CRM Strategy & Implemenation
TURN YOUR CRM INTO A POWER TOOL
Maximize Your CRM to Achieve Enrollment Goals
Behind every enrollment goal is a team working hard to connect with families. Your CRM should make that work easier, not harder. When set up thoughtfully, it becomes a tool that helps you reach families your school is best suited to serve, guide them through a seamless, nurturing journey, and give your team more time for the conversations that matter.
We partner with schools to ensure their CRM reflects their goals, supports their processes, and empowers their people. From strategy and setup to training and long-term sustainability, we make sure your system works in harmony with your team, so you can focus on building relationships and achieving results.
What We Do
We combine CRM expertise with a deep understanding of how schools connect with families, from first inquiry to enrollment. Our work blends technical setup with strategic guidance, so your CRM becomes a tool that strengthens relationships and helps you meet your goals.
Strategic Planning & Mapping
We work with you to review your systems, identify opportunities for integration, and map the family journey so your CRM supports every step. Together, we create a clear plan that aligns technology, processes, and goals.
Implementation & Integration
We configure your CRM to reflect your school’s unique workflows, building forms, automations, and integrations that make the family experience smoother and your team’s work more efficient. Every feature is tested and quality-checked before launch.
Training & Sustainability
We equip your team with training, documentation, and process adjustments so they can confidently manage and adapt the CRM over time—ensuring your investment continues to deliver results.
How CRM Optimization Will Help Your School
Improved Family Experience
Families receive timely, relevant, and personalized communication at every stage of their journey.
Increase Team Capacity
Automation replaces repetitive tasks, freeing your team to focus on high-value, relationship-building work.
Improve Conversions
Admissions officers have a clear, organized system for managing follow-up tasks and communications, improving inquiry-to-application conversions.
Clearer Processes
Workflows are streamlined and documented, so your team knows exactly how to move each step forward.
Better Decision-Making
Improved data tracking and reporting provide insights to guide enrollment and marketing strategies.
Long-Term Sustainability
Training and SOPs ensure your team can confidently manage and adapt the CRM over time.
Maryanne is an outstanding professional, as well as a wonderful person to work with. In a challenging and unpredictable environment, she consistently demonstrated adaptability, leadership and unwavering determination.
Her deep understanding of schools and families’ needs has been a tremendous asset to our project, playing a key role in driving it forward. I would sign with both hands to work on any project she is part of.
Isabelle Cathelin-Joubert
Independent Project Management Professional
Turn Your CRM Into a Strategic Asset
A well-configured CRM can transform the way you manage prospective family relationships. We’ll work with your team to streamline processes, personalize follow-up, and give your admissions staff the tools they need to increase conversions and achieve enrollment goals.
