Financial Aid & Scholarship Outreach
Proactively inform eligible families about aid before they withdraw due to cost
StandardEducationSaves 3-5 hours/week
What This Automation Does
Financial Aid & Scholarship Outreach automates the entire process from trigger to completion. This simple workflow uses SIS Billing, Financial Aid, SMS to deliver measurable results. Expected impact: Retains families who would leave - saves $50K+/year.
How It Works
1
Risk Detected
Late payments 2+ months OR withdrawal inquiry for cost
2
📱 SMS: Outreach
"We have financial assistance options. Interested? Reply YES 💙"
3
Interested?
Check response
4
📧 Email: Aid Options
Scholarships, payment plans, tuition assistance, sibling discounts
5
📱 SMS: Application
"Apply for aid: {{link}} 📋 Confidential and easy."
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
FERPA
Student data protected under FERPA. No PII shared in automated messages.