Sample E-Mail and Phone Scripts

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Email Script #1
Hi [STUDENT NAME],
I hope you had a great week! I’m writing because I noticed that your cumulative GPA is currently
[GPA]. I would like to meet with you in person to discuss your goals and create action steps together
to help you obtain these goals as they relate to your chemistry major. Please email me back on or
before [DATE] with three specific dates and times during the week of [DATE] that you would be
available to meet.
If you have decided to switch majors, please respond to this email and let me know so that I can
ensure the department does not put an advising hold on your account.
Have a great day and I look forward to seeing you!
Best,
[ADVISOR NAME]
Email Script #2
Hi [STUDENT NAME]!
I hope all is well as you begin to get back into the groove of things after spring break. I am deeply
concerned in regards to your academic performance. I see you have signed or are actively interested in
an Accounting major.
In order to continue throughout The College of Business and succeed at obtaining an Accounting
major, the minimum requirement is a 2.5 GPA and your GPA is currently [GPA]. I would like to meet to
further discuss your goals and create action steps together to make this obtainable.
Please call me by March 28th to schedule an appointment so I may assist you with necessary
resources. I can be reached at [ADVISOR’S EMAIL] or XXX-XXX-XXXX.
Have a great afternoon, and I hope look forward to hearing from you soon.
[ADVISOR NAME]
Email Script #3
Good morning [STUDENT NAME],
I hope your week is going well. I wanted to follow up from the e-mail that I sent a couple of weeks
ago. I notice you are majoring in communications, and I am concerned about your progression. The
Office of Student Success is here to help you develop action plans to help you obtain your goals.
Please call me at XXX-XXX-XXXX to set up an appointment before [DATE].
Best regards,
[ADVISOR NAME]
Email Script #4
Dear [STUDENT NAME],
My name is [NAME], and I am the [TITLE/ROLE] on campus here at [INSTITUTION].
As the fall semester is quickly approaching the half-way point, you have the opportunity to reflect on
well you have done thus far, take some time to adjust your skills, and work to make any necessary
improvements as we near the end of the semester.
I would like to extend you the opportunity to work with one of our success coaches on campus to help
you set goals and develop skills necessary to achieve success. With the help of the success coach, you
can work on a variety of topics such as study skills, organizational techniques, time management,
among many other items.
Please call [PHONE NUMBER] or respond to this email no later than [DATE] to set up your
one-on-one appointment.
Please contact me with any questions you may have.
Thanks,
[ADVISOR NAME]
Email Script #5
[STUDENT NAME],
Hope this note finds your Fall 2014 semester off to a good start.
I’d like to have you come in for an advising appointment so we can speak about the selective access
requirements of the Biology major and make plans on how we are going to reach these benchmarks as
well as discuss available resources to assist you in rising from academic probation.
Please make an appointment with me at your convenience by following the directions below.
How to make an Appointment in MyWings
 From the STUDENT tab in MyWings in the My RECORDS box click ACE ADVISING TUTORING &
WORKSHOPS > ADVISING APPOINTMENTS
 Click the drop down box to SELECT WEEK > SUBMIT
 When your advisor's calendar for that week appears click on one of the APPOINTMENT
AVAILABLE options to make your appointment by following the instructions on the screen.
I’ll look forward to seeing you soon,
[ADVISOR NAME]
Email Script #6
RE: Are you ready for Winter Quarter Registration?
Dear [STUDENT NAME],
Greetings from the Academic Advising Center! We hope that your quarter is off to a great start. It is
hard to believe that Winter Quarter Registration is only a month away. With that in mind, we want to
make sure that you have the information and support you need to select a balanced schedule of
courses that will move you forward in meeting your academic and career goals.
Our general guideline is that students should by ready to declare their major by the time they have
completed 90 credits in order to be on track to graduate in a timely manner. Because you have
completed [NUMBER OF CREDITS] credits and have not indicated an interest area or declared a major
we’re reaching out to offer our support to help you with your academic planning.
As you may have discovered, many of [INSTITUTION]’s majors have competitive declaration processes
including overall GPA standards and/or grade requirements in specific classes. With your current GPA of
[INSERT GPA] it might be hard to meet the requirements for some of these more competitive majors.
We would like to help you explore majors that would be a good fit for you based on the courses you
have taken so far and your personal goals and work with you to develop a course schedule for winter
quarter that will move you forward toward declaring a major.
Students who have not declared by the time they have completed 105 credits are not allowed to
register for further coursework without connecting with an advisor. Though you are not currently at
this point, we want you to start early with this process and take the next step towards declaring a
major by meeting with an advisor to make sure you are on track.
We would like to see you in the Academic Advising Center [DATE]. You can make an appointment with
an advisor by stopping by our office or calling [PHONE NUMBER] to make a choosing a major or
academic planning appointment. We look forward to helping you make progress in your
[INSTITUTION] journey.
Sincerely,
[ADVISOR NAME]
Phone Script #1
Hello [STUDENT NAME] this is [ADVISOR NAME] calling from the Academic Advising Office. How are
things going? I am calling to follow up from an email you received on [DATE] from our office.
How is Fall Quarter going for you? We noticed that you may need some support around Choosing a
Major and Winter Quarter registration and want to encourage you to make an appointment or come to
our Walk-Ins and connect with an advisor. Is there a time in the next couple of weeks that would work
for you to schedule an appointment with the Academic Advising Center or come to our Walk-Ins
Monday-Friday 11AM-2PM?
We hope your quarter is off to a great start and look forward to seeing you in our office soon!
Voicemail Script #1
Hello [STUDENT NAME] this is [ADVISOR NAME] calling from the Academic Advising Office. We are
calling to follow up from an email you received on [DATE] from our office. We noticed that you may
need some support around Choosing a Major and Winter Quarter registration and want to encourage
you to make an appointment or come to our Walk-Ins and connect with an advisor.
To make an appointment you can call us at [PHONE NUMBER] or stop by our office in [LOCATION] and
schedule an appointment or come to our Walk-Ins Monday-Friday 11AM-2PM. We hope your quarter is
off to a great start and look forward to seeing you in our office soon!
Phone Script #2 – (For 2.0 – 2.49 GPA)
Hi, may I speak with _______?
My name is [ADVISOR NAME]. I am a Success Coach at [INSTITUTION]. Do you have a few minutes to
talk with me today?
NO
Okay. What would be the best time for me to call you back?
YES
I am calling you today to talk about your degree progression at [INSTITUTION]. Our records
currently indicate that you are majoring in Communications. Is that correct?
NO
Ask plans for major, what caused the switch, how things are going in new program.
Then explain Success Coaching and how I can help them, ask to set an appointment.
End call.
YES
Great! How have your Communications classes been going? What’s been the highlight?
What’s been the hardest part?
ACTIVE LISTENING AND SUPPORT FOR STUDENT
As you know, part of graduating with a Communications major is maintaining a 2.0 GPA in your
Communications classes. I see that you currently have a _________ GPA in your major classes.
Although you are above the minimum GPA, I want to help you rise further above the minimum and
also avoid falling below the minimum requirement. Would you like to set up an appointment with me
so that we can talk about ways to improve your success?
NO
I respect your decision to not accept my help. I do want to help you be successful, so I’d like for you
to know that I am here if you would like my help in the future.
YES
Perfect! When would be a good time for you to come in for an appointment?
Phone Script #3 – (For 2.5 – 2.99 GPA)
Hi, may I speak with _______?
My name is [ADVISOR NAME]. I am a Success Coach at [INSTITUTION]. Do you have a few minutes to
talk with me today?
NO
Okay. What would be the best time for me to call you back?
YES
I am calling you today to talk about your degree progression at [INSTITUTION]. Our records
currently indicate that you are majoring in Communications. Is that correct?
NO
Ask plans for major, what caused the switch, how things are going in new program.
Then explain Success Coaching and how I can help them, ask to set an appointment.
End call.
YES
Great! How have your Communications classes been going? What’s been the highlight?
What’s been the hardest part?
ACTIVE LISTENING AND SUPPORT FOR STUDENT
As you know, part of graduating with a Communications major is maintaining a 2.0 GPA in your
Communications classes. I see that you currently have a _________ GPA in your major classes.
Although you are currently well above the minimum GPA requirement, I would like to see you raise
your GPA to a 3.0 or higher. Research shows that students who graduate with a 3.0 or higher tend to
have more doors open to them with better career opportunities, which makes them far more likely to
land their dream job. Would you like to set up an appointment with me so that we can talk about ways
to improve your success?
NO
Okay, no problem. I appreciate you talking with me today, and if you’d ever like my help in the future,
please do not hesitate to contact me! Would it be okay if I send you a follow up email with my contact
information, just in case you have any questions or would like to meet in the future?
YES
Great! When would be a good time for you to come in for an appointment?
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