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  3. Engage Training
  4. Client Mentoring Journey

Client Mentoring Journey

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Articles in this Section

  • Key Mentor Processes
  • When a mentor leaves SCORE... managing the clients that remain
  • CIC Steps for Checking up on Open Mentoring Requests
  • Refer A Client to Another Mentor
  • Team Member Information
  • How to: Handle Duplicate Requests
  • How To: Request A Mentor (Client/Mentor Matching)
  • How To: Manage My Mentoring Requests
  • How To: Create a Client Contact Record
  • How To: Record or Edit a Mentoring Session
  • How To: Add a Co-Mentor
  • How To: Add a Note as a Co-Mentor
  • How To: Send Email to Clients in Engage
  • How To Customize A List View

Sub-Sections

Client Intake Coordinator Guides

  • Managing Mentor Assignments
  • How to: Manage the Client Intake Queue (Match a Mentor Request)

In Partnership With

Sponsor:  SCORE Foundation Sponsor:  SCORE Foundation
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