CRM_Database

Four Marketing Techniques: Are They in Your Toolbox?

During over 30 years of learning about marketing, I’ve run across a lot of techniques.  I still use them in various ways to create success in enrollment management. As enrollment management professionals, it’s essential to employ strategies that not only showcase your school’s strengths but also foster meaningful connections with prospective families. This article explores four marketing techniques that can help you develop a deeper understanding of your prospects and build lasting relationships. 1. Problem-Based Marketing Problem-based marketing focuses on identifying and addressing the specific challenges that your target audience faces. For K-12 private schools, this approach involves: Conducting surveys and focus groups with current parents and students to identify common pain points in education Creating content that addresses these challenges and positions your school as the solution Developing targeted campaigns that speak directly to parents’ concerns, such as academic rigor, personalized attention, college preparation, and most importantly transformations expected. Example: If parents in your area are concerned about large class sizes in public schools, create a campaign highlighting your school’s small class sizes and personalized attention. Don’t assume they know the extent in which the smaller size will be valuable.  Spell it out for them. 2. Image Marketing Image marketing is all about crafting and maintaining a strong, positive perception of your school in the minds of prospective families. Key strategies include: Developing a consistent brand identity across all marketing materials Showcasing your school’s unique culture, values, and achievements Utilizing high-quality visuals and storytelling to create an emotional connection with prospects Respond to negative images in a positive way, i.e. Use your stakeholders to counter the negative. Example: Create a video series featuring student success stories, highlighting how your school’s unique programs have contributed to their growth and achievements. 3. Segmentation Marketing Segmentation marketing involves dividing your prospect pool into distinct groups based on specific characteristics, allowing for more targeted and personalized outreach. Consider segmenting by: Grade level (elementary, middle, high school) Academic interests (STEM, arts, athletics) Geographic location Family values or priorities Example: Develop separate email campaigns for families interested in your STEM program versus those more focused on arts and humanities, highlighting relevant faculty, facilities, and student achievements in each area. 4. Database Marketing Database marketing leverages the power of data to create highly personalized marketing efforts. This technique involves: Maintaining a comprehensive database of prospect information Tracking interactions and engagement with your school Using data analytics to identify trends and tailor your marketing efforts Example: Use your database to identify which families have attended multiple open houses but haven’t applied, then create a personalized follow-up campaign addressing potential concerns or questions they may have. Implementing These Techniques To effectively use these marketing techniques, consider the following steps: Assess your current marketing efforts: Evaluate which techniques you’re already using and identify areas for improvement. Set clear goals: Determine what you want to achieve with your marketing efforts, such as increasing applications, improving yield rates, or attracting students from specific demographics. Develop a comprehensive strategy: Create a marketing plan that integrates all four techniques, ensuring they work together cohesively. Invest in the right tools: Implement a robust Customer Relationship Management (CRM) system to support your database marketing efforts and track the effectiveness of your campaigns. Train your team: Ensure that all staff members involved in enrollment management understand these techniques and how to apply them effectively. Continuously refine your approach: Regularly analyze the results of your marketing efforts and adjust your strategies based on what works best for your school and target audience. By incorporating these four marketing techniques into your enrollment management strategy, you’ll be better equipped to understand your prospects, build meaningful relationships, and ultimately attract the right students to your K-12 private school. Remember, the key to success lies in consistently delivering value and maintaining open lines of communication with prospective families throughout their decision-making journey.

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Surveying Your Marketing Segments: Get Started Now!

Have you ever felt like you’re shooting in the dark when it comes to marketing your school? I know I have. But here’s the thing: you don’t need a massive budget or a crisis to start gathering valuable data. Let me share with you some strategies I’ve developed over the years that have helped me fine-tune our enrollment efforts without breaking the bank. The Five Groups You Can’t Afford to Ignore In my experience, there are five key groups that hold the secrets to your school’s marketing success. Let’s dive into each one: 1. Current and Past Consumers: Your Hidden Goldmine These folks have been through your halls, experienced your curriculum, and interacted with your faculty. Their perceptions? Pure gold. Here’s what I do: Create a simple survey focusing on three critical areas: faculty quality, student body, and curriculum. Add the big question, “How likely are you going to recommend us to others?” Gauge their willingness to help in the recruitment process. (You’d be surprised how many are eager to help!) Remember, their words can make or break your reputation. Use them wisely. 2. School Employees: Your Frontline Ambassadors Your employees spend more time at the school than anyone else. They see the good, the bad, and the areas ripe for improvement. My approach: Avoid direct questions about faculty and programs. It’s too close to home. Instead, focus on informal conversations. I often spend my lunch hours just listening and observing. Why? Because what they say about the school can be incredibly powerful – for better or worse. 3. The Observers: Your External Validators These are the organizations and vendors who interact with your school regularly. Feeder schools are a perfect example. My secret weapon: I call my largest feeder schools after their students visit us. It allows me to make quick adjustments and shows them I care about their students’ experiences. This simple act builds strong relationships and keeps you in the loop. 4. The Competition: Your Benchmark Understanding your competitors is crucial. But how do you do it without crossing ethical lines? My tactics: Ask visiting students about their experiences at other schools. Listen carefully to parents who are willing to share information. Analyze competitor acceptances to understand their patterns for offering admission. It’s all about careful listening and observation. 5. The Ones That Got Away: Your Reality Check This group includes those who didn’t accept your offer or didn’t return. They’re your early warning system for potential weaknesses. What I do: Provide written surveys for both groups. Ask not-accepting full-pay families to compare aspects of our program with their chosen school. Their feedback can be a wake-up call or a reassurance that you’re on the right track. The Continuous Feedback Loop Don’t wait for big moments to gather data. I’m constantly collecting information: At the inquiry point: “How did you hear about us?” During open houses: Quick surveys As part of the application process: Embedded feedback forms Start small, but start now. You’ll quickly see the value and naturally expand your efforts.

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What Equals an Email Marketing Tool on Steroids

Imagine this: you’ve just nailed down a powerful email campaign targeting full-paying families. Customizable and cost-effective, it’s been your go-to marketing tool. But what if I told you there’s something even more potent—a marketing automation system that takes your email marketing to a whole new level? This isn’t just email marketing; it’s email marketing on steroids. Welcome to Marketing Automation Marketing automation isn’t just about sending emails. It’s about creating an intelligent system that knows what your prospects want and when they want it. Here’s how it works: Trigger Campaigns: Picture this scenario. Your applicant has just completed their interview, and this change is updated in the student’s record. Automatically, a series of personalized emails is sent to the student over a set period—this is a drip campaign. If the student opens two of these emails, the program alerts the admission counselor. It’s like having a personal assistant who knows exactly when to follow up. Web Analytics: Once you have a prospect’s email, you gain insight into their behavior on your website. You can see what pages they visit, how long they stay, and what captures their interest. This information allows you to tailor your follow-up interactions to their specific interests. Imagine knowing exactly what to say to keep them engaged! Lead Scoring: This is where things get really interesting. Marketing automation can score your prospects based on their interactions with your content. For example: Opening a sports email: 10 points Opening an arts email: 15 points Clicking a link: 15 points Attending an open house: 25 points High interview score: 25 points Submitting an application with fee: 15 points (+35 points if no financial aid is required) When a prospect’s score hits a certain threshold (say, 60 points), an action is triggered—perhaps alerting an admission counselor or sending a special email. It’s like having a heat sensor that identifies your hottest leads. The Challenge Choosing the right system depends on your current customer relationship management (CRM) platform. If you’re using robust systems like HubSpot or Slate, many of these features are built-in. With tools like MailChimp or Constant Contact, you’ll get some of this functionality but may face integration challenges. Salesforce offers 10 free licenses for non-profits, but adding Pardot provides the full marketing automation experience. However, online folder reading requires customization to fit your needs. The Opportunity Marketing automation is becoming more affordable and accessible for schools. Understanding how to leverage these tools will be a critical part of your strategy, especially in engaging full-paying families. It’s not just about sending emails; it’s about creating meaningful interactions that move prospects through the admissions funnel efficiently and effectively. Making It Work for You To get started, assess your current CRM system and research the best way to integrate marketing automation tools. The goal is to create a seamless, intelligent marketing process that enhances your ability to attract and retain full-paying families. Remember, in the world of enrollment management, it’s all about staying ahead of the curve. Marketing automation isn’t just the future—it’s the present. Embrace it, and watch your enrollment numbers grow.

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Part 2: Implementing and Optimizing Your New CRM – Making the Most of Technology

Welcome back to our guide on transitioning to a new CRM system. In Part 1, we covered the preparatory steps and essential features to look for. Now, let’s focus on the implementation process and strategies to optimize your new CRM for enrollment management. Developing a Detailed Implementation Plan A well-structured implementation plan is crucial. When we began our CRM transition, we quickly learned the value of having a clear roadmap. Outline each step of the process, from data migration to user training. Assign responsibilities to team members and set realistic deadlines to keep the project on track. In our case, assigning a dedicated project manager helped keep everything organized and on schedule. Customizing the CRM to Fit Your Needs Every school is unique, and so are its enrollment processes. Customize the CRM to align with your specific requirements. This includes setting up fields that mirror your current data, creating user roles and permissions, and configuring the system to reflect your organizational hierarchy. We spent considerable time tailoring the CRM to fit our exact needs, which paid off in the long run by ensuring a seamless user experience. Training Your Team Invest in comprehensive training for your staff. A well-trained team is essential for successful CRM adoption. Provide hands-on training sessions, create user manuals, and offer ongoing support to address any issues that arise. I remember the initial resistance we faced from some team members; thorough training and continuous support helped ease their concerns and fostered a sense of confidence in using the new system. Integrating Communication Channels Ensure that all communication channels (email, social media, phone) are integrated into the CRM. This allows you to track all interactions with prospective students and parents, providing a holistic view of each applicant’s journey. Integrating our email and social media platforms into the CRM revolutionized our communication strategy, making it easier to maintain consistent and personalized interactions. Automating Workflows Leverage the CRM’s automation capabilities to streamline workflows. Automated workflows can handle repetitive tasks such as sending follow-up emails, scheduling reminders, and updating application statuses. This frees up your team to focus on more strategic tasks. For us, automation reduced the time spent on administrative tasks, allowing us to focus more on building relationships with prospective families. Utilizing Data and Analytics A robust CRM system offers powerful data analytics tools. Use these tools to gain insights into your enrollment processes. Track metrics such as lead conversion rates, application completion rates, full-pay family applications, and communication effectiveness. Use this data to make informed decisions and improve your strategies. Analyzing these metrics helped us identify bottlenecks in our process and implement targeted improvements. Continuous Improvement and Optimization The implementation of a CRM system is not a one-time project. Continuously seek feedback from your team and look for ways to improve the system. Regularly update your CRM with new features and integrations to keep up with changing needs and technological advancements. We established a feedback loop where team members could suggest improvements, leading to continuous enhancement of our CRM functionalities. Reporting and Data Gathering Ensure the CRM system has robust reporting capabilities. It should be easy to build custom reports to gather data on key metrics like application progress, enrollment numbers, and financial aid allocation by comparison dates, not just years. This functionality is crucial for making data-driven decisions and demonstrating the effectiveness of your enrollment strategies. Customizable reporting was a game-changer for us, providing insights that helped refine our approach and boost our enrollment numbers. Conclusion of Part 2 Implementing a new CRM system can transform your enrollment management processes, making them more efficient and effective. By customizing the system, training your team, integrating communication channels, and leveraging data analytics, you can optimize your CRM to meet your school’s unique needs. Remember, continuous improvement is key to getting the most out of your CRM investment.

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Part I: Navigating the CRM Jungle – A Roadmap for Enrollment Management Directors

Switching to a new Customer Relationship Management (CRM) system can feel like trekking through an untamed jungle. I’ve been there, and I know the challenges all too well. But with the right guide and tools, you can turn this daunting journey into a successful expedition. Here’s the first part of your roadmap, designed specifically for enrollment management directors, to ensure a smooth transition and optimal use of a new CRM system. Define Your Objectives Clearly Before diving into the sea of CRM options, it’s crucial to have a clear understanding of your goals. What do you want to achieve with this new system? For enrollment management, the objectives often include: Acquiring a higher number of students in both quality and quantity. Evaluating and selecting students who best match your school’s program. Efficiently managing the evaluation and allocation process for financial aid applicants. Assess Your Current System Take a close look at your existing CRM or database. Identify the gaps and pain points. What functionalities are you missing? This assessment will help you pinpoint what you need from the new system. I remember when we first evaluated our system; it was eye-opening to see the inefficiencies that had crept in over the years. Essential Features to Look For When evaluating new CRM systems, consider these essential features tailored for enrollment management: Customer Portals: These allow prospective students and parents to access information, track application status, and complete necessary forms online. Our implementation of customer portals significantly reduced our inquiry response time and improved parent satisfaction. Partner Portals: Faculty, coaches, and other stakeholders can interact with prospects and record communications within the CRM. This feature was a game-changer for us, as it centralized all communications and reduced information silos. Lead Forms Integration: Ensure your lead forms (inquiry, pre-application, event registration) can be synced with the CRM to capture and track interest efficiently. Multiple form integrations helped us streamline our data collection process, making it easier to follow up with leads. Database Records Setup: Your CRM should be able to replicate your current database fields, create user hierarchies, and establish relationships between students, parents, and referral organizations. Proper setup allowed us to maintain continuity and avoid data loss during the transition. Digital Folder Reading: With the rise of digital documents, your CRM should support digital folder reading, allowing for easy access, sharing, and updating of student files. This feature has made document management a breeze for our admissions team. Seamless Integration Your new CRM must integrate seamlessly with existing systems like your email platform (Outlook, Google), social media (Facebook, Twitter), and event management tools (Eventbrite). This ensures all data is centralized, reducing the chances of missing out on critical information. I cannot stress enough how much seamless integration has simplified our workflow. Data Migration and Management Moving data from your old system to the new one is a critical step. Ensure the new CRM can handle bulk data imports and maintains relationships among records. Look for features like duplication detection and multi-field search systems to keep your database clean and efficient. We learned the hard way that improper data migration can lead to significant headaches. User-Friendly Interface A CRM with a user-friendly interface is essential. It should be intuitive and easy for your team to navigate, reducing the learning curve and increasing productivity. Investing in training sessions for our team ensured a smooth transition and quick adaptation to the new system. Tracking Full-Pay Families Given the significance of full-pay families to your revenue objectives, the CRM should have functionalities to track these families separately and ensure they receive special consideration throughout the admission process. This feature helped us tailor our approach and improve our full-pay enrollment numbers. Conclusion of Part 1 Transitioning to a new CRM system is a significant move that requires careful planning and consideration. By clearly defining your objectives, assessing your current system, and knowing what features to look for, you can ensure a smoother transition. In the next part, we will delve deeper into implementing the CRM system and maximizing its benefits for your enrollment management processes.

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