Managing Clients of Mentors who have left SCORE

As part of the One SCORE Pilot, one of the pieces we will begin testing in February is a standard approach to continue serving active clients of mentors who leave SCORE. 

The process for this is as follows:

1. SCORE HQ will run a report every 90 days to pull any mentors with status of Resigned, Terminated, or Deceased and a list of their active clients.
2. The report will be sent to the Regional Workshop Coordinators (RWC) (managing Regional Constant Contact accounts) who will then send a notification to the clients.  (a copy of this notification is attached; the text of the notification is below).
3. The Regional Workshop Coordinators will track the performance of the emails and links included via Constant Contact reporting.
4. Field Operations will track the impact on mentoring sessions.

While we do not wish to put the onus back on the client in these situations, this decision was arrived at using the best information, technology, and resources currently available. Once this process has been tested our long-term goal is to implement an automated process supported by SCORE systems to handle this on the client’s behalf. 

Hi [CLIENT NAME],

We wanted to let you know that the SCORE mentor you were working with is no

longer available.

Because we are committed to supporting you through your entire business

journey, we invite you to request a new mentor on the SCORE website. As

business needs can change over time, our goal is to pair you with a mentor who

can help with your most current business challenges.

[BUTTON] Get a New Mentor Now

We apologize for any inconvenience this mentoring change causes you. If you

have questions or want to share feedback on your experience with SCORE, feel

free to email us at contactus@score.org.

Bridget Weston

CEO, SCORE

View Copy of Notification