Setting up Yesoma for a tutoring business

Setting up Yesoma for a tutoring business means configuring a workspace that handles two audiences at once: the student who shows up to sessions, and the parent who pays, reads summaries, and decides whether to renew. The tutoring playbook ships with 8 services, 8 reply templates, session-summary automation, and a package-renewal cadence designed to keep students enrolled past the first block.

1. Applying the tutoring playbook

When you start onboarding, select Tutoring from the industry picker. Yesoma pre-fills your workspace with:

• 8 services (single session, two package tiers, test prep, essay coaching, homework support, free consult, small-group quote)
• 6 policies covering cancellations, package validity, test-prep commitment, parent communication, payment terms, and satisfaction
• 8 FAQs tuned for the questions parents and students actually ask
• 8 reply templates wired into the inbox
• A follow-up cadence with three rules
• A review-request flow timed to session 3 or 4 of a package

After the playbook loads, go to Business Brain and update:

• The subjects and grade levels you cover (the playbook leaves [your subjects] as a bracket — fill it in)
• Whether you're online, in-person, or both, and your location if in-person
• Your actual hourly rate if it differs from the $80 anchor

Everything else — policies, templates, follow-up cadence — works out of the box and can be edited after.

2. Single session vs. package pricing in Yesoma quotes

Tutoring has a natural upsell arc: the parent contacts you about one session, but the student really needs consistent support over weeks. Yesoma's quote flow makes this easy to present side by side.

The pricing structure the playbook loads is:

| Service | Price | Note | |---|---|---| | Single session (1 hr) | $80 | Drop-in rate | | 4-session package | $300 | Saves $20 | | 10-session package | $700 | Saves $100 | | Test prep (SAT / ACT / GRE) | from $1,200 | 8–12 sessions | | College essay coaching | from $500 | Flat project |

When you reply to a pricing inquiry, the Pricing reply template presents all three session options in one message. The savings are spelled out explicitly — "saves $20" and "saves $100" — because parents respond to concrete numbers more than percentage discounts.

Packages are billed in full at booking. This is intentional: the commitment is what makes the package work, and upfront billing aligns your incentives. The 10-session pack has a 50/50 split option for families who need it, noted in the booking confirmation.

3. The free-intro-consult activation play

The free 30-minute consult is the highest-leverage first step in the tutoring playbook. It does three things:

1. Diagnoses where the student actually is (not where the parent thinks they are)
2. Lets you recommend the right service — some students need weekly homework support, others need a structured package, others need test prep
3. Builds trust before money changes hands

The First reply template always asks the four key questions (grade, subject, goal, parent contact) and mentions the free consult as a natural next step. The Free consult offer template sends a calendar link with a short explanation of why it's worth the 30 minutes.

Conversion rate from consult to paid booking is consistently higher than from inquiry to paid booking with no consult — the call removes the "is this the right tutor for my kid" hesitation that stalls decisions.

To activate: make sure your Calendly or equivalent scheduling link is filled in wherever the playbook places [calendar link]. Settings → Business Brain → Booking link is the canonical place.

4. Session summaries as a retention engine

The Session summary template is the most important template in the tutoring playbook. It fires after every session and goes to the parent (and the student). It covers:

• What was covered
• Strengths noticed
• Focus areas for next time
• Homework before the next session
• Next session date

Parents who receive consistent session summaries renew packages at a higher rate than those who don't — not because of the content alone, but because the message signals that the tutor is organized, accountable, and paying real attention to their child.

In Yesoma, set this up as a follow-up rule triggered by completed with afterDays: 0 (same day or same hour). The template is pre-loaded; you just need to make sure it's connected to the completed trigger in Settings → Follow-ups.

The session summary also serves the parent-communication policy: for students under 18, you've committed to sending a note after every session. The template makes honoring that commitment operationally easy.

5. Parent vs. student communication when a minor is the student

Tutoring is unusual in Yesoma: the customer who books and pays (the parent) is often not the person who attends the session (the student). The playbook handles this with a few defaults:

• The First reply template explicitly asks for the parent or guardian contact if the student is under 18
• The Package booking confirmation notes that session summaries will be copied to the parent on file
• The Session summary template has a bracket at the end — [For parents: I've also sent a copy of this note to [student_name] directly] — so the parent knows the student is kept in the loop too

In Yesoma, you can store the parent as the primary contact and the student's name as a field in the customer record. Use [student_name] in templates wherever you need to distinguish between the two.

The parent-communication policy in the playbook requires written consent at enrollment for session-by-session summaries. You can capture this via the intake questions in your booking flow, or by adding a note in the booking confirmation that continuing implies consent.

6. Package-renewal nudges

The Package renewal nudge template fires automatically when a student has 1–2 sessions remaining. It does three things at once:

1. Alerts the parent before the sessions expire (not after)
2. Recommends a specific next step based on where the student is
3. Includes a direct payment link to remove friction from the renewal decision

The playbook configures this as a quote_sent follow-up at day 3, but in practice you'll want to wire it to fire when a package's remaining session count drops to 2. Until that automation is available, use the template manually from the inbox when you see a student approaching the end of their pack.

Package validity windows matter here: the 4-session pack expires in 60 days, the 10-session in 120 days. These are displayed in the booking confirmation so parents know the clock. The renewal nudge should reference the expiry date directly — the template has an [expiry date] bracket for exactly this.

7. What your reply templates look like in action

A typical tutoring inquiry flow in Yesoma looks like this:

Day 0 — Inquiry arrives Parent messages: "Hi, my daughter is in 10th grade and struggling with precalc. Do you have availability?" Yesoma suggests the First reply template. You send it, filling in a calendar link for the free consult.

Day 0 or 1 — Consult booked Parent books the 30-minute consult via the calendar link. You conduct the call, assess the student's level, and decide a 4-session package is the right starting point.

Day 1 — Pricing reply sent You send the Pricing reply template, showing single vs. 4-pack vs. 10-pack clearly, with the package savings spelled out.

Day 1 — Package booked Parent pays. You send the Package booking confirmation template with all four session dates, the online/in-person format, and the expiry date.

After each session You send the Session summary template. Parent reads it that evening. Student gets a copy.

When 2 sessions remain You send the Package renewal nudge template. Parent renews to the 10-session pack.

At session 3 or 4 (approximately day 21) Yesoma's review request fires: "Would you be willing to leave a quick review?" The parent has received three session summaries by now and is in the best possible frame of mind to write one.

The templates are starting points — edit them in Settings → Reply templates to match your voice and the specific details of your practice. The brackets ([student_name], [date], [package name]) are yours to fill at send time or to replace with Yesoma merge fields as they become available for your account.