Enrollment Strategy

CRM Audit

Your CRM is the workhorse of your operations. Whether you are preparing for implementation, or have been a long time user, an audit can offer insight into areas where growth is possible.

Our Process

We begin by understanding your enrollment goals and then investigate all of the ways your CRM is helping you achieve them. Using available research, the latest CRM specific updates, and enrollment best practices we review your usage for areas of optimization that best serves the needs of your organization and the students you serve.

Based on the audit and your needs, we will:
  • Design and build new forms and interactions that match your brand.
  • Review and or install Ping analytics. 
  • Map and design communications, recruitment, and application processes that improve student engagement and support personnel.
  • Design and build portals that are engaging and improve workflow.