🧩 The Problem
This EdTech coaching institute in Pune was facing issues many others know too well:
❌ Demo leads were going cold – no proper follow-ups
📞 Counsellors forgot to remind students before the demo
🧾 No proper system to track who booked vs. who attended
👥 Team relied on Excel and WhatsApp groups — no central visibility
😓 Owners had to call daily for updates; still, demo rooms stayed half empty
💡 The Solution
They plugged into our ERP + WhatsApp Automation Suite. Here’s how we made the magic happen:
1️⃣ Step 1: CRM + Lead Capture —
All leads from website, Insta, and walk-ins got auto-logged into the CRM. No manual entry mistakes.
2️⃣ Step 2: WhatsApp Follow-Up System —
We built a smart flow:
• Instant WhatsApp after enquiry
• Reminder 2 days before demo
• Final alert 1 hour before
• Feedback message post-session
3️⃣ Step 3: sales Dashboard—
Owner could see:
• Total leads vs demo confirmed
• Day-wise attendance
• Which counsellor is converting best
4️⃣ Step 4: Team Attendance + Target Tracker —
Used our HR module to:
• Mark daily team attendance
• Link targets to demos attended
• Auto-track performance-based payouts
5️⃣ Step 5: Broadcast + Template Engine —
They ran weekly campaigns to old leads:
“New batch starting next Monday. Want to book your FREE demo?”
✅ Sent via pre-approved WhatsApp templates with CTA buttons.
📊 The Result
📈 Demo attendance shot up by 70% in just 2 weeks
📞 80% follow-ups now automated
📅 100+ students booked demo in a single week
👤 Owner now gets daily insights without asking anyone
💸 Saved ~₹22,000/month in team inefficiencies and no-shows
🔍 Why It Worked
✔️ Smart follow-ups → No missed leads
✔️ Simple dashboards → Owner had full control
✔️ Automated reminders → Students showed up
✔️ No new hires → Just better tools
📣 Final CTA
Want your coaching business to run like a system — not a stress factory?
Let’s set up your ERP + CRM + WhatsApp Engine in 7 days.
🎯 Focus on students. Let tech handle the follow-ups.
