Demo Class No-Shows — 50% of students who register for demo classes don't show up. You've prepared faculty, reserved seats, and they simply don't come.
Demo Attendees Don't Enroll — students attend demo, seem interested, then disappear. No follow-up means you lose potential enrollments to competitors who chase harder.
Fee Collection Delays — students delay monthly/term fees. Chasing payments awkwardly affects the teacher-student relationship. Cash flow suffers.
Batch Timing Changes Chaos — you change a class timing and half the batch doesn't know. Students show up at wrong times, parents call confused.
Same Questions, All Day — "What batches do you have?" "What subjects?" "What's the fee?" Your front desk answers these 30+ times daily during admission season.
Parents Feel Out of Loop — parents pay fees but don't know how their child is doing. No progress updates means unhappy parents and dropouts.
Solutions
10 Ways WhatsApp Automation Grows Your Coaching Institute
Handle more inquiries, convert demo to enrollments, and automate parent communication
1
Course Inquiry Auto-Response
RuleStarter
When someone messages asking about courses, instantly send available programs, batch timings, fee structure, and demo class option.
Hi, what courses do you offer for class 10?
Welcome to Excel Coaching Academy!
We offer comprehensive courses for Class 10 students:
SUBJECTS:
📐 Mathematics
🔬 Science (Physics, Chemistry, Biology)
📖 English
📘 Social Science
BATCH TIMINGS:
🌅 Morning: 7 AM - 9 AM (Sat-Sun)
🌆 Evening: 5 PM - 7 PM (Mon-Fri)
🌙 Weekend: 10 AM - 1 PM (Sat-Sun)
FEES:
Per subject: Rs.2,500/month
All subjects: Rs.8,000/month (Save Rs.2,000!)
INCLUDES:
✓ Study material & notes
✓ Weekly doubt sessions
✓ 10 mock tests before boards
FREE DEMO CLASS AVAILABLE!
Location: Koramangala, Bangalore
Faculty: IIT/NIT alumni with 10+ years experience
Just now
TRIGGER: Any new message OR message contains "course" OR "class" OR "tuition"
ACTION: Send course overview with subjects, timings, fees
THEN: Tag contact as "Inquiry - Class 10"
THEN: Notify admin team for personalized follow-up
How it works: Instant response captures interest before they message other coaching centers. Detailed info (timings, fees, faculty credentials) answers common questions upfront. Prominent demo class CTA moves them to next stage. Tag by class helps segment communication.
Workflow tip: Create separate auto-replies for each class level (Class 8, 9, 10, 11, 12, JEE, NEET) triggered by keywords.
2
Class Reminder System
RuleStarter
Send automated reminders before scheduled classes to reduce absenteeism and keep students prepared.
Hi Rahul!
REMINDER: Mathematics class today!
📚 Subject: Quadratic Equations (Chapter 4)
📅 Date: Today (March 15)
⏰ Time: 5:00 PM - 7:00 PM
📍 Room: A-2, Second Floor
BRING:
✓ Mathematics textbook
✓ Notebook and calculator
✓ Previous class homework
Today's topic: Solving quadratic equations using formula method
See you in class!
- Excel Coaching Academy
3 hours before class
TRIGGER: 3 hours before scheduled class time
ACTION: Send class reminder with topic, timings, room details
THEN: Include "what to bring" checklist
THEN: Mention homework submission if applicable
TARGET: All students in specific batch
How it works: 3-hour advance notice is enough time to prepare but not so early they forget. Specific topic mentioned helps students revise prerequisites. "What to bring" checklist ensures students come prepared. Reduces "I forgot" excuses for homework.
Workflow tip: Tag students by batch (e.g., "Class-10-Evening-Batch-A") so reminders go to correct group automatically.
3
Student Progress Updates
JourneyPro $99
Send regular progress reports to parents showing test scores, attendance, teacher feedback, and areas needing improvement.
Dear Parent of Priya Sharma,
MONTHLY PROGRESS REPORT - MARCH 2024
📊 TEST SCORES:
• Mathematics: 85% (Excellent!)
• Science: 78% (Good improvement)
• English: 72% (Needs attention)
📅 ATTENDANCE: 90% (27/30 classes)
👨🏫 TEACHER'S FEEDBACK:
"Priya shows strong aptitude for Mathematics and has improved significantly in Science. English comprehension needs more practice. She's regular with homework and participates actively in class."
🎯 FOCUS AREAS FOR APRIL:
✓ English grammar exercises
✓ Practice comprehension passages
✓ Complete pending assignments
UPCOMING:
📝 Monthly test on April 5th
📚 Syllabus: Chapters 1-4 (all subjects)
Questions? Reply anytime or call us at 98765-43210
- Excel Coaching Academy
Monthly report
JOURNEY: Monthly Progress Reports
TRIGGER: Tag "enrolled-student" + monthly schedule
STEP 1 (1st of month): Collect data from faculty
STEP 2 (5th of month): Send progress report to parents
STEP 3: Include test scores, attendance, teacher comments
STEP 4: Suggest focus areas for next month
THEN: Track replies for concerned parents
How it works: Monthly cadence keeps parents informed without overwhelming them. Specific scores and feedback show you're tracking individual progress. Teacher's personal comment adds human touch. Focus areas demonstrate proactive teaching approach. Builds trust and justifies fees.
Workflow tip: Create simple Google Form for teachers to submit monthly feedback. Auto-populate WhatsApp message with this data.
4
Fee Payment Reminder
SequencePro $99
Automated fee reminders before due date and escalating follow-ups for overdue payments. Professional and consistent collection.
Dear Parent of Rahul Kumar,
FRIENDLY REMINDER: March tuition fee is due in 5 days.
Student: Rahul Kumar (Class 10 - Science)
Amount: Rs.8,000
Due date: March 5, 2024
PAYMENT OPTIONS:
💳 Online: [Payment Link]
📱 UPI: excelcoaching@upi
🏫 At center: Cash/Card accepted
INSTALLMENT OPTION:
Split into 2 parts: Rs.4,000 now + Rs.4,000 by March 20
Already paid? Please share receipt and ignore this reminder.
Thank you!
Excel Coaching Academy
Dear Parent of Rahul Kumar,
The March tuition fee is now 7 days overdue.
Outstanding: Rs.8,000
Original due date: March 5, 2024
To ensure Rahul continues attending classes without interruption, please clear dues at earliest.
Payment link: [Link]
UPI: excelcoaching@upi
Having difficulty with payment? Let us know - we can discuss options.
Regards,
Excel Coaching Academy
Sequence: 5 days before → due date → 7 days after
SEQUENCE: Fee Collection
DAY -5: Gentle reminder with all payment options
DAY 0 (Due date): Final reminder before due
DAY +3: First overdue notice (polite)
DAY +7: Second overdue notice (firmer tone)
DAY +14: Final notice (mention class suspension)
EXIT SEQUENCE: When payment received (tag "paid-march")
How it works: Advance reminder (5 days before) catches early payers and prevents forgetting. Offering installment option helps genuinely struggling families. Escalating tone (gentle → firm) is professional yet effective. Automation removes awkwardness from collection conversations. Exit sequence prevents sending reminders to paying students.
Workflow tip: Include all payment methods (UPI, payment link, cash) to remove excuses. Track payment via simple tag to stop sequence immediately.
5
Test/Exam Schedule Alerts
CampaignStarter
Notify students about upcoming tests, mock exams, and board exams with syllabus and preparation tips.
MONTHLY TEST ANNOUNCEMENT
Dear Student,
Monthly Assessment Test scheduled for this Saturday!
📅 Date: March 16, 2024
⏰ Time: 10:00 AM - 1:00 PM
📍 Venue: Main Hall
SUBJECTS & SYLLABUS:
📐 Mathematics (11 AM - 12 PM)
- Chapters 1-3: Quadratic Equations, Polynomials, Linear Equations
🔬 Science (12 PM - 1 PM)
- Physics: Light & Reflection
- Chemistry: Chemical Reactions
- Biology: Life Processes
PREPARATION TIPS:
✓ Revise formulas and key concepts
✓ Practice previous test papers (shared in class)
✓ Clear any doubts in tomorrow's class
✓ Get good sleep night before!
WHAT TO BRING:
✓ Admit card (shared via email)
✓ Black/blue pen & pencil
✓ Calculator (for Math)
✓ School ID card
Questions? Call us at 98765-43210
All the best!
Excel Coaching Team
7 days before test
CAMPAIGN: Monthly Test Alert
TARGET: All students in Class 10 batch
TIMING: 7 days before test date
MESSAGE: Test details + syllabus + prep tips
FOLLOW-UP: Day before test with timing reminder
SEGMENT: By class/batch to send relevant syllabus
How it works: 7-day advance notice gives enough prep time. Clear syllabus coverage removes confusion about what to study. Preparation tips show you care about performance. "What to bring" checklist prevents test day issues. Sending to batch segments ensures relevance.
Workflow tip: Schedule these campaigns in advance for the whole term. Include results announcement campaign 2-3 days after test.
6
Study Material Distribution
JourneyPro $99
Automatically share study notes, practice worksheets, and reference materials based on current curriculum progress.
Hi Class 10 Students!
NEW STUDY MATERIAL AVAILABLE
📚 Subject: Mathematics
📖 Chapter: Quadratic Equations
Download materials:
📄 Summary Notes (PDF)
[Download Link]
📝 Practice Worksheet (50 problems)
[Download Link]
📊 Previous Year Questions
[Download Link]
🎥 Video Explanation (YouTube)
[Watch Link]
INSTRUCTIONS:
1. Download and print worksheets
2. Complete by next class (March 18)
3. Bring completed worksheet for discussion
4. Watch video if concepts unclear
Doubts? Ask in tomorrow's class or message here!
Happy studying!
- Mr. Sharma (Math Faculty)
After completing chapter
JOURNEY: Study Material Distribution
TRIGGER: After chapter completion (faculty tags "chapter-4-completed")
STEP 1: Send chapter summary notes (PDF)
STEP 2: Send practice worksheets with problems
STEP 3: Share previous year question papers
STEP 4: Include video links if available
THEN: Set deadline for worksheet completion
THEN: Reminder 1 day before deadline
How it works: Timely material distribution keeps students engaged outside class. Multiple formats (notes, worksheets, videos) suit different learning styles. Clear deadlines create accountability. Download links make materials easily accessible on phone. Faculty name adds personal ownership.
Workflow tip: Store materials in Google Drive/Dropbox. Generate shareable links. Use WhatsApp file sharing for small PDFs.
7
Doubt Resolution Tracking
RuleBusiness
Students can ask doubts on WhatsApp. System tracks, assigns to faculty, and ensures every query gets answered within 24 hours.
Sir, I don't understand how to solve question 15 from today's worksheet. The quadratic formula method is confusing.
Hi Rahul!
Got your doubt about Question 15 (quadratic formula).
Mr. Sharma will explain this in detail during tomorrow's doubt session (6-7 PM).
Meanwhile, check this quick explanation:
[Image/Video link with step-by-step solution]
Still confused? We'll solve it live in class tomorrow!
📝 Your doubt has been noted in our tracking system.
- Excel Coaching Team
Thank you sir! The video helped a lot.
Great! Glad it helped! 😊
If anything is still unclear, don't hesitate to ask in tomorrow's class.
Keep learning!
Within 2 hours
TRIGGER: Message contains "doubt" OR "don't understand" OR "confused" OR "question"
ACTION: Acknowledge doubt receipt immediately
THEN: Tag with "doubt-mathematics" (detect subject)
THEN: Notify relevant faculty member
THEN: Track in doubt log with 24-hour SLA
THEN: Send resolution (explanation/video/promise to cover in class)
THEN: Follow-up after class to confirm clarity
How it works: Immediate acknowledgment shows you care. Assigning to subject expert ensures accurate answers. 24-hour SLA creates accountability. Providing quick video/image explanation shows effort. Tracking prevents doubts from falling through cracks. Follow-up closes the loop.
Workflow tip: Maintain a doubt bank with common questions and pre-recorded explanations. Share relevant video instantly based on topic keywords.
8
Parent-Teacher Communication
JourneyPro $99
Enable two-way communication between parents and teachers for concerns, queries, and updates about student performance.
Hello, this is Priya's mother. I noticed her marks dropped in the last test. Is everything okay? Is she paying attention in class?
Dear Mrs. Sharma,
Thank you for reaching out! Let me share an update on Priya's performance.
RECENT OBSERVATION:
Priya has been attentive in class and completes homework regularly. The drop in last test was primarily in one topic (Probability) which many students found challenging.
WHAT WE'RE DOING:
✓ Extra practice sessions on Probability this week
✓ One-on-one doubt clearing after class
✓ Additional worksheets provided
WHAT YOU CAN DO:
✓ Encourage daily practice (30 min)
✓ Review the worksheets we shared
✓ Ensure she attends this Friday's doubt session
I expect her to bounce back in next test! She has strong fundamentals.
Would you like to schedule a detailed parent-teacher meeting?
- Mr. Sharma (Math Faculty)
Thank you so much sir! This is very helpful. I'll make sure she practices daily. No need for meeting right now.
Real-time conversation
JOURNEY: Parent Communication
TRIGGER: Parent sends message expressing concern
ACTION: Route to relevant faculty within 2 hours
STEP 1: Faculty provides detailed status update
STEP 2: Explain recent performance observations
STEP 3: Share action plan (what coaching is doing)
STEP 4: Suggest parent involvement steps
STEP 5: Offer meeting if needed
THEN: Log conversation in student record
THEN: Follow-up after 2 weeks on improvement
How it works: Quick faculty response shows professionalism. Detailed observation proves individual attention. Action plan reassures parent you're on top of it. Specific suggestions for home practice shows partnership approach. Offering meeting option gives extra support channel. Logging ensures continuity if different faculty replies later.
Workflow tip: Create faculty WhatsApp group to route parent queries. Respond from main number but sign with faculty name for personal touch.
9
New Batch Announcement
CampaignPro $99
Promote new batches, courses, or special programs to existing students, alumni, and inquiry database for word-of-mouth enrollments.
NEW BATCH ANNOUNCEMENT!
Excel Coaching Academy is starting:
🎯 CRASH COURSE FOR BOARD EXAMS 2024
(Class 10 & 12)
📅 Starting: April 1, 2024
⏰ Duration: 60 days intensive program
🎓 Subjects: All core subjects
WHAT'S INCLUDED:
✓ Complete syllabus revision
✓ Topic-wise practice tests
✓ Board exam pattern mock tests
✓ Previous 10 years solved papers
✓ Doubt clearing sessions
✓ Time management strategies
👨🏫 FACULTY:
IIT/NIT alumni with proven board results
💰 SPECIAL PRICE: Rs.15,000 (Save Rs.5,000!)
Early bird discount till March 25
📍 LIMITED SEATS: Only 25 students per batch
(Small batch = Individual attention!)
TIMING OPTIONS:
Morning: 7 AM - 11 AM
Afternoon: 2 PM - 6 PM
Know someone who needs this? Share this message!
Enroll now: [Registration Link]
Call: 98765-43210
Campaign blast
CAMPAIGN: New Batch Launch
TARGET SEGMENTS:
- Current Class 9 students (upgrade to Class 10)
- Past inquiries who didn't enroll
- Alumni/existing students (for referrals)
MESSAGE: New batch details + early bird offer
TIMING: 3 weeks before batch starts
FOLLOW-UP:
- Reply "CRASH" auto-responds with full brochure
- Personal call to interested replies within 24 hours
How it works: Announcing to existing students gets easy enrollments from those moving up classes. Early bird discount creates urgency. Limited seats messaging adds scarcity. Multiple timing options accommodate schedules. "Share this message" encourages referrals. Keyword auto-response ("CRASH") handles high interest volume.
Workflow tip: Time these campaigns 3-4 weeks before batch start. Send to past inquiries who didn't convert - they're warm leads!
10
Success Stories & Results
CampaignBusiness
Share student achievements, exam results, and success stories to build credibility and motivate current students.
CELEBRATING SUCCESS!
Excel Coaching Academy CLASS 10 BOARD RESULTS 2024
🏆 100% PASS RATE
📊 OUTSTANDING PERFORMANCE:
• 15 students scored 95%+ marks
• 35 students scored 90%+ marks
• 80% students improved by 20+ marks vs. practice tests
🌟 TOP PERFORMERS:
1. Rahul Kumar - 98.2% (Science stream topper!)
2. Priya Sharma - 97.8%
3. Amit Patel - 96.5%
📚 SUBJECT TOPPERS:
• Mathematics: 98/100 - Sneha Reddy
• Science: 99/100 - Arjun Singh
• English: 95/100 - Divya Nair
"The teaching method at Excel made complex topics so simple. Mock tests really prepared me for the actual exam pressure!"
- Rahul Kumar (98.2%)
"Thank you to all the faculty for the individual attention and doubt clearing sessions!"
- Priya Sharma (97.8%)
Proud of our students! 🎉
New batch for Class 11 (2024-25) enrollments open!
Early bird offer: 20% off till June 15
Enroll: [Link]
Visit: Koramangala, Bangalore
Call: 98765-43210
Results day
CAMPAIGN: Results Announcement
TARGET:
- All contacts (current students, parents, alumni, inquiries)
TIMING: Within 24 hours of official results
MESSAGE:
- Overall pass rate & performance stats
- Top scorers with photos (with permission)
- Student testimonials
- Clear CTA for new enrollments
AMPLIFICATION:
- Ask students to share on their status
- Post same content on social media
- Use for future marketing materials
How it works: Results proof builds instant credibility with new parents. Specific stats (95%+, 90%+ counts) are more convincing than vague claims. Student testimonials add authenticity. Sending to entire database (not just students) turns results into marketing. Linking to new batch enrollment captures interest while it's hot.
Workflow tip: Prepare this campaign in advance. Collect student permission and testimonials beforehand. Be ready to blast within hours of results announcement.
CRM
Your pipeline, pre-configured
Track student journey from inquiry to enrollment. See at a glance who needs follow-up and where they are in the conversion process.
Inquiry
Course question
Demo Booked
Class scheduled
Demo Attended
Showed up
Payment Pending
Follow-up needed
Enrolled
Active student
Alumni
Completed course
CRM Lite add-on: +$10/mo on Pro plan, included in Business