A lot of brands entered the Edtech Industry during the Covid era. Being a niche industry, the huge competition caused many of these businesses in the Edtech industry to consolidate their offerings. From a holistic standpoint, there is still a huge demand in the industry, and brands continuously compete to gain a winning edge. Personalized communication and engagement can help brands distinguish from the competition.
Edtech brands can benefit by successfully deploying HubSpot workflows through:
- Efficiently nurturing leads
- Boosting student engagement and retention
- Optimizing operational efficiency
It is not uncommon to notice that a lot of leads generated through different marketing channels are not being effectively nurtured leading to lost opportunities. That is where
HubSpot workflows come in: they are designed to make lead management easier, increase lead engagement, and enter them into sales pipeline. HubSpot Workflows used correctly can automate repetitive tasks, segment audiences, and send personalized communication, ensuring that potential leads are nurtured effectively.
Here are 5 examples of HubSpot marketing workflows tailored for the EdTech industry
Leads nurture workflow
The leads created during the marketing process need to be consistently nurtured and engaged.
This workflow aims to automatically follow up with prospective students who have shown interest in courses but haven’t enrolled yet. This workflow is the most important as it will be the first touchpoint after lead submission. A workflow with multiple branches (based on courses) can send a series of personalized emails highlighting course benefits, success stories, and also send notifications to the sales team when a lead is ready for direct contact.
Course Abandonment Workflow
In the competitive EdTech industry, course abandonment is a pressing challenge as prospective students often start the enrolment process but hesitate to complete it as they weigh their choices or face other uncertainties. This indecision, coupled with distractions and a crowded market, can lead to high dropout rates before enrolment is finalized. HubSpot’s Abandoned Enrolment Follow-Up workflow directly addresses this issue by re-engaging these hesitant prospects and guiding them towards completing their enrolment. The workflow begins by identifying leads who have initiated the process but stopped short of enrolling. Automated, personalized emails are then sent at strategic intervals, reminding them of the value of your courses, offering assistance, and addressing any concerns they may have. Additionally, the workflow can incorporate reminders or prompt personal follow-up calls, making prospects feel supported and valued.
Event Workflow
To convert leads into enrolments, EdTech brands often use webinars and workshops on various topics. HubSpot’s Event Workflow plays a crucial role by scheduling automated reminders for students who have registered for a webinar. These reminders include event details, preparation tips, and key highlights to keep participants engaged and ready. By providing timely, personalized communication, the workflow ensures that registered students stay informed, prepared, and more likely to attend, ultimately increasing the chances of converting them into enrolled students.
Re-engagement Workflow
In the EdTech industry, the journey from lead to customer often spans a longer lifecycle. Many leads in the CRM may not have been engaged for some time after the initial contact, there is great opportunity to convert them to customers.
HubSpot’s Re-engagement Workflow is designed to revive these dormant leads by sending automated, personalized communications. These messages reintroduce your brand, highlight new offerings, or share relevant content to spark interest. By strategically reconnecting with leads who have been inactive, the workflow helps rekindle interest, bringing them back into the fold and increasing the likelihood of converting them into customers.
Referral Workflow
In the EdTech industry, word of mouth and customer ambassadors are powerful tools for acquiring new students. Satisfied students can be a brand’s best advocates, helping to expand your reach through personal recommendations.
HubSpot’s Referral Workflow capitalizes on this by automating the process of encouraging satisfied students to refer friends. The workflow sends invitations to join the referral program, provides easy steps for sharing, and tracks referrals. It also automates follow-ups to reward both the referrer and the new student, ensuring a smooth and motivating experience. By leveraging your existing customer base, this workflow effectively boosts enrolments through trusted, peer-driven recommendations.
Implementing strategic workflows like Abandoned Enrolment Follow-Up, Event Reminders, Re-engagement, and Referral Programs can drastically enhance your EdTech brand’s ability to convert leads, boost student engagement, and drive enrolments. Each workflow is designed to address specific challenges, from nurturing hesitant prospects to leveraging satisfied students as ambassadors. By automating these processes, you ensure that no lead is overlooked and that every opportunity is maximized. Ready to optimize your customer journey? Contact us today to set up these workflows and discover more ways to elevate your EdTech success.