Education
Student Lifecycle & Retention
From enrolled to re-enrolled: onboarding, milestones, early-warning signals and re-enrollment handled on a schedule.
The problem
Retention work is seasonal in name only. The families who leave usually signalled it months earlier, in ways no report surfaced at the time.
How it works
We model the family journey by year and division, automate the touchpoints and internal checks at each stage, and surface early-warning signals from engagement, attendance and billing patterns.
- Onboarding journeys for new families
- Milestone and re-enrollment sequences by year group
- Early-warning signals routed to a named owner
- Exit-risk reporting for leadership
What's included
In the build
- New-family onboarding checklists and comms
- Re-enrollment campaign automation with tracking
- Contract and fee-agreement follow-up
- At-risk flags with human review
- Retention dashboard by division and cohort
Systems we work inside
- SIS enrollment records
- Billing
- Engagement history
Academic-calendar timing
Education automation is seasonal. We build and launch against your year, not a generic quarter.
Aug–Sep
New-family onboarding.
Jan–Feb
Re-enrollment window.
Mar–May
Follow-up on undecided families and melt prevention.
In practice
Re-enrollment opens with every family already prompted and tracked, so the retention team can spend its weeks on the small number who have not responded. (Illustrative composite.)
- Earlier commitments
- Signals surfaced while they are still actionable
FERPA & data handling
Student and family records stay in your systems and remain your property. Access is scoped to what the automation needs, every action is logged, and retention follows the policy you set.
Trust & security details →Admissions language
- Re-enrollment — Existing families committing to the next year.
- Attrition — Families who do not return.
Typical integrations
Continue exploring
Let's map what your team could automate next.
Book a consultation about student lifecycle & retention. We’ll map the current process, identify the repetitive steps, and explain what a practical first phase could automate.
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