Preview our course


Did you ever notice that you can go into any McDonald's anywhere in the country and get the exact same burger? Can you imagine what it would be like if they allowed every employee to "do it their way"? Systems and processes are put in place for a reason ... just follow them! 

A systematic plan is one that is consistent and, most importantly, effective. This means that it happens all of the time, with no exceptions, and is evaluated periodically for its effectiveness. A systematic plan requires agreement between you and the applicant detailing days and times for next steps, including a weekly follow-up call at an agreed-upon day and time. Once the student has completed the application, detail for them that you will be calling them once per week between now and class start.

Learn a proven follow-up process that keeps your applicants engaged and increases your application to start percentage.


What’s included:

  • The No-Surprise Follow Up Plan
  • Where are your Students?
  • Mandatory Orientation
  • Turn Cancellations into New Opportunities
  • Retention Requires a Prevention Plan


  • 1

    Setting the Tone

    • Navigating the Module

    • Pre-Learning Survey

    • Introduction & Learning Objectives

  • 2

    Follow Up Leads to Success

    • It's Showtime

    • The Follow-Up Plan

    • Applicant Follow-Up Checklist

    • Quiz 1

  • 3

    A Preventative Retention Plan

    • New Student Story

    • Retention Requires Attention

    • Mandatory Follow-Up Steps

  • 4


    • Orientation

    • What Do I Say if They Cancel?

    • Quiz #2

  • 5

    It All Matters!

    • Final Thoughts

    • 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.