More families enrolled. Same admissions team.
Booking open mornings, Year 7 tours, sixth form visits, taster days.
Every call ends with the family already booked in.
- 00:02Caller
Hi, it's Rachel Evans. We're moving to the area and looking at Year 7 places for next September.
- 00:10
JessicaLovely to hear from you. What's your daughter's name, and where is she at school now?
- 00:17Caller
Isla. She's at Greenfield Primary.
- 00:20
JessicaThank you, Mrs Evans. I've emailed you our prospectus, and Mrs Clarke from admissions will call you on Thursday.
- Parent
- Mrs Rachel Evans
- Entry
- September 2026
- School now
- Greenfield Primary
- Reason
- Moving to the area
- HubSpot: enquiry created, Year 7, Sept 2026
- Email: prospectus and open morning dates sent
- Task: Mrs Clarke calls Thu 10:00
- 00:02
JessicaHi Mrs Evans, it's Jessica from Oakwood Park School. Our open morning is Saturday the 11th. Would the 9:30 or the 11:00 tour suit you?
- 00:13Caller
9:30, please. There'll be three of us.
- 00:17
JessicaBooked for three at 9:30. I've texted you where to park.
- 09:30Tour A, Head of Year 712/16
- 11:00Tour B, Head of Sixth Form14/16
- Open morning: 3 places on the 09:30 tour
- HubSpot: moved to Visit booked
- SMS: parking and arrival sent
- 00:02
JessicaHi Mr Okafor, it's Jessica from Oakwood Park. Daniel's sister Amara starts secondary school next September. Would you like her on our Year 7 list?
- 00:13Caller
Yes, we were meaning to ask about that.
- 00:17
JessicaLovely. I've registered Amara and booked you a family visit on Tuesday at 4.
- Sep 2023Daniel joined Year 7
- NowDaniel in Year 9, form 9H
- Sep 2026Amara starts secondary school
- Entry
- September 2026
- Source
- Current family
- MIS: family record, sibling due to start Sept 2026
- HubSpot: sibling enquiry, Year 7
- Calendar: family visit Tue 16:00, Mrs Clarke
- 00:02Caller
Hi, Leo Brooks in Year 8 is off sick today with a temperature.
- 00:08
JessicaSorry to hear that. I've marked him absent. Do you think he'll be in tomorrow?
- 00:15Caller
Hopefully. I'll call again if not.
- 00:18
JessicaThank you. Mrs Hall knows, and today's work is on Leo's Moodle page.
- Maya AliPresent
- Leo BrooksAbsent, illness
- Oscar DiazPresent
- Ruby EvansPresent
- MathsWorksheet 4.2Shared
- EnglishChapter 6Shared
- ScienceForces quizShared
- MIS: absence recorded, illness, 8H
- Moodle: today's lessons shared to Leo's page
- Microsoft Teams: form tutor Mrs Hall told
- 00:02Caller
My daughter has dyslexia and an EHCP. Before we apply, I'd like to talk to someone about support.
- 00:10
JessicaOf course. That's one for Mrs Patel, our Head of Learning Support. She has your details. Putting you through now.
- Admissions questionsJessica
- Learning support, EHCPMrs Patel, SENCo
- SafeguardingDSL on duty
- Pupil
- Grace Turner, Year 7 entry
- Need
- Dyslexia, EHCP in place
- Ask
- Support before applying
- Routing: learning support, needs the SENCo
- Microsoft Teams: brief sent (pupil, need, question)
- Handover: warm transfer, nothing to repeat
You choose who goes to a person. How handover works · What AI does on every call
Already on these? We plug in.
HubSpot
Microsoft Outlook / Microsoft 365
n8n
Salesforce
Zapier
- Freshsales
Google Sheets

Airtable
Calendly
Make
Microsoft Teams
Slack
Zendesk
Canvas LMS
Gmail / Google Workspace
Intercom

Google Calendar
Moodle
WhatsApp Business
Freshdesk
Google Classroom
- Thinkific
Trademarks belong to their owners. Shown to name the systems we connect to, not a partnership.
Where do your enquiries get lost?
Calls during the school run
Parents answered at 8:15 and 3:30, enquiry logged, visit offered.
Enquiry forms left for days
Families called back within minutes, open morning booked.
Open morning no-shows
Reminders and parking details by text the day before.
Families who went quiet
Last year's enquiries and siblings of current pupils called again.