Outbound: the agent calls

Re-enrolment contracts chased before February

The re-enrolment deadline is in two weeks and forty families haven't signed. The agent calls each one, answers their questions, and the business office learns early who is staying and who is moving.

When it starts

A family whose contract or deposit for next year is still outstanding.

What the agent does

Calls with the deadline, sends the link, answers questions, notes who's unsure.

What your team gets

Signed contracts, a list of families at risk, and seats that can open to the waitlist.

How it works

  1. Pulls the unsigned list

    Families with a contract or deposit still open for next year, a few weeks before the deadline.

  2. Calls with the details

    The deadline, the deposit amount from the fee schedule, and the link to sign online.

  3. Answers the questions

    Payment plans, sibling discounts, the bursary renewal process, uniform orders. All from what the business office has published.

  4. Hears what's going on

    A move, a change at work, a child unhappy in class. Families who are unsure are noted for the head of school, gently.

  5. Frees seats early

    A family that isn't returning is noted, so admissions can offer the space to the waitlist sooner.

  6. Reports by grade

    Signed, promised, unsure and leaving, so the business office can plan next year's classes.

Example call

  1. AI agentHi Mrs. Nguyen, it's Emma from Lakefield Day School. I'm calling about next year's enrolment for Minh and Linh.
  2. CustomerOh, I meant to do that.
  3. AI agentNo worries, the deadline is February 14. The deposit is 2,500 dollars per student, and there's a sibling discount on the second. I can text you the signing link now.
  4. CustomerCan we spread the payments out? It's a lot at once.
  5. AI agentThere's a ten-payment plan on the fee schedule. I'll include it with the link, and if you'd like to talk it through, Mr. Ramos in the business office can call you.
  6. CustomerYes, have him call me.

After the call: The Nguyen family has the signing link and the ten-payment plan, and Mr. Ramos has a callback request about payments for two students.

What your team gets

  • Every unsigned family called before the deadline
  • Deposit and payment plan questions answered from the fee schedule
  • Families who are unsure flagged for the head of school
  • Seats for leaving families opened to the waitlist early
  • A re-enrolment report by grade
Set up with you: The team sets up a connection to your student information and tuition management systems for contract and deposit status, loads the deadline and fee schedule, and sets who takes payment plan and retention calls.

Questions

Will it pressure families to stay?

No. It reminds them of the deadline and helps with the forms. A family that's leaving is thanked and noted.

Can it take the deposit?

It sends your secure signing and payment link. The deposit is paid there.

Who sees the reasons families give?

The head of school and the business office, in the call summary. Nothing is said to other families.

Hear it on your phone

Request a demo call and the agent phones you, set up for private schools like yours.

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