TUTORING INQUIRY CHECKLIST

Center:
Review date:
Reviewed by:

For each check, mark: working / needs a change.
Record a responsible person and a deadline.

[ ] 1. Does every channel feed the shared list or get checked by a staff member?

[ ] 2. Does each inquiry include contact details, the original message, time and source?

[ ] 3. Have you sent and checked a test inquiry through every connected channel?

[ ] 4. Does a named person own each inquiry, with cover when they are away?

[ ] 5. Does the first useful reply help the family choose a class?

[ ] 6. Are the outcome, next step and due date recorded after a conversation?

[ ] 7. Is a follow-up agreed after a trial lesson?

[ ] 8. Can you find similar inquiries when opening a new group?

[ ] 9. Are the level, tutor and times checked before offering a place?

[ ] 10. Are confirmed enrollments and first payments recorded separately?

[ ] 11. Are repeat messages from one family kept out of the new-client count?

[ ] 12. Can the owner see unanswered inquiries and reasons for declining?

What to change first:
Responsible person:
Deadline:
Review date:

Results for the chosen period:
New inquiries:
Inquiries without a useful reply:
Confirmed enrollments:
Students with a first payment:
Payments received:
Reasons for declining:

Source: Intelligence Cloud
https://intelligencloud.com/en/resources/practical-guides/how-to-attract-students-to-a-tutoring-business