Lead Automation for Education and Training Institutes
Capture, reply, follow up and book consultations automatically — 24/7. Built for education institutes handling 300+ enquiries per month.
Who this setup is for
Education institutes, training centers, and coaching businesses with 300+ monthly enquiries
Leads come from Google Ads, social media, referral programs, and website forms
Institutes need to handle high enquiry volume, answer FAQs efficiently, and book consultations
The real problem in this industry
Counsellors are overwhelmed during admission season with too many enquiries
Response delays cause prospective students to choose other institutes
Old enquiries from past campaigns never get re-engaged
Same FAQs answered manually hundreds of times
No structured process to move enquiries from interest to application
How the system is set up
Lead capture
Leads from website forms, WhatsApp, Facebook, Instagram, and Google Ads are captured automatically. All enquiries flow into the system with source tracking, so institutes know which campaigns generate quality leads.
First reply
Every enquiry receives an instant reply acknowledging their interest and offering immediate value. The system asks what course or program they are interested in, their education background, and preferred batch timing.
Intent checking
The system qualifies leads through structured questions: course interest, eligibility criteria, budget range, timeline. Based on responses, leads are tagged as high intent, medium intent, or information seekers.
Follow-ups
If there is no response within 6 hours, a follow-up is sent with course highlights or success stories. A second follow-up after 24 hours offers a limited-time incentive or deadline reminder. A third follow-up after 3 days re-engages with new batch schedules.
Booking
Qualified leads receive a booking link to schedule a consultation call or campus visit. The system sends reminder messages 24 hours and 2 hours before scheduled calls. After the call, automated follow-ups check if they have decided.
Tracking
The dashboard tracks enquiry sources, conversion rates by course, counsellor performance, and time to application. This data shows which marketing channels deliver quality students and where to allocate budget.
What runs automatically
These run 24/7 without manual work
Where humans step in
Routine replies and follow-ups are automated. Sales teams step in only when the lead is qualified and ready.
Typical outcomes
Counsellors handle more enquiries without feeling overwhelmed
Response delays eliminated with instant automated replies
Old enquiries re-engaged automatically, increasing conversion
FAQs handled instantly, freeing counsellor time for qualified leads
Better tracking of which marketing sources deliver actual enrollments
Structured process moves enquiries from interest to application faster
Business impact
Example scenarios
A student enquired about our course through Google Ads. The system replied in seconds, and within 8 minutes, they had booked a consultation. They enrolled the same week.
We received a WhatsApp enquiry at 9 PM when our counsellors were off. The system handled it immediately, and the student applied the next day. This used to be a missed opportunity.
An enquiry from 2 weeks ago that we thought was lost got re-engaged by the automated follow-up. They ended up enrolling. The system brought back leads we had given up on.
Who this setup is not for
Platform Capabilities for Education
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