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Revenue CRM Field Guide

Revenue CRM

From what goes wrong in running a school to the screen that fixes it

One real problem from running a school or studio at a time (inquiries buried in chat, trials that never convert, make-up lessons and billing piling up at month end) and the exact Revenue CRM screen that removes it.

The work of entering data

Chat inquiries, trial-lesson notes, what happened in class. Student records that get kept without the teacher typing them in.

The work of setting up

Courses, fees, closed days, teachers. Put the shape of your school in as it is and use it from day one.

The work of setting up The week the school was closed still shows up as missed lessons During the summer or New Year break the system keeps flagging missing lesson logs, LINE self-booking offers slots on closed days, and the teacher's first morning back is spent clearing false alarms Breaks & holidays (register a period with no lessons by name, start date and end date; those weeks drop out of the unlogged-lesson check, closed days disappear from LINE booking slots, and no homework tasks are created while the break is on) The work of setting up Nobody has decided which teacher looks after which student No student has a named teacher responsible for them, so checking homework and reaching out to students who are drifting is left to whoever notices, and for some students nobody does Per-student assignment (assign teachers by role under 🎓 担当LEADERS on the student record, and that student's tasks and incoming homework appear on the assigned teachers' screens) The work of setting up Every new teacher gets the owner's login New teachers are handed the owner's email and password and everyone works under one login, so nobody can tell who wrote a record and every fee amount is visible to the whole staff User management (invite each person by email and role; they choose their own name and password; while an invite is pending you can issue a new URL, resend it or cancel it) The work of setting up You want teachers to see student records, but not what each family pays The roster and the fees live in one sheet, so sharing it shows every amount to every teacher, and not sharing it leaves teachers unaware of who has not paid while the owner answers every question alone Permissions (billing view closed per role; create and edit for students, lessons and tasks split by role) The work of setting up The trial sign-up form and the student roster are not connected Trial lesson requests land in a form notification email and never reach the roster, so retyping waits for whenever the teacher has a spare moment Trial booking form (an application goes straight into the student list)

The work of running it

Make-up lessons, absences, unpaid fees, students about to leave. Keeping it running without an office manager.

The work of running it You can't switch tools because your school's data feels locked inside the app Each month's tuition status for the accountant, and the year-end roster, get retyped into Excel from screenshots of the management app. Because the data can't come out, the school can't move to a better tool either Export data (students, lesson logs, homework submissions and billing as four CSV files that open in Excel as they are; every export is written to the audit log) The work of running it Homework arrives by chat, and nobody knows which teacher looked at it Students submit homework over LINE and the message shows as read, but nothing records which teacher actually opened it, so everyone assumes someone else did and some submissions never get a reply Homework inbox (submissions that arrive over LINE sit in an unchecked list until someone marks them checked; who did it is kept in the audit log) The work of running it Teachers are typing homework reminders one student at a time, at night Teachers chase missing homework by memory, one LINE message at a time, so busy weeks get skipped and students who already submitted get nagged Automatic homework reminders (one LINE message per homework type once a student has gone three business days without submitting; you choose who gets them, student by student) The work of running it You notice the warning signs after the student has already quit The signs that a student is drifting away, homework that stops and messages that go unanswered, sit with the individual teacher, and the owner learns about them the day the cancellation arrives The 🚨 今すぐ対応 list on Home (students three business days without homework), 📩 課題の提出 on the student record, and the 課題が滞り filter on the student list The work of running it You find out about unpaid fees at the end of the month Fees collected by bank transfer or cash have not come in, you only notice while reconciling the bank statement against the roster at month end, and the reminder goes out a month late Billing screen (registering a monthly fee, unpaid rows sorted to the top, confirming a payment, alerts once the due date passes)

For the structural "why" behind these problems, see media.consilegy.com