ENROLLMENT TEAM
The next class is filling. The inbox is, too.
THE FRICTIONStudents are asking about dates, staff are moving details between spreadsheets, and the class list is hard to trust.
01Make the choice clear
Publish the class details students need: dates, availability, requirements, and cost.
02Collect what matters
Use online registration and custom fields to gather information for the class.
03Work from the enrollment
Keep the class and student record connected as your team prepares for the first day.
Another part of this workflow: Student management →
BILLING TEAM
“What do I still owe?” should be easy to answer.
THE FRICTIONA deposit is in one place, an invoice is somewhere else, and a payment conversation starts with a search.
01Set the payment arrangement
Choose the payment options that fit your classes, including full payment, deposits, or installments.
02Keep the records together
Connect invoices, receipts, and payments with the student account.
03Follow up with context
Review outstanding balances before you contact students or plan your next collection step.
Another part of this workflow: Reporting & analytics →
ADMISSIONS & GROWTH
A promising inquiry should have a next step.
THE FRICTIONA prospective student asks a question. Someone replies. Then the conversation disappears into an inbox.
01Capture the interest
Organize prospective students and the programs they are interested in.
02Give the conversation an owner
Assign leads, record relevant details, and give your team a follow-up task.
03Keep the handoff clear
Review the lead’s progress and help the student move toward the right enrollment.
Another part of this workflow: CRM →
INSTRUCTORS
Your next lesson should start with teaching.
THE FRICTIONMaterials, submissions, and progress are scattered. Instructors spend time finding the work before they can respond to it.
01Give materials a home
Organize lessons, videos, files, and assessments in the LMS.
02Bring the work back together
Keep assignments, submissions, grading, and feedback in the learning workflow.
03See the next learning step
Review progress and completion so your team knows where students need attention.
Another part of this workflow: Student records →
OPERATIONS TEAM
The work changes hands. The context should follow.
THE FRICTIONOne person has the schedule. Another has the student detail. Every handoff becomes another message asking for context.
01Organize the people
Keep employee and instructor details in the same operational picture.
02Give access a purpose
Use roles and permissions to support the responsibilities people actually have.
03Connect the daily work
Bring class, student, and scheduling information into the team’s workflow.
Another part of this workflow: Connected relationships →
OWNERS & MANAGERS
“How are we doing?” needs more than a spreadsheet.
THE FRICTIONEnrollment counts, invoices, and payment records tell different parts of the story. Pulling them together takes time.
01Start with the question
Decide whether you need to understand enrollment, payments, balances, or student progress.
02Bring the right records into view
Use the relevant reports and available custom-report options to examine the data.
03Turn the view into a decision
Identify what needs follow-up and share the context with the people responsible.
Another part of this workflow: Financial records →
