Non-profit · Inbound

Program Enrollment & Intake Booking

Turns a program inquiry into a sign-up on the same call: explains the program, collects the few details you need, and books an intake or first session on your calendar.

The challenge

Interest in a program is fragile, and every extra step between a call and a sign-up loses someone.

Where it breaks down:

People call to ask about a program and are told to fill out a form or call back.


What it costs:

Some never do.

Intake slots depend on staff who are busy running the programs.


What it costs:

Calls go to voicemail, and sign-ups wait for a callback.

Registration details are collected differently by whoever answers.


What it costs:

Staff chase missing information afterward.

The approach

We designed it to finish the job on the call: from interest to a booked first step.

  1. Most callers have already decided they're interested. They need the next step.
  2. A sign-up needs a few facts, not a long questionnaire.
  3. Sensitive information isn't needed to book a first session, so it shouldn't be collected on this call.

The agent had to:

  1. Explain the program from approved information.
  2. Collect only the details the sign-up needs.
  3. Book the first step on the call, or log it for staff.
The solution

A RevAIvo Voice agent that explains your programs, takes sign-ups, and books intake.

1

Explains the program

Describes who it's for, when it runs, and what to expect, from the program details you provide.

2

Only what's needed

Captures the name, contact details, and program choice your sign-up requires. It doesn't solicit anything sensitive.

3

Books the first step

Books an intake or first session on your calendar (Google Calendar or TidyCal), or logs the request for staff to schedule.

4

Sign-ups on record

Every call lands in Pulse with its outcome, so your team sees who signed up and who needs a follow-up.

It brings in your team when…

Scoped narrow on purpose. Where you've set a number it can connect the caller; otherwise it logs a callback request for your team.

  • The caller's situation needs a judgment about eligibility that your program details don't settle.
  • The caller needs medical, legal, or clinical advice.
  • The caller describes a crisis or an emergency.
  • The caller asks for a person.

What the call sounds like

Illustrative exampleNot a recorded call
Caller

Hi, I'd like to sign up for your English conversation class.

Agent

Welcome. The class meets Tuesday evenings at 6:30 and it's open to all adult learners. May I have your name and a good phone number?

Caller

Joon Park, 555-0123.

Agent

Thanks, Joon. I can also book a short welcome session with our coordinator, Wednesday at 4:00 or Thursday at 5:30. Which works for you?

Caller

Thursday.

Agent

You're booked for Thursday at 5:30, and you're signed up for the Tuesday class.

Caller

Thanks.

Agent

You're welcome. I'll text you the details when we hang up.

Afterward: The class details here are made up for illustration. The agent uses the program information and open times you provide, and every sign-up is in Pulse with its outcome. The confirmation goes out when the call ends.

Sent after the call

TextWhen the call ends with a sign-up

You're signed up for the Tuesday English conversation class, and booked for a welcome session on Thursday at 5:30. See you then.

Message wording is illustrative. It goes out when the call ends, based on how the call went.

What changes for your team

An illustrative scenario:

80enrollment calls a month your team wouldn't have to take
7 hoursof staff time back each month
Every calllands in RevAIvo Pulse with its outcome, ready to review

Say your team handles 200 enrollment calls a month, and the agent takes 40% of them end to end, at an assumed 5 minutes a call. These figures are assumptions for illustration, not customer results.

In a pilot we measure this with you, on your own calls in RevAIvo Pulse: calls connected, how each call ended, and how many needed a callback.

The result

A program inquiry that ends in a booked first step, instead of a callback and a wait.

Interest turned into enrollment, on the call.

Similar use cases

All non-profit use cases

Hear it on your own scripts.

Book a live call and we'll scope this to one call type, using your own scripts and rules.

Book a live call

These use cases are illustrative and for informational purposes only. The organizations, people, phone numbers, links, and messages shown are fictional examples, and any resemblance to real businesses or individuals is coincidental. Scenario figures are assumptions, not customer results. Actual results depend on your call volumes, scripts, and setup.