For training providers
The course ended, and so did the relationship.
Most of a training provider's value is in the second course a student takes and the organisation that orders the next programme — and both need reminding.
- Someone called, asked, and was never followed up
- Last term's students never heard about the new course
- The organisation that took a custom programme last year was never approached again
- Enrolment data lives in several spreadsheets and a notebook
The status quo
You will probably recognise these
- Someone called, asked, and was never followed up
- Last term's students never heard about the new course
- The organisation that took a custom programme last year was never approached again
- Enrolment data lives in several spreadsheets and a notebook
- The enrolments coordinator changed and the call history went with them
- “Have we contacted this company before?”
The first week
Three moves
Import enquirers and organisations
A student is a contact, an organisation is an engagement. Both carry their own feed.
One line after each call
What they asked, which course they wanted, why they didn't enrol. That is what later brings them back.
Let Pulse bring finished courses back
A student whose course ended three months ago surfaces on their own for the next one.
Capabilities
What this work needs
Pulse on cooling relationships
Returning students and renewed corporate programmes both come from being reminded in time.
A feed on the student and the organisation
Call history sticks to the record, not to a coordinator who may leave.
Tasks out of conversation
“Follow up Wednesday”, said in a note, becomes a task by itself.
A pipeline for corporate enrolments
A custom corporate programme is a multi-stage sale and behaves like one.
Training provider questions
Does it handle online enrolment and payment?
No. Online registration, tuition payment and class management are not covered. This is the relationship before enrolment and after the course ends — the two places that usually get dropped.Can it connect to an SMS panel for announcements?
No. There is no SMS-panel integration. If bulk SMS is the core of your operation, this tool does not solve it.Is it worth it for a small training centre?
The single-seat free plan has no time limit, and Pulse and feeds are complete in it. If one person runs enrolments, you can stay there.
Bring your hardest engagement to the demo
We will walk your own workflow, not a scripted one — and tell you plainly where the platform does not fit yet.