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Lead Generation
AI Sales Agent for Education & Training
Prospective students get program fit explained and eligibility checked, then an enrollment call lands on an advisor's calendar.
Prospective students compare several providers, and the one that explains program fit clearly usually earns the application. This edition asks each enquirer about their goals, background and timeline, explains which programs genuinely fit, checks basic prerequisites, and books an enrollment call with the right admissions advisor. Lapsed applicants and open-day enquiries get followed up too.
- Program fit explained against each learner's goals and background
- Basic prerequisites checked before the enrollment call
- Enrollment calls booked with the right admissions advisor
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for Education & Training asks a prospective student about their goals, background and timeline, explains which programs actually fit, checks basic prerequisites, and books an enrollment call with the admissions advisor for that program. Each conversation is logged in your student CRM.
Why businesses buy it
Admissions teams spend much of their time explaining the same programs to people who may not be eligible, while strong applicants wait for a reply. Before each intake, that delay costs enrollments. This edition holds the first conversation straight away, matches each person to the right program and books advisors only with candidates who are ready to talk. The written scope covers the channel, the student CRM and LMS connections and the Education & Training workflows before you order, so you can plan around intake dates.
Problems this solves
Prospective students are unsure which program fits their goals
The agent asks about goals, background and timeline, then explains which of your programs actually fit. Students leave the conversation with a clearer shortlist and a next step.
Applicants book enrollment calls without meeting prerequisites
Basic prerequisites are checked during the conversation using your program rules. Applicants who meet them are booked in, so advisors spend enrollment calls with people who can actually start.
Enquiries go to a general advisor rather than a program specialist
The agent books the enrollment call with the admissions advisor for that program. Each conversation is logged in your student CRM for the advisor to review.
A good fit if
The same admissions and course questions come up every term, and answering them by hand eats into time your advisors could spend on real enrollment conversations.
You offer more than one program or course track, and prospective students often aren't sure which one actually fits their background and goals.
Prerequisites or eligibility rules vary by program, and checking them today depends on an advisor remembering the right questions to ask.
Your student CRM or LMS already tracks programs and intake dates, and you want qualified enrollment enquiries landing there structured, not scattered across email.
Not the right fit if
Your enquiries are closer to event bookings or sponsorships than course admissions and enrollment. See AI Sales Agent for Events.
You don't need program-fit and prerequisite-checking logic and would rather have a general qualifying agent for a simpler sales motion. See the AI Sales Agent, our base build.
You need this running across more than two connected systems or more than six workflows. Add a note at checkout for a written Change Quote.
The build needs to go beyond the listed scope, for example grading assessments or building full course curricula. Larger or bespoke projects go through the Custom AI request form.
How it works
- We load your program catalog, the goals and background each program actually fits, and the prerequisites or eligibility rules that apply to each.
- The agent asks a prospective student about their learning goals, background and timeline, rather than pointing them at a static list of every course you offer.
- Program fit is explained in plain terms based on those answers, so a prospect understands why a specific track was suggested instead of just being handed options.
- Basic prerequisites and eligibility are checked directly in the conversation, catching a mismatch early rather than after an application has already been started.
- Format, cost, and schedule questions are answered from your own documentation, covering the practical questions that come up every term without an advisor repeating them.
- Once fit and eligibility are established, the agent books an enrollment call with the admissions advisor for that program, with the conversation logged in your student CRM.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin access to your student CRM and LMS, such as Moodle or Canvas, with sandbox or test records if available.
- Your program catalog, the goals and background each program fits, and prerequisite or eligibility rules for each.
- Ten real prospective-student conversations or emails so tone matches how your admissions advisors actually talk to prospects.
- The names of admissions advisors and which programs or tracks each one handles.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can confirm program-fit criteria and prerequisite rules before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your program catalog, prerequisite rules and advisor routing confirmed.
Weeks 1–2
Program-fit and eligibility conversation logic built against your catalog and admissions criteria.
Week 3
Student CRM and LMS connected, with enrollment calls routed to the right advisor.
Weeks 3–4
50 documented test scenarios run against real prospective-student enquiries, with results sent to you.
Week 4
Your review and two rounds of changes to program-fit logic or prerequisite rules.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your student CRM and advisor calendars
- An Education & Training intent library and workflow templates covering programs and prerequisites
- A test report covering 50 prospective student scenarios
- Admin guide and a recording of the handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can help prospective students find the right program sooner.
- Makes enrollment calls more productive for advisors.
- Enrollment calls that lead to applications
- From your student CRM, compare applications with enrollment calls for the intake before and after launch.
- Calls with applicants meeting prerequisites
- Ask advisors to tag each call as eligible or not, comparing a month before and after launch.
- Calls booked with the program advisor
- Check calls reassigned to another advisor, using CRM history, before and after launch.
Before you start: Record your last intake's enquiries, enrollment calls and applications. Note how often calls were with ineligible applicants.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build is paid for once. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing student CRM and LMS plans. Because enquiry volume tends to cluster around admissions deadlines and term starts, usage often follows your own enrollment calendar.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For education and training providers, monthly maintenance covers monitoring, fixes and change hours for new programs, updated prerequisites or revised intake dates each term. It starts after the 30 days of included support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | An admissions chatbot add-on charges a monthly fee per institution | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Program matching | An admissions chatbot usually lists every program the same way | An agency build depends on what was agreed | Ours matches a prospect to the program that fits their goals |
| Eligibility checking | A static FAQ bot doesn't check prerequisites | An agency build depends on what was agreed | Ours flags a prerequisite mismatch before an application starts |
| Delivery | An admissions chatbot add-on needs weeks of catalog setup | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for Education & Training cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: program-fit conversation logic, prerequisite checking and advisor routing. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are available at a set uplift ahead of an intake.
How does the AI Sales Agent for Education & Training know which program actually fits?
It asks about a prospect's learning goals, background and timeline, then matches those answers against the program-fit criteria you define during intake, rather than presenting every course the same way. That means two prospects asking about the same general topic can be pointed toward different tracks if their background differs.
Can the AI Sales Agent for Education & Training catch a prerequisite problem early?
Yes. Basic prerequisites and eligibility are checked directly in the conversation, before an application is started, using the rules you confirm during intake. That catches a mismatch while a prospect is still exploring options, rather than after they've invested time in an application for a program they don't actually qualify for.
What should we budget monthly to run the AI Sales Agent for Education & Training?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing student CRM and LMS plans, billed to your own accounts. Because enquiry volume tends to cluster around admissions deadlines and term starts, usage for most institutions follows their own enrollment calendar rather than staying flat.
What does an advisor see when the AI Sales Agent for Education & Training books an enrollment call?
The program discussed, the fit reasoning, prerequisite check results, and any format or cost questions already answered, all logged against the prospect in your student CRM. The advisor opens the call already knowing why this particular program was suggested, instead of re-establishing fit and background from scratch each time.
Can we update the program catalog after the AI Sales Agent for Education & Training launches?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers new programs or updated prerequisites once you're live, which matters as course offerings change each term. Larger changes, like an entirely new program area, are scoped separately as a Change Quote.
Who owns the prospective-student conversations handled by the AI Sales Agent for Education & Training?
You do. It runs inside your own student CRM and LMS accounts, so every conversation, fit assessment and booked call stays in your institution's own systems, not tied to a platform we control. None of it is retained separately by us once the build is delivered and live.
Match every enquiry to the right program before the call, not during it.
Order AI Sales Agent for Education & Training and every enquiry is matched to the right program before the enrollment call begins.
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