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ResourcesMaking the most of the trial
You have two options to run your trial, a 7-day free trial and a free intro call.
When you first join the platform, we will have you try out the 7-day trial first. This flow works and has existed for a long time.
It requires mentees to put in their payment method upfront, and moves into the full mentorship automatically after the 7 days are over. It’s low-fuzz, but requires some more upfront commitment from the mentee.
The intro call is just one 15-minute call and you should have it available after doing one or two trials. Mentees will choose their time when they first reach out to you, and can decide whether to proceed after the call is done. It’s a bit more work to set up and get right, but generally you’ll receive more volume in mentees.
First call agenda
Our recommendation is that you use our insights in Qualifying mentees to structure your first call, independently from whether you use the 7-day trial structure or the intro call.
- 15-20 minute call
- Come prepared; take notes and write down questions
- Qualify the mentee, and clarify goals
- Lead the conversation, analyze their situation
- Close out the call with a specific actionable for the next call & next steps
Prepare before you join. The intro calls that go well are not the ones where the mentor joins without preparation. Before the call, read what the mentee has already given you: their application, their profile, the goals they wrote down, any messages you've exchanged. Then write down a handful of questions you actually want answered.
Lead the conversation. Weak intro calls let the mentee talk for twenty minutes without structure, then you both hang up without knowing what happens next. Instead, be the one running the call. An agenda that works:
- Quick intro (2-3 min). Who you are and why you're a fit for what they wrote. Keep it short, they've already read your profile.
- Their situation (7-10 min). Ask your prepared questions. Where they are now, what they've already tried, what's actually in the way.
- Clarify the goal (3-5 min). Say back what you heard and have them confirm it. If it's vague, narrow it down together.
- Sketch a small plan (3-5 min). The first two or three steps, and what working together would actually look like week to week.
Close with something specific. Every intro call should end with one concrete actionable and a clear next step, even if that's just "read this, try that, we'll look at it on Tuesday." A mentee who leaves with a task and a date is a mentee who shows up again.
And qualifying goes both ways. If, halfway through, it's clear you're not the right mentor for this person, say so on the call. That's a good outcome, not a failed one.
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