Free checklist
The Trial Class Follow-Up Checklist.
12 steps from first inquiry to enrolled student. Timing, scripts, and a short list of lost-reasons so you stop guessing why trials don't convert. Works whether you use software or a notebook.
- 12-step workflow you can run today.
- Email and SMS templates for each touch.
- A short, useful list of lost-reasons.
- A printable one-page summary for the front desk.
The 12 steps
- 00
Before the inquiry
What your web form should ask, and what it should never ask.
- 01
First touch in 5 minutes
Why speed matters more than polish, and the one line that beats every template.
- 02
Booking the trial
Self-serve vs. concierge. Which one converts better at your size.
- 03
Reminder 24h out
Email or SMS, what to include, what to leave out.
- 04
Reminder 1h out
The text that turns 'maybe' into 'on my way'.
- 05
On the mat
The first 90 seconds. What the instructor should do, what the front desk should do.
- 06
After class
The conversation that decides whether they come back. Three questions, no pitch.
- 07
Same-day follow-up
What to send within 4 hours of the trial, and why same-day matters.
- 08
Day 3 nudge
The one prompt that recovers a third of stalled trials.
- 09
Day 7 last touch
Honest, brief, and explicit. Plus the magic word that doesn't sound like a pitch.
- 10
Mark cold (with a reason)
Why ambiguous lost reasons are how schools stay stuck. Use this short list.
- 11
30-day recycle
The lead that didn't convert this month often does next month. Here's the rule.
The shape of the problem
Trial conversion isn't a marketing problem. It's a workflow problem.
Schools that hit 60% trial-to-enrolled don't have better marketing. They have a follow-up workflow that runs whether anyone is watching it. This checklist is that workflow, written down.
5min
First-touch time
Schools that touch a new lead within 5 minutes convert at roughly 2x the rate of schools that take an hour. The fix isn't speed for its own sake. It's having a rule.
3
Touches before cold
Most schools stop after one follow-up. Three is the boring, repeated answer to 'what works.' This checklist gives you three on a schedule.
$18k
Lost per 10 trials
Ten lost trials at a $150 average tuition is $18,000 a year, before factoring in family multiples and tenure. Trial follow-up is the highest-leverage hour in your week.
Who this is for
If you've ever found a trial lead in your texts a week later, this is for you
Owners running follow-up from a phone
If trial follow-ups live in your texts, this gives you a structure you can hand to staff or use yourself.
Owners with a front desk
If you have a front-desk person, this is the checklist they should follow every time.
Owners evaluating software
If you're about to buy a CRM, this checklist is the workflow you should look for. The vendor that automates it best is the one to pick.
Want the workflow without the checklist?
The checklist works in any system. Rosterra runs the whole flow automatically: reminders, follow-up tasks, and lost-reason tracking included. Book a 20-minute demo to see it.