Project scope
The Education Gate Consultants project brings a public website and a custom customer relationship management system together. Prospective students need an understandable introduction to the consultancy, while the team needs a way to organize the conversations that follow an inquiry.
The website and custom CRM use Laravel. The brief combines two different audiences: visitors exploring education support and staff handling prospective students. The approach is to connect their information needs without exposing internal records through the public website.
Platforms and tools
- Laravel
From the brief to the handover
Our approach to The Education Gate Consultants
How we approach a brief like this, from planning the work to reviewing the complete experience.
Understand the student inquiry
Identify the information a student needs before contacting a consultant and the details the team needs to begin a useful conversation.
Plan the staff workflow
Define inquiry records, responsibilities and the agreed follow-up stages before designing CRM screens.
Check the handover between website and team
Review how information is captured and used, with particular attention to permissions, incomplete records and the next staff action.
Working on something similar?
Tell us about your business and the requirements. We can discuss which parts of the approach are relevant to your project.