Client Intake Coordinators, also known as CICs, are responsible for connecting SCORE clients with certified Mentors in Engage.. CICs can serve one or more chapters and are critical to the success of SCORE clients.

When making client assignments, CICs must use the Mentoring Request (MRE) information submitted by the client, as well as their understanding of SCORE mentoring and resources, to make the best possible match. Below are some helpful guides and resources for CICs to help inform the client assignment process.

Presentation slides: Updated Training for Client Intake Coordinator (CIC) Position

Resources

• Frequently Asked Questions
• Optimizing Mentor Matches: Best Practices for Client Intake Coordinators (CICs)
  • Information about origination field, session activity reports, and more
• CIC Steps for Checking up on Open Mentoring Requests
  • Detailed information about Clients Not Yet reports
• Engage Relevant List VIews for CICs
  • List Views for MRE visibility
• Response Templates for Certain Email Mentoring Requests
  • Sample email responses for clients who fall out of scope, etc.
• How to Export Data from BIRT Reports
  • How to include additional information in BIRT report downloads
• How to: Create a Client Contact Record
  • How to create a contact record for a client who has not submitted a Mentoring Request (MRE) via SCORE.org so a Mentor can enter session notes