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Training & Education Academy

A growing training academy needed a better way to handle enquiries, organise trial bookings and communicate with students and families. GlobalInfo developed a connected CRM and automation system to simplify day-to-day administration and create a more consistent experience from the first enquiry onward.

CRM Implementation, Lead Management, Booking Automation, Email & SMS Automation, Student Communication

Estimated Admin Time Saved Monthly
15 + hrs
Reduction in Manual Follow-Ups
80 %
Automated Enquiry Response Time
2 mins
Enquiry Follow-Up Coverage
95 %
01 / The challenge

Growing Enquiries. Increasing Administration.

Managing a training academy involves more than delivering classes. New enquiries, trial bookings, enrolment follow-ups and student communication all require attention.

As the academy grew, these activities created additional administrative work.

The business needed a more organised way to manage enquiries, communicate with prospective students and maintain existing student records without relying on repetitive manual tasks.

02 / The work

Connecting Enquiries, Bookings and Student Communication.

GlobalInfo developed a centralised CRM and automation system to simplify how the academy managed prospective and existing students.

The solution connected enquiry management, trial bookings, automated follow-ups and ongoing communication, reducing repetitive administrative tasks while maintaining a consistent experience for students and families.

01 / CRM Implementation

One Place for Student Information

A central CRM to organise new enquiries, prospective students and existing members, keeping contact details, communication history and student records easier to manage.

02 / Lead Management

A Clearer Path to Enrolment

A structured enquiry process to track prospective students, manage trial bookings and identify follow-ups, helping the team stay organised throughout the enrolment journey.

03 / Booking Automation

Faster Responses. Fewer Manual Tasks.

Automated enquiry responses, booking confirmations and reminders to keep prospective students informed while reducing repetitive administrative work.

04 / Email & SMS Automation

More Consistent Communication

Organised email and SMS workflows for enrolment follow-ups, class information and important updates, supporting regular communication with students and families.

04 / The Results

Turning Manual Processes Into More Efficient Operations.

The CRM and automation system established a more organised way to manage enquiries, trial bookings and student communication. Automated responses and follow-ups helped reduce repetitive administration while supporting a more consistent enrolment experience.

15+ hrs
Estimated Admin Time Saved Monthly
80%
Estimated Reduction in Manual Follow-Ups
60 sec
Target Automated Enquiry Response Time
95%
Target Enquiry Follow-Up Coverage

The CRM brought enquiries, student information and communication history into a more structured system.

Automated responses, booking confirmations and reminders reduced the need for repetitive manual messages, while helping prospective students receive information at the right stage of their enrolment journey.

The academy also established a clearer process for managing trial bookings, enrolment follow-ups and ongoing student communication.

With automated, routine communication, administrators gained a more consistent way to manage prospective and existing students.

Together, these improvements created a more organised operational process designed to support future growth.

Your Business / The Next Step

Your Business Is Different. Your Automation Should Be Too.

GlobalInfo builds CRM and automation solutions for businesses across different industries.