Template

Checklist to prepare your data

The foundation for giving your agents useful context. Check items off as you go.

What you'll get

  • All the information an agent needs to answer well
  • Your lead database ready to launch a campaign
  • Transfer rules and the data the agent should record
Laptop showing a university website
03 / 10

01

How to use this checklist

An agent is only as good as the information you give it. Go through each block and check it off when it's ready: your progress is saved in your browser, so you can come back anytime.

02

The checklist

0 of 25 completed

0%

01Program information

0/6

02Frequently asked questions

0/3

03Your lead database

0/5

04Tone and personality

0/4

05Goal and next steps

0/4

06Transfers and data to record

0/3

Ready to get started?

We'll build your first agent for free so you can try it with your own leads.

Try it freeBook a demo

Keep learning

Illustration of a report with a rising bar chartGuide

Cost per lead in education is rising: how to fight back

Free PDF guide: why every lead costs more, where your investment leaks after the form and eight levers to cut cost per enrollment, with data and sources.

Download guide
Lecture hall with studentsGuide

The AI map for an admissions team

Identify what to automate, where to add human judgment, and how to get started without friction.

Read now
Bar chart with bars shrinking attempt after attemptTemplate

Calculator: how many retries per lead are worth it?

Enter your CPL, your team's time and your contact rates, and find out at which attempt it stops paying to keep calling.

Open calculator
Try an agent