CreateTech CRM & Enrollment Automation System
The challenge
CreateTech needed a clearer way to organize incoming leads, understand where each family stood in the enrollment journey, and keep follow-up from becoming a manual guessing game.
My approach
I mapped the journey from initial lead capture through consultation and enrollment, then designed a CRM structure around those stages. The workflow connects lead tagging, pipeline movement, and follow-up actions so the process is easier to understand and manage.
What I designed
• CRM dashboard for lead and pipeline visibility
• Admissions pipeline stages for outreach, appointments, and enrollment
• Lead-to-enrollment funnel mapping
• SMS/email follow-up automation workflow
• Clear handoff points for team follow-up
The outcome
The finished system provides a more organized view of the enrollment process and a repeatable framework for managing leads. Instead of relying on scattered follow-ups, the workflow shows what should happen next and where each lead belongs.
This project combines CRM strategy, digital marketing, automation planning, and visual communication into one practical operating system.
0 likes · 2 views · Aug 6, 2026
Designed a CRM, enrollment funnel, and follow-up automation system that gives CreateTech a clearer, repeatable way to manage leads from interest to enrollment.
