Our Approach to Client Partnerships
Our experience covers a wide range of functional areas that, when properly aligned, help ensure enrollment results, satisfaction, and student success.

Our Approach to Client Partnerships
Discovery & Assessment Phase Comprehensive institutional analysis including stakeholder interviews, data review, process evaluation, and competitive positioning assessment.
Strategic Development Phase Collaborative strategy development involving key institutional leaders, with clear timelines, measurable outcomes, and implementation roadmaps.
Implementation Support Phase Hands-on guidance during strategy execution, including staff training, process optimization, and performance monitoring.
Evaluation & Refinement Phase Ongoing assessment of outcomes with strategy refinement based on results and changing market conditions.
Leadership & Organizational Development
- Staff mentoring and development
- Interim leadership services during transitions
- Board and cabinet education on institutional enrollment and strategy
- Organizational alignment assessment and development
- Special project leadership and implementation
- Transition planning and knowledge transition
Specialized Industry Knowledge
- Competitive positioning and market trends
- Early Decision, Early Action, and Regular Decision development strategies
- Direct Admission program development and implementation
- Budget and operations analysis
Slate, Enrollment Analytics & Tech Stack Assessment
- Assess and optimize Slate systems to empower people, simplify processes, and drive results. Each engagement offers dedicated collaboration time, tailored deliverables, and a focus on sustainable improvement.
- Enrollment data management audit
- Slate workflow consulting and audit
- Enrollment technology stack assessment and recommendations
- Admissions process efficiency and bottleneck analysis
- Experience with 3rd party platforms such as Marketview, Othot, and EAB Financial Aid Analytics
Enrollment and Net Tuition Revenue Strategy
- Comprehensive enrollment audits and funnel analysis
- Multi-year strategic enrollment planning aligned with institutional mission
- Competitive landscape analysis and market positioning strategy
- Demographic trend analysis and recruitment territory optimization
- Net tuition revenue modeling and scenario planning
- Need and merit aid leveraging strategy development
- Yield modeling and conversion consulting
- Pricing strategy analysis and recommendations
Research and Analysis
- Market analysis and competitive intelligence
- Enrollment trend forecasting and scenario planning
- Vendor research and recommendations