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What this looks like in practice

A Deal Pipeline for Coaching Institutes That Shows Which Batch Will Start Short

An admissions register counts enquiries. What decides the term is seats, and a batch has a start date that does not move. Four weeks out, the question an academic head actually asks is how many of the sixty seats in the morning batch are paid, how many are held against a promise, and how many are still a counselling call away. Answering that from a spreadsheet means reading three hundred rows and guessing. A pipeline answers it as a board.

Confirmed means four different things in most admission registers

In a typical register, a seat is confirmed when the counsellor believes the family has decided. That covers a parent who paid registration and signed the fee schedule, a parent who verbally agreed on a call, a student who attended a demo class and said yes without the parent present, and a family holding a scholarship waiver they have not acted on. Four very different states, one column, and a batch that looks full until the first day.

The counting gets worse across centres. Each branch keeps its own sheet, the group office consolidates on a Monday, and by the time a shortfall in the evening batch is visible there is no fortnight left to fill it. Nobody can see that eleven enquiries have been sitting past the demo stage for a fortnight, because a spreadsheet row on day one looks the same as a spreadsheet row on day fourteen.

Stages defined by events a second counsellor could verify

Every enquiry becomes a record on one board with a course, a batch, a centre and an owner, and it moves only on things that visibly happened: counselling call done, centre visit or demo class attended, fee plan quoted, seat held, registration paid, full admission. Two counsellors looking at the same family land on the same column. Because each record carries the batch it wants, the board can be read batch by batch, so a start date four weeks away shows paid seats, held seats and live conversations as three separate numbers. Aging flags surface the enquiries stuck in one stage while the season is still winnable.

More on the capability itself: Deal Pipeline. More on this industry: CRM for coaching institutes.

Reading the board a month before a batch begins

It is late May and the morning batch starts on the first of July.

  1. 1Filter the board to that batch and centre: paid admissions, held seats, and enquiries still in counselling, each as a number.
  2. 2Sort held seats by days since the fee plan was quoted, since twelve quiet days usually means a family comparing another institute.
  3. 3Work the demo-attended column first, since those families gave up a Saturday, and set a decision date on each record.
  4. 4Close the dead ones with a reason, so next season you know whether the batch lost families on fee, distance or timing.

Everything here is on the Growth plan at ₹899/user/month + GST on annual billing. No module pricing, no per-rule charge, no minimum seats, and a Free Forever plan with one user and 200 leads to test it on.

Questions teams ask

Start on the free plan

One user, 200 leads, no card and no expiry. Enough to run the workflow above end to end before you involve anyone else.