A capacity-building initiative to train government institution staff in remote teaching systems. The challenge: qualifying and managing participants from dozens of agencies, tracking engagement, and maintaining communication — all without dedicated admin staff for the programme.
A participant qualification and management system: an intake form with tiered scoring criteria, an automated 4-email nurture sequence (welcome, pre-session resources, day-of logistics, post-session feedback), SLA documentation for the programme team, and a tracking dashboard in Google Sheets.
Participants were scored on eligibility criteria at intake. Qualified participants moved automatically into the nurture sequence. The programme team had a real-time view of participant status without manual chasing.
The programme scaled from ad-hoc participant management to a documented, repeatable system. The intake process — previously handled via email back-and-forth — was reduced to a form submission. Nurture emails ran automatically. The client reused the system for the second cohort with zero additional setup.
We went from a manual shortlisting process to a scored, documented intake system.
We'll show you the most relevant case study for your sector and tell you honestly whether we can replicate it for your organisation.
Book a 20-minute call →