Outbound: the agent calls

After-assessment calls that start a weekly plan

The assessment went well, and then nobody called. Now the parent hears the tutor's plan the next afternoon, chooses a package, and the student has a standing Tuesday and Thursday slot before the week is out.

When it starts

An assessment marked complete, with the tutor's notes and recommendation.

What the agent does

Calls with the plan, explains the package, books the weekly sessions.

What your team gets

A signed-up student on a standing schedule, or a reason they're waiting.

How it works

  1. Reads the tutor's notes

    What the tutor found, the gaps, and the number of sessions a week they recommend.

  2. Calls the next day

    While the assessment is fresh, after school when parents can talk.

  3. Explains the plan

    In the tutor's words: "strong on graphing, needs work on factoring". Then the package the tutor recommended, at the price on the sheet.

  4. Books standing sessions

    The same days and times each week with the same tutor, until the exam or the end of term.

  5. Sets up payment

    A secure link for the package or the first month, sent by text.

  6. Notes a not-yet

    A parent who wants to think is called back on the day they choose, with nothing pushy in between.

Example call

  1. AI agentHi Mrs. Pereira, it's Emma from BrightPath Learning. Mr. Lindqvist asked me to call about Aiden's assessment yesterday. Is now okay?
  2. CustomerYes, how did he do?
  3. AI agentHe's solid on graphing. Factoring is where he's losing marks, and that's most of the exam. Mr. Lindqvist recommends two sessions a week until the exam.
  4. CustomerWhat does that cost?
  5. AI agentThat's our six-session exam package, 330 dollars. I can hold Tuesdays and Thursdays at 4:15 with Mr. Lindqvist, online.
  6. CustomerLet's do it.
  7. AI agentDone. Six sessions starting Tuesday. I'll text you the payment link and the schedule.

After the call: Aiden is booked on Tuesdays and Thursdays at 4:15 with Mr. Lindqvist for six sessions, the package is paid that evening, and the tutor's notes carry into the first session.

What your team gets

  • Assessments followed up the next day, every time
  • The tutor's findings explained in plain words
  • Standing weekly sessions with the same tutor
  • Packages paid by secure link
  • A callback date for families who want to think about it
Set up with you: The team sets up a connection to your tutoring software for assessment notes, tutor schedules and invoices, and agrees with your director which packages the agent recommends and when it calls.

Questions

Who decides the recommendation?

The tutor who did the assessment. The agent explains it and offers the package that matches.

Can it offer a discount?

Only the ones on your price sheet, like a sibling or prepaid discount. Anything else goes to the director.

What if they say no?

It thanks them and asks if they'd like a call before exams. Their choice is noted, and nobody calls twice in a week.

Hear it on your phone

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

Get a demo call