All services
Services
CRM & Automation
Stop rekeying the same family's name into four different systems.
The problem
An inquiry arrives by form, gets copied into a spreadsheet, retyped into the tour calendar, and typed a third time into the student information system when they apply. Every copy is a chance to lose a family, and the whole process usually lives in the head of one person who is also answering the phone.
What we do
- Map the admissions process as it actually runs today, including the parts that happen on paper.
- Choose or configure a CRM that fits a small team — not an enterprise system that needs a full-time administrator.
- Connect forms, email, calendar and reporting so a family is entered once and moves through stages automatically.
- Automate the reminders staff currently do from memory: follow up after a tour, chase an unfinished application, confirm a deposit.
- Set up task ownership and handover, so nothing depends on one person being at their desk.
- Automate the routine admin around events — registrations, reminders, attendance, thank-yous.
- Train your team on the new process and document it.
What you get
- A configured CRM in your account, with your data migrated in.
- A written process map of admissions, stage by stage.
- Automations live and monitored, with a log of what ran.
- A monthly report on pipeline by stage and where families stall.
- Documented SOPs and a recorded training session for staff.
How it’s priced
Setup and migration are scoped once, based on the number of systems being connected and how much data has to move. After that, maintenance, changes and new automations are covered inside the monthly retainer. Software licences are billed by the vendor to you, never marked up by us. Tiers are on /work-with-us.