The pipeline: from first call to enrolled student

Opportunities is your sales board: one card per prospective student, arranged in columns from 'just called' to 'enrolled'. It exists so that no lead ever depends on your memory.

1. 1

   Stages mirror how a student actually signs up

   A typical flight-school pipeline runs: New lead → Discovery booked → Flew, following up → Enrolled. We set the stages up with you at onboarding; the names matter less than the rule that every prospect sits in exactly one of them.

2. 2

   Cards appear and move automatically

   When the Receptionist books a discovery flight, the caller's card slides into 'Discovery booked' without anyone touching it. Automations handle the routine moves; the board is always current because no human has to remember to update it.

3. 3

   Drag cards for the human moments

   Student signs up at the front desk after their flight? Drag their card to 'Enrolled' — or click into the card and mark it won. Walk-in who's never called? Add a card by hand so they're in the system and get the same follow-up as everyone else.

4. 4

   Filter the board

   With filters you can slice the board — by stage, by who owns the lead, by when it was last touched. 'Show me everyone in follow-up untouched for a week' is the single most valuable view in the whole platform.

5. 5

   Won, lost, and not-now

   Mark enrolled students won and genuinely-dead leads lost — but keep 'not right now' people in a follow-up stage instead. A lost card leaves the pipeline; a nurture-stage card keeps getting touched until the season or the budget changes.

6. 6

   The Monday habit

   Five minutes, once a week: open Opportunities, scan the follow-up column, and personally call anyone who's been sitting too long. The system does the chasing; the owner's voice closes the ones worth closing.