## Objective
Promptly and accurately respond to families inquiring about daycare enrollment / scheduling a tour via Childcare Automation (So Tell Us Connect). Log and manage all interactions in the correct center account.
## Tools
Childcare Automation (web or app); Email; SMS; Phone (Comcast Voice Edge).
**Credentials:** Use LastPass shared access only (`va@alliedassist.com` — contact El for share). Do **not** store or paste passwords into this article, chat, or unsecured notes.
## 1. Access and verify account
1. Sign in at the So Tell Us Connect login via LastPass-shared credentials.
2. **Immediately** verify you are in the correct daycare account (e.g. Little Learner Children’s Academy — 5 Centers / specific location). Self-check: “Am I in the correct center account?”
## 2. Identify new enrollment inquiries
Opportunities tab:
1. **Inquiries** — general enrollment / tour leads (Lead Management)
2. **Recruitment** — employment leads (Fractional HR) — not this enrollment pipeline
3. **Summer Camp** — special program (1.5) when applicable
## 3. Update pipeline
1. **Incoming messages/inquiries** — VA responds same day.4. **Tour scheduling** — VA schedules tour and confirms attendance the morning of. Director calls ~5 minutes after scheduled time to check in and update status.
5. **Missed tours** — next day call/email/text to reschedule; continue every other day; VA or Director can re-add tour; Director may handle directly when needed.
6. **Attended tours** — Director moves stage when family shows and adds tour notes.
7. **Post-tour follow-ups** — if not enrolled, VA contacts next day (call/email/text) and every other day; document why they did not move forward.
8. **Future/pending enrollments** — Director notes + follow-up task; VA schedules enrollment meeting; Director collects payment / finalizes.
9. **Enrollment status** — Director marks enrolled / updates status; if family declined further contact, remove from communication list. Non-inquiry calls (e.g. vendors) are out of this pipeline.
10. **Notes** — recruitment is separate; automated emails may fire on stage changes.
## 4. Update Tour Tracker
When a tour is scheduled, update the Tour Tracker spreadsheet (OneDrive/Teams link maintained by the account team — use the current shared Tour Tracker.xlsx; do not invent a new file).
## 5. Teams update for Director/client
Same week a tour is booked: send tour details in Teams for Director/client visibility.
## 6. Weekly conversion tracking
Each Monday morning, enter prior-week conversion data in the Teams sheet: Booked Tours; Attended Tours; Missed Tours / No-shows; Enrollment Meetings; Signed Up / Registered.
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Source: SweetProcess DOCX export (Drive pack). Staged for Eniston Allied — HOLD publish until Leo sequences after Susan. Credentials stripped (LastPass only).
2. **Inquiry follow-ups** — call, email, and text every other day until progress.
3. **In progress** — maintain communication until a tour is booked or the lead goes inactive.