What Is the Pipeline?
Your Enrolment Pipeline is a step-by-step process that tracks where prospective students are in their enrolment journey from initial contact to final acceptance. Funnel helps schools manage each stage efficiently.
How Pipeline Stages Work
🔹 The pipeline moves in a clear order, starting from first contact and ending with either a Won or Lost status.
🔹 Stages can be added, removed, or renamed, but this should only be done when absolutely necessary.
Key Stages in the Pipeline
Initial Contact – Families submit an Enquiry or Tour Booking Form via the school's website. A quick response helps establish a strong relationship.
Application Form – Families provide detailed information, upload documents, and pay fees. Schools may need to assist with questions and follow up on missing signatures.
Interviewing & Waitlisting – Schools schedule interviews through Funnel’s Bookings module and decide whether to offer enrolment or place students on a waitlist.
Offer of Enrolment – Schools send an Enrolment Form, where families confirm their acceptance, upload final documents, and pay confirmation fees.
Won & Lost Stages –
Won Stage – The student has accepted their enrolment, and data is exported to the school's Student Management System.
Lost Stage – The student has withdrawn interest or been declined at any step.
Important Notes on Editing Pipeline Stages
⚠️ Making changes to enrolment pipeline stages should only be done by the main admin of your Funnel account.
⚠️ It is strongly advised that changes to this area are only made when absolutely necessary, as adjustments can impact reporting and data tracking.
Best Practices
✔️ The pipeline should be linear, with each student moving logically through the process.
✔️ Won & Lost stages should always be the final steps.
✔️ Use Dynamic Lists & Filters to manage applicants by entry year, year level, or process completion.
✔️ If unsure about pipeline setup, reach out to your Customer Success Manager before making changes.