CRM & Systems
Simplify, Streamline, and Grow
Most enrichment programs lose enrollment opportunities not because families aren’t interested — but because the follow-up systems aren’t working. That’s where we come in.
At Guided Growth Consulting, we help education and enrichment organizations build and manage CRM systems that make enrollment effortless. Whether you’re starting from scratch or trying to organize a messy spreadsheet trail, we’ll help you set up a system that works for you, not against you.
What This Includes:
CRM Setup & Optimization: Get started with HubSpot or streamline the tools you already use.
Custom Pipeline Creation: Track every inquiry from the first call to enrollment — and never lose a lead again.
Automation & Templates: Save hours with automated follow-ups, reminders, and task workflows.
Staff Training & Confidence Building: Empower your team to manage the system with ease and consistency.
Data Reporting & Insights: Turn your data into clear, actionable insights to drive smarter decisions.
Why It Matters
Your CRM isn’t just software — it’s the foundation of your enrollment success. A well-built system ensures every family feels seen, supported, and guided from their first inquiry to their first day of class.
Ready to Organize and Grow?
Let’s build a CRM that helps your program thrive — not just survive.
Book a Discovery Call to get started