Education
Organise education context and commercial workflows.
An illustrative education workflow using business context, research, leads and follow-up planning. Specific channel connections and automation require setup and validation.
Stages and approaches are planning examples, not guarantees of every automation, integration or commercial result.
Potential channelsWhatsAppOpen-day formsMeta Lead AdsSchool fairsSMS to parentsEmail
To track
Tour → enrolment rate
To track
Time to enrolment
To track
Parent engagement
Sample pipeline
Explore a sample education journey.
1
Inquiry
Parent forms, WhatsApp, open-day signups.
2
Qualify
Grade, program, locality, budget, intake.
3
Tour / interview
Schedule, remind, and prepare the family.
4
Offer + fees
Send fee schedule and payment options.
5
Enrolment
Document collection and confirmation.
Pain → Fix
Workflow challenges and possible approaches.
Families inquire then disappear.
Drip follow-ups by intake stage.
Admissions team can't see funnel drop-off.
Funnel report by program and grade.
Review availability
Potential integrations to discuss — not all are available
WhatsApp BusinessMeta Lead AdsGoogle FormsCalendlyEmailSMS
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