Admissions feels personal, but the school still needs a funnel. This template is the stages, the owner, and a weekly tally. It is not a CRM lecture.
If a family sits in “tour done” for three weeks with no application, that is an operations problem, not a personality problem.
Printable PDF
No sign-up. Fill by hand, or use it as the paper version of the same record you keep digitally.
Download PDFStages
- Inquiry (date, child age, source)
- Tour scheduled / completed
- Application started / submitted
- Review (records, conversation, classroom fit)
- Offer / waitlist / decline
- Enrollment packet and first-day date
Weekly board
- Count in each stage
- Oldest inquiry without a tour
- Tours without a follow-up
- Applications waiting on the school
- Seats remaining by classroom or level
Owners
- Who answers new inquiries
- Who hosts tours
- Who reviews applications
- Who sends the offer letter
How to use this template
Print the weekly board for Monday. Move names; do not rewrite the stages. Pair this with the tour checklist so every visit has a next step.