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Untapped Learning
Field Guide · 04

How to Conduct an Initial Parent Call

The goal of the first parent call is to help the parent feel heard, understand what is happening for the student, explain Untapped clearly, and land on a thoughtful next step.

Quick Call Snapshot

  • Tone

    Warm, calm, nonjudgmental, hopeful, practical.

  • Goal

    Listen first, explain clearly, assess fit, recommend a next step.

  • Lead with

    The parts of Untapped that match what this family shared.

  • End with

    A specific recommendation and a clear next step.

Tone to Hold

  • Warm
  • Calm
  • Nonjudgmental
  • Hopeful
  • Practical
  • Curious before explanatory

Call Flow

The natural arc of the conversation. Open each step for a short purpose and a few prompts.

How to Explain Untapped

Use this language when the parent is ready to hear how we actually work.

Untapped is not tutoring or therapy. We are executive function coaches. We help students build the skills underneath school success, including planning, organization, time management, focus, follow-through, self-advocacy, and independence.

Value

Lead with the value that matches what this family said they need.

  • Practical support from someone other than the parent.
  • Systems built around how the student actually thinks and learns.
  • Communication and visibility for parents.
  • Independence as the long-term goal, not dependence.
  • Skills that transfer beyond one class or semester.

What to Capture After the Call

Write it up in HubSpot while it is still fresh.

If You Get Stuck

These are not scripts. Use them as examples of tone, direction, and language you can adapt in your own voice.