Turn every enquiry into a clear enrolment pathway

Track pipeline stages, status, and enrolment readiness in one shared view. Built for education teams managing domestic and overseas prospects, without spreadsheets or inbox chasing.

Includes
Pipeline stages Status tracking Enrolment readiness
Pipeline overview

A single view of every prospect, from first enquiry to enrolment readiness

Pipeline and Opportunities gives your team a clear, shared way to manage active enrolment journeys. Each opportunity is linked to a contact record, so stage changes, status updates, tasks, and conversations stay connected.

It is designed for education decision cycles. That means you can track eligibility checks, course suitability, documentation, funding or payment steps, and timing across intakes. It also supports overseas prospects, where extra requirements and time zones can add complexity.

  • Clear pipeline stages that match your enrolment process
  • Status tracking that keeps the whole team aligned
  • Enrolment readiness as a visible, measurable step
  • Ownership and handover that does not rely on memory
Pipeline stages
Stages that reflect education steps, not generic sales.
New enquiry to qualified
Requirements and documents
Enrolment in progress to enrolled
Status tracking
A simple system the whole team can keep up to date.
Last contact and next follow up
Owner assignment and handover
Blocks, risks, and notes
Enrolment readiness
Define what ready means and move learners forward with confidence.
Eligibility and suitability confirmed
Funding or payment path chosen
Documents collected and next step booked

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Pipeline stages

Stages built for education, so your team knows what next

A learner is rarely just ready or not ready. They may be choosing a course, waiting on documents, confirming funding, or comparing start dates. Use stages that match real enrolment steps, for local and overseas prospects.

1
New enquiry received
Capture the enquiry and assign ownership with a clear first response.
Owner set First contact
2
Contacted and qualified
Confirm interest, basic fit, and the preferred intake or start window.
Course fit Intake timing
3
Suitability confirmed
Course details, delivery mode, and expectations are aligned.
Delivery mode Confidence
4
Requirements and documents
Track eligibility checks and required documentation in one place.
Eligibility Documents
5
Funding or payment pathway
Track approvals, payment options, and next actions without losing momentum.
Funding Payment
6
Enrolment in progress
Forms and steps are underway, and your team can guide completion.
Forms Support
7
Enrolment ready
All key requirements are satisfied and the learner is ready to proceed.
Ready Next step
8
Enrolled or deferred
Close the loop and keep deferred learners warm for the next intake.
Outcome Re engage
Status tracking

Keep the pipeline truthful with simple updates your team can actually maintain

A pipeline only works when the status is current. Student Convert makes it easy to track the essentials, so your team is not doing admin for the sake of it. You get a reliable view of what is moving, what is stalled, and what needs attention today.

Last contact and next follow up
So learners are not forgotten, even across longer cycles.
Ownership and handover
Everyone knows who owns the next step, including agents and overseas leads.
Blocks and risks
Missing documents, approvals, time zone delays, and confidence issues.
Enrolment readiness

Make readiness a clear step, not a gut feel, so prospects move forward faster

In education, success is not only about moving stages. It is about removing friction. Student Convert helps you define what enrolment ready means for your process, then track it consistently across team members, courses, intakes, and overseas pathways.

When readiness is visible, your team stops guessing. You can see which prospects are close, what is missing, and what the next best action should be.

Readiness checklist
Customise per course and intake
What is missing
Documents, funding, or next step
Who needs attention today
Warm prospects and overdue follow ups

Hear from our clients

Some of the providers we're working with

Workflow packs

Start with proven reactivation packs, then expand

Most providers get the best results by launching a small set of core workflows first. Once you see what is landing, you can add more tailored sequences by course, intake, or funding type.

30 day dormant enquiry revival
Bring back recent leads that went quiet with helpful, low pressure touchpoints.
  • Day 1 check in plus next step
  • Day 7 reminder with course dates
  • Day 21 book a chat prompt
Marketing Automation Contacts
Next intake reminder sequence
Re engage past enquiries when a new intake opens and seats are available.
  • New intake announcement by course
  • Delivery mode and timetable update
  • Follow up task when someone clicks
Marketing Automation Contacts
Incomplete enrolment follow up
Help learners finish what they started and reduce drop off in your enrolment path.
  • Return to form link with a clear next step
  • Common question prompt plus support option
  • Escalation to staff call when they respond
Marketing Automation Contacts
Funding readiness check in
A gentle sequence for learners waiting on approvals or working through payment.
  • Funding status question plus quick reply options
  • Payment plan options and key dates
  • Staff task if they are ready to proceed
Marketing Automation Contacts
Next step

Build a pipeline your team can trust, and turn more prospects into enrolments

If your enrolment process is living across inboxes, spreadsheets, and individual follow up habits, you will lose warm prospects. Student Convert gives you a single pipeline view, clear readiness steps, and clean ownership so nothing falls through.