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Industries    Education & Training

Website and CRM Setup for Education & Training

Private schools, trade schools, tutoring and driving academies. Enrolment is a pipeline nobody manages as one.

What You Get

Three Things That Change

Speed to First Response

An instant reply to every enquiry, and a person following up the same day.

A Funnel You Can Actually See

Enquiry to enrolled, with a number at every stage.

Re-Enrolment That Is Not a Fire Drill

Renewal sequences that start early enough to matter.

Why Now

Roughly Seven in Ten Enquiries Never Become an Application.

Enrolment is a sales funnel with different words. The leak is at the start, between a Tuesday enquiry and a Thursday reply.

What We Find

The Same Four Things, Almost Every Time

Enquiries in a Spreadsheet

Enquiries are tracked in a spreadsheet, or nowhere. Nobody can say what happened to the last thirty.

Slow First Replies

The biggest drop is at the very first stage: families enquire and don't hear back fast enough.

Channels Measured Wrong

Nobody knows which channels produce enrolled students, only which produce enquiries, a much less useful number.

Application Friction

Long forms and no saved progress, with no data on where people quit.

How We Fix It

The Work, In Order

  1. A defined funnel with stages everyone agrees on and a number at each
  2. Automated acknowledgement within minutes, plus a same-day human task
  3. Tour booking wired directly to the enquiry record
  4. Application status visible to the family, with automated reminders on missing documents
  5. Source tracking through to enrolled, not just to enquiry
  6. Re-enrolment sequences that begin on a schedule rather than a panic
  7. Monthly reporting on stage conversion and where the funnel leaks

Tools InvolvedHubSpot Make Zapier Review automation Google Workspace

Configurations

Set Up on Your Platform

The same business, set up on HubSpot or Brevo. Pick yours to see the setup and the price.

HubSpot

For the school or academy whose enquiries never become applications: a pipeline, sequences that start on a schedule, and the report that shows where they drop.

See the HubSpot Setup

Brevo

For the tutoring or training business starting small: enquiries as contacts, an automated follow-up, and the completion sequence that produces referrals.

See the Brevo Setup

Software Automates the Process You Already Have

Including the broken one. Which is why the process gets fixed first and the platform second.

Free Company Audit

Find Out Where You Stand

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  3. 03
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