Email Templates

Hi [first name],

Thank you so much for signing the contract! The next step is to complete this onboarding form.

Once the form is submitted, you’ll see a scheduling link {student first name} can use to schedule our first meeting.

I’m happy to send this information to [student first name] if you’d like. I’ll just need their email address!

[sign off]

Hi [first name],

Hope you're doing well! [Student] has done an awesome job putting together a balanced college list. You can see their application tracker through their Achieve portal.

If you would like to find a time to connect and discuss the college list or anything else, please schedule a meeting here: [scheduling link}.

Lastly, I wanted to send over a few notes as we enter application season:

Please remind ​[Student] to check their email frequently. Colleges use email as their primary way to communicate about missing materials, updates, invites to apply to special programs/scholarships, etc.

We'll be checking email and application portals regularly during meetings but it's important to check inboxes daily once applications are submitted.

Students can submit more than one housing deposit but only one enrollment deposit. Some colleges allow students to apply for housing without submitting an enrollment deposit. However, others do not - it's important to understand an enrollment deposit indicates that a student has committed to the school and the provided financial aid package (i.e. takes away the ability to appeal for more scholarships). While I generally don't walk students through the housing process, please let me know before submitting an enrollment deposit.

If you have any questions or concerns please don't hesitate to reach out.

[sign off],

***send this if the auto-reminders from Achieve have been ignored***

Hi [first name],

I wanted to send a quick reminder that the last invoice for my work with [student] was due on [due date].

Here's the link for easy reference:

[Stripe checkout link]

If you have any questions or concerns please don't hesitate to let me know!

[sign off]

***send this if the auto-reminders from Achieve & your first invoice reminder have been ignored***

Hi [first name],

I'm following up on my email below. Please note that if the invoice is not paid by [date], I will need to charge the [amount] late fee outlined in our contract.

[sign off]

Hi [first name],

Hope you're doing well! [1-2 sentences of small talk about student].

Another year has flown by and it's time for me to send out my 202x-202x school year contracts. I just sent out [student name]'s [grade] contract. If you did not receive the email let me know. If you have any questions about the contracts or timeline please don't hesitate to reach out.

[Student] is such a great kid and I'm excited to hopefully see [him/her/them] through to the finish line!

[Sign off]

Thank you for a fantastic school year! It's sincerely been such a pleasure working with you all. 

When you have a moment, I'd love it if you could please complete this end-of-year survey: [ADD SURVEY LINK HERE]

It should only take a few minutes to fill out. It’s completely anonymous, but I may pull quotes to use as testimonials. I truly would appreciate any feedback you're able to offer, as it will allow me to find even better ways to support my families.

If you have any questions or concerns please don't hesitate to reach out. Hope everyone's having a wonderful summer!