New Family Needs Assessment Survey
Sent to newly enrolled families to capture child needs, allergies, learning style, and special requirements
What This Automation Does
How It Works
Enrollment Confirmed
Family completes enrollment deposit
24 Hours
After enrollment excitement settles
📧 Email: Welcome Survey
Subject: "Help Us Prepare for {{child_name}}! 📝" - Comprehensive form: allergies, dietary, learning style, behavioral notes, fears, special needs, family goals
📱 SMS: Survey
"Help us give {{child_name}} the best experience! Complete this quick survey: {{survey_link}} 📝 It helps teachers prepare!"
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
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
Student data protected under FERPA. No PII shared in automated messages.