Trial conversion

Turn Trial Students into Enrolled Families

Trial families usually decide based on timing, trust, and follow-through. Koaryu helps the owner keep the next step visible so a good first class does not disappear into a forgotten note.

Track the trial handoff Explore features

Pipeline: VisibleInquiry, trial, enrolled
Follow-up: DatedNext action stays obvious
Handoff: ConnectedLead context follows enrollment

Operating pattern

A practical workflow for the week the owner is already living.

Koaryu connects the records, signals, and next actions around this moment so the studio can respond with less interpretation work.

Capture the inquiry while it is fresh

The first contact should become an operating record, not a memory in someone’s inbox.

Record lead source, student age, guardian context, notes, and next follow-up date
Keep walk-ins, web inquiries, referrals, and trial bookings in one lead queue
Make the next owner or front-desk action visible before the trial happens

Carry context into the first class

A trial student should arrive with enough context that staff can welcome the family well.

Connect trial notes to program fit and class schedule
Keep guardian questions and concerns close to the student record
Use the same language staff will use during enrollment conversations

Close the loop after class

The most important follow-up is often the one after a family has already had a good experience.

Track which trials need a same-day or next-day follow-up
Preserve conversion notes when the lead becomes an enrolled student
Give the owner a clean list of families who still need a decision conversation

Relevant product areas

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Next steps

Choose the next useful page

If this page made sense, the next step is either a related workflow, the broader product map, or a real setup.