Money Move 4 of 9
Follow up every attended and missed trial
Create a consistent handoff after every first visit, including families who attended, rescheduled, or did not arrive.
The outcome
Every trial receives a relevant next step while the experience is still fresh.
Evidence to review
- Trials attended since the last review
- Trials that canceled, rescheduled, or did not attend
- Goals, concerns, program fit, and next steps documented by staff
Run the move
- 1Ask the instructor or host for useful context from the visit.
- 2Follow up promptly with a question tied to the family’s stated goal.
- 3Offer the appropriate next step without manufacturing urgency.
- 4Record enrollment, reschedule, nurture, or loss accurately.
Monthly scorecard
- Trials contacted
- Trial-to-enrollment rate
- Missed trials successfully rescheduled
What should and should not be automated
A workflow can prevent missed handoffs. Staff remain responsible for fit, pricing accuracy, and ethical enrollment conversations.