Roles and responsibilities
The enquiry pipeline
An enquiry moves through clear stages from first contact to decision.Tuition Enquiry field guide
Working the pipeline
1
View the pipeline
From Enquiries, see enquiries grouped by stage.
2
Create or receive an enquiry
Add an enquiry manually, or let one arrive from the public web form.
3
Advance the stage
Move the enquiry along as you contact the family and schedule a demo.
4
Convert on Won
Convert a won enquiry into a student, or into an applicant if you run a formal application step first.
The public enquiry form
Your centre has a public enquiry web page where prospective families can submit their own interest without needing a login. Submissions land in the pipeline as new enquiries, ready for your team to pick up. To avoid flooding inboxes, automatic acknowledgements are suppressed for these self-submitted enquiries.Applicants and admissions
When you run a formal application step, an enquiry becomes an applicant. You set the applicant’s status as they progress, and applicants receive an acknowledgement when their application arrives and a notification when they are approved or rejected. An approved applicant converts into a student.Upstream and downstream dependencies
- Upstream: the public form or a counsellor creates an enquiry; a program gives the enquiry context.
- Downstream: a converted enquiry becomes a student, who then enters enrolment and fees.
Best practices
- Keep stages current. The pipeline is only useful if it reflects reality; advance or close enquiries promptly.
- Assign every enquiry. An unassigned enquiry has no owner and tends to go cold.
- Convert, do not re-key. Use the conversion actions so the student inherits the enquiry’s details instead of typing them again.