Basicrev

University admissions conversation in a bright campus office

Student admissions pipeline

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Recipe / Education

A student admissions pipeline.

Counselors are not SDRs, and an application is not a deal. The stages should sound like the office that uses them.

  • Industry: education
  • Hubs: Marketing, Sales or Service
  • Complexity: native + object
An admissions conversation in a bright campus office

Stages that match the work

  • Inquiry
  • Application started
  • Application complete
  • Review
  • Offer
  • Enrolled or withdrawn

Use a custom object called Application when one person can apply to more than one program. A single deal pipeline collapses that history.

The team that handles inquiries before a counselor is assigned

Build steps

  1. 1

    Inquiry form

    Program, start term, and campus. Create the contact and the application record together.

  2. 2

    Counselor assignment

    Assign by program, not by whoever opened the inbox. A workflow on the application owner.

  3. 3

    Missing-document tasks

    Required properties for transcript and language score. A task opens when the application sits in “started” for seven days.

  4. 4

    Offer and enrolment

    The student information system remains the system of record after enrolment. HubSpot keeps the recruitment story.