Converting leads to course enrolments involves manual qualification, email outreach, invoice generation, and payment chasing across multiple tools. This fragmented workflow causes delays in first contact and lost revenue from unpaid invoices.
Automation evaluates lead fit instantly, sends welcome messages within minutes, and monitors payments automatically with reminders. The result is faster enrolments, higher payment completion, and staff freed from repetitive follow-up work.
The full workflow, from trigger to completion.
New lead form submission or ad response is detected. Lead record is created with name, email, course interest, and budget.
The automation evaluates lead against course fit rules: budget match, course level, availability. Lead is tagged as Qualified or Not Qualified.
Personalised welcome email is sent immediately, including course details, next steps, and payment link.
Enrolment record is created, linked to the course and start date, with status set to Pending Payment.
Payment invoice is generated and sent, with automatic reminders scheduled for day 3 and day 7 if unpaid.
Automation checks for payment receipt. When payment is confirmed, lead status is updated to Enrolled.
Confirmation message is posted with student name, course, and start date, alerting the instructor and support team.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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