Recommended structure

Our recommendation for the 7-day trial is as follows.

• Wait for the mentee to formally start the trial, i.e. put in their payment information
• Send a welcome message on the first day, ask some clarifying questions.
• Schedule an intro session for anywhere between day 2-5 – your meeting links get shared with
• Follow up with some specific actionables for the second call (which should happen AFTER the trial concluded)

Edge case: Ending the trial early

Mentees will be charged at the end of the 7-day trial unless they cancel the mentorship before that.

It’s usually a good idea to give mentees enough space to decide and let the trial end automatically. Sometimes a mutual agreement is reached before the trial period ends, and the mentee is eager to get started. In this case, you can request to complete the trial and dive right in.

Trial FAQs

1. When should I have the first meeting with my mentee? Before the trial, or during the trial?

Currently, mentees need to provide their payment information to start the trial. Our recommendation is that you do your call with them after this point.

2. I’ve met my mentee before the trial begins. What do I do with the trial?

Again, this is not our recommended flow, since it can lead to an awkward middle stage. If you’ve already met your mentee before the trial, you could potentially agree with them to end the trial early.

3. “The mentee ended their trial at the end of the 7 days. They must be trying to scam me and others.”

While it can be disappointing when a mentee chooses to leave, it is their right to do so. We have monitoring systems in place to catch any illicit behavior, but in most cases, the mentee has simply chosen to work with another mentor or leave the platform entirely.

4. “I’m going to make mentees book a paid intro call with me instead of offering a free call.”

It’s your right to not offer a free call, but we’ve found that pressuring mentees into a paid session often leads to negative outcomes and bad ratings. As a general rule, we recommend offering a free call, with two exceptions:

1. If the mentee has a short-term goal that is more suitable for a paid one-off session, direct them to that option.
2. If the mentee is pressuring you to provide additional advice, use the paid one-off session as a tool to say “I typically don’t offer this during the trial, but if you’re interested to dive in, here’s what I can offer instead.”
5. “A mentee took hours of my time during the trial and then ended, I want to be compensated”

Protect your boundaries and don't let the mentee take up too much of your time! Read through our recommended structure to avoid this.

Mentees will reserve a date and time with you when they reach out. You’ll have the call and mentees will make a purchase decision after the call.

This flow makes it even more important to give a structured, strong 15-20 minute call, not just let the mentee ramble on.

After the call, follow up with next steps. People are forgetful, so follow up 4-6 times over the next week.

After a week, less than 5% of mentees come back to convert, so at this point it’s useful to wrap things up, potentially offer some closing words (”feel free to reach out anytime”) and archive the call.