Signed Case 04 / Education
Connecting acquisition to the moment a student disengages.
A CRM and LMS integration turned enrolment, course activity, events, and retention signals into one measurable student lifecycle.
21%
higher lead-to-student conversion
19%
better student retention
30+
hours saved monthly
01 / Baseline
The constraint before the work.
- Every enquiry entered the CRM without behavioural context or lead scoring.
- Course starts, completions, and inactivity stayed inside the LMS.
- Webinars and open houses required manual attendance tracking and generic follow-up.
- Leadership lacked a live view of enrolment and retention drop-offs.
02 / Intervention
What changed in the operating system.
- Restructured the funnel around course interest, event participation, and engagement.
- Synced LMS activity into HubSpot so sales and student success teams could act in real time.
- Automated registration, reminders, attendance-based follow-up, and inactivity interventions.
- Built dashboards spanning acquisition, enrolment, course progress, events, and retention.
03 / Verdict
The written verdict.
Sales could prioritize students showing real intent, while student success teams could intervene when engagement fell. The source record reports a 21% increase in lead-to-student conversion, a 19% improvement in retention, and more than 30 hours of monthly manual work removed.
04 / Confirmed
Confirmed in the source record
What the evidence supports.
The source record supports a 21% increase in lead-to-student conversion, a 19% improvement in retention, and more than 30 hours saved monthly.