Center for Economic Empowerment — 31% lift in conversion in 90 days
Non-profit training hub unified its communications and automated follow-ups to reduce response time and boost enrollments.
Challenge
Inquiries came via phone, WhatsApp, email and forms; staff juggled spreadsheets and missed follow-ups. Class seats went unfilled and scholarship deadlines slipped.
Solution
- Omnichannel inbox with SLAs, internal notes and assignment rules.
- Automated 5-step nurture (SMS + email) with if/then branches.
- Bookings & reminders synced to staff calendars; no-show handling.
- Reviews prompts after graduation to fuel word-of-mouth.
- Compliance pack: GDPR-safe fields, consent capture, audit trails.
Implementation
- Week 1 — Discovery, journey mapping, and CRM fields setup.
- Week 2 — Inbox rules, SLA timers, and WhatsApp connection.
- Week 3 — Nurture workflows & A/B copy tests.
- Week 4 — Staff training, dashboards, go-live.
- Week 8 — Optimization sprint: cohort analysis & offer tuning.
Stack used
AI Voice Agent • Omnichannel Inbox • Bookings & Calendar • CRM & Pipelines • Reviews • Analytics
Results (90 days)
Charts show baseline vs post-implementation performance.
“We didn’t hire more staff — we just stopped losing opportunities. The unified inbox and automations paid for themselves in the first month.”
— Program Director
FAQ
How long until we see results?
Most teams see reply-time improvements in week one; conversion lifts appear within 30–60 days.
Do we need new phone numbers?
No — we can port or connect your existing lines and WhatsApp Business.