Admission desk
An admission desk for the counselor: the day's visits and the people who need a reply, transcripts read and checked against what the student reported, a decision prepared with the merit award and the letter, and outreach built by describing the audience in a sentence; every reply, decision and message writes to the record and reaches the student's phone.
One working session with the people in the seat: which decisions, which systems, what a good week looks like.
The app you see above, running on your own exports instead of the simulated world. Every screen, every decision, your numbers.
Wired to your systems with your permissions, agents proposing, people approving, the ledger recording who did what.
Overview
A counselor's day is school visits, then a night of inbox: replies across email and text, transcripts to check by hand, and a list of students who went quiet after a visit. The CRM holds all of it, and none of it is in order.
The desk opens on the day: the schedule, who wrote back, which transcripts disagree with the application, and who visited but never applied. Each reply is drafted in the counselor's voice from the record and the handbook. A transcript is read into fields with the flags called out; the file comes with a recommendation, the merit award and the letter, and the counselor decides. Outreach starts from a sentence, such as admits who have not started the FAFSA, or from students like one the counselor names, and every message lands on the record.
Key features
- My day: the schedule, replies waiting, flagged transcripts and students who went quiet, with what changed while the counselor was out.
- Files read for the counselor: transcript fields, flags where the record disagrees, a recommendation with the merit award and the aid check, and the letter.
- Outreach from a sentence or from students like one the counselor names, drafted per person and sent as email or text.
- One inbox across text, email and calls, and the questions the assistant could not answer, answered once for the next student.
Decisions it produces
- Send or edit a drafted reply
- Admit, waitlist or deny with the letter
- Ask for a missing document
- Send outreach to an audience described in a sentence
Data sources
| Admissions CRM | inquiries, visits, applications, territories |
|---|---|
| Transcripts | courses, grades, GPA as printed |
| Handbook | costs, merit tiers, policies |
| Messaging | email, text and call history |
Simulated data throughout. Book a call to see it on your own systems.
Related demos
Student assistant
A student assistant on the college's own facts: a prospect texting at night gets the real cost, a merit estimate and a visit booked, and a current student with a hold gets it explained and a payment plan set up; it answers from the handbook, says when it does not know, and hands off to a person in the right office with the conversation attached.
Class shaping
Class shaping for the VP for Enrollment: the fall class against a headcount and net-tuition target, the pipeline by territory, round and source, a plan whose levers recompute the class by income band, aid as families report it against what enrolled families verified, where the class is coming from on the map, and the decisions the seat owns this week, each with a review and a done state.
President's dashboard
A president's dashboard with two lenses: admission shows the projected class against goal, the funnel against last cycle, net tuition and the discount rate; retention shows the first-year forecast against target, who is at risk and why, and the tuition at stake. Each issue names the office that owns it, and a question sent from the page comes back answered.