writing sample, and that it's a chance to meet the school, not just a test.

  4. Notes accommodations

    Extra time or a quiet room, if the family mentions a learning plan. The request goes to student services to arrange.

  5. Confirms the week before

    A call or text with the time, parking and what to bring. A family who can't come is moved to the next date.

  6. Rebooks the missed

    A family who didn't show gets a kind call that afternoon and a new date.

Example call

  1. AI agentHi, it's Emma from St. Brendan's Academy. Amelia's application is complete, so I'm calling to book her entrance assessment. Is now good?
  2. CustomerYes, go ahead.
  3. AI agentFor grade seven we have Saturday, January 25 or Saturday, February 1, both at 9. The family interview can follow at 11:30 the same day.
  4. CustomerJanuary 25. Amelia gets extra time on tests at her school, is that possible?
  5. AI agentI'll note it for student services, and they'll confirm with you before the day. Please send her current plan with the application documents.
  6. CustomerWill do.
  7. AI agentYou're set for January 25 at 9, interview at 11:30. Bring two pencils and a snack. I'll text you the details.

After the call: Amelia holds a seat for January 25 at 9 with the family interview at 11:30, and student services has an extra-time request to confirm with the family.

What your team gets

  • Assessment seats and interviews booked for every complete application
  • Accommodation requests passed to student services
  • Confirmations the week before, with parking and what to bring
  • No-shows rebooked to the next date
  • A roster for each assessment day, by grade
Set up with you: The team sets up a connection to your admissions system for application status and your assessment calendar, loads your assessment days and interview slots, and agrees with admissions what the agent says about the day.

Questions

Does it explain how scores are used?

It explains the day itself. How results are weighed in admissions is for your admissions team to discuss.

Can it book the SSAT?

It tells families how to register for an outside test like the SSAT and books your school's own assessments and interviews.

What if a family needs a different date?

It offers the other assessment dates, or notes the request for admissions if none fit.

Hear it on your phone

Request a demo call and the agent phones you, set up for private schools like yours.

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