Understand your center
Review programs, locations, call patterns, staff availability, and the gaps you want to address.
SETUP & ONBOARDING
Build the workflow around how your admissions team actually operates.
Map programs, calls, and the current follow-up process.
Agree on conversations, data handling, and staff handoffs.
Review sample scenarios before launch.
Configured around your center’s approved process.
WORKING TOGETHER
Review programs, locations, call patterns, staff availability, and the gaps you want to address.
Agree on program information, conversation limits, triggers, and the next step for each situation.
Review systems, access, records, and routing. Exercise transfer and callback scenarios.
Activate the agreed workflow and review the conversations, handoffs, and measures you selected.
BEFORE THE FIRST LIVE CONVERSATION
Confirm approved program information, transfer numbers and hours, callback ownership, appropriate escalation instructions, and data-handling arrangements.
QUESTIONS & ANSWERS
Setup reviews your programs, phone routing, staffing hours, approved conversation content, information collection, and staff handoff. The workflow is then configured and tested with your team.
Your team provides approved program information, working hours, transfer destinations, callback instructions, and the relevant system contacts or access. Additional requirements depend on the workflow.
The timeline depends on routing, integrations, information readiness, and review requirements. A rollout plan is agreed after your center’s scope has been reviewed.
Yes. Your team reviews sample conversations, routing, transfer destinations, and callback handling before the workflow goes into use.
Your center reviews the conversation content, information collected, contact rules, and staff handoff. Activation follows the agreed review and testing process.
CONNECTED SERVICES
LET’S LOOK AT YOUR PROCESS
We’ll walk through what better coverage and follow-up could look like.
SETUP EXCERPT
An excerpt on program knowledge, conversation rules, and testing before launch. The workflow is agreed with your admissions team.
Watch on YouTube ↗