Info Call Worksheet

⚠

Presenting Concerns

Primary concern (in their words)

Skill areas -- check all

Reading fluency Decoding / phonics Comprehension Spelling / writing Math skills Executive functioning Homework / motivation Other

How long has this been a concern?

Urgency level Please select an urgency level

★

Student Background

✓

Call Flow Guide

tap script for sample dialogue

1

Warm open (1-2 min)"Tell me what's been going on with [student]."

2

Dig into the story (4-6 min)How long, what's been tried, emotional impact.

3

Uncover the goal (2-3 min)"Wave a magic wand -- what looks different in 6 months?"

4

Introduce Eardley's approach (3-4 min)Science of Reading, multisensory, data-driven.

5

Scholarship / financial fit (1-2 min)Ask proactively -- families often don't know they qualify.

6

Handle objections & close (2-4 min)Stay curious, not defensive. Recommend a clear next step.

◆

Goals & Motivators

Parent's #1 desired outcome

Emotional driver (what's underneath?)

Key goals -- prioritize 4

Goal 01

Goal 02

Goal 03

Goal 04

Decision-maker on call?

Both parents Primary parent only Needs spouse / partner

▶

Scholarship & Financial Assistance

↔

Objection Handling

Cost / budget

Schedule / availability

"Try school first"

Competitor comparison

Other objection

✎

Additional Notes

Family context & personal details to remember

Student strengths / interests observed

Internal notes (not shared with family)

☉

Logistics & Fit

→