Operations

University Launch Checklist

Use this workflow to take a university from first enquiry to a live, measurable pilot.

  1. Submit and qualify university lead
  2. Convert lead to organization from admin panel
  3. Assign at least one advisor and one admin
  4. Set pilot contract details and seat volume
  5. Create and send invoice from advisor workspace
  6. Schedule onboarding webinar and ATS clinic
  7. Run first cohort and monitor KPI dashboard
  8. Export report and proposal for procurement
Start with University LeadOpen AdminOpen Advisor Workspace