The enrolment CRM
A GoHighLevel CRM built around enrolment
Enrolment is a pipeline. I built it like one.
Course enquiries arrived faster than a small team could work them. Follow-up lived in inboxes and memory. Funding checks were manual. Nobody could say what the pipeline was worth or where enquiries stalled.
follow-up lived in inboxes and memory
Everything lives in the CRM. 1 pipeline mirrors how the academy actually enrols: enquiry, follow-up, nurture, phone call, eligibility check, funding, enrolment. Every stage has a workflow behind it, so the chasing happens on its own and the dashboard stays true.
every stage has a workflow behind it
The enquiry-to-enrolment pipeline
A$930K tracked179 live opportunities move through follow-up, nurture, booked calls, and funding stages. Each stage carries its dollar value, so the funnel shows where money sits and where it stalls.
Follow-up that doesn't forget
8 workflow groups3 follow-up touches, a nurture track, and a final follow-up all run from workflows. An enquiry gets worked the same way at 9pm as at 9am.
Funding eligibility, systemised
Eligibility checks run as their own workflows with their own pipeline stages, so funded enrolments never wait on someone remembering to ask.
The morning dashboard
18.99% conversionOpportunity status, pipeline value, conversion rate, and where every enquiry sits, all on 1 screen. The owner reads it in a minute and trusts it.
A$930K
of enquiry pipeline valued and tracked, A$122.5K won
HandoverThe team works the pipeline and the workflows do the chasing. The owner opens 1 dashboard instead of asking for updates.
179 opportunities, 1 honest dashboard
Evidence · fig. 01–02