Enrollment Inquiry & Waitlist Management System
A done-for-you education and training automation built for the School Administrator, connecting Jotform, Calendly, and Mailchimp so the work below happens on its own.
What this automation does, step by step
Prospective families who submit an inquiry are automatically sent a program overview, added to the CRM with a lead score based on their child's start date and program interest, and moved through a nurture sequence that leads to a tour booking.
Waitlisted students are automatically notified and invited to enroll the moment a seat opens in their target program, with the offer expiring in 48 hours to keep the process moving without a seat sitting empty.
- Jotform or Typeform (inquiry form)
- Zapier or Make.com
- CRM (e.g., HubSpot or a school CRM like Schoolmint)
- Mailchimp or ActiveCampaign
- Calendly (tour scheduling)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a school administrator has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It's the kind of work that quietly eats hours every week.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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