5 Smart Lists for Your Staff to Boost Enrollments

Running a child care center can be both rewarding and challenging. One of the most critical aspects of managing a successful child care facility is enrollment. To ensure that your center thrives, you need an effective system for following up on leads and nurturing them properly.

At IntelliKid Systems there are 5 Smart Lists that make the lead management process a breeze. These lists ensure that no potential enrollment opportunity goes unnoticed, increasing the chances of converting leads into happy families at your center.

Let's explore these five Smart Lists and how they contribute to your success.

• New Leads: The "New Leads" list is the starting point for any potential enrollment. This list displays all leads that are new in the system, making it easy for staff to identify and manage them effectively. Leads in this list need to be moved from the "New Lead" status to either the "Scheduled Tour" or "Thinking" statuses. This quick transition is crucial, as it allows staff to engage with the leads promptly and efficiently.

• Scheduled: The "Scheduled" list helps staff identify leads that have a scheduled tour coming up at your learning center. This list is a crucial step in the nurturing process, as it allows you to prepare for upcoming tours and provide a personalized experience to these prospective families.

• Actions To Take: The "Actions To Take" list is a lifesaver when it comes to staying organized and ensuring all leads receive the necessary responses and follow-ups. This list displays all leads that contain notifications and reminders for staff. These notifications can be set in the marketing automation's workflows and will appear in the lead's profile automatically whenever the workflow is triggered. For example, after a scheduled tour, the system prompts the user to change the lead's status to "Toured and Thinking" or "No Show," triggering additional workflows for automated emails and SMS. This level of automation and reminder systems ensures that no lead falls through the cracks, and every prospective family receives the care and guidance they need.

• Hot: The "Hot Leads" list contains all the leads that have expressed high intent to register at your center or any other reason you chose to designate as a "Hot Lead" indicator. This indicator can be set automatically via marketing automation or manually for each lead. The "Hot" indication is displayed with a fire symbol, making it easy for your staff to prioritize their follow-up efforts effectively. This list helps your center fine-tune its marketing strategy, allowing you to focus your resources and attention on the leads with the highest likelihood of enrolling at your center.

• Incomplete: The "Incomplete Leads" list is a safeguard against missing out on potential leads due to missing contact information. This list displays all leads that lack essential contact information, such as a status, phone number or email address. This can occur when a lead fills out a website form but forgets to provide contact details or when an employee adds a new lead without including this vital information.

Managing a childcare center's leads is a crucial part of the enrollment process. Our five Smart Lists —New Leads, Scheduled, Actions To Take, Hot, and Incomplete—have revolutionized our lead management system. They provide clarity, organization, and efficiency, ensuring that no potential enrollment opportunity goes unnoticed. By nurturing leads properly, you increase the chances of enrolling happy families at your center, making their journey with you a memorable and delightful one. 

While being logged into your IKS account, access more details on navigating these Smart Lists within our Help Center here.