For this episode of Tuesday Tips, Lindsay Erbaugh of Enrollstream joined us to discuss the right tech for tracking and managing your school’s enrollment. Here are the episode’s top three tips, and you can watch the full video below.
1. Start with a CRM to Save Time and Reduce Error
Lindsay emphasizes that starting with a CRM is essential for modern enrollment processes. With a CRM, schools can reduce their reliance on spreadsheets, emails, and paper-based systems. This centralization allows for automation of tasks like email responses and follow-ups, making your workflow smoother and more efficient. The result? More time for your team to focus on building relationships and engaging with prospective families.
2. Consolidate Your Data for Clarity and Insight
The importance of data centralization cannot be overstated. A CRM or an enrollment management system gives your team a clear view of everything happening during the enrollment process. By having all the data in one place, it’s easier to analyze trends, track performance, and adjust your strategy as needed. Lindsay advises, “If you’re not seeing your data in one system, you’re missing out on insights that could significantly impact your enrollment efforts.”
3. Segment and Personalize Your Communications
Personalization is at the core of successful enrollment. With the right tech, like CRM systems, schools can segment their audience—whether by grade level, location, or interest—and tailor communications accordingly. Lindsay suggests using tools that allow you to send the right message to the right families at the right time, fostering trust and improving engagement. The more personalized your approach, the more likely families feel connected to your school and ultimately choose your institution.
