Send a quote before the lead's coffee gets cold.
Good inquiries wait while someone rebuilds the same quote.
Est. deploy 3–5 weeksSee the walkthrough
Sales & Quoting · Education
Keep enrollment inquiries moving.
Prospective families repeat questions across offices.
For: Admissions coordinators and the team responsible for sales & quoting in education.
01 · The outcome
What good looks like.
The team has an admissions-approved follow-up with outstanding requirements, with source evidence and an explicit approval before any external action. Track inquiries progressing to complete applications against a baseline; do not assume automation improves it.
A connected workflow that uses program interest, application stage, approved tuition facts, and contact consent to draft stage-specific next steps using current published admissions requirements. It produces an admissions-approved follow-up with outstanding requirements.
Where AI helps, and where a person decides.
AI can draft stage-specific next steps using current published admissions requirements. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The admissions coordinator verifies the source facts and approves the final action.
Admissions coordinator is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Admissions coordinator: Capture the source and scope
- Admissions coordinator: Review the proposed outcome
- Admissions coordinator: Release only the approved version
- Admissions coordinator: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A family submits an enrollment inquiry. Connect only program interest, application stage, approved tuition facts, and contact consent. The admissions coordinator confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to draft stage-specific next steps using current published admissions requirements. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check an admissions-approved follow-up with outstanding requirements against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Admissions coordinator has recorded approval or a reason to hold the item.
After explicit approval, save an admissions-approved follow-up with outstanding requirements in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review inquiries progressing to complete applications each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=education-enrollment-nurture
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- EDUCATION-ENROLLMENT-NUR-DEMO-001
- Trigger
- A family submits an enrollment inquiry.
- Owner
- Admissions coordinator
- Prepared output
- an admissions-approved follow-up with outstanding requirements
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Inquiries progressing to complete applications
Start with your tools.
Connect Student information system, Google Workspace, Admissions CRM through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- Follow applicable student-record privacy rules, including FERPA where relevant. Verify guardian authority, minimize student data, and leave eligibility and safeguarding decisions to qualified staff.
Try this week / no DAVID required
A useful first step.
This week, have your admissions coordinator time five examples of this work. Use redacted copies of program interest, application stage, approved tuition facts, and contact consent to make an admissions-approved follow-up with outstanding requirements manually, then list which fields required judgment.
What to measure.
- Inquiries progressing to complete applications
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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