Prospects compare multiple programmes and intakes
Bring the information, ownership and next action into one agreed process.
From programme interest to enrolment
Help prospective learners move from first question to the right programme and next step.
Manage programme enquiries, consultations or trials, reminders, enrolment follow-up and future re-engagement.
- 1Programme enquiry
- 2Information sent
- 3Consultation or trial
- 4Reminder
- 5Enrolment follow-up
- 6Registration
- 7Future programme promotion
Common process gaps
Why training and education teams need a connected view
Trial and consultation reminders are manual
Bring the information, ownership and next action into one agreed process.
Enrolment follow-up varies by team member
Bring the information, ownership and next action into one agreed process.
Past enquiries are rarely re-engaged
Bring the information, ownership and next action into one agreed process.
What the system enables
Design the journey around clear customer and team actions
Route enquiries by programme or class
Configured according to the agreed process, channel availability and implementation scope.
Share relevant information consistently
Configured according to the agreed process, channel availability and implementation scope.
Coordinate consultations or trial sessions
Configured according to the agreed process, channel availability and implementation scope.
Manage reminder and enrolment sequences
Configured according to the agreed process, channel availability and implementation scope.
Organise intake-level pipeline visibility
Configured according to the agreed process, channel availability and implementation scope.
Promote future programmes to suitable contacts
Configured according to the agreed process, channel availability and implementation scope.
Example workflow
A practical training and education sales journey
The precise stages, messages, hand-offs and automations are defined with your team during the Sales System Audit.
- 1Programme enquiry
- 2Information sent
- 3Consultation or trial
- 4Reminder
- 5Enrolment follow-up
- 6Registration
- 7Future programme promotion
Build the right starting point
Book a Sales System AuditMap a better training and education sales journey
Book a Sales System Audit to review your lead sources, response gaps, team hand-offs and the right starting configuration.