OnRamp Sponsor Checklist

This checklist is for the use of our sponsors, to help them followup with OnRamp clients they have sponsored. This checklist does not need to be submitted to OnRamp. It is simply a tool to guide the sponsor as he or she seeks to help a client continue moving forward in life. You are welcome to print or share this document freely.

 
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The Mission for OnRamp Sponsors: 

Continue to build and equip clients through ongoing, accountable relationships

Sponsors should do the following at least once every three months:

  • Review the agreed-upon action steps with your client by asking him or her the following questions:

[ ] Are you still making progress on each of these action steps?

[ ] Is there anything you need to help you to make progress on these steps?

[ ] How are you doing with investing in your savings account?

  • Verify that the vehicle is being driven and maintained properly.

[ ] Is the vehicle still insured and are you current on insurance payments? 

[ ] Are you still the primary driver? Is anyone else driving the vehicle?

[ ] Are you checking the oil and tire pressure every few months? Do you need help knowing how to do that?

[ ] Have there been any problems with owning or operating the vehicle? Is there anything that needs to be repaired?

Here are a few helpful tips to guide your followup with your client:

  • Studies found the best time to call a client is actually between 4:00 p.m. and 5:00 p.m., or between 11:00 a.m and 12:00 p.m.

  • Try to find common ground with your client. 

  • Keep your communications brief.

  • If they do not answer, send a text.

  • Be persistent, even if they brush you off the first few times. Follow-up is crucial to their success.

If you have any questions or concerns, please email our Director of Outreach, Elizabeth Estrada.