Level 1
Level 2
Level 3
Level 4
Level 5
100

1 New

What is a new untouched lead placed in database by marketing efforts?

100

Leads that are in the process of being contacted by phone and automated e-mail.

What are 2 Attempting leads?

100

The definition of 2 Attempting - Email Only.

What are leads that are in the process of being contacted by e-mail because the phone number is missing, incorrect or invalid or student has requested to be contacted by email only?

100

Lead is qualified and has moderate interest in program, but is still deciding on applying.  


What is 3 In Sales B?

100

Application and fee has been received; waiting on supporting documents.

What is 4 App Received?

200

1.5 New Pre-App

What is a new unassigned lead placed in database by marketing  efforts that indicates the lead has completed a 'Pre-App' (aka Mini-App)?


200

The call plan for 2 Attempting leads.

What is 1 call every 5 days?

200

7 automatic emails are being sent to these statuses.

What are 1 New and 2 Attempting statuses?

200

Lead is qualified, has expressed an interest in a program and will potentially be moving forward within the next year.                                               


What is 3 In Sales C?

200

Applicant has been accepted by AP and will be issued a letter of acceptance by AP.

What is 5 Accepted?

300

Call Plan for 1 News

What is 1 call within 2 hours if lead is received during business hours?

300

9 minimum attempts are made to these statuses BEFORE moving them to an inactive status.

What is the 2 Attempting and 2.5 Attempting Pre-App statuses?

300

If we call a student in 2 Sales Appointment Set and we reach their voicemail we immediately move them to this status.

What is 2 Contact No Appointment?

300

Lead is qualified, has strong interest in program and has outlined an action plan to apply.

What is 3 In Sales A?

300

Student has been confirmed their acceptance; EA has outlined the next steps per their program specific ACF Script (registration and SS welcome call / webinar was scheduled) and official enrollment has been created.

What is 5 Accepted Confirmed?

400

1st email is automatically sent by Marketing.

What is a 1 New Lead?

400

We move leads to this status if no contact was made or student was unresponsive?

What is 7 Marketing Never Contacted?

400

The number of weekly calls we make to the 2 Contact No Appointment status before we move them out.

What is 6 calls?

400

6 Marketing Future Interest. 

What is lead that is not currently qualified but will be qualified and ready to enroll within a year?

400

We never call or email this status.

What is the 8 Delete Status?

500

A lead that shows up with the 1 News but is not brand new.

What is a Renewed Interest Lead?

500

Leave lead in this status until all automation e-mails are received or contact has been made. Once contacted - try to get a working number.

What is 2 Attempting - E-mail Only?

500

Before moving a lead to any 6 Marketing status, it must have first been in this status.

What is 3 In Sales Statuses?

500

Has submitted tangible documents for their file other than the online application (e.g. transcripts, LORs, etc.).

What is 4 App in Progress?

500

Approximately the minimum number of calls within 45 days to the Attempting statuses.

What is 9 calls?

M
e
n
u