The 30-point enrolment leakage audit
Score your enquiry-to-enrolment process across 30 critical points, including response speed, follow-up, pipeline visibility, conversion friction and dormant leads. Identify where opportunities may be leaking from your pipeline and what to improve first.
3 things this audit uncovers about your enrolment process.
- Whether new enquiries are being responded to quickly and consistently
- Whether follow-up continues systematically after the first interaction
- Whether you can clearly see where leads are dropping out of your pipeline
- Whether unnecessary friction is preventing interested prospects from moving forward
- Whether older enquiries are being systematically re-engaged
- Whether you have the data to identify where your biggest conversion gaps sit
Why enrolment leakage matters
Generating more enquiries is only valuable if your follow-up process converts them effectively. Small gaps in response time, follow-up, booking or pipeline management can compound across hundreds or thousands of enquiries.
The audit helps you look beyond overall conversion rate and identify where those gaps are occurring, so you can focus improvement on the parts of the process that need it most.
The six areas the audit covers
Thirty checks, five in each of six areas. Each area is scored separately, helping you see where your process is strongest and where the biggest opportunities for improvement sit.
How quickly and consistently new enquiries receive a meaningful response.
Whether every enquiry receives structured, persistent and appropriate follow-up.
Whether you can clearly see where each lead sits and where opportunities are being lost.
How easy it is for an interested prospect to book, attend and move forward.
Whether older enquiries are being revisited or quietly accumulating in your CRM.
Whether you can measure conversion, response, booking and show rates across the pipeline.
What your score gives you
A clear benchmark for your enquiry-to-enrolment process.
Score each of the 30 checks as fully in place, partially in place or not in place. Your total score places your process into one of four categories, from Unlock through to Optimise, while your individual section scores show where the biggest gaps sit.
If speed comes out as a key weakness, the 5-minute speed-to-lead diagnostic goes deeper on that one area. If dormant data is the problem, start with our guide on re-engaging cold leads in education.
Common questions about the audit
01 How long does the audit take?
Around ten minutes. It contains 30 checks across six areas of your enquiry-to-enrolment process.
02 Do I need reporting data to complete it?
No. You can complete the audit from your knowledge of the current process. Where you are unsure of an answer, that can itself highlight an area worth investigating.
03 Who is the audit designed for?
The audit is designed for education and training providers handling inbound enquiries, including schools, tutoring providers, bootcamps, online learning businesses and other enrolment-led organisations.
04 What happens after I get the audit?
You’ll be taken straight to a page where you can download the audit, complete the 30 checks and calculate your score.
More on lead engagement and follow-up.
Are you losing enrolments in the first 5 minutes?
Go deeper on response speed with our 11-point Speed-to-Lead Diagnostic and identify where delays could be costing you enrolments.
Get the diagnostic GuideHow to Re-engage Cold Leads in Education
A practical playbook for re-engaging dormant enquiries without sounding like a mass marketing campaign.
Read the guide Case studyHalf a dormant list, back in conversation
See what happened when Summer Boarding Courses re-engaged an aged lead database using conversational follow-up.
See the results