You’ve successfully integrated your new prospects into Slate. Now what?

Proceed with caution. Don’t assume they’ll blend into your current communication flow. Nurturing potential prospects requires some planning to maximize your outcomes. 

As students enter your system, they bring a diverse array of backgrounds and motivations. Some may be high school seniors while others may be working professionals looking to advance their careers.

Each demographic has different needs, preferences, and interests, requiring a unique communication strategy.

While the concept of nurturing different types of leads isn’t groundbreaking, doing so within Slate requires strategy. Slate has powerful capabilities, but maximizing its potential means understanding its features and functionalities.

You need to take a multifaceted approach, considering segmentation, personalized communication, automation, and continuous refinement. 

It’s not just inputting leads into the system and expecting results; it’s about leveraging Slate’s capabilities to the fullest extent to cultivate meaningful relationships with prospects and guide them through the enrollment journey.


After adding your new prospects to Slate, the first step is to segment them based on factors like demographics, interests, geographical location, person status, and more. 

Segmenting your prospects tailors communication to better resonate with each group. STEM students can capitalize research opportunities, performing artists can learn about auditions and the theater season, and adult learners can explore the plethora of career services.

Populations serve as a fantastic way to categorize students and seamlessly integrate them into email campaigns

Preparing a multitude of campaigns allows students to receive messaging and a blend of calls to action. Students taking your calls to action are more likely to move through the funnel.

Another key factor in streamlining your institution’s processes is staff assignment rules. These are vital for effective communication between students and their assigned counselors from the moment a student enters your system.

With this feature set up, you ensure students are on your counselor’s radar and will have a friendly face throughout their application journey.

Diversify Your Communication Strategy

Once your prospects are segmented, it’s essential to communicate effectively across multiple channels.

Beyond emails, consider leveraging social media platforms, phone calls, and even physical mail. Each channel offers a unique way to engage with prospects and demonstrate your institution’s commitment to their journey. 

The campaign feature in Slate functions as a versatile messaging planner, akin to a calendar. You guarantee efficiency and preparation by centralizing the planning of multiple channels through Slate. 

Diversifying your communication strategy increases the likelihood of capturing prospects’ interests at various touchpoints. As large groups of new prospects enter your CRM at different stages, employing a diverse communication strategy helps capture their attention early, so you sustain their interest and your current momentum.

Take advantage of Slate’s automation abilities to streamline your outreach efforts. 

Set up drip campaigns to send a series of automated emails over time, schedule follow-up tasks to ensure no prospect slips through the cracks, and track engagement metrics to gauge your campaigns’ effectiveness. 

Automation not only saves time but also ensures consistent and timely communication with prospects. By automating repetitive tasks, you free up valuable resources to focus on more strategic aspects of prospect engagement.

Analyze and Refine

Continuously monitor and analyze the performance of your messaging in Slate. Pay attention to metrics such as click-through rates, conversion rates, and engagement levels to gauge the effectiveness of your outreach efforts. 

As you sift through this data, it’s crucial to discern what resonates with your audience and what’s falling flat. Are your subject lines sparking interest? Are your calls to action compelling enough? 

By identifying bright spots and areas for growth, you can tailor your approach with precision. Adapting to your data ensures your strategies remain responsive to the evolving landscape of student engagement.

But the beauty of Slate doesn’t lie solely in its data; it’s in the insights derived from it. Behind every click and conversion is a narrative waiting to be understood. 

Perhaps a particular demographic responds more favorably to visual content, a clear call to action, or catchy subject lines. These insights aren’t just valuable; they’re actionable. 

Armed with this knowledge, you can fine-tune your campaigns, delivering tailored experiences that resonate with your prospects. Remember, it’s all about nurturing your leads to success.

Stagnation has no room in the dynamic world of enrollment management. By embracing continuous analysis and refinement, you’re not just optimizing your prospect management efforts; you’re maximizing your potential for success. 

Every tweak, and every adjustment brings you one step closer to converting leads into enrolled students. 

So dive deep into the data, be prepared for your new prospects, and let Slate be your compass as you navigate the seas of student recruitment.

Maximize Your Slate Instance with The Parish Group

Our Slate team isn’t just tech support; they use the CRM with an enrollment manager’s eye. We offer Slate audits, implementation, reporting, forms, portals, consulting, applications, and communication strategies. 

We also offer retainer contracts for overall Slate support. 

To learn more, reach out at or call our office at 828.505.3000. 

Together, we do BIG things.