Resource center
Admissions playbooks, checklists and guides for higher education teams
Drawn from the day-to-day work of recruiting students at colleges and universities: responding to inquiries, keeping applicants moving and protecting yield. Free to read, share and adapt.
For selection committees
Evaluating admissions CRMs?
Three pages to print, forward or bring to a vendor demo: the questions, a way to score the answers, and our own answers. No email required.
Admissions CRM scorecard and RFP kit
A weighted vendor scorecard, an RFP question bank and a security review checklist, as one printable page.
ExploreAdmissions CRM checklist: our answers
Every RFP question from the buyer's checklist, answered in writing for higheredcrm.ai, including what it doesn't do today.
ExploreCompared with higher-ed CRM suites
Where enterprise suites are stronger, and where higheredcrm.ai fits better. No vendor names.
ExploreMore from the resource center.
Each piece is written to be used: specific steps, questions to ask and things to try in your next cycle.
Speed-to-lead in admissions: making the first reply count
A practical playbook for responding to new inquiries quickly and well: routing, first-reply templates, out-of-hours cover and measuring response time.
6 min read
Plan an inquiry nurture journey by email, SMS and WhatsApp
How to plan an email, SMS and WhatsApp journey from inquiry to application: stages, triggers, content, pacing and the moments a counselor should step in.
6 min read
Reducing application abandonment in admissions
Where applicants stall in online applications and what to do about it: form design, document requirements, saved progress, reminders and timely counselor help.
6 min read
Protecting yield between offer and enrollment
Why admitted students drift away before their first day, often called summer melt, and a practical plan to keep them engaged from offer letter to enrollment.
6 min read
Admissions CRM RFP questions: the buyer's checklist
The questions to put to any admissions CRM vendor before you sign: process fit, channels, data and integrations, security, implementation, pricing and exit.
6 min read
Admissions CRM checklist: answers from higheredcrm.ai
Each buyer's checklist question answered in writing for higheredcrm.ai, including what it doesn't do today: process fit, channels, data, security and pricing.
12 min read
Looking for a definition? Browse the admissions glossary or compare admissions CRM options.
Put it into practice
See how higheredcrm.ai supports each step.
The ideas in these guides work with any tools. Here's where they show up in our admissions CRM.
Lead capture
Forms, website chat, WhatsApp, Messenger and imports create leads with their source and campaign.
ExploreLead management and routing
Stages, rule-based lead scoring and assignment rules that give each inquiry an owner.
ExploreConversations inbox
Two-way WhatsApp and Messenger chats beside email and SMS history, with team and status filters.
ExploreWorkflow automation
A visual builder for follow-ups that react to what students do.
ExploreCounselor workspace
Today's follow-ups, overdue tasks and targets on each counselor's dashboard.
ExploreDashboards and analytics
Lead stage and application funnels, channel performance and team activity.
ExploreReady to put these guides into practice?
Pick the guide closest to your next deadline. In a demo we listen to how your office works today, then show that guide running on your own stages and channels.