Level 1
Level 2
Level 3
Level 4
Level 5
100
2.4 Attempting FTO
What is an ASU lead who is qualified by Q&T, but there was no EC available to transfer the call to. The student will be in this stage and status if they were an FTO and will remain in this stage until you are able to complete a discovery call.
100
7 Marketing Never Contacted
What is no contact with lead after many attempts. After you have called your student multiple times (according to LMP) with no response.
100
3 In Sales A (3ISA)
What is qualified and has strong interest in program and has outlined action plan to apply. You completed a discovery call and the student submitted the application while on the phone with you but have not confirmed an application in PeopleSoft.
100
6 Marketing Lost Contact
What is entered In Sales B or In Sales A, but has become unreachable. You had a discovery call, the student never applied, and you have called the student multiple times (according to LMP) with no response
100
4 App in Progress
What is has submitted tangible evidence of their commitment to submit an application. Confirmed application in PeopleSoft but the student has not yet submitted the application fee.
200
3 In Sales B (3ISB)
What is qualified and has moderate interest in the program. Information has been exchanged, but lead is still deciding on enrolling. Once you have completed a discovery call but the student was not ready to apply over the phone with you today.
200
6 Marketing Not Committed
What is entered In Sales B or In Sales A, but states they are not ready to take necessary steps to the application process. You had a discovery call and the student states they are not ready to move forward with the application process (ex: not enough time)
200
6 Marketing Future Interest
What is will be qualified and ready to enroll within a year. You had a discovery call and the student wants to move forward in the future with ASU but not right now
200
5 Acc Accepted (5ACCACC)
What is applicant has been accepted by AP and will be issued a letter of acceptance by the AP. When your student is accepted!
200
Two or more opportunities exist in CRM for the same program/same contact.
What is 8 Delete Duplicate?
300
ASU lead who previously requested DNC (Do Not Call) but has re-submitted a request for information (i.e., now a renewed interest).
What is 8 Delete Do Not Call-Re-Opt in?
300
ASU Lead who is qualified by Q&T, but there was no EC available to transfer the call to.
What is 2.4 Attempting FTO?
300
Needs to delay their expected start date, but plans to start within the next year. Student intends to start prior to their application expiring but they either do not know their intended start date or registration is not yet open.
What is 5 Acc Deferment?
300
The call plan for 3 in Sales A.
What is a minimum of 1 call every 3 days?
300
4 CompFile Complete (4APPCOMP)
What is all pieces of the application paperwork have been received and the file is ready for AP review. ASU has received all transcripts and the application fee has been paid - be sure to notate whether or not your student has moved into "review" on the ASU file. - We never close a file in this status
400
The call plan for 3 in Sales B.
What is a minimum of 1 call every 7 days?
400
If we lose contact with our 3 in Sales leads we will eventually move them out to this status.
What is 6 Sales Marketing Lost Contact?
400
Our call plan for 4 App in Progress.
What is a minimum of 1 call every 7 days?
400
5 AccConf (5ACCCONF)
What is verbal or written confirmation has been received that prospective student will be registering for classes. Student is registered - We never close a file for a Registered Student. Verbal or written confirmation has been received that prospective student will be registering for classes. When a student has had their handoff call. In the last "Phone Call" the Enrollment Counselor will choose "Attendance Confirmation" as the "Type" and there will be no follow up date set. This will signify they are ready to go to the success coaches and leadership will create an Enrollment Record.
400
A minimum of 20 calls over 1 month.
What is the number of calls and anticipated time-frame for 2.4 Attempting FTO?
500
A minimum of 1 call every 14 days.
What is the call plan for 4 App in Progress/Rec incomplete?
500
We do not close files in these statuses.
What is 5 Accepted Confirmed and 4 Completed File Complete?
500
Lead Management, Sales Pipeline Management, Active Pipeline Management, and Enrollment Management.
What are the 4 Phases of Recruitment Services?
500
Our roadmap for how frequently we should call our leads and what statuses we should move them to.
What is the LMP or Lead Management Plan?
500
All leads in this status and up should have a scheduled upcoming activity.
What is 2 Attempting FTO - 5 Accepted Confirmed?