CRM & Automation
Education Funnels, CRM Handoff & Messaging — Merit Edu World
Education lead generation for Merit Edu World with Business Manager verification support, funnel optimization and student acquisition campaign structure.
Client
Merit Edu World
Category
CRM & Automation
Industry
Education
Country
Bangladesh
Duration
Project engagement
Status
Completed
Year
2023
Type
CRM & WhatsApp Lead Ops
Overview
Engagement overview
Education lead generation for Merit Edu World with Business Manager verification support, funnel optimization and student acquisition campaign structure.
Challenge
The challenge
Counseling teams needed cleaner lead capture and follow-up ownership across chat and CRM.
Solution
How we solved it
Delivered a scoped CRM & WhatsApp Lead Ops program for Merit Edu World with documented owners, compliance-aware execution and a practical handover pack.
Objectives
What we set out to achieve
- Reduce lost inquiries between ads and counselors
- Standardize follow-up stages
- Keep Meta infrastructure verification-ready
Process
How we worked
-
Step 1
Audit
Reviewed assets, access, offers and constraints for Merit Edu World.
-
Step 2
Plan
Agreed scope, owners and weekly checkpoints.
-
Step 3
Build & launch
Executed CRM & WhatsApp Lead Ops workstreams with documentation.
-
Step 4
Optimize & hand over
Refined based on operational feedback and delivered SOPs.
Services provided
Capabilities applied
Technology
Tools & platforms
Deliverables
What was delivered
- Education Lead Generation
- Funnel Optimization
- Student Acquisition Campaigns
- Operating documentation
- Handover checklist
Timeline
Milestones
Week 1
Discovery
Kickoff and asset audit
Weeks 2–4
Build
Core delivery
Ongoing
Stabilize
Optimization and optional retainer
Results
Outcomes
Improved lead routing clarity for admissions teams without inventing enrollment ROI metrics.
Related
Related projects
Need similar support?
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