Course inquiry and consultation-request capture
For course inquiry and consultation-request capture, define the required context, classification rules, and duplicate or missing-data checks before work enters the operating queue.
FREE CLAUDE & CODEX PLUGIN TEMPLATE
Education Enrollment CRM System PRD Template
A real SOT-based Education Enrollment CRM System PRD template connecting course inquiry and consultation-request capture, learner interest, consultation, application, and enrollment-status lookup, advisor assignment, course recommendation, application-document, and enrollment-progress management, inquiry source, consultation conversion, and enrollment-performance reporting by course.
View source on GitHub · MIT licensed
USE CASE
Who this template is for
Teams designing an internal operations system for admissions or course advisor and education operations and admissions coordinator
CONTENTS
What the template includes
- Course inquiry and consultation-request capture
- Learner interest, consultation, application, and enrollment-status lookup
- Advisor assignment, course recommendation, application-document, and enrollment-progress management
- Inquiry source, consultation conversion, and enrollment-performance reporting by course
VIBESPEC VIEWER
See the plan in VibeSpec
Each screen is generated from the public SOT included with this template.
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How to use and adapt this Education Enrollment CRM System
This Education Enrollment CRM System connects course inquiry and consultation-request capture, learner interest, consultation, application, and enrollment-status lookup, advisor assignment, course recommendation, application-document, and enrollment-progress management, and inquiry source, consultation conversion, and enrollment-performance reporting by course in one SOT-based planning document. Use the complete HTML to review and share the plan, then adapt the SOT JSON with the VibeSpec plugin in Claude or Codex.
What this Education Enrollment CRM System actually includes
Learner interest, consultation, application, and enrollment-status lookup
For learner interest, consultation, application, and enrollment-status lookup, keep status, owner, priority, and change history together so the team can find the complete operating context.
Advisor assignment, course recommendation, application-document, and enrollment-progress management
In advisor assignment, course recommendation, application-document, and enrollment-progress management, connect assignment, approval or rejection, exception handling, and completion confirmation as one accountable workflow.
Inquiry source, consultation conversion, and enrollment-performance reporting by course
Use inquiry source, consultation conversion, and enrollment-performance reporting by course to track due dates, bottlenecks, exceptions, and completion outcomes by team, period, and operating category.
Policy, access, and integration foundations
Set the role-based access, audit history, notifications, and external-system boundaries that Education Enrollment CRM System needs to operate safely.
Start in three steps, even without planning experience
1. Review the complete HTML with your team
The download opens in a browser without setup. Compare the PRD, feature specification, screen structure, and user flow with the work your team does today.
2. Name your operating rules
Write down real user roles, required data, approval rules, exceptions, and success metrics. Start with the core flow from course inquiry and consultation-request capture through advisor assignment, course recommendation, application-document, and enrollment-progress management.
3. Give the SOT JSON to VibeSpec
Attach the SOT JSON in Claude or Codex with the VibeSpec plugin and describe the change in plain language. VibeSpec keeps requirements, features, screens, and user flows connected.
Adapt this Education Enrollment CRM System for your team
Rename terms and states first
Replace the template vocabulary, states, and classification with the terms your team uses. Keep course inquiry and consultation-request capture and learner interest, consultation, application, and enrollment-status lookup consistent.
Make roles, approvals, and exceptions explicit
Define who registers, reviews, approves, processes, and confirms completion, plus the conditions that trigger rejection or reprocessing in advisor assignment, course recommendation, application-document, and enrollment-progress management.
Keep screens, metrics, and integrations connected
Decide what inquiry source, consultation conversion, and enrollment-performance reporting by course should measure, then connect any SSO, messaging, or adjacent-system integration to the related screens and user flow.
Capabilities to add next
Automation and notifications
Create a separate Education Enrollment CRM System initiative for due-date alerts, owner assignment, approval reminders, and exception follow-up.
External-system integrations
Before connecting Education Enrollment CRM System to source data or adjacent systems, define synchronization cadence, failure handling, access boundaries, and audit records.
Operations analytics
Extend Education Enrollment CRM System with team, period, and category analysis plus action rules for deteriorating completion or service levels.
Prompts you can use with VibeSpec
Adapt it to our terminology and roles
Adapt this Education Enrollment CRM System for our team. Ask about our user roles, states, required fields, and approval steps first, then update the requirements, screens, and user flows together.Simplify it into an MVP
Reduce this Education Enrollment CRM System to an MVP that keeps course inquiry and consultation-request capture, learner interest, consultation, application, and enrollment-status lookup, and advisor assignment, course recommendation, application-document, and enrollment-progress management. Move automation and external integrations into separate initiatives.Add operations automation
Create a separate initiative on top of this Education Enrollment CRM System for due-date alerts and automatic owner assignment. Keep the connection to the existing screens and user flow.Education Enrollment CRM System FAQ
Can I use this template without development experience?
Yes. The complete HTML opens in a browser for review and sharing. To adapt the plan, attach the SOT JSON to Claude or Codex with the VibeSpec plugin and describe the change in plain language.
What is included in this planning template?
It includes course inquiry and consultation-request capture, learner interest, consultation, application, and enrollment-status lookup, advisor assignment, course recommendation, application-document, and enrollment-progress management, and inquiry source, consultation conversion, and enrollment-performance reporting by course, plus foundations for access, audit history, notifications, and integrations.
What is the difference between the HTML and SOT JSON downloads?
The HTML is a complete planning document for reading and sharing. The SOT JSON is source data that VibeSpec can update while keeping requirements, features, screens, and user flows connected.
How should I add a new capability?
For a discrete capability such as automation, integration, or additional analytics, create and review a separate initiative before changing the product plan broadly.
WORKFLOW
Use it with VibeSpec
- Open the complete HTML file to review or share it immediately.
- Download the SOT JSON and load it in the VibeSpec viewer.
- Adapt the features, screens, and flows for your team.