Enquiry-to-enrolment follow-up is the manual process of capturing course enquiries, sending personalised follow-up emails, and tracking prospect responses. Manual follow-up is slow, inconsistent, and prone to delays that lose prospects to competing training providers.
Automation captures enquiries instantly, sends templated follow-ups on schedule, monitors responses, and alerts the team to hot leads. The result is faster conversion, consistent messaging, and no lost prospects.
The full workflow, from trigger to completion.
Automation is triggered when a prospect submits an enquiry form or sends an initial contact request via email or web form.
Prospect details are automatically captured and a new contact record is created with enquiry date, course interest, and source.
Automation queries to confirm the prospect email is not already in the system. If a duplicate is found, the new enquiry is merged into the existing record.
An automated email is sent immediately with course details, pricing, and a call-to-action link. The email is logged as an activity.
A second follow-up email is automatically scheduled to send 3 days later if the prospect has not replied or opened the first email.
When a prospect replies with interest or books a call, a notification is sent to the sales team channel with prospect name, course, and next step.
Prospect status is automatically updated based on email opens, clicks, and replies, marking them as interested, not interested, or enrolled.
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