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Free audit for academies and training centres

How many enquiries from new students go unanswered?

Tell me how enquiries reach you, how you handle enrolment, payments and timetables, and what you do on social media. I'll tell you which agents fit, why, and what you win back each month.

Everything is optional. When I ask for a number, a rough figure is fine.

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Audit for academies and training centres

Who's answering
1.Your profile

How would you describe yourself?

If you're a freelancer with no trading name, leave it blank.

If you don't have one yet, leave it blank.

Where do customers reach you today?

2.Lead capture and sales

Is it always up to date, or does everyone keep their own list?

From 1 to 5, what score would you give to how lead capture and follow-up work today?

3.Support: phone and WhatsApp

Count all of them, answered or not.

From 0 to 10.

In euros, whether they come by phone or by WhatsApp.

From 1 to 5, what score would you give to your phone and WhatsApp support today?

4.Social media

Out of 4.

From 1 to 5, what score would you give to how you run social media today?

5.Email

Are there email accounts used by several people?

Do you use templates for the replies that repeat most?

From 1 to 5, what score would you give to how you handle email today?

6.Website and visibility

From 1 to 5, what score would you give to your online presence (website, Google, social media) today?

7.Admin

Badly done rotas, hours logged that never happened…

Do you copy data by hand between different programs or spreadsheets?

From 1 to 5, what score would you give to how you handle admin today?

8.Tools and data

A spreadsheet, a program, someone's head…

9.Team

Has the team received training in digital tools or AI?

10.Academy: your centre

I only ask about the academy as a business. Please don't write names or any details of students or their families.

Are classes in person or online?

What courses do you teach?

11.Academy: enquiries from new students

How do people interested in a course get in touch?

What do they ask about most?

Late means the next day or later. If you're not sure, an estimate is fine.

Do people message you when the academy is closed, at night or at weekends?

If someone asks and doesn't enrol, do you get back in touch?

12.Academy: peak enrolment periods

When do most enquiries come in?

In those weeks, do you manage to answer everyone?

Do you run paid ads (Instagram, Facebook, Google) to find students?

13.Academy: enrolment and payments

How does enrolment work?

How do you collect fees?

How do you chase unpaid fees?

14.Academy: keeping students and families informed

How do you send notices to students and families?

Which notices do you send most often?

How do you take attendance?

When a student misses a class, do you let the family or the student know?

15.Academy: social media and content

How often do you post on social media?

What do you usually post?

16.Academy: the software you use

What do you use to manage students, groups and payments?

The name is enough. If it was built for you, say so.

Is any data entered twice, for example in the software and in a spreadsheet?

17.Academy: internal admin processes

What happens outside the classroom to keep the academy running: timetables, cover for absent teachers, fees and paperwork. Just how you do it and how long it takes.

How do you build teacher and classroom timetables?

When a teacher is off, how do you sort it out?

How are invoices and fees prepared?

Do you run FUNDAE-subsidised training for companies?

FUNDAE is Spain's subsidised training scheme for employees. If you don't work with companies, skip this one.

Notifying the start and end of each group, attendance records, quality questionnaires…

18.Bottlenecks and priority
19.Decision

When would you want this up and running?

What rough budget do you have in mind for this?

Everything is optional. If you don't know something, skip to the next one.