Enterprise DNA

Sales and new business · Live demo

Enrolment assistant

Answers programme, date and fee questions from the course schedule, and walks individuals and company sponsors through enrolling.

Web chatEmailYour data Answers from your dataLead captureYour knowledgeBooking
Live demo

Talk to Leo at Harbourcrest Business School

Harbourcrest Business School is made up. Leo is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.

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The problem

Learning and development managers and working professionals ask detailed questions about dates, entry requirements, invoicing and group rates. If they don't get a clear answer the same day, the training budget goes to another provider.

How it works

  1. Answers from the live programme schedule and the school's policies
  2. Checks seats left on each intake from the student management system
  3. Explains entry requirements, payment options, group rates and CEF
  4. Starts the individual or group enrolment form, with employer invoicing
  5. Books a call with an admissions adviser for anyone who needs help choosing

What it connects to

  • Student management system
  • CRM
  • Email
  • Website
Sample email thread
  1. WinnieHi, I'd like to put three of our team leads on the next project management diploma. When does it start?
  2. AgentThe next Professional Diploma in Project Management starts on the first Tuesday in March. It runs for 20 weeks, Tuesday and Thursday evenings, live online, and there are 9 seats left.
  3. WinnieGood. Can you invoice the company instead of each of them paying?
  4. AgentYes, we invoice employers directly, and three or more people from one company on the same intake get 10% off each fee, so HK$25,920 each instead of HK$28,800. The group enrolment form asks for your billing contact and purchase order number. Shall I start it now?
  5. WinnieYes please. Will I get updates on how they're doing?
  6. AgentYes. As their sponsor you'll get a monthly attendance and progress report for each of them, which they agree to on the enrolment form. I've started the form and sent you the link.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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