Improving Follow-Up and Sales Skills for Private School Associates
The Challenge
In the competitive private school market, admissions are often won or lost on how well staff handle inquiries. Leadership suspected that inconsistent follow-up—particularly after campus visits—was costing enrollments, but they lacked clear evidence.
Questions to answer:
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Are email, phone, and in-person inquiries handled professionally and consistently?
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Do associates follow up promptly with interested families?
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Are missed follow-ups leading to lost enrollments?
The Objective
Partner with Confero to:
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Measure knowledge, professionalism, and follow-through across channels
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Verify whether staff follow up within a reasonable timeframe
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Pinpoint training needs to strengthen the admissions process
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Compare performance across schools to surface best practices and gaps
Our Approach
Confero designed a multi-step admissions evaluation:
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Email Inquiries: Shoppers emailed schools, included a callback number, and tracked responsiveness and timing
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Multi-Touch Scenarios: Phone calls and scheduled campus tours captured behavior across the full funnel
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Customized Surveys: Question sets aligned to the school group’s standards and expectations
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Action-Oriented Reporting: Channel-by-channel gaps (email, phone, in-person) identified where support needed
The Results
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Revealed Gaps: Phone interactions were generally strong, but post-visit follow-up was frequently missed.
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Actionable Training: Leadership emphasized a 48-hour follow-up standard within the admissions playbook.
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Improved Consistency: Targeted coaching created more reliable admissions practices.
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Stronger Conversions: Timely follow-up positioned schools to convert more inquiries into enrollments.
The Success
With Confero’s support, the school group gained the clarity to tighten follow-up and admissions skills. Consistent communication standards helped schools turn interest into enrollments in a crowded education market.
Key Takeaway
Confero helps private schools evaluate admissions across email, phone, and in-person touchpoints. With customized evaluations and actionable reporting, schools improve follow-up, strengthen sales skills, and grow enrollment.
To learn about other instances of Confero helping organizations and businesses, click here.
