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Advanced College Solutions Onboarding

Your guide to getting started with Scoir's Advanced College Solutions

 

Welcome to Scoir

Your Scoir Success Checklist

From Kickoff Call prep to setup, you’ll find everything you need to launch successfully.

Get Started

  Meet your Customer Success Manager

  Prepare for your Kickoff Call

  Explore the First Year Success Guide

 Check out the essential Admissions Tools

  Bookmark Helpful Resources

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Scoir Customer Success Managers (CSM)

Your Customer Success Manager (CSM) is your dedicated partner throughout your Scoir onboarding journey. They will work closely with your team to understand your goals, tailor the onboarding process to your needs, and provide ongoing support to ensure your success with Scoir. Your Sales Partner will introduce you to your dedicated CSM via email, and they will be in touch with you to schedule your Kickoff Call.

Brooke Norris

Brooke Norris

Sr Manager of College Customer Success

brooke@scoir.com

Rachael Dependahl

Rachael Dependahl

Senior Customer Success Manager
 

rachael@scoir.com

Chantal Zossoungbo [grey] - Headshot

Chantal Zossoungbo

Customer Success Manager

czossoungbo@scoir.com

Our CSM team has extensive experience working with a wide range of institutions—including international colleges and community colleges—ensuring your onboarding is tailored to your unique needs.

lightbulb Did you know

One of our CSMs is a former Scoir student user, bringing firsthand experience to support your team. Check out Chantal’s story here.

 

Prepare for Your Kickoff Call

Your Kickoff Call marks the beginning of the setup process, helping you get your Scoir platform up and running. 

Kickoff Call Agenda:

  • Discuss your team’s priorities, goals, and how Scoir can support them

  • Walk you through the Scoir platform from both student and institution perspectives

  • Review key steps to get your Scoir instance up and running smoothly

How to Prepare for your Kickoff Call:

  • Review the onboarding materials and information outlined on this page

  • Identify team members who should join the call and invite them

  • Prepare any questions or topics you want to discuss

  • Set aside ~15 minutes to watch the Student Overview video and gain insight into the experience your prospective students have every day in Scoir 

 

Onboarding Tips

  • When deciding who to invite to the call, include anyone who will support data, Premium Presence content management, and/or outreach messaging to ensure everyone is aligned early and onboarding runs smoothly
  • If your school uses Slate, it’s important to include your Slate Captain on the call, since they’ll be directly involved in the integration with Scoir
  • Students make decisions based on what they see in Scoir, so knowing the student view helps you show up where it matters with messaging that resonates
 

First Year Success Guide

Explore the First Year Success Guide below to see key milestones and next steps throughout your first year with Scoir.

Now that the Kickoff Call is complete, we are ready to go! This is where your presence starts to take shape. Adding rich, relevant content helps students discover you and gives them a reason to follow, engage, and apply.

⏰ Estimated time: 2–4 hours


Content Best Practices

  • Within 2 weeks of onboarding, focus on content for Academics, Events, and Student Life. These are key drivers in Scoir’s discovery features and student searches
  • Within 1 month, complete content for all profile sections (School Overview, Admissions, Cost & Aid, and more)
  • Use your Insights Dashboard to see which topics your students care about most

Insider Tips
  • Engage student interns or volunteers to help with content creation
  • Break up the academics section: add majors A–M one week, then N–Z the next
  • Pull content from your most popular web pages, YouTube, TikTok, and other channels

Need technical help?

Check out our help articles for colleges or contact our Support Team

Feeling overwhelmed?

It's okay, we're here to help you get up and running. Learn more about Premium Presence Kickstart

If your school uses Slate, month 1 includes laying the groundwork for setting up the Scoir Audience Integration with Slate. The free Scoir Audience Integration brings real-time student interest directly into Slate, so you can identify stealth students early, personalize your outreach, and measure the full journey—from first signal to enrollment.

⏰ Estimated time: ~30 minutes to set up the integration! Learn How

 

Insider Tip
  • Ensure your Slate Captain is involved early. They'll play a critical role in ensuring a smooth setup.

Now that your presence is live, it's time to start reaching out! Messaging helps you connect with students (and their parents/guardians) in meaningful ways based on their actual behavior, not a purchased list.

⏰ Estimated time: 1-2 hours


Messaging Best Practices

  • Set up 3 Automated Messages for students (Following, Applying, Applied)

  • Add messages for parents/guardians, if applicable

  • Copy your "Following" message and send it as a one-time message to current followers

  • Begin scheduling additional one-time messages for targeted outreach

Insider Tips

  • Best practice is to set up at least 3 Automated Messages per audience (students and parents/guardians) within your first two months. This ensures they receive timely, relevant touchpoints throughout their journey.

  • Sending a one-time “Following” message captures current followers who aren’t receiving automated ones yet

 

Not using Scoir Messaging yet?

With Scoir Messaging, you can reach students (and their parents/guardians) based on their real-time behavior. Learn more

Talk to your CSM to explore how adding Scoir Messaging can unlock powerful outreach capabilities for your team.

You’re officially up and running! At this stage, your profile and outreach are working together to help students find and connect with your institution. Use your Insights Dashboard to refine your approach and keep momentum going.

 

Premium Presence Milestones
  • Profile content is fully built out
  • Users are reviewed and updated
  • Messaging campaigns are underway (if applicable)
  • Continue using your Insights Dashboard to optimize engagement

At the halfway point, your CSM will reach out for a Mid-Cycle Meeting to dive into student engagement, uncover trends, and help your team level up.

 

Ways to prepare
  • Review your Insights Dashboard to see what's resonating with students
  • Come ready with questions or areas where you'd like support or strategy

Around this time, your CSM will check in to schedule a Renewal Meeting and talk through wins, learnings, and what’s ahead.

 

Ways to prepare
  • Reflect on what's worked well and where you've seen the most engagement
  • Think about your goals for the next cycle. What do you want to do more of (or differently)


Ready to level
 up?

Now is a great time to consider upgrading your year-round strategic support for the next cycle! Reach out to your CSM to learn more.

Celebrate your first year (you did it!) and gear up for next year! 💙 We like to meet with our partners at the one-year mark to review your wins, explore new Scoir features and strategic opportunities, and discuss recommendations tailored to your unique goals for the year ahead.

 

Ways to prepare
  • Gather key successes and feedback from your team to share
  • Reflect on what worked well and where you want to go deeper or try new approaches for next year
  • Consider your enrollment priorities for the next cycle and how Scoir can better support them


Ready to level
 up?

This is the perfect time to discuss renewal options and explore whether additional support like Scoir Guided or Scoir Managed Services could help you achieve even bigger wins next year.

 

Essential Admissions Tools

From planning high school visits to receiving application materials, Scoir provides essential tools to help your admissions office stay organized and connected.

Visits+

Search for high schools actively hosting college visits, schedule in-person or virtual visits, and connect directly with counselors. Visits+ is a free tool that helps your team plan smarter travel and build relationships that convert. 

Learn more and sign up for Visits+ →

Visits+ Premium

Unlock advanced filters, high school intel, and counselor insights with Visits+ Premium. It’s the best way to identify high-impact schools and turn visits into applications.

Early access is available now!

Get early access to Visits+ Premium →

Scoir Docs

Join 1,800+ colleges already receiving transcripts and application documents via Scoir. Choose from secure SFTP, a pre-configured Slate integration, or manual download—whatever works best for your office. Receiving application documents in Scoir is a free feature.

Learn more and sign up for Docs →

App Rounds

Your team has full control over user access and application settings. You can update users year-round, but we recommend reviewing and updating your Application Rounds during the summer to align with the next cycle.

Learn more about App Rounds →