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Did you know that brands with superior customer experiences bring in 5.7 times more revenue than competitors that lag in customer experience? What if you knew that customers are likely to spend 140% more after a positive experience than customers who report negative experiences? Or that the top reason customers switch brands is because they feel unappreciated? So, how do these statistics reported by Forbes correlate with the alliance between financial aid and admissions? Answer: The student experience is the alliance. Regardless of your title, you are in the business of customer satisfaction, which is everyone’s job, and not an individual department.

In virtually every case, these departments serve as the first points of contact for students in the process and contain the most vital information needed for them to make their final decisions. Students need to feel like they are speaking to an employee who can provide them with the answers that they are looking for,  while helping them to feel appreciated and not passed around. Realizing synergies closes margins of error, maintains organization, and builds durable relationships among departments.

Think about goals as though they have a domino effect – better customer service leads to positive feedback, reinforces what we do on a daily basis, and makes us feel better about our workplace. Whether your relationships are strong, need improvement, or are non-existent, identify and digest some of these points so that you can implement them in your daily routines to improve teamwork and customer service!


What’s included:

  • Creating a Seamless Process
  • What Creates a Superstar Team
  • 1 Common Goal
  • Daily Rules to Live By
  • We Are The Difference!


  • 1

    The Power of One

    • Navigating the Module

    • Pre-Learning Survey

    • Introduction & Learning Objectives

  • 2

    Silos vs. Synergy

    • Silos vs. Synergy

    • Synergy

    • You're in Charge!

    • Quiz 1

  • 3

    We're Not So Different

    • Look What We Have in Common

    • Our Overlooked but Common Goals

  • 4

    Understanding the Other Side

    • Together but Different

    • The Admissions Representative

    • The Hand-Off to Financial Aid

    • A Financial Plan for Everyone

    • The Financial Aid Process

    • The Results

    • Teamwork

  • 5

    Final Thoughts

    • Something To Think About

    • Quiz 2

    • Post-Learning Survey

Trusted by some awesome clients

I have known Nancy Rogers & Paul Gordon since 1994. They came in and revamped our admissions process resulting in over a 20% increase in starts. 

I highly recommend Source for Training for any college looking to boost starts. 


"over a 20% increase in starts"

Whether you're an Admissions Manager or Admissions Representative, these courses will revamp your way of thinking & inspire you to become more! 

The Source for Training shows how attitude, compassion & value can take you to new levels in your career. Built from Nancy & Paul's experience, I found the content very practical. 

The modules will leave you excited for what you do with proven skills that can change your career forever! As the higher education industry continues to change, Source for Training is leading the way with their expertise & true passion for what they do! 


"I found the content very practical"

I started my career as an Admissions Representative over 27 years ago & was fortunate early in my career to be trained by Nancy Rogers. Nancy's timeless and practical approach to admissions covers all aspects of the admissions funnel. 

Her surgical & strategic methods to admissions & marketing are timeless & well-tested. These methods are not only for new Representatives but for any person, department or school group looking to gain a critical advantage & help people become better through education. 


"a timeless & practical approach"



Each student is required to complete all chapters and lessons within the module and score a minimum of 80% on quizzes. Once done, students will become Source Certified and earn a Certificate of Recognition which is downloadable directly from the module.

Students will have access to their course for two calendar weeks from the date of enrollment. If a week passes without activity, an automatic reminder will be emailed to you. It typically takes less than one hour to complete.

No. Each lesson/chapter must be completed in succession in order to move on to the next. This is primarily because the information and concepts are tiered for optimal learning and comprehension.