New Family Onboarding
Complete onboarding: welcome, forms, orientation, first day prep
StandardEducationSaves 3-5 hours/week
What This Automation Does
New Family Onboarding automates the entire process from trigger to completion. This simple workflow uses SIS API, SMS, Email to deliver measurable results. Expected impact: Increases satisfaction 35%, reduces first-week withdrawals.
How It Works
1
Enrollment Confirmed
Deposit paid + enrollment complete
2
🏷️ Apply Tags
"enrolled" + "onboarding-active"
3
📱 SMS: Welcome!
"Welcome to {{school_name}}! 🎉🎒"
4
📧 Email: Welcome Package
Calendar, handbook, dress code, supply list, lunch menu
5
24 Hours
Forms
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.