Admissions staff convert leads with scheduling and docs
Admissions staff convert leads with scheduling and docs
Admissions staff lose momentum when contact form leads go unanswered, risking missed enrollments. Send scheduling links and a doc checklist so admissions can book appointments.
Overview
Admissions pipelines stall when web inquiries don't get timely follow-up. This workflow delivers scheduling links and a document checklist after each contact form submission, turning inquiries into booked enrollment appointments and eliminating manual chase.
Notable Features
- Send scheduling link and checklist
- Create applicant record in CRM
- Notify admissions staff of new leads