Lead Nurture for Counselling Funnels

• Marketing Head
• Admissions and Counselling Head
• Growth Manager (Edtech)
• Centre Director

Enquiries come from ads, website forms, seminars, school tie-ups and scholarship test registrations, and a family's decision can take weeks while they compare institutes and wait for board results. Counsellors call leads in the order they arrived, follow-ups depend on memory, and many registrants never sit the scholarship test they signed up for.

We build a nurture layer on top of your CRM. It merges duplicate enquiries, separates parent and student contacts, records consent and identifies leads that relate to minors, so communication goes to the parent or guardian. Leads are scored on signals you agree, such as class, target exam, programme asked about, source and replies, without behavioural profiling of children. High-intent families go to counsellors with a short brief of their questions so far; others receive approved WhatsApp and email sequences around scholarship tests, results and counselling slots. Your marketing head approves the content, and frequency caps apply.

• De-duplication and parent-student contact separation across lead sources
• Consent capture and an age flag so under-18 communication goes to guardians
• Transparent lead scoring on agreed signals that counsellors can see and override
• Approved WhatsApp and email sequences for scholarship tests, results and counselling slots
• Counsellor call lists with a brief of each family's questions and history
• Outcome logging and source-level reporting for marketing spend decisions

1. 01Collect leadsEnquiries arrive from ads, website forms, seminars, school tie-ups and test registrations.
2. 02Clean and check consentDuplicates are merged, parent and student contacts separated, and consent and age recorded.
3. 03Score and segmentEach lead is scored on agreed signals and placed in a segment by class, exam and stage.
4. 04Route by intentHigh-intent leads become counsellor tasks with a brief; the rest join an approved nurture sequence.
5. 05Nurture and remindGuardians or adult learners receive scholarship test reminders, results and counselling slot invitations.
6. 06Log outcomesCounsellor calls, test attendance and admissions are written back to the CRM for reporting.

1. Lead intake
   • Ad platform and website form connectors
   • Scholarship test registration feed
   • Seminar and walk-in capture
2. Data quality and consent
   • De-duplication and contact separation
   • Consent and age flag store
   • Opt-out registry
3. Scoring and routing
   • Rule-based and model scoring on agreed signals
   • Segment builder
   • Counsellor task router
4. Engagement
   • WhatsApp Business API sequences
   • Email sequences
   • Counsellor brief generator
5. Reporting
   • Source and stage funnel reports
   • Message audit log and content approvals

Counsellors decide how to advise each family, and the marketing head approves every sequence and message template. Scoring rules are reviewed with the admissions team, and counsellors can override any score.

• CRM such as LeadSquared, Salesforce or Zoho
• Meta and Google lead forms
• WhatsApp Business API
• Email service provider
• Scholarship test platform

• No targeted advertising or behavioural profiling directed at children; under-18 leads handled through guardians
• Consent recorded before any promotional message, and opt-outs honoured across channels
• No claims about ranks, selections or results beyond verified, published data
• Frequency caps per family and quiet hours
• Every template approved before use and logged

• The DPDP Act 2023 restricts targeted advertising directed at children and requires verifiable parental consent to process their data.
• Promotional SMS and calls must follow TRAI commercial communication rules, and WhatsApp templates must meet the platform's business messaging policies.
• The Ministry of Education's 2024 coaching-centre guidelines discourage misleading claims about results.

• Education & Coaching

  Admission Enquiry Voice Agent

  Answer admission calls in Hindi, Hinglish and English from your approved prospectus and fee data, book scholarship tests and campus visits, and hand families to a counsellor when it matters.

• Education & Coaching

  Parent Progress Update Automation

  Send each parent a short WhatsApp update on attendance, test results and homework in their language, with mentor review for sharp drops or absences and replies routed to the right teacher.

• Education & Coaching

  Admission Document Verification

  Check mark sheets, transfer and migration certificates, category certificates and ID proofs against your eligibility rules, and send applicants a precise deficiency list instead of a vague rejection.