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Blueprint

Education & Training

Fix the response rule first. Automate it second.

What This Is

The Stack, and Why

Roughly seven in ten enquiries never become an application, and the largest leak is the first stage — the gap between somebody raising their hand and somebody answering. Automating a broken follow-up produces a broken follow-up with better reporting, so the order here matters more than the tooling.

System of record
HubSpot
Enquiries, stages, owners and the reporting that makes the funnel visible.
Intake
Typeform
Structured enquiry that captures enough to route and qualify.
Messaging
Twilio
Response and reminder sequences, including for tours and open days.
Phone
Aircall
So the call that happens after the first response stops being invisible.
Documents
PandaDoc
Offers and enrolment paperwork in a tracked flow.
Payments
Stripe
Deposits and instalment plans.
Automation
Make or Zapier
The handoffs, once the underlying process is worth automating.

Install Order

Sequence Matters

  1. Run the thirty-enquiry diagnostic before anything is bought.
  2. Set and agree a response-time rule that a human can actually meet.
  3. Make the record continuous, so what happens after first response is visible.
  4. Then automate the response rule you just proved works.
  5. Tour and open-day sequences after that.
  6. Documents and payments last.

What It Replaces

Before This

An enquiry inbox, a spreadsheet, and no answer to what happened to the last thirty people who asked.

Education and training is one of six verticals reasoned from research rather than delivered work.

On CRM selection. The stack above is the outcome of a selection, not an assumption. Where the industry platform already holds the customer properly, it is the CRM and we configure it. HubSpot comes in for what the platform does not do, starting free, and becomes the system of record only where there is no industry platform at all. Every engagement interviews the platforms that could plausibly fit against written requirements, with live demos and a back-end review, before anything is chosen.

Platform licenses are billed by the vendor, not by us. We configure what you already pay for before recommending anything new, and we hold no partnership or reseller relationship with any platform named here.

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