What We Offer
Three Ways We Help You Increase Enrollment
Whether you need clarity, execution, or ongoing support—we meet you where you are and help you convert more students.
Not Sure Where to Start?
If you’re not sure what’s broken → start with the Audit
If you know things aren’t working → go straight to the Sprint
If you want continuous improvement → Advisory
Enrollment Efficiency Audit
Find where you’re losing students—fast
Most enrollment challenges aren’t obvious. This audit gives you a clear, objective view of where your funnel, systems, and outreach are breaking down.
What we analyze:
Inquiry → application conversion
Application → enrollment drop-off
CRM workflows + lead routing
Communication timing + consistency
Data visibility and reporting gaps
What you get:
Clear funnel breakdown
Identified leaks and missed opportunities
Prioritized recommendations
Actionable next steps your team can implement immediately
Pipeline Fix Sprint (Most Popular)
We implement the fixes and improve conversion
This is where strategy turns into results.
We work directly with your team to fix broken workflows, improve outreach, and build a system that converts more students—this cycle.
What we do:
Optimize CRM workflows and automation
Improve lead routing + response time
Build and refine outreach sequences (email/SMS)
Implement practical AI to support your team
Align systems, data, and communication
Outcome:
A faster, cleaner, more effective enrollment funnel that converts more students.
Ongoing Enrollment Advisory
Continuous optimization and growth
Enrollment isn’t static—and your strategy shouldn’t be either.
We stay involved to help your team adapt, improve, and perform over time.
What this includes:
Monthly performance reviews
Ongoing funnel optimization
Campaign and outreach strategy
System and process improvements
What This Looks Like in Practice
1. Lead Flow & Speed Audit
We examine how leads enter, move, and are assigned across your systems, including:
Inquiry routing rules
Speed-to-contact performance
After-hours handling
Duplicate and stale lead logic
Outcome: Visibility into lost leads before engagement begins.
2. Outreach and Engagement Audit
We evaluate how prospects are contacted and nurtured:
Email, SMS, and call sequences
Timing and cadence strategy
Message personalization
Automation triggers
Outcome: Understanding where engagement breaks down.
3. CRM Architecture Audit
We review how your CRM supports (or restricts) enrollment performance:
Funnel stage design
Field structure and usage
Automation rules
Reporting accuracy
Outcome: Identification of structural CRM friction.
4. People and Process Audit
We analyze counselor workflow and capacity:
Daily task structure
Manual vs automated work
Follow-up consistency
Training and workflow gaps
Outcome: Insight into efficiency constraints limiting conversion.
5. AI Readiness Diagnostic
We assess your organization’s ability to responsibly deploy AI:
Data quality and availability
Safe automation opportunities
Funnel-stage AI use cases
Governance and compliance considerations
Outcome: A clear path for AI adoption that actually works.
Where I’ve made an impact
2U
ed2go
The Chicago School of Professional Psychology
Teach-Now (Moreland University)
CHEGG Skills
Still Not Sure What You Need?
Let’s talk through your current funnel and identify the fastest path to improvement. Submit your information and we'll review your message and get back to you within 48 hours.