Advanced Features
← Core Operations Strategic Analysis β†’

The Admissions Pipeline

Track Every Lead from “Curious” to “Enrolled”

Right now, you probably lose track of who inquired, who you called back, and who ghosted you. This CRM shows you exactly where every prospect is in your funnel.

Screen 1: The Visual Pipeline

This is your bird’s-eye view of your enrollment funnel. You can see bottlenecks instantly.

12
New Leads
Maria G.
Filled form 2 hrs ago
John K.
Filled form yesterday
8
Contacted
5
Interview Scheduled
3
Application Submitted
2
βœ… Enrolled
🎯 The “Leaky Bucket” Insight

Notice that 12 people inquired, but only 2 enrolled. That’s a 16.7% conversion rate. Most schools don’t know this number! Once you can see it, you can improve it.

Scenario: You notice 5 people scheduled interviews but only 3 applied. You can now call those 2 people who “ghosted” and ask what happened. Maybe they had a question you didn’t answer.
Screen 2: Automated Interview Booking

Instead of playing “phone tag,” prospects can book their own interview slot directly from your website.

Schedule Your GMI Interview

Select a time that works for you

πŸ“… Select Date
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W
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F
S
1
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πŸ• Select Time
⏰ Time Saved: 2-3 Hours per Week

No more back-and-forth: “Can you do Tuesday?” “No, how about Thursday?” This self-service booking tool respects your availability (you set the hours) while giving prospects convenience.

Bonus: The system automatically sends calendar invites and reminder emails 24 hours before the interview.

Automated Communications

Stop Writing the Same Emails Over and Over

You probably send the same 10 emails repeatedly: “Welcome to GMI,” “Payment reminder,” “Class starts tomorrow,” etc. This system sends them automatically at the right time.

Screen 1: The Email Automation Dashboard

See every automated email sequence and who’s receiving them.

Email Sequence Trigger Status Sent (30 days)
New Lead Welcome Form submission Active 47 emails
Payment Reminder 3 days before due date Active 12 emails
Late Payment Alert Payment 1 day overdue Active 2 emails
Class Start Reminder 24 hours before cohort start Active 15 emails
Graduation Checklist Student completes 120 clock hours Active 3 emails
πŸ€– The “Set It and Forget It” Benefit

These sequences run 24/7 in the background. You write the email once, and the system sends it to every applicable student at the perfect moment.

Screen 2: Sample Auto-Email (Payment Reminder)

Here’s what students see 3 days before their payment is due.

Global MedPath Institute
Phlebotomy Training Excellence

Hi Sarah,

This is a friendly reminder that your next tuition payment of $500 is due on January 8, 2026.

Payment Details:
Amount Due: $500
Due Date: January 8, 2026
Payment Plan: Weekly Installments

Questions? Reply to this email or call us at (713) 555-0100.

Thank you for choosing GMI!

Screen 3: SMS Text Reminders

Some students don’t check email. The system can also send text messages for urgent reminders.

GMI Notifications
Hi Sarah! Class starts tomorrow at 8:00 AM. Don’t forget to wear your red scrubs. See you soon! 🩺
Yesterday, 5:00 PM
Reminder: Your payment of $500 is due tomorrow (Jan 8). Click here to pay: [Link] πŸ’³
Today, 9:00 AM
πŸ“² Why SMS Matters

Email open rates are ~20%. SMS open rates are ~98%. For critical reminders (class starts tomorrow, payment failed), text messages ensure students see the message immediately.

Result: Fewer “I didn’t know class started today” excuses and fewer late payments.

Executive Dashboard

Data-Driven Decisions for Scaling Your School

Right now, you probably don’t know your exact revenue per student, average time-to-graduation, or which marketing channel brings the best students. This dashboard gives you those insights.

Screen 1: The 30,000-Foot View

This is your “CEO dashboard.” See your entire operation in one screen.

Total Revenue (YTD)
$247,500
↑ 23% vs last year
Active Students
25
Graduation Rate
92%
Avg Revenue/Student
$3,300

Revenue Trend (Last 6 Months)

Jul
Aug
Sep
Oct
Nov
Dec

Enrollment by Source

Google Ads 45%
Referrals 30%
Facebook 15%
Walk-ins 10%
πŸ’‘ Why “Enrollment by Source” Matters

If Google Ads brings 45% of your students, you know where to invest more marketing dollars. If Facebook only brings 15%, maybe it’s not worth the effort.

Strategic Decision: You see that referrals bring 30% of students at $0 cost. You could launch a referral bonus program (“Refer a friend, get $100 off”) and potentially double this channel.

Mobile Command Center

Run Your School from Your Phone

You’re not always at your desk. The entire system is mobile-responsive, so you can approve exceptions, check revenue, or log attendance from anywhere.

Screen 1: The Mobile Home Screen

Your most critical metrics, accessible while you’re grabbing coffee.

9:41
πŸ”‹ πŸ“Ά
Good morning
Dr. Johnson
Today’s Revenue $1,200
↑ 3 payments β€’ 1 pending
⚠️
2 Action Items
Require your attention
Payment Failed: Mike T.
Card declined – $500
New Lead: Maria G.
Submitted form 2 hrs ago
πŸ‘₯
Students
25
πŸ“…
Today’s Class
8:00 AM
πŸ“Š View Full Dashboard β†’
βœ… Log Attendance β†’
πŸ’° View Payments β†’
πŸ“± The “Coffee Shop Office” Freedom

You’re at breakfast and get a text: “Did Mike pay yet?” Pull out your phone, check the dashboard, and reply with confidenceβ€”all in 15 seconds.

Real Scenario: You’re at your daughter’s soccer game. A student texts asking if they passed their midterm. You pull up the mobile gradebook and confirm on the spot. No need to wait until you’re back at the office.

Already Have a Team?

Empower Your Staff & Eliminate “Frankenstein” Software Costs

Dr. Johnson, if you already have an admin team or a bursar, this system is built for them. It allows you to stop paying for 5 different disconnected software tools and gives your staff a unified “Command Center” to work from.

Software Stack Comparison

If you bought these tools separately to do what the MedSchool OS does:

Software ToolTypical CostStatus in MedSchool OS
QuickBooks (Invoicing)$115+ / moINCLUDED
Calendly (Booking)$30 / moINCLUDED
DocuSign (Contracts)$40 / moINCLUDED
Dropbox (Files)$20 / moINCLUDED
TOTAL~$250+ / moIncluded in $449
πŸ‘₯ Empowering Your Team

If you have an assistant, this makes them 2x more efficient. They stop data-entering from Calendly to QuickBooks and start focusing on helping students.