AI agents for sales teams in education

A family requests the prospectus on a Monday, and by Thursday the follow-up still has not been written because admissions advisers are handling the enquiries who replied, not the ones who went quiet, so the quietest ones drift to the provider who called first.

→An agent watches every prospectus request, drafts the follow-up for the right day from your cadence, and queues it for an adviser to approve, so no enquiry waits for a message that nobody had time to write.

The CRM says an applicant is at 'interview' when they actually accepted a place last week, because stages only get updated when someone remembers, and the Monday forecast is built on stale data that overstates or understates the intake.

→An agent compares the CRM against the inbox and the signature tool each day, flags records whose stage no longer matches what happened, and drafts the update for the adviser to confirm, so the forecast reflects the real position.

Two hundred people came to the open day, and the follow-up went to the ones the team remembered chatting to, while everyone else heard nothing until the application deadline was close.

→An agent reads the sign-in list, tags each visitor by what they asked about, and drafts a specific follow-up for every one of them, queued for approval, so no family who came through the door goes without a next step.

A corporate training enquiry arrives on a Friday and the proposal takes a week, because someone copies the last quote, re-keys day rates and dates by hand, and checks cohort sizes against the price book line by line.

→An agent drafts the proposal from the price book and the discovery notes, flags any rate that does not match the book, and queues it for the head of sales to approve, so the quote goes out while the employer is still interested.