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Playbook

Education

Lead qualification, counselling booking, fee reminders, and admissions.

Best for: Colleges, coaching, edtech

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Education

Automation rules

Trigger
New lead captured
Action
Ask for course interest + city
Trigger
Counselling requested
Action
Auto-book slot + send reminder
Trigger
Fee due date approaching
Action
Send payment link + follow-up

Message templates

lead_qualifier
Hi {{1}} 👋 Which course are you interested in?
slot_confirm
Your counselling is booked for {{1}}. Join: {{2}}
fee_reminder
Fee due on {{1}}. Pay here: {{2}}

KPIs to expect

+27%
Lead-to-counselling
-18%
No-show reduction
+1.3×
Fee collection

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