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For coaching and education businesses

Turn admission enquiries into counselling sessions and enrolments

Capture admission enquiries, collect student requirements, follow up with parents and organize counselling or demo appointments.

What your setup is designed to handle

✓Customers
✓Appointments
✓Follow-ups
✓Quotations
The challenge

A simpler way to manage education & coaching enquiries

The page focuses on the actual enquiry-to-sale workflow rather than generic CRM features.

1. Education & Coaching workflowAdmission enquiries can arrive while staff are busy and need structured follow-up.
2. Education & Coaching workflowCounselling and demo requirements need to be captured consistently.
3. Education & Coaching workflowTeams need a simple view of prospects moving toward admission.
How it works

From channel to enquiry to opportunity

A repeatable workflow that starts with one capture source and ends with structured lead management and sales activity.

Capture

Create one Insta Leads capture source and publish it through website embeds, social links, QR codes and supported lead sources.

Qualify

Collect the information your team needs to understand the enquiry and prioritize follow-up.

Follow up

Keep conversations and reminders connected to the lead instead of relying on scattered notes.

Manage sales

Move qualified opportunities through the relevant pipeline and team workflow.

Quote & invoice

Where applicable, continue from opportunity to quotation, invoice and payment.

Convert

Track progress toward the business outcome that matters: appointment, booking, admission or sale.

Designed around your industry's information

The initial playbooks seed the lead form with fields relevant to the selected business type.

Student Name

Included as part of the industry-specific starting configuration where the playbook is available.

Parent Name

Included as part of the industry-specific starting configuration where the playbook is available.

Phone

Included as part of the industry-specific starting configuration where the playbook is available.

Course

Included as part of the industry-specific starting configuration where the playbook is available.

Grade

Included as part of the industry-specific starting configuration where the playbook is available.

Preferred Batch

Included as part of the industry-specific starting configuration where the playbook is available.

Location

Included as part of the industry-specific starting configuration where the playbook is available.

Admission Timeline

Included as part of the industry-specific starting configuration where the playbook is available.

Industry setup

Education & Coaching Playbook

Generate Admission Enquiries

Ready-to-use playbook

Mapped to the corresponding Insta Leads onboarding playbook.
Free Counselling Session · 30 minutes

Lead information

  • Student Name
  • Parent Name
  • Phone
  • Course
  • Grade
  • Preferred Batch
  • Location
  • Admission Timeline

Recommended workflow

CustomersAppointmentsFollow-upsQuotations

Lead tags

Admission EnquiryCounselling RequiredDemo RequiredHot Prospect

Ready to build your education & coaching workflow?

Start with Insta Leads and move from enquiry capture to structured follow-up and sales management.

Get the Admission Setup