School onboarding
that ran on paper and follow-up.
Elevo Learning delivers programs into schools, and every school it signs has to be onboarded — information collected, requirements confirmed, reporting set up. That work was manual, and it scaled by hiring.
The situation,as it arrived.
School districts move on their own calendar and all at once. Onboarding that depends on chasing forms works at ten schools and fails at a hundred, in the same three weeks of August.
The people doing the chasing were the same people who should have been delivering programs, so the manual process was capping the business twice.
Four moves,in the order they happened.
Reduce onboarding to one tool
The whole process consolidated into a single branded tool a school administrator can complete without a phone call, which is what removes the follow-up entirely rather than speeding it up.
Automate the data collection
Information captured once, validated at entry, and available to the team without transcription.
Automate the reporting behind it
Reporting generated from the same data rather than assembled afterwards, so the operational record and the school-facing record cannot disagree.
Then the growth layer
Marketing strategy, recruitment campaigns and HubSpot behind the product, because a tool that onboards efficiently still needs schools arriving at it.
Everything thatleft the building.
- Branded onboarding web application
- Automated data collection and validation
- Automated reporting
- MVP product development
- HubSpot and recruitment campaigns
- Marketing strategy
More like this one.One a month.
Written out of engagements rather than off a content calendar, by whichever principal ran the work. No sequence afterwards.
Your situation is not this one.Tell us what it is.
A senior strategist reads it and replies within one business day, with a straight answer about whether we are the right people.