Lesson Summary

In this training video, the importance of documenting student outreach and follow-up efforts using a CRM system is emphasized. The CRM serves as a strategic tool for prioritizing prospective students and tailoring outreach to their individual needs and interests. Accurate documentation allows for a deeper understanding of the student's journey and preferences, enabling personalized and targeted outreach.

The video also provides a systematic approach to daily preparation, including clearing the mind, visualizing success, and reviewing the CRM to prioritize prospective students. The importance of responding to and engaging with student inquiries is highlighted, with a focus on employing email and text follow-ups when initial calls go unanswered. The qualification process for student enrollment is discussed, including discussing work, family, and financial matters, as well as scheduling follow-ups and capturing essential student information.

Proper dispositioning within the process is emphasized, ensuring tailored interactions and support for each student's specific needs and intentions. Effective use of the CRM for documentation is key to successful enrollments and student engagement. The next discussion in the series will focus on qualifying scenarios and qualitative terms.