Tutoring center CRM setup for trial lesson follow up

A small tutoring center can run on memory for a while, but trial lessons are where that starts breaking. The family asks one question by text, the teacher writes a note on paper, the front desk remembers a schedule issue, and then nobody has the whole picture when it is time to follow up. The CRM setup that worked for me was not complicated. I created a pipeline with five stages: new inquiry, tri…