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Increase Enrollments with Automated Qualification Calls

You want to: Make sure your admissions team only spends time on serious, qualified students, without ignoring new inquiries.

Your AI agent can: Automatically call new student leads, ask key qualifying questions, and flag top candidates for fast follow-up or appointment booking.

What can this AI Agent help you achieve?

Boost inquiry-to-enrollment rates

Surface the right students faster

Reduce manual qualification time

Save hours on early-stage outreach

Increase speed-to-response

Follow up with every inquiry within minutes

Use the agent when:

  • Inquiry forms are flooding in after marketing campaigns
  • Admissions teams are manually triaging leads
  • Drop-off is high between “interest” and “enrollment”

What you need:

  • Program eligibility criteria (e.g., budget, age, location, background)
  • Intake form or lead capture source
  • Routing logic for qualified vs. disqualified students

How to set it up:

Trigger it:

  • Immediately after [Inquiry Form Submission]
  • Within [X] minutes/hours of lead capture

What it says (Sample dialogue)

“Hi [Customer First Name], thanks for your interest in [Program Name]! I’d love to ask a few quick questions to help you find the right fit — is now a good time?”

What it does next:

  • If qualified → tag as [Positive Outcome Tag], notify [Assigned Admissions Advisor]
  • If not qualified → update CRM with [Negative Outcome Tag]
  • If needs more info → offer [Follow-Up Action] via [Follow-Up Method]

Setup prompt template

Setup Prompt Template

Objective:

  • Qualify incoming student inquiries for [Program Name] and escalate promising candidates to [Assigned Admissions Advisor].

Scope:

  • Do not promise admissions or give detailed program advice.
  • Only gather basic qualification info (e.g., budget, goals, background).

Tone and Style:

  • Friendly, helpful, student-centered.
  • Conversational but clear and respectful.

Key Phrases to Use:

  • “Thanks for your interest in [Program Name]!”
  • “Can I ask a few quick questions to guide you?”
  • “Based on your answers, I’ll make sure the right advisor follows up.”

Phrases to Avoid:

  • Avoid confirming program fit or costs
  • Avoid pressuring or assuming availability

Required Actions:

  1. Greet with [Customer First Name]
  2. Ask the following screening questions:

(Add your questions, for example:)

  • What program are you interested in?
  • Where are you located?
  • Do you have prior experience or qualifications in this area?
  • Are you planning to start in the next [X] months?
  1. If qualified → tag as [Positive Outcome Tag], notify [Assigned Admissions Advisor]
  2. If not qualified → tag as [Negative Outcome Tag]
  3. If unsure → offer [Follow-Up Action] via [Follow-Up Method]

Escalation Rules:

  • Qualified = notify [Assigned Admissions Advisor]
  • Not qualified = log [Negative Outcome Tag]
  • Undecided = schedule [Follow-Up Action]

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