Free checklist for tutoring teams

Collect the missing details before you quote, match or promise.

Use this six-field intake checklist when a parent or student sends a half-complete tutoring enquiry and your team needs a safer next reply.

View checklist Upgrade to the USD 1.80 prompt pack

The risk

Early replies often jump to price, tutor availability or outcome claims before the team knows the student context, exam path or constraints.

How to use it

Paste the checklist into your CRM, shared inbox or reply draft. Ask only for the missing items, then have staff review before sending.

Tutor enquiry intake checklist

Student year group / age
Subject, curriculum or exam board
Main goal, deadline or pain point
Preferred location, online option and time zone
Possible days, times and start date
Support needs, constraints or anything staff should review before matching

Operational workflow support only. Review before sending; this does not replace safeguarding, educational, legal or professional judgement.

Copy-ready follow-up

Hi [parent name], Thanks for the enquiry. To avoid guessing or promising the wrong next step, could you please send the missing details below? • Student year group / age: • Subject or exam board: • Main goal or deadline: • Preferred location / online option: • Possible days and times: • Any support needs or constraints: Once we have these, we can check the right next step and reply more accurately. Best, [team name]

If you want the repeatable version

Turn the checklist into a safe reply workflow

The tutoring prompt pack adds prompts for extracting missing details, drafting a safer first reply, assigning follow-up owner/date and creating a staff handoff summary.

Buy for USD 1.80 with PELLEX80 See details first

Launch discount in StripePELLEX80USD 9 USD 1.80