The challenge
A college collects enquiries from many sources in spreadsheets, counsellors miss follow-ups and applicants queue up to pay fees and submit documents.
The solution
Capture every enquiry in one pipeline, automate WhatsApp/SMS follow-ups, and take applications, documents and fees online. The setup uses these Admission Management System capabilities:
- Online Application Forms: Custom, mobile-friendly admission forms with document upload and auto-generated application numbers.
- Enquiry & Lead Management: Capture leads from website, Facebook, Google Ads, walk-ins and portals into one pipeline.
- Counsellor Assignment: Auto-assign leads to counsellors, schedule calls and log every follow-up with reminders.
- WhatsApp & SMS Follow-ups: Automated alerts for form submission, fee due, documents pending and admission confirmation.
How it is implemented
- Discovery call: map the current process, channels and goals.
- Setup & approvals: configure Admission Management System, complete required registrations and connect existing tools.
- Pilot: start with one team, branch or campaign and refine messages and workflows.
- Roll-out & training: extend to all users and train the team.
- Review: track the KPIs below weekly and optimise.
Expected outcomes
Businesses in Education typically adopt this approach to save time, respond faster and make results measurable. Actual outcomes depend on volume, audience and execution — that is why we agree the KPIs up front and review them together.
KPIs to track
- Enquiry-to-application conversion
- Average counsellor follow-up time
- Applications completed online
- Fee collection turnaround