Preview our course


As we all know, getting someone on the phone is challenging, and when it does happen, it's a luxury. That may be a bit of an exaggeration, but not by much. People simply don't want to answer the phone, - especially with an unknown caller. This makes a "connection" so valuable, and we want to be sure we handle it correctly. 

We have one shot! Think about it, if we do not set an appointment on the first connection, then leads fall into that dark space called "inactive leads," which is a nice way of saying "old" leads.  Will it be easier the second time we connect (if they even answer the phone again)? Probably not, so we really need to master our phone skills by following a structured telephone outline that we know nets the best results.

It all starts with understanding who our students are, how to use texting to get a response, and knowing how to overcome objections. Success is a habit - not a lucky moment!  


What’s included:

  • Putting Yourself in your Student’s Shoes
  • Getting your Appointment to Show
  • Texting that Works
  • Increase Conversions: Follow a Phone Outline
  • Objections are Opportunities


  • 1

    Setting Appointments that Show

    • Navigating the Module

    • Pre-Learning Survey

    • Introduction & Objectives

  • 2

    Our Students

    • Student Characteristics

    • Their Generational Differences

  • 3


    • It Works!

    • Quiz #1

  • 4

    Proper Telephone Techniques

    • The Need For Speed

    • The Telephone Outline

    • The Telephone Outline

    • Handling Questions

    • Handling Objections

    • 10 Telephone Tips

    • Next Steps ... Follow-up

  • 5

    Final Thoughts

    • Our Lifelines

    • 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.