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THE ULTIMATE HOW-TO GUIDE

5 Steps to Better Lead Management for YMCA Preschool Program 


To say that the Y has a reputation would be a massive understatement. With over 64 million beneficiaries from 120 national associations, the YMCA has been serving global communities for over 160 years. In this guide, we’ll share five key tactics to help you connect with each and every incoming lead, while delivering a consistent brand experience across multiple locations and programs. 

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5 simple steps to streamline your ECE program’s lead management

With dozens of ad hoc pen-and-paper systems in place, bringing it all together to create one streamlined enrollment experience can feel impossible.

The good news is, it isn’t. With clear steps and the right systems to back them up, you’ll be able to unify your processes and grow your enrollment in a fraction of the time it currently takes to get new families on board.

Here’s how to get started.

1. Align your branding across multiple locations

There’s a reason the YMCA is one of the best-known brands in the world. From New York to Bangkok, members have been ‘finding their Y’ for well over a century.

But without a streamlined process for aligning each preschool program’s lead communication, it can be easy to lose control of your messaging.

To deliver a consistent, always-on YMCA experience, start by streamlining your multi-site branding:

  • Audit and update your marketing templates to ensure consistent messaging no matter which location a prospective family reaches out to
  • Customize your email and text templates with the appropriate branding for each program or site
  • Store branding elements like logos and color palettes in a central place where local and regional teams can easily access them

Today, 64% of nonprofits believe a professionally designed logo is integral to building trust with both the public and donors. But is your logo even placed where the right people can see it?

 

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2. Streamline lead capture with inquiry forms for guardians

Multiple sites often means multiple forms on your website, and a real mess for your enrollment teams.

With Google docs here and pdfs there, team members have to chase down lead data in multiple websites and content management systems (CMSs). And even then, there’s no guarantee they’ll find what they’re looking for.

For modern parents and families, that simply isn’t good enough. 

According to research, 73% of Millennial parents say it’s important to know that the brands they work with value their time. With families becoming increasingly comfortable with digital tools and the fast response times that come with them, you can’t afford for your team to be wasting time digging through online forms and inboxes.

 

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3. Customize and automate core workflows 

With the rise of digital self-service options, customization isn’t just important for your marketing communications. 

To increase your conversions in an age where more than 70% of consumers expect personalized interactions, you need to customize each and every stage in the enrollment journey.

The right workflow automations make it easy to keep families engaged every step of the way, while reducing the amount of time spent on manual tasks. But where exactly should you start?

 

 

Here are some simple ways to get started with customizable workflow automations:

  • Review your lead follow-up processes to identify bottlenecks and missed enrollment opportunities
  • Connect with your enrollment teams to dive deeper into which manual processes are taking up the most time
  • Create automated emails and texts for different programs based on unique lead characteristics and/or stages of the enrollment journey

In a digital enrollment environment, enhanced workflow automation is a game-changer for YMCA leaders, helping to optimize marketing, improve communication with families, and convert more leads in less time.

If you’re using a full-featured CRM like LineLeader, you can also take advantage of exclusionary automation rules to ensure the right follow-up messages are sent to the right families, every time.

“Email automation and task assignment automation are vital to our communication and growth,” said Chris Soden, Marketing Manager at YMCA Orange County. With a variety of intentional automations in place, leaders like Chris can ensure greater enrollment rates across locations.

4. Tailor your drip campaigns based on lead behavior

In 2024, you can’t talk about personalized experiences, without also talking about behavior-based drip campaigns.

To secure higher response rates with less effort, focus on creating custom drip campaigns to nurture leads throughout the entire journey, from initial inquiry to enrollment.

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“We've gained visibility into the parent enrollment journey and defined how to communicate for each stage of that journey,”

said Anna Romiti, Vice President of Marketing & Communications at YMCA of Orange County.

 

Here are a few tips to help you nail it:

  • Use behavior-based workflows to trigger automated nurture campaigns based on how prospective families interact with the content you share
  • Reinforce drip campaigns with task automations to ensure that any prospective parent who opens or clicks is immediately given a task in your CRM for fast phone follow-up
  • Create a ‘lost opportunity’ drip campaign to re-engage families who have been quiet for three weeks or more

With a clear understanding of what information families need and when they need it, leaders like Anna can build nurture campaigns that make a real difference for families.

 

 

5. Centralize multi-location reporting

With deeply customized and automated systems in place, the only thing left to do is make sure your processes are working as they should be.

But with nearly a third of childcare organizations saying reporting on business performance is one of the tasks that takes their teams the most time, you can’t afford to spend hours on manual reporting.

Instead, build a reporting system that scales across the organization using the following steps:

  • Create and customize pre-built inquiry statuses based on your preschool enrollment process
  • Standardize statuses across all locations’ preschool programs
  • Use visual dashboards to monitor campaign effectiveness, return on investment (ROI), and how the recipients are responding.
  • Track how quickly follow-up tasks are being completed by staff at each location in your network

 

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Download the guide to stay up to date on the latest industry news, trends and best practices for growing and managing your childcare business.

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