Enrollio's Done For You Intake Form

PLEASE COMPLETE OUR DONE FOR YOU INTAKE FORM BELOW

Let us do the heavy lifting for your onboarding! Please complete our done-for-you intake form below. if you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team

Please note, this is separate Form from your initial onboarding form

If you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team

First Name *

Last Name *

Email *

Studio Name *

Please Upload Your Contact List Here. This should include both active & inactive families. Please have a column that indicates the difference or provide additional instruction.

What Forms Do You Want Installed On Your Website?

If you have additional forms you would like implemented onto your website, please provide the existing form link and URL path. Please note: our forms do not currently accept payments.

In order to add forms and chat widget to your website, we will need website access. Please invite [email protected] as a temporary user to make these updates. *

I have done this

I will do this part on my own

[US STUDIOS ONLY] Please upload your EIN or CP575 form for your business. This will allow us to submit A2P texting compliance documentation on your behalf. If you are not comfortable uploading these documents we can provide a step-by-step video guide for completing this.

TRIAL CLASS SETUP: Please specify the class name, day, class length, class time and open slots you wish to have available per trial class. If you wish to self-book the trial classes versus having the parent/student do it, please specify below. *

We can add up to 20 calendars. We will send a tutorial after the calendars are done so you can add more.

We will also be setting up your after hours SMS automation! If someone texts you after hours, they'll receive a text notification that you're not available. Please indicate offline hours & days below (must be on the hour, no 30 min increment available):

[BONUS] We will rebuild TWO email templates for you in our email builder! This could be a past newsletter or an onboarding email for new families. Please provide those below and our team will get to work!

Pipeline Set Up

As part of this done-for-you set up, we will set up one custom sales pipeline for your studio! A sales pipeline is a visual tool that allows you to see where leads and current families are in their customer journey at your studio. Please choose your pipeline below:

Sales Pipeline Selection *

Standard - New Lead ➡️ Trial Class Requested ➡️ Trial Class Booked ➡️ Trial Class Attended ➡️ Trial Class No Show ➡️ Waitlisted ➡️ Enrolled ➡️ Check Back Later

Simple - New Lead ➡️ Enrolled ➡️ Check Back Later

Custom (Please provide instructions below)

If custom pipeline was selected, please provide instructions below:

The information you provide in this form will be treated with the highest degree of privacy. We guarantee that your personal data will not be disclosed, shared, or sold to any third parties or external entities beyond Enrollio. We commit to using your information solely for the purposes related to your engagement with us and for enhancing your experience with our services. Your trust in us is paramount, and we are dedicated to safeguarding your personal details with the utmost care and respect.

Enrollio helps studio owners worldwide capture more website enrollments, reduce task load, & elevate brand reputation almost entirely on auto-pilot.

Contact

12020 Sunrise Valley Drive, Suite 100, Reston, VA 20191

PLEASE COMPLETE OUR DONE FOR YOU INTAKE FORM BELOW

Let us do the heavy lifting for your onboarding! Please complete our done-for-you intake form below. if you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team

Please note, this is separate Form from your initial onboarding form

If you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team

Features

Chat Widget

Contact Management

Facebook/Instagram Messaging

Form Builder

Funnel/Website Designer

Inbound/Outbound Calls

Mobile App

Multi-Channel Lead Management

Personalized SMS & Email Blasts

Ringless Voicemail Drop

Review Management

Sales & Enrollment Pipeline

Social Media Scheduler

Trial Class Automation

Workflow Automation Builder

Contact

Terms

Accessibility

PLEASE COMPLETE OUR DONE FOR YOU INTAKE FORM BELOW

Let us do the heavy lifting for your onboarding! Please complete our done-for-you intake form below. if you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team Please note, this is separate Form from your initial onboarding form

If you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team

Features

Multi-Channel Lead Management

Contact

Let us do the heavy lifting for your onboarding! Please complete our done-for-you intake form below. if you have any questions, please do not hesitate to email us at [email protected] or contact our live chat team

Please note, this is separate Form from your initial onboarding form