FUNNEL – STAGE 2 – ENGAGEMENT

Description

Set up and Monthly Management of your Engagement Phase of the Parent Marketing Funnel

The Engagement Phase — Converting Visitors Into Enquiries
HubSpot CRM + HubSpot Meeting Scheduler — Fully Automated, Running 24/7

Once a local parent sees your centre through Google, Facebook, or Instagram, the Engagement Phase converts that impression into action — a form submission, a tour booking, or a phone call. HubSpot’s CRM and Meeting Scheduler work together automatically, without manual effort from your team.

The HubSpot Platform

• HubSpot CRM: Captures every enquiry, tags by source, and triggers automated email sequences. Segments your audience so the right parents receive the right message at the right time.
• HubSpot Meeting Scheduler — Tour Booking: Allows parents to self-book tours 24/7, synced directly with your centre’s calendar. Sends automatic confirmation and reminder emails to reduce no-shows.
• All-in-One Automation: Because HubSpot CRM and the HubSpot Meeting Scheduler are one integrated platform, every tour booking automatically triggers the correct email sequence and every new enquiry is tagged and segmented — no third-party connectors required.

Your Automated Email Nurture Sequence

Every new enquiry automatically receives a 5–7 email sequence over 7–10 days. No manual sending required. Examples:

• Email 1 — Immediate Welcome: Confirms receipt, introduces your centre’s philosophy and team. Sent within 5 minutes of enquiry.
• Email 3 — Social Proof: Shares your best Google reviews, a parent testimonial, and your star rating.
• Email 6 — Urgency & CTA: ‘We have limited vacancies remaining in [month] — book your tour this week to secure a spot.’

Tour Booking Confirmation & Reminder Sequence

• Instant confirmation email + SMS upon booking
• 48-hour reminder with directions, parking info, and what to bring
• Morning-of reminder SMS
• Post-tour follow-up email within 2 hours of the tour completing

SEE FULL DESCRIPTION