A view of an early workflow diagram of the ideal CRM and communications structure for the leads.
One of the solutions to the issues of bottlenecked inquiries.
Support resource and template material to guide the RELLIS communicators for future requests.
For the new campus, we implemented Salesforce and Pardot.
The tools available within the CRM.
A custom communications/recruitment plan for a new segment.
A guide to help RELLIS Education set standards and plans for recognized segments.
A template for RELLIS Communicators to breakdown the different needs and required elements for future initiatives.
A screenshot of the Conduit homepage showing a few views from the customer's perspective..
Image 1 of 2: How the PlatformQ chat looks on the website. It is activated when a live event is in session.
Image 2 of 2: How the chat looks when activated. It is activated when a live event is in session.
Client: RELLIS Academic Alliance
Role(s): Strategist, Facilitator, Copywriter/Editor, Enrollment / Student Communication framework
PROBLEM
1. Admission and recruitment professionals were not hired until months after the launch of RELLIS. This meant there were no systems in place to capture data and lead generation or to communicate to inquiries.
2. Even after a couple of years, those responsible for admissions and recruitment did not have the capacity to create plans for new segments and offerings.
solution
1. I worked with IT to implement Salesforce and Pardot as the official database and CRM. Additionally, since we coordinate communications and efforts with nine other institutions, I outlined a communications workflow to illustrate when and what RELLIS is responsible to communicate and when the partner institutions were to lead communications.
2. a. Crafting customer journeys is one of my strengths. When there was a new offering or audience, I would outline what makes the new segment unique to the previous audiences. Then based on the parameters (timeline, offering, tools), I would create a communications plan that maximizes the available platforms.
2. b. I created templates and guides for RELLIS' email campaigns. It asks questions that cover segments, desired timeline, incentives, keywords, landing page, and KPIs