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.
Note: To view the full list of notifications for the Client Mentoring Journey, click here. (You must be signed into your @scorevolunteer.org account.)
Table of Contents:
- Request Assistance Finding the Appropriate Mentor
- Select a Mentor Directly
- Handling Walk-in Mentor Requests
Request Assistance Finding the Appropriate Mentor
- Visit the SCORE.org website and select FIND A MENTOR.
- Enter your zip code and select Get Local Advice.
- Complete the Mentor Request form and click Submit.
- 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.
- 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.
- 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.
- Once you have found the mentor you would like to request select the Request button on their profile.
- 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.
- This will bring you to a calendar view to browse available time slots and book an appointment time that works for you.
- Have the mentor contact me:
- A notification will be sent to the mentor who will reach out to you to schedule an appointment.
- Schedule an appointment with a mentor or,
- 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
- Greet the client who has arrived requesting a mentor.
- 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
- 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.
- You can now locate the request in your client intake queue in Engage and assign it to a mentor.
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