Additional app starts
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The challenge
Families expect instant, accurate answers. Teams are stretched thin. Data lives across CRM, SIS and application portals, making it hard to personalize outreach—or even prove what’s working.
- Slow responses lose momentum and applications.
- Fragmented data creates blind spots and duplicated work.
- Counselors bogged down in repetitive Q&A can’t do high‑touch guidance.
Our promise
Practical AI, rooted in HubSpot, that gives families clear next steps, gives counselors their time back, and gives leaders reliable reporting.
- 24/7 admissions agent that answers, routes, and books
- AI‑assisted nurture and predictive scoring to lift conversion.
- FERPA/COPPA‑aligned guardrails and human handoff.
What we do
Tailored for Higher-Ed
Enrollment AI Readiness Sprint
Identify high‑ROI AI opportunities across your funnel and leave with a 90‑day plan, KPI targets, and stakeholder alignment.
- Workshops + scorecard
- Opportunity map
- 30/60/90 roadmap
Student Data Readiness & CRM Alignment
Clean, connect, and govern the data that powers AI and reporting—HubSpot at the center, integrated with your SIS/portal.
- Property schema & dedupe
- Lifecycle rules & dashboards
- Governance quick-start
“Prospect Concierge” — AI Agent
Run focused pilots (AI nurture, predictive scoring, counselor copilot), then mature the stack with monthly experiments.
- Backlog & experiments
- Enablement & QA
- Quarterly OKRs
Pilot & Coaching Retainer
Identify high‑ROI AI opportunities across your funnel and leave with a 90‑day plan, KPI targets, and stakeholder alignment.
- Workshops + scorecard
- Opportunity map
- 30/60/90 roadmap
How it works
1. Plan
Map opportunities, guardrails, and a 90‑day plan.
2. Prepare data
Align lifecycle stages, properties, and dashboards in HubSpot.
3. Launch agent
Publish knowledge, set routing, go live on web/email.
4. Prove & scale
Pilot high‑impact plays; roll out what moves the needle.
Outcomes you can expect
minutes
Response time for common questions
conversion
Inquiry→application start and completion
counselor time
Hours returned from repetitive tasks
Calculate impact on your enrollment pipeline
Additional completions
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Est. counselor hours saved*
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*Assumes agent deflects FAQs and automates booking.
Packages & starting points
Most popular
Growth
from $35,000
- Readiness + Data Alignment
- AI Agent
- 1 Pilot
- Quarterly review
Scale
from $75,000
- Readiness + Data Alignment
- AI Agent
- Retainer (multi‑pilot)
- Executive reporting
Safety, privacy, and accessibility
Designed with FERPA/COPPA‑aligned guardrails, role‑based permissions, and content approvals. We constrain AI to trusted knowledge, log changes, and provide clear human‑handoff paths.
- Slow responses lose momentum and applications.
- Fragmented data creates blind spots and duplicated work.
- Counselors bogged down in repetitive Q&A can’t do high‑touch guidance.
Guardrails
Approved sources, citations/
Plain language
Readable, WCAG‑informed content and UI patterns.
Permissions
Role‑based access, data retention, and change logs.
Human in the loop
Route edge cases to counselors—no dead ends.
Frequently asked questions
No. It offloads repetitive tasks so counselors can focus on high-touch guidance and yield activities.
Yes. We integrate via API, SSO, or secure file exchange depending on your environment and data policies.
We restrict scope, ground responses on approved sources, and add guardrails like confidence thresholds and human review.
Yes. We implement guardian contact handling, youth‑appropriate tone, and COPPA‑aligned settings.
We set baselines during the Sprint, then report monthly on conversion, response times, agent deflection, and counselor hours returned.
Ready to see what AI can do for your funnel?
Book a 45‑minute consult and we’ll outline a 90‑day plan for your institution.
Prefer a quick overview? Download the PDF.
Answer families in minutes—not days.
PDF overview
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