How to conduct intro calls

Congrats, you've been introduced to a potential mentee who thinks you might be a good mentor for them!

At this point, the mentee will have reviewed your profile, and has expressed explicit interest in having you as their mentor. If they've signed up via our self-serve solution, they will have already paid for the initial month (though our money-back guarantee applies).

As a rule, Pelion makes sequential, not parallel, mentor intros — so you're not competing against anyone for the mentorship.

The first step in your upcoming mentorship is to conduct an introduction call. This post describes how to do those calls.

The purpose of the intro call

Intro calls are meant to uncover whether or not the mentor-mentee match is a good one.

We define a good match as one in which A) the mentor has a clear view of, and personal experience with, the path before the mentee, and B) the interpersonal chemistry is good.

As a mentor, you might feel the need to "sell yourself" as a mentor, but since it's no fun being in a poorly matched mentorship, we advise against doing so.

What to talk about

Every intro call should cover at least the following topics:

• Overview of each party's background and work experience
• Introduction to the mentee's professional challenges. - What challenges is the mentee looking to work on? - How do these challenges manifest day over day? - How would success be defined? What will progress look like?
• Aligning expectations of time commitment. Will you talk twice per month? Every week? Will the mentor be required to review ad-hoc work in between mentorship calls?

Beyond that, we try to not be prescriptive — so go with your intuition!

Practical info about intro calls

• Intro calls should default to video on (though this is not a hard rule).
• Most intro calls should take 20-30 minutes.
• Do not discuss pricing — this is Pelion's job, and we're generally able to negotiate better rates.

After the call

Formally, the mentee is charged with letting us know once an intro call is done.

That said, we recommend that you let you Pelion Agent know when you've had an intro call. Please include a brief summary of your impression of the call. This ultimately helps us negotiate a better price for you.

Questions about intro calls?

Let us know! Contact your Pelion Agent, or email hello@pelion.app.