Student/Client Enrollment Agent
Handles enrollment inquiries: answers program questions, sends course or service details, collects enrollment form data, processes payment, and triggers the onboarding sequence. Follows up with prospects who inquired but didn't enroll.
Medium complexity · ~8 days to build · Revenue
Works with: CRM, Payment gateway, Email/SMS, LMS or booking platform
Progress & Accountability Check-In
Sends structured check-in messages to students or coaching clients at defined intervals. Collects progress data (assignments completed, goals tracked, milestones hit). Flags clients who are falling behind for coach outreach.
Low complexity · ~5 days to build · Completion & satisfaction
Works with: LMS, Email/SMS, CRM, Progress tracking
Course or Program Content Scheduler
Manages drip delivery of course content: sends module access links, assignment reminders, and supplemental resources on schedule. Adjusts pacing based on student completion signals and sends catch-up nudges for lagging participants.
Medium complexity · ~8 days to build · Student outcomes
Works with: LMS, Email, CRM, Calendar
Testimonial & Case Study Collector
Triggers at program completion to request a testimonial or case study. Sends a structured form, collects responses, and routes compelling stories to the marketing team. Tracks testimonial pipeline by program and cohort.
Low complexity · ~4 days to build · Social proof & sales
Works with: Forms, Email, CRM, Google Drive