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How Has This Helped Us?

  • Able to identify pressure points for workload
  • Which programs are being inquired about more?
  • Quantify the work we are doing - this tracking proved there was a need to hire a second prospective advisor!

Recruitment Materials Count

Phone Calls

  • Head Count
  • Viewbooks handed out
  • Handouts Taken/Given
  • Notes on the event or school
  • Name (if given)
  • Phone Number
  • Date
  • Brief reason for the call
  • Have we spoke with them before?
  • Detailed notes on what was discussed

Emails

  • Verify the number of emails & inquiries we receive for certain programs
  • Identify the areas we may need more support or extra resources
  • Data going back to 2013

Appointment Notes

  • Name
  • Email
  • Phone Number (if it's a phone appt)
  • City
  • Program of Interest
  • If they have applied
  • Notes from the student
  • Detailed notes after the appointment

Tracking Prospective Student Engagement

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