Once you complete on boarding, the system starts working for you automatically—from receiving student enquiries to demo booking, follow-ups, and payments. This ensures a smooth, end-to-end experience with full visibility at every stage.
Step-by-Step Workflow
1. Receive Enquiries
After on boarding is completed:
- You start receiving matching student enquiries in your dashboard
- Enquiries are auto-responded instantly to ensure quick engagement
2. Student Qualification & Demo Booking
Our team takes over the initial sales process:
- We call and qualify the student
- Follow-ups are handled by our team
- Demos are scheduled only if the student shows interest
You can view:
- Demo details directly on your calendar
- Follow-up updates under Account → UrbanPro Follow-up
3. Conduct the Demo
At this stage, your role begins:
- Deliver a high-quality demo session
- Address student needs and expectations
- Build trust and showcase your teaching approach
4. Post-Demo Follow-Up & Payment
After a successful demo:
- Our team follows up with the student
- If the student is interested, a payment link is shared
- Enrolment is completed upon payment
5. Track Student & Payment Details
You have full visibility into all enrolments:
Student Information
- Navigate to Dashboard → Student
- View all enrolled students
Payment Details
Click on a student profile to access:
- Date of payment
- Amount paid
- Number of hours purchased
- Course/category details
6. Earnings & Transfers
Track your earnings transparently:
- View UrbanPro charges
- See amount transferred
- Check pending pay-outs
All details are available under the Account Transfer section.
Key Takeaway
The process is fully managed and transparent:
Enquiry → Qualification → Demo → Follow-up → Payment → Tracking
You focus on delivering great demos and classes, while the system handles everything else.
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