We work with you to map your funnel stage by stage to identify where and why students are lost, then build you a right-sized plan that matches your staffing and budget.
Consulting provided by senior practitioners who have led enrollment teams at institutions like yours.
Every recommendation is grounded in your customized context.
You leave with a clear action plan with owners and milestones, and OptEd walks alongside you and your team providing support while you execute.
We work through a stage-by-stage funnel diagnostic and evaluate your market landscape. A customized strategy and a systems review are used to identify areas that need priority attention.
We provide a stage-by-stage analysis of your enrollment funnel to identify where students stall, where conversion breaks down, and where resources may be underperforming. By measuring conversion at every handoff, we pinpoint challenges and opportunities to maximize the impact of your enrollment efforts.
Data driven insight into your market position, drawing on market trends and higher education benchmarks. We compare your outcomes to competitors and evaluate that against program demand, as well as national averages for like institutions.
Recommendations are provided aligned with your institution’s mission, goals, and unique challenges. This isn’t a generic playbook approach. Every recommendation is sized to your context and goals.
A look at how your CRM and systems support or work against the strategy. We set time aside to connect personally with the people who use the system daily and trace the student journey from inquiry to deposit.
A prioritized plan your team can execute, with owners and milestones. We sequence the work to the enrollment calendar, so it's delivered while there's still time to act on it this cycle where necessary.
A clear presentation of findings and direction so your leadership team makes actionable decisions with confidence. Findings are framed in the terms that you value most: head count, net revenue, and the opportunity cost.
Send us your funnel numbers. We will help confirm which two or three stages are the highest priority to address first.
Your enrollment team and ours sit down with the full funnel, agree on the two or three points offering the biggest payoff, and shape those into a plan your staff can move on. We keep working the numbers alongside you as data comes in.
We start with your data and goals, and listen to your team’s perspective on what is working and what is not.
We analyze the funnel end to end and find the stages where the most students are being lost.
You get a customized strategy with clear priorities, sequenced for your capacity.
We stay engaged as your team executes, adjusting the plan as the data comes in.
A focused diagnostic and strategy typically comes together in six to ten weeks, with ongoing support available as your team executes.
Both, in that order. The deliverable is a plan, but most partners keep OptEd engaged through implementation so the plan survives contact with the semester.
No. Enrollment consulting translates institutional strategy into funnel-level action. It plugs into the plans you already have.
Enrollment leadership for the working sessions, plus short access to the people who run your CRM and communications. We keep the burden light.
You work directly with senior practitioners who have led enrollment at institutions like yours, in a boutique partnership rather than a leveraged staffing model.
We’d love to meet you. A 30-minute discovery call is enough to learn more and see if this is the right work at the right time.
