Purpose
To ensure that the Kangarootime roster and Connect pipeline remain synchronized by verifying enrollment statuses and updating leads accordingly. Accurate and timely updates are essential to fully execute the ongoing Scholarship Campaign and maintain proper enrollment tracking. Roster to Connect Lead Comparison
❶ Time Tracking
Clock in through Hubstaff under the designated task:
Roster Comparison & Connect Updates – Smarty Pants
❷ System Access
a. Kangarootime
Log in using the credentials stored in LastPass.
Navigate to the Roster section.
b. Connect
Log in to the Connect CRM account using the credentials provided.
Open the Lead Pipeline view.
❸ Data Source
Use the master sheet: Kangarootime Roster to Connect Lead Comparison Sheet (Insert link once provided) This sheet will serve as the reference point for cross‐checking data from both systems.
❹ Roster Comparison Procedure
Step 1: Review Active Roster in Kangarootime
Look at currently enrolled, scheduled, or active children.
Take note of:
Child’s name
- Program details
- Enrollment status
Step 2: Check the Lead in Connect
Search each name in the Connect pipeline.
Confirm if the lead is:
Enrolled / Converted
- In Process
- Lost / Not Interested
- Duplicate
- Unresponsive
Step 3: Update Status Accordingly
Update Connect based on what you find:
If the child is enrolled in Kangarootime →
Move the lead to “Enrolled/Converted” in Connect.
Add a short note:
“ Enrollment verified in Kangarootime on [date].”
If the family did not enroll →
Move the lead to “Lost” or the appropriate status.
Add a note if known (e.g., “Chose another center,” “Unresponsive,” etc.).
If the lead is still ongoing →
Keep in Active Pipeline but add an updated note.
❺ Accuracy Audit
Before completing the task:
Double‐check for spelling variations (example: “Mia” vs. “Mya”).
Ensure no lead is left duplicated or placed in multiple statuses.
Confirm all changes match the current Kangarootime roster.
❻ Reporting Procedure
a. Hubtasks/Worklenz Update
Open the task: Compare Roster and Update Connect.
Add a comment summarizing the day’s updates, including:
Number of leads updated
- Number of enrolled confirmed
- Number marked lost
- Any discrepancies found
- Any leads requiring Ms. Daphne’s review
b. Attach Supporting Files
Upload the updated comparison sheet (if edited).
Attach screenshots only if needed or if a discrepancy requires explanation.
c. Tag if Needed
Tag Ms. Daphne for approvals, clarifications, or leads requiring decision-making.
❼ Priority Note
This task must be completed quickly and accurately because it directly affects the execution and accuracy of the Scholarship Campaign. Accurate roster‐to‐pipeline alignment ensures that eligible families are contacted and processed promptly.
If the lead is not found in Connect →
Document in the comparison sheet under Missing in Connect.
Tag Ms. Daphne for review if needed.