Automated follow-ups turn interested leads into enrollments
30%
Fewer dropouts
Assignment reminders and progress tracking keep students engaged
10+ hrs
Saved per week
Automate counselor FAQs, reminders, and placement updates
87%
Placement rate
Systematic job alerts and interview prep increase success
The Problem
Challenges Professional Training Institutes Face
Demo Attendees Don't Convert
Working professionals attend your demo, show interest, then vanish. "I'll think about it" means they're comparing with competitors or got busy. No systematic follow-up.
Students Drop Mid-Course
They start with motivation, but work pressure builds, they miss classes, fall behind, and eventually ghost. You've lost revenue and they've lost their investment.
Assignments & Projects Not Submitted
Practical assignments are crucial for learning. Students delay, miss deadlines, and complete the course without hands-on portfolio projects employers want to see.
Same Questions Flood Counselors
"What's the fee?" "Job guarantee?" "Weekend batches?" "EMI available?" "AWS vs Azure course?" Counselors spend hours answering basics instead of closing enrollments.
Placement Support Falls Through Cracks
You promise placement assistance, but manually sharing job openings to hundreds of alumni is chaotic. Students feel abandoned after course completion.
EMI & Fee Payment Tracking Chaos
Students on EMI plans forget payment dates. Following up manually is tedious. Some default, some feel harassed by constant calls, damaging relationships.
Solutions
10 Ways WhatsApp Automation Grows Your Training Institute
Convert more demos, reduce dropouts, and place students systematically
1
Training Inquiry Auto-Response
RuleStarter+ $29
When someone messages about any course, instantly share available programs, placement stats, batch timings, and EMI options.
Hi, I want to learn AWS cloud computing
Hi! Thanks for reaching out to SkillUp Academy!
We're thrilled you're interested in AWS Cloud Computing! โ๏ธ
๐ AWS SOLUTIONS ARCHITECT PROGRAM
Duration: 3 months (120 hours)
Certification: AWS SAA-C03 exam prep included
Format: Weekend batches + weekday evening options
๐ผ PLACEMENT STATS:
โ 87% placement rate
โ Average salary: Rs.8-14 LPA
โ Top companies: TCS, Wipro, Accenture, Cognizant
๐ฐ INVESTMENT:
Course fee: Rs.45,000
EMI: $400/month x 12 months
Early bird discount: $500 off
๐ฏ WHAT YOU'LL LEARN:
- EC2, S3, Lambda, RDS
- VPC, IAM, CloudFormation
- 5+ real-world projects
- Interview preparation
Next batch starts Dec 15! Want to attend a FREE demo class?
Just now
TRIGGER: Message contains "aws" OR "cloud computing" OR "devops"
ACTION: Send AWS course details with placement stats
THEN: Tag contact as "AWS-Inquiry"
THEN: Assign to AWS counselor for follow-up
How it works: Instant response captures working professionals who research during breaks. Placement stats upfront address main concern ("Will I get a job?"). EMI option removes cost barrier. Clear next step makes conversion easy.
Workflow tip: Create separate auto-responses for each major course (AWS, Python, Data Science, Digital Marketing) with course-specific placement stats.
2
Batch/Cohort Enrollment Journey
JourneyStarter+ $29
Guide prospects through enrollment - understand their background, career goals, recommend the right batch, and collect payment.
DEMO AWS
Great! Let's get you into a FREE AWS demo class! ๐ฏ
First, help me understand your background:
1. Current role? (Student/Working Professional/Fresher)
2. Tech experience? (Beginner/Some coding/Experienced)
3. Goal? (New job/Career switch/Upskilling)
Example: "Working as support engineer, some Linux experience, want to become cloud architect"
Working in IT support, know basic Linux, want cloud architect role
Perfect fit! IT support โ Cloud Architect is a very common transition. You have an advantage with Linux knowledge!
๐ AVAILABLE DEMO CLASSES:
Demo includes:
โ AWS industry overview
โ Sample hands-on with EC2
โ Career paths & salaries
โ Q&A with placement team
Which slot works for you?
Just now
JOURNEY: Demo Booking
TRIGGER: Reply contains "DEMO AWS" or "demo class"
STEP 1: Ask about background & goals
STEP 2: Show available demo slots
STEP 3: Confirm booking with calendar invite
STEP 4: Send reminder 1 day before demo
STEP 5: Post-demo enrollment offer (within 48 hours)
How it works: Understanding background helps personalize the pitch. Validating their goal ("very common transition") builds confidence. Multiple time slots show flexibility for working professionals. Demo content preview sets expectations.
Workflow tip: Collect background info during booking to prepare personalized career roadmap during demo. Shows you care.
3
Session Reminder System
SequenceStarter+ $29
Send class reminders for classroom and online sessions with topic preview, prep work, and attendance tracking to prevent dropouts.
Hi Brandon! ๐
Your AWS class is TOMORROW!
๐ Saturday, Dec 14, 2024
โฐ 10 AM - 1 PM
๐จโ๐ซ Instructor: Arvind Kumar (Ex-Amazon)
๐ Lab 2, SkillUp Academy, Manhattan
๐ TOMORROW'S TOPIC:
EC2 - Elastic Compute Cloud
You'll launch your first cloud server!
๐ PRE-CLASS PREP (10 min):
Review Module 2 notes on virtualization
Create your AWS Free Tier account (if not done)
๐ป What to bring:
- Laptop with Chrome browser
- AWS account login ready
Your progress: Week 4 of 12 (33% complete) ๐
Attendance: 11/12 classes attended โ
Day before class
SEQUENCE: Class Reminders
DAY -1: Send reminder with topic & prep work
DAY 0: 2 hours before class - final reminder
IF ABSENT: Same evening - share recording + ask if they're okay
IF 3 ABSENCES: Dropout prevention message with counselor call
How it works: Preview of tomorrow's topic creates anticipation. Pre-class prep improves learning. Progress tracking motivates completion. Attendance visibility helps identify at-risk students early. Quick check-in after absence shows you care.
Workflow tip: For online sessions, include Zoom link in reminder. For classroom, include parking instructions and lab number.
4
Corporate Training Quote & Follow-up
JourneyStarter+ $29
When companies inquire about corporate training, collect requirements and send customized proposals with follow-up sequence.
We need Python training for our development team
Hi! Thanks for considering SkillUp Academy for your corporate training needs!
I'd love to create a customized proposal for your team. Quick questions:
1. Number of employees to train?
2. Current skill level? (Beginners/Intermediate/Mixed)
3. Training format preference? (Onsite/Online/Hybrid)
4. Timeline? (Urgent/1-2 months/Flexible)
5. Specific outcomes needed? (Web dev/Data analysis/Automation)
We've trained teams at Infosys, Wipro, Cognizant, and 50+ companies.
Our corporate packages include:
โ Customized curriculum
โ Flexible scheduling (weekends/evenings)
โ Dedicated trainers
โ Assessment & certification
โ 3-month post-training support
15 developers, intermediate level, prefer online, need web development focus, 2 months timeline
Perfect! Python for Web Development - 15 participants.
I'll prepare a detailed proposal with:
- Curriculum outline (Django/Flask focus)
- Duration & schedule options
- Pricing (volume discount applied)
- Trainer profiles
- Success stories from similar projects
๐ง Proposal will be ready in 2 hours. Should I send it here or email?
Also, would you like a free consultation call with our corporate training head to discuss your specific needs?
Just now
JOURNEY: Corporate Training
TRIGGER: Message contains "corporate training" OR "team training"
STEP 1: Collect requirements (team size, level, format, timeline)
STEP 2: Send customized proposal
STEP 3: Follow up after 2 days if no response
STEP 4: Share case study of similar training
STEP 5: Final follow-up with limited-time offer
How it works: Quick requirement gathering shows professionalism. Name-dropping client companies builds credibility. Fast turnaround (2 hours) while they're hot. Offering consultation call moves conversation forward. Follow-up sequence ensures you don't lose leads.
Workflow tip: Tag corporate inquiries separately - these are high-value deals needing personal attention from senior counselors.
5
Fee/Invoice Payment Reminders
SequenceStarter+ $29
Automated EMI reminders with payment links. Escalating urgency without awkward phone calls. Option to restructure for financial difficulties.
Hi Emma! ๐
Friendly reminder about your upcoming EMI payment.
๐ฐ EMI DETAILS:
Amount: ยฃ520
Due date: Dec 15, 2024
EMI #3 of 12
๐ฑ PAYMENT OPTIONS:
1. Apple Pay: skillup@paytm (instant)
2. Online: [Payment Link]
3. Bank transfer: [Account details]
Auto-debit set up? Ensure sufficient balance.
Already paid? Share payment screenshot and we'll update immediately! ๐
Thanks for being part of SkillUp Academy!
5 days before due date
SEQUENCE: EMI Reminders
DAY -5: Friendly reminder with payment options
DAY -1: Final reminder before due date
DAY +3: Polite overdue notice + late fee warning
DAY +7: Urgent notice - course access at risk
OFFER: Reply "HELP" triggers restructuring conversation
How it works: Automated reminders remove awkwardness of manual follow-ups. Multiple payment options reduce friction. Early reminder (5 days) gives buffer time. Escalating urgency (friendly โ urgent) handles most cases. Restructuring option shows empathy and retains students.
Workflow tip: Make Apple Pay ID clickable for one-tap payment. Include payment link that pre-fills student details to reduce abandonment.
6
Assignment/Project Submission Tracking
SequenceStarter+ $29
Notify students when assignments are posted, send deadline reminders, and provide feedback when graded. Ensure portfolio completion.
๐ NEW ASSIGNMENT POSTED!
Hi Oliver!
Assignment: Build a REST API with Flask
Course: Python Web Development
Deadline: Dec 20, 11:59 PM (5 days from now)
๐ฏ WHAT YOU'LL BUILD:
- User authentication API
- CRUD operations for blog posts
- JWT token-based security
- Deploy to Heroku
๐ฆ RESOURCES PROVIDED:
๐ Tutorial video: [Link]
๐ Starter code: [GitHub]
๐ฌ Doubt forum: [Link]
๐ Office hours: Wed 7-9 PM
โญ GRADING:
This counts as 15% of final grade
Bonus points for: Clean code + documentation
๐ก TIP: Start early! Last assignment, 30% students submitted late and lost points.
Submit here: [Upload Link]
Questions? Reply anytime!
โฐ ASSIGNMENT DUE IN 24 HOURS!
Hi Oliver, friendly reminder!
Flask REST API assignment is due TOMORROW (Dec 20) by 11:59 PM.
๐ Submission status: Not yet submitted
Need help?
๐ด Live doubt session: TONIGHT 8 PM [Zoom link]
๐ง Stuck on deployment? Check this video: [Link]
This is your chance to add a solid API project to your portfolio. Future employers WILL ask about it! ๐ผ
You've got this! ๐ช
1 day before deadline
SEQUENCE: Assignment Tracking
DAY 0: Assignment posted - send details + resources
DAY 3: Midpoint check-in - "How's it going?"
DAY 4: 24-hour reminder - offer help
DAY 5: 2-hour reminder - final push
POST-SUBMISSION: Send feedback within 48 hours
IF NOT SUBMITTED: Extension offer + counselor alert
How it works: Clear instructions prevent confusion. Resources remove excuses. Multiple reminders ensure visibility. Midpoint check-in catches strugglers early. Final reminder with live help session recovers late submitters. Portfolio angle motivates completion.
Workflow tip: Share showcase of previous students' best projects. Peer examples inspire better work and timely submission.
7
Certification Exam Preparation & Reminders
SequenceStarter+ $29
For certification-focused courses (AWS, PMP, Google Analytics), guide students through exam registration and send study reminders.
๐ CERTIFICATION PREP TIME!
Hi Charlotte!
You've completed the AWS Solutions Architect course! Time to get CERTIFIED! ๐
๐ RECOMMENDED EXAM DATE:
Jan 15, 2025 (4 weeks from now)
Gives you time to practice while content is fresh!
๐ EXAM REGISTRATION:
1. Create AWS Certification account: [Link]
2. Schedule exam at Pearson VUE center
3. Exam fee: $150 (Rs.12,450)
Retake: $75 if needed
๐ PREP RESOURCES WE'RE PROVIDING:
โ 500 practice questions (covers 100% syllabus)
โ 3 full mock exams
โ Exam strategy session: Dec 18
โ Cheat sheets & flashcards
โ Study plan (4 weeks)
๐ฏ OUR PASS RATE: 94% first attempt
Register by Dec 18 to join our exam batch prep sessions!
๐ EXAM IN 7 DAYS!
Hi Charlotte!
Your AWS exam is next week. Final prep time! ๐ช
๐ YOUR PREP STATUS:
Practice questions: 380/500 completed (76%)
Mock exams: 2/3 taken
Last mock score: 78% (Pass: 72%)
Weak areas: VPC, IAM policies
๐ฏ THIS WEEK'S PLAN:
Mon-Wed: Complete all practice questions
Thu: Take 3rd mock exam
Fri: Review weak areas (VPC/IAM)
Sat: Rest day (light review only)
Sun: EXAM DAY!
๐ด FOCUS ON:
- VPC tutorial: [Link]
- IAM policy simulator: [Link]
๐ง EXAM DAY TIPS:
- Sleep 8 hours night before
- Reach center 30 min early
- Read questions TWICE
You're 78% ready. One final push and you'll PASS! ๐
Questions? Our team is here: 98765-43210
7 days before exam
SEQUENCE: Certification Journey
COURSE COMPLETE: Recommend exam registration
WEEK -4: Send study plan + resources
WEEK -2: Check progress + share tips
WEEK -1: Final prep + weak area focus
DAY -1: Exam day tips + motivation
DAY +1: Ask about exam experience
DAY +7: Results check-in + celebration/retake plan
How it works: Momentum from course completion drives exam registration. Personalized study plan removes "what to do next" confusion. Progress tracking keeps them accountable. Weak area identification from mock exams focuses final prep. Day-before tips reduce anxiety. Post-exam check-in shows continued support.
Workflow tip: Celebrate every certification publicly in student WhatsApp group. Social proof motivates others and creates FOMO.
8
Placement Assistance Updates
CampaignStarter+ $29
Share job opportunities with eligible students based on their course and skills. Track applications and provide interview prep.
๐ผ JOB ALERT - PERFECT MATCH!
Hi Joshua!
A company is hiring and you're an EXCELLENT fit! ๐ฏ
๐ข POSITION: Junior Python Developer
๐ญ Company: TechVista Solutions Pvt Ltd
๐ Location: New York (Beverly Hills)
๐ฐ Package: Rs.6-9 LPA
๐ Apply by: Dec 20
REQUIREMENTS:
โ Python, Flask/Django (You have this!)
โ REST APIs (Your portfolio project!)
โ MySQL (Covered in course!)
โ 0-2 years experience (Perfect!)
๐ฏ YOUR MATCH SCORE: 92%
WHY YOU'RE A GREAT FIT:
- Your Flask blog project matches their tech stack
- Completed AWS course = bonus (they use AWS)
- Fresh certified talent they prefer to train
WHAT WE'LL DO:
1. Mock interview: Dec 16, 4 PM
2. Resume optimization (highlight right skills)
3. Submit your profile to their HR
4. Prep you on company culture
This is your chance! ๐
APPLY TECHVISTA
Awesome! Let's get you this job! ๐ช
โ NEXT STEPS:
๐ TODAY:
- Update resume (use our template): [Link]
- Practice common Python interview Qs: [Link]
๐ TOMORROW (Dec 16, 4 PM):
- Mock interview with our placement head
- Zoom link: [Link]
๐ Dec 17:
- We submit your profile to TechVista HR
- Expect their call within 3-5 days
๐ PREP RESOURCES:
๐ฅ TechVista company overview: [Video]
๐ Python interview guide: [PDF]
๐ผ How to talk about your projects: [Link]
๐ฅ INSIDER TIP:
TechVista loves candidates who can explain their code. Be ready to walk through your Flask blog project line-by-line!
You've got this, Joshua! We'll be with you every step. ๐ฏ
Questions? Call me: 98765-43210
Just now
CAMPAIGN: Job Alerts
TARGET: Students who completed course + have 80%+ projects done
FREQUENCY: Weekly (every Friday)
PERSONALIZATION: Match job to their course (Python/AWS/Data Science)
FOLLOW-UP: Track who applied, interview status, offer status
SUCCESS: Tag "Placed" + collect testimonial
How it works: Proactive job sharing proves placement commitment. Match score validates they're qualified. Connecting their portfolio project to job requirements boosts confidence. End-to-end support (mock interview โ submission โ prep) differentiates from competitors. Weekly cadence keeps placements top-of-mind.
Workflow tip: Create segments by course completion + skill level. Junior roles to beginners, senior roles to experienced students switching careers.
9
Alumni Networking & Job Alerts
CampaignStarter+ $29
Keep placed alumni engaged with job upgrade opportunities, skill-building workshops, and referral incentives.
๐ ALUMNI SPOTLIGHT!
Hi everyone!
Meet Emma Sharma - SkillUp Academy Alumna (2023) ๐
HER JOURNEY:
๐ฉโ๐ผ Before: Accountant at small firm (Rs.4.5 LPA)
๐ Course: Data Science Bootcamp (6 months)
๐ฉโ๐ป After: Data Analyst at Amazon (Rs.14 LPA)
Emma's advice to current students:
"Focus on projects, not just videos. My Kaggle portfolio got me the Amazon interview. The placement team's mock interviews made all the difference!"
๐ก Emma is now hiring for her team!
๐ฅ OPENING: Junior Data Analyst
๐ Amazon, New York
๐ฐ Rs.10-12 LPA
๐ง Interested alumni, reply "AMAZON"
Congrats Emma! You inspire us all! ๐
๐ ALUMNI EXCLUSIVE OFFER!
Hi Brandon!
Congrats again on your placement at Wipro! ๐
WANT TO UPSKILL FURTHER?
๐ ADVANCED COURSES (Alumni Discount):
1. Kubernetes & Microservices - 50% off
2. AI/ML with TensorFlow - 50% off
3. System Design for Interviews - 50% off
๐ฐ Your alumni discount: $1,500 off
โฐ Valid till: Dec 31, 2024
PLUS - REFER & EARN:
๐ Refer a friend โ They get $1000 off
๐ You get $500 Amazon voucher
๐ Both of you get FREE advanced module access
Share your referral link: [Link]
Keep growing! Your SkillUp journey doesn't end at placement. ๐
Campaign to placed alumni
CAMPAIGN: Alumni Engagement
MONTHLY: Success story + job opening from alumni
QUARTERLY: Upskilling offer with alumni discount
ONGOING: Job upgrade opportunities (senior roles)
REFERRAL: Incentivize referrals with both sides rewarded
How it works: Success stories inspire current students (social proof) and keep alumni engaged. Alumni hiring creates ecosystem (network effect). Upskilling offers with deep discounts feel like special treatment. Referral program leverages satisfied alumni to bring quality leads. Continued job sharing shows lifelong support.
Workflow tip: Create "SkillUp Alumni Network" WhatsApp group. Alumni help current students with referrals, interview tips, company insights.
10
Testimonial & Corporate Referral Program
SequenceStarter+ $29
After successful placement, collect video testimonials and incentivize corporate referrals to grow B2B business.
๐ CONGRATULATIONS, Emily!
We heard you got placed at Infosys! ๐
Position: Data Analyst
Package: Rs.12 LPA
WE ARE SO PROUD! ๐
Your journey:
- Started as HR professional
- Completed Data Science course
- Built 5 portfolio projects
- Cracked Infosys in 2nd interview
This is EXACTLY why we do what we do! ๐ช
QUICK REQUEST:
Would you share your success story?
๐น 2-min video testimonial:
"My background, why I chose SkillUp, how course helped, advice for others"
This helps future students like you make the decision to transform their careers!
๐ AS THANKS:
- $200 Amazon voucher
- FREE advanced course of your choice ($2,500 value)
- Feature in our success stories
- LinkedIn shoutout (great for your profile!)
Record on phone and send here!
You've inspired us - now inspire others! ๐
๐ผ CORPORATE REFERRAL OPPORTUNITY
Hi Emily!
Now that you're at Infosys, your team might need training!
๐ข DOES YOUR COMPANY NEED:
- Python/Data Science training for analysts?
- AWS training for infrastructure team?
- Digital marketing for marketing team?
๐ REFERRAL REWARDS:
Refer your HR/L&D team:
โ They get 20% corporate discount
โ You get $2,500 per successful contract
โ Plus priority support for their team
We've trained teams at:
TCS, Wipro, Cognizant, Accenture, HCL (100+ companies)
Just connect us with your HR/Training head!
๐ง Intro email template: [Link]
๐ Or share their contact: [Form]
Help your company upskill & earn rewards! ๐ฐ
After placement
SEQUENCE: Post-Placement
DAY +3: Congratulations + testimonial request
DAY +10: If no testimonial, gentle reminder + increase reward
DAY +30: Corporate referral opportunity (they're settled in job)
ONGOING: Include in alumni success story campaigns
IF REFERRED CORP: Track deal, pay commission on closure
How it works: Strike while iron is hot - they're excited about placement. Generous rewards (Amazon voucher + free course) incentivize participation. Video testimonials are 10x more powerful than text. Corporate referral taps into B2B opportunity - placed students have inside access to decision-makers. Win-win-win: student earns, company saves, you grow B2B.
Workflow tip: Make testimonial recording EASY. Share video examples, suggested script, recording tips. Remove all friction.
CRM
Your pipeline, pre-configured
Track every participant from inquiry to placement. See who needs follow-up, who's at risk of dropping, and who's ready for alumni benefits.
Inquiry
Course interest
Demo
Attended demo
Enrolled
Active student
Learning
Attending classes
Certified
Course complete
Placed
Got the job!
CRM Lite add-on: +$10/mo on Pro plan, included in Business
Ideal for training institutes with 100-300 active participants across multiple batches. Includes placement support, assignment tracking, and corporate training capabilities.