Enquiries arriving everywhere
Course enquiries arrived by website form, email, phone, WhatsApp and social media. There was no central place to see them all.
Case study — Training provider
Training Provider: Stopping Lost Course Enquiries
A UK training provider was losing course enquiries because they arrived through multiple channels with no central system to capture or follow up on them. This is how we fixed it.
This is a representative example based on a common client scenario. Identifying details have been changed.
The situation
The Problem
Manual follow-up not happening
The team intended to follow up with every enquiry, but with no system to remind them, warm leads were going cold before anyone contacted them.
No visibility for management
The director had no way to see how many enquiries had arrived, which had been followed up and which had converted to enrolments.
The solution
What We Built
Website-to-CRM connection
Every website enquiry form connected directly to a CRM pipeline. Enquiries create a lead record automatically, assigned to the correct course and team member.
Automated first response
An automatic confirmation email sent to every enquirer within minutes of submitting the form — including course details and next steps.
Follow-up sequence
A three-email follow-up sequence running automatically over 7 days after the initial enquiry, keeping the lead warm without any manual effort.
Missed lead alerts
If a lead had not been progressed within 48 hours, the system sent an alert to the responsible team member.
Enrolment pipeline
Accepted enquiries moved through an enrolment pipeline: offer made, documents sent, deposit received, course confirmed. Each stage tracked in the CRM.
Director dashboard
A live dashboard showing total enquiries, pipeline stage breakdown, conversion rate by course and enrolment revenue. Updated automatically.
The outcome
Results
Every enquiry captured
No more enquiries disappearing into email inboxes or WhatsApp threads. Every lead is in the CRM and visible to the team.
Faster response time
First response now happens within minutes rather than hours or days, which directly improved enquiry-to-enrolment conversion.
Visibility for the director
For the first time, the director could see the full enquiry pipeline in real time without asking the team for a manual update.
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