4 Teachworks Tools For More Effective Lead Management 

Staying on top of leads is crucial for the ongoing success of your tutoring business. Being responsive can help convert leads into paying customers, build trust, and encourage repeat business and referrals.

Teachworks is tutor management software that offers several features that can enhance your lead management at various funnel stages. In this article, we’ll explore these features in more detail.

1. Custom Forms Add-on

The Custom Forms Add-on allows you to create custom forms to collect information from prospective clients. You have full control over the fields that appear on these forms, so they can be as brief or elaborate as you need. Each custom form has a unique URL, making it easy to share on your website.

Once a form has been completed by a prospective customer, a profile is created in Teachworks automatically with matching profile information. The profile is added under the “Prospective” filter in your Teachworks account, allowing you to stay organized and take action quickly. 

Additionally, when a form has been submitted, an email is sent to the company email address associated with your account. You can also add a widget to your dashboard to see new leads as soon as you login to your Teachworks account.

The Custom Forms Add-on can be used to reach prospective customers in different stages of the funnel. For example, you can create a short contact form for customers needing some additional information about your services while they research tutoring companies in their area. For prospective customers that are ready to get started with tutoring, you can create a longer form with fields for areas of concern, learning objectives and so on.

To see a demo of this feature, visit our website: Custom Forms Add-on demo. Learn more about this feature here: Custom Forms Add-on.

2. Inquiry Form Add-on

The Inquiry Form Add-on is a simple contact form that you can add to your website to gather information from prospective customers. It is ideal for prospective customers with general questions about your services. While these leads may not be ready to convert yet, it provides a great opportunity to make an introduction and leave a lasting impression.  

The inquiry form includes the following fields: 

• Name
• Email
• Phone
• Message (The placeholder text that appears in this field is fully customizable. If you require specific information from prospective customers, you could include a note about it here).

When an inquiry is submitted, an email is sent to the company email address associated with your Teachworks account. You can also add a widget to your dashboard to see inquiries as soon as you login to your account.

To see a demo of this feature, visit our website: Inquiry Form Add-on demo. Learn more about this feature here: Inquiry Form Add-on.

3. Website Booking Plugin

The Website Booking Plugin allows you to add a booking solution to your website to allow new and existing customers to book lessons, join open classes, and/or enroll in courses. It is a great tool for prospective customers that are ready to sign up for tutoring sessions right away.

If you’ll be offering the option to book lessons, you can add booking options specifically for new customers, such as an introduction lesson. You can provide detailed information about each of your tutors to allow prospective customers to choose someone that matches their specific requirements.

When a new customer completes their booking, a profile is created automatically, speeding up the process for booking future lessons.

To see a demo of this feature, visit our website: Website Booking Plugin demo. Learn more about this feature here: Website Booking Plugin.

4. Follow Up Add-on

Not all leads are ready to convert and in some cases you may need to follow up with them at a future date. For example, a student might have a sibling that will require tutoring a year from now, or someone may have expressed interest in a service you were not providing at the time. For these types of situations, the Follow Up Add-on is a great tool. This feature allows you to add a follow up date and note to customer profiles.

When viewing the Family or Student list in Teachworks, the “Follow Up” date column displays when you’ll need to follow up. You can click the date to see the follow up note and take it from there.

Learn more about this feature on our knowledge base: Follow Up Add-on

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