Education: Enrolment Desk

Turn course enquiries into enrolments

By LUCY·Training providers and tutors

For training providers, tutors and schools. Every course enquiry gets a reply and a call task, a gentle nudge three days later, and a warm joining message the moment someone enrols. Use it instead of Speed to Lead, not as well.

What you get

  • A reply to every course enquiry, and a call task for your team
  • A "still thinking about it?" nudge three days later
  • A welcome and joining task the moment someone enrols

about 6 hours saved a month

How it works

Exactly what each automation does, in order. You can change all of it after installing.

Enrolment Desk: course enquiry

  1. When a new lead is added

  2. Email: "Your course enquiry"

  3. Create a task: "Call [name] about their course enquiry"

  4. Wait 3 days

  5. Email: "Still thinking about it?"

Enrolment Desk: enrolled

  1. When a deal is won

  2. Email: "Welcome, and your joining instructions"

  3. Create a task: "Send joining instructions to [name]"

Before you switch it on

  • Install this instead of Speed to Lead, not as well, so a new enquiry does not get two replies
  • Add course dates, fees and how to enrol to the first email
  • Add where to go and what to bring on day one to the welcome email

Questions

Do I need a LUCY account?

Yes, a free one. If you do not have one yet, create it from your install link. Your purchase is then switched on in the workspace you choose.

Can I change it?

Yes. A pack is a set of ordinary automation rules. Read them, edit the wording, pause or delete any of them.

Can I get a refund?

Yes, any time before you install it.

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