How To: Request A Mentor (Client/Mentor Matching)

Audience: Client, Client Intake Coordinator

Introduction

A client can match with a mentor in two ways both originating from the SCORE.org website. The client can search for a mentor using keywords, browse mentor profiles and directly select a mentor or submit a mentor request form and let SCORE pair them with the appropriate mentor. This article focuses on walking you through those two processes from the perspective of the client. A third scenario could arise if a client walks into a local chapter office to request a mentor. This article also contains information on how the Client Intake Coordinator will handle that situation.

Table of Contents:

• Request Assistance Finding the Appropriate Mentor
• Select a Mentor Directly
• Handling Walk-in Mentor Requests

Request Assistance Finding the Appropriate Mentor

1. Visit the SCORE.org website and select FIND A MENTOR.
     
   
   
2. Enter your zip code and select Get Local Advice.
    
   
   
3. Complete the Mentor Request form and click Submit.
       
          
4. Your request will be sent to your local chapter where it will be matched with an appropriate mentor. You will receive a confirmation email that the request was received and another notification when the mentor accepts the assignment request.

Select a Mentor Directly

Business rule: SCORE will no longer filter requests using remote vs. in-person meetings instead choosing to focus on using areas of expertise to match mentors to clients.

1. Visit the SCORE.org website and scroll down to the Search for a Mentor block on the webpage. Enter keywords for what you are looking for in a mentor and click Search Mentors.
        
   
   
2. You are then able to browse mentor profiles to find a good match. You can apply additional filters to your search on the left side of the page.

3. Once you have found the mentor you would like to request select the Request button on their profile.
   
   
   
   
4. You will then be prompted to:
   • Schedule an appointment with a mentor or,
     • This will bring you to a calendar view to browse available time slots and book an appointment time that works for you.
       
       
       
       
     • You will then be prompted to complete a booking details form.
       
       
       
       
     • An email confirming the session appointment will be sent to you and a scheduling notification will be sent to the mentor.
   • Have the mentor contact me:
     • A notification will be sent to the mentor who will reach out to you to schedule an appointment.

5. Your request will be sent to your local chapter where it will be matched with an appropriate mentor. You will receive a confirmation email that the request was received and another notification when the mentor accepts the assignment request.

Handling Walk-in Mentor Requests

1. Greet the client who has arrived requesting a mentor.
2. Access the mentor request form and have the client complete it or complete it on their behalf. Copy and paste the URL as follows, replacing the ending with your four-digit chapter number:
   https://score.tfaforms.net/16/?companyid=XXXX
                                      
   
   
3. Click Submit and let them know they will receive an email confirming the request submission and follow-up notification when they are successfully matched with a mentor.
4. You can now locate the request in your client intake queue in Engage and assign it to a mentor.

• Request a Mentor
• Assigning a Mentoring Request
• Appointment scheduling in Mentor Scheduling Tool
• FAQs