Step 1
Clarify your ideal family & core offer
Clarify your ideal family & core offer
Who are you speaking to and what are you inviting them into?
Ideal family profile
Child profile
Core offer
Key promise & differentiator
Step 2
Map your funnel from awareness to enrollment
Map your funnel from awareness to enrollment
Sketch the journey families take from first discovering you to becoming enrolled and onboarded.
Funnel stages
Current touchpoints
Gaps or drop-off points
Step 3
Design your awareness & traffic sources
Design your awareness & traffic sources
Decide how new families will consistently discover your school.
Primary awareness channels
Content & messaging themes
Traffic goals
Step 4
Create your lead capture & lead magnet
Create your lead capture & lead magnet
Design how interested families share their contact information and what they receive in return.
Primary lead capture point
Lead magnet or value offer
Form fields & data collected
Step 5
Design your nurture sequence & automation
Design your nurture sequence & automation
Plan the emails and touchpoints that build trust and move families toward a tour or call.
Nurture sequence outline
Automation opportunities
Key call-to-actions
Step 6
Clarify application, enrollment & onboarding
Clarify application, enrollment & onboarding
Define the steps from "ready to apply" to "first day in the classroom".
Application process
Enrollment confirmation
Onboarding steps
Step 7
Set funnel metrics & optimization plan
Set funnel metrics & optimization plan
Choose a few simple metrics and plan how you will improve your funnel over time.
Key metrics
Tracking tools
Optimization ideas
Hub link / notes