Turn Slate CRM into a self-service experience with real insights and targeted communications — in 6–8 weeks.
I help institutions using Slate build portals, dashboards, and communication logic that reduce manual work, improve visibility, and increase adoption.
This engagement is:
- Slate-specific
- Practitioner-led
- Fixed-scope and time-boxed
- Designed for adoption and usability
This engagement is not:
- A full Slate implementation
- Ongoing CRM administration
- Vendor support replacement
I solve problems like these:
- Applicants and high school partners don’t know where they stand
- Internal teams rely on manual reports or spreadsheets
- Communications are broad, repetitive, and poorly targeted
- CRM capabilities are underused or inconsistently implemented
Slate CRM has powerful functionality, but many institutions struggle with adoption, visibility, and efficient communications. This Sprint helps teams unlock Slate’s potential while reducing manual work and improving engagement — fast.
CRM Experience & Intelligence Sprint (6–8 Weeks)
What’s included:
1️⃣ External Portals
- Applicant or high school partner portals
- Role-based access
- Clear next steps and status visibility
2️⃣ Internal Dashboards
- Department-specific dashboards
- Enrollment, pipeline, and dual enrollment metrics
- Filters leadership actually uses
3️⃣ Intelligent Communications
- Liquid logic and filtered lists
- Personalized messaging at scale
- Reduced over-communication
Distinguishing Features:
- Practitioner-led (not vendor-led)
- Fixed scope and timeline
- Designed for adoption, not just configuration
- Balances technical build with operational reality
Typical investment:
$7,500–$15,000 depending on scope
Interested in exploring whether this is a fit?
With over six years of experience across K–12 and higher education, Suzanne has worked with a variety of student information systems (SIS/ERPs) and CRMs to improve institutional processes and user experiences. Her work focuses on bridging technical systems with day-to-day operational realities—helping teams streamline workflows, reduce friction, and design systems that are intuitive for both staff and external users.