ChecklistSales
Schools and courses: Lead follow-up and enrollment process
A 48-item lead follow-up list for the admissions office: first response, CRM fields, follow-up cadence, tours and trial lessons, enrollment, and loss reasons.
48 items6 groups20 minOctober 15, 2026
- checklist
- lead follow-up
- crm
- admissions
Ads and content bring inquiries; the admissions office brings enrollments. Use this list to audit the path an inquiry takes from first message to contract or lost record, step by step, and go through it with the admissions office once a week.
Inquiry intake and first response
- Inquiries from forms, WhatsApp, calls, and Instagram DMs all land in one list (a CRM or a shared sheet).
- A new inquiry sends an instant alert to the admissions team's phone and email; the alert goes to a group, not one person.
- The first-response goal during office hours is 15 minutes, and response time is recorded for every inquiry.
5 items more in this group for members.
45 items more for members
This item has 48 items in total. With a membership you see all of it and copy any line in one click.
- 02CRM fields8 items
- 03Follow-up cadence8 items
- 04Tours, trial lessons, and placement tests8 items
- 05Decision and enrollment8 items
- 06Lost reasons and handoff8 items
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The same item for other industries
This item has a separately written version for 31 other industries. If you work with them too, open their version.
- Dental clinics
- Plastic and cosmetic surgery
- Hair transplant
- Medical tourism
- Aesthetic medicine
- Psychologists and therapy
- Dietitians and nutrition
- Physiotherapy
- Veterinary clinics
- Gyms and personal training
- Hair and beauty salons
- Real estate
- Interior design and renovation
- Automotive
- Restaurants and cafés
- Hotels and stays
- Tours and travel agencies
- Weddings and events
- Photo and video studios
- Local services
- Fashion e-commerce
- Cosmetics and personal care
- Furniture and home decor
- Food brands
- Retail stores
- Online courses and coaching
- Consulting and B2B services
- SaaS and software
- Insurance and financial advice
- Agencies and freelancers
- Personal brands and creators
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