Enrollment - The Art of Applying® Academy

Enrollment

Breakthrough Coach Full Name

Date of Quick Call

Date of Breakthrough Call

Engagement Start Date

Full Name of Client

First Name

Last Name

Email Address of Client

Select the call/s the client had prior to purchasing a service

Quick Call only

Breakthrough Call only

Quick Call and Breakthrough Call

Clarity Call

Enrollment Call

Type of Client

Number of Applications based on Green Light Guarantee Calculator:

Stackable Discounts Client is eligible for

$200: Payment for BT Call

$200: Payment for BT Call with Kaneisha

$1000: Decisiveness Discount – enrolled within 48 hours of the Breakthrough Call

Not eligible for any discounts

What is the client’s payment plan?

Payments Remaining

Monthly Payment Amount

Any special bonuses for the client?

Additional Payment Notes (to be added on the Client Agreement)

Preliminary list of schools discussed during Breakthrough Call (final list in Client’s Game Plan Call Notes): (to be added on the Client Agreement)

GLG: Which degree(s) is the applicant applying to?

GLG: Number of Applications required for GLG (to be added on the Client Agreement)

Additional details on Term (to be added on the Client Agreement)

Is this client especially anxious or nervous? (i.e. regarding deadlines, programs, consultant, etc. )

Has the client expressed a preference for a consultant?

Referral Source

Notes from Breakthrough Coach (optional)