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Case 001 · Education · 3 branches

They didn't need more enquiries. They needed to stop losing them.

A three-branch coaching institute was fielding roughly 300 admission enquiries a month across four staff phones, and converting a fraction of them. Fees went unpaid for weeks because nobody could say who had been reminded. The diagnosis was uncomfortable: this was not a marketing problem, it was an operations problem. One term on a WhatsApp-native system settled the argument — without a rupee more in advertising.

Enquiry → admission
21% 38%
One term, same three branches, same counsellors, same ad spend.
Hero photo A real counselling desk or classroom, 1200×620 or wider. Drop it in assets/ and swap this block for an <img>.
01

The three-hour Monday

Before designing anything, we sat with the office manager and timed the ritual she repeated every Monday morning. This is not a metaphor. It is the actual list, with its actual cost.

Before3 h 05 min
  • Copy weekend WhatsApp enquiries into the register 55′
  • Match UPI screenshots against the fee sheet 45′
  • Find and chase unpaid instalments 40′
  • Untangle two counsellors calling the same parent 25′
  • Assemble the attendance report per branch 20′
After12 min
  • Review the week's enquiry dashboard 7′
  • Approve the 3 payments that failed to auto-match 5′
  • Copy enquiries by hand
  • Match payment screenshots
  • Manual attendance report
02

What changed, exactly

Three product decisions explain almost the whole result. Each one answers a loss the institute was already paying for, whether or not anyone had put a number on it.

A
The loss

Enquiries arrived on four personal phones and died there. Nobody could tell which had been followed up.

The decision

One shared inbox on the Meta Cloud API. Every enquiry becomes a record, assigned to exactly one counsellor with a visible follow-up clock.

+11 pts
of conversion, from follow-ups that used to be forgotten
B
The loss

Fee instalments were tracked in a spreadsheet updated from UPI screenshots, days late and often wrong.

The decision

Payment links per instalment, auto-reconciled against the gateway, with staged reminders that go out before the due date rather than after.

−63%
fees more than 30 days overdue
C
The loss

Nobody knew which batches were full, which were half empty, or which counsellor was actually converting.

The decision

Occupancy and conversion by batch, branch and counsellor in plain view. Four batches merged, one closed, two new timings opened.

+24%
monthly collected revenue
Product screenshot The batch-occupancy dashboard, cropped to the panel that makes the point. Blur any real student names.
1

The 4 p.m. batch stopped being "the quiet one" and started having a number next to it.

2

Payments that failed to reconcile show up as today's task, not as a surprise at month end.

3

Each branch sees its own numbers; the director sees all three side by side.

03

The numbers, with their baseline

A percentage without a starting point says nothing. These are four indicators the institute already tracked before the migration, compared against the equivalent period a year earlier.

Enquiry → admission 21% 38%
Enquiries answered within 1 hour 34% 91%
Average batch occupancy 58% 86%
Fees over 30 days overdue 19% 7%

METHOD · Jan–Jun 2026 vs. Jan–Jun 2025, same three branches. Conversion = admissions confirmed ÷ enquiries received. Occupancy = enrolled ÷ published seats. No change in fee structure or advertising spend during the period.

“The surprise wasn’t getting more enquiries. It was finding out the same day that a parent was about to walk away.”

Director Three-branch coaching institute · name withheld
Portrait
04

What it cost, unvarnished

Migrating was not free in effort, and week one was worse than the week before it. Worth saying plainly, because any institute doing this will live the same thing.

01Cleaning 1,400 duplicated contact records out of four phones and two spreadsheets: nine hours of staff time.
02Two weeks running the old personal-number flow in parallel before switching it off.
03Counsellors who had always worked from their own phone needed a fortnight and two sit-downs to trust a shared inbox.
Timeline
  1. WK 1Contacts, batches and fee plans migrated and de-duplicated
  2. WK 2Shared inbox live, assignment rules and follow-up clocks per branch
  3. WK 3Payment links and staged reminders live, first clean reconciliation
  4. WK 4Personal numbers switched off as an enquiry channel
Next step

How many hours does your Monday cost?

In twenty minutes we run the same stopwatch over your operation and tell you which parts can be switched off.