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    Senior Living & Childcare automation

    Waitlist-to-Enrollment Nurture Sequence

    A done-for-you senior living and childcare automation built for the Enrollment Coordinator, connecting Twilio, Airtable, and Mailchimp so the work below happens on its own.

    How it works

    What this automation does, step by step

    1. Families who join a childcare or senior living waitlist are immediately enrolled in a periodic update sequence letting them know their approximate position and any changes to the expected timeline, keeping them warm instead of wondering if they've been forgotten for six months.

    2. The moment a spot opens, whether from a graduation, a move, or a cancellation, this automation identifies the next eligible family on the list and sends them a notification with a 48-hour, time-limited link to confirm enrollment before the offer passes to the next family.

    3. Confirmed families are automatically moved into the onboarding workflow, and the waitlist re-sorts itself without anyone manually updating a spreadsheet.

    4. Facilities running this system typically fill an open spot within days instead of the weeks it used to take working the list by hand.

    Tools it connects

    Using different software? We build around what you already have, so you never have to switch tools to automate.

    Before and after

    The manual way vs. the automated way

    Without automation

    Done manually, an enrollment coordinator has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It rarely feels urgent in the moment, but it adds up fast.

    With this automation

    • Intake forms that sync straight into your CRM or practice software
    • Document collection with automatic reminders
    • Welcome sequences that set expectations from day one
    • Kickoff and first appointments scheduled without back-and-forth