Born Edu

2. Born Edu Start University – An all-in-one Integrated Platform • Designed to enable institutions and companies to increase student enrolments and retention by tracking and supporting the learner from lead to graduation. • Building on the classic sales approach, the SU Platform adds a full suite of edu-specific products for a exceptional student and administration experience: application portal, retention modules, documentation management, course pathing, payment management, web site integration, standard and custom reporting all in one. Start University: Born Edu

4. Paquete START UNIVERSITY • CRM • Lead Management • Source Tracker • Shift Management • Qualification Module • • SIS • • Student Portal • • Tuition Manager • • Enrollment manager • • Curriculum builder • • PARTNER SITE CONTENT MANAGER • • Start Dates • • Fees and tuition • • Curriculum • • FAQ • • Student Portal Access • • Lead Capture • • PARTNER SITE • • Home Page • • Program Sub Sites • • Start Dates • • FAQ • • Fees and Tuition • • Requirements • • Institutional. • APPS MANAGER • Documents Manager • App fee Manager • • SEM • • SEM campaigns • • Landing Pages •EMAIL MODULE • CRM Templates • APPs Templates • Students Templates • Attachments Management • Supervisor Control inbox/outbox

5. CRM Understanding the Lead • Most systems show what has happened. Most systems provide detailed analysis….. of the past. • At Start University, we believe in providing information that can define the future. Information that can be used to turn a lead into an enrollment. Information that can increase conversion rates. • Info will be available for strategic reports, but also for the enrolment agent to act, on the spot, depending on the lead profile. Qualification, source, campaign and even KW are at hand when the fist contact happen.

6. CRM Qualifying the lead • A few question, but not always the same • At Start University we know that leads can be good, better, o simply bad, the perfect match for a program

7. CRM Qualifying the lead • The questions are part of the program configuration. • Different logics can be applied to determine if a lead is qualified or not.

8. CRM Pre-Qualifying the lead. The leads can land on CRM as closed/lost or open depending on qualification. ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

9. Pre-Qualifying the lead. The answers given by the prospect can be seen on the lead qualification tab as part of the lead profile ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,

10. Understanding Lead Source Our “at-a-glance” lead dashboard provides the who, how, where, when, in a single view. Targeted Response = Results • What ad has the prospect seen? • What inquiry did the prospect type in google? • What keyword triggered the inquiry? Making connections = Ensuring Conversion • Link keywords to leads • Measure conversions to enrolments, not just by source, but by specific keywords

11. Shift Management Shift Tracker* Lead management is the key to conversion. Our Shift Tracker puts your manager in control. Leads assigned based on: • Attendance • Activities • Workload • Quality of your agent *An exclusive SU feature

12. Shift Management Why Shift Tracker? Your manager is in control: • In less than five minutes each day, your manager can adjust to that day’s challenges. Utilizing data to drive optimal outcomes: • Lead source is seen only by the manager; agents can’t cherry-pick the best leads • Agents can focus on what they do best, lead conversion.

13. Lead Assignment Leads can be easily re-assigned, individually or in bulk, creating productivity efficiencies and increasing lead conversion.

14. Custom Views • Pre-defined filters enable managers and agents to quickly filter and take action on the selected leads, individually or in bulk. • Activity Planning – Your manager can easily view outstanding and planned activities and manage accordingly. • New Lead Management – Enables your manager and agents to stay on top of incoming leads. Prospects contacted within ten minutes have an 80% higher rate of conversion.

15. Working Leads All-in-One Workflow Management The lead screen is configured for agent ease – all data in a single place with no need to bounce from screen to screen. • Lead data – who is the lead? • Agent data – who is the agent? • Last activity -- what needs to happen next?

16. Managing Leads What’s needed for lead management? Information and efficiency, that’s why we provide the complete view in a single screen. Better data = Better Workflow • New activity • Incoming applications • Email history and interface • Dialer integration and workflow • Assignment history • Current status • The PI change (email/Phone) history • 1st Inquiry details

17. Working Leads that Matter Now Focusing on Action • Effective workflow means focusing on what matters, when it matters. • Our screen presentation is designed to present opportunities to the manager and the agent.

18. Real-Time Lead Management Managing in Real-time • Agents talk to hundreds of leads a day • Our platform is designed to capture those conversations in real-time so critical information is not lost and the agent can be well-informed. • Lead details can be updated without losing history. All data remains part of the lead history. Leads can be identified by previous phone numbers or emails.

19. Action Until Close Total accountability • Our platform is designed on the theory that every lead is a conversion opportunity. Only when the agent has exhausted all possibilities it is a lead “lost”. • Agents record every action performed, answering the following questions. • Why is the prospect not enrolling/applying right now? • How interested prospect is? • What are we going to do next? • When?

20. No Lost Leads Activity Workflow – Convert, convert, convert • Agents are guided through a proven conversion process, with pre-defined prompts to help the agent move the prospect to enrollment. • These prompts are designed for optimal data collection. This feature provides the manager with reporting to help understand points of failure and fix them quickly and efficiently. Of course, there are always unique reasons that cannot be explained in a pre-defined prompt. Our platform allows agents to create their own narrative. Those narratives are retained and accessible for analysis.

21. Application Tracker Why Application Tracker? • Our exceptional student application experience • Your application requirements • Your prospects served to your agent • Right on their CRM screen The application tracker is the Edu full application suite from end to end. It’s the seamless flow from the university website to the agent’s CRM screen

22. ApplicationTracker: Empowering Agents Agents can view, edit, push or act on applications depending on the business rules you set.

23. Application Tracker: Document Management Knowing what is missing = successful conversion • Pending and uploaded are fully viewable • Documents may be reviewed, approved or rejected by agents or manager

24. Application Tracker: Document Management Knowing what documents to request and how • Document requirement is fully configurable to meet your needs • Our platform is designed to act as a rule enforcer or an agent reminder with configurable prompts

25. Email Included • Agents stay focused on action • No need to be distracted by leaving our platform

26. Email Included Email Management = Transparency • One email address per unit • Leads are received by the agent to which they have been assigned (using Shift Tracker) • If leads are reassigned to a new agent, the emails will appear on the new agent’s inbox • Complete transparency - No secret inbox/outbox

27. Email Included Quality Matters • All emails, including attachments, can be templatized and authorized by the manager

28. Email Quality Matters Las plantillas de los emails y de los adjuntosestánrelacionadas con los programas y las universidades, lo que haceimposibleenviar el archivo o el correoequivocado.

29. Student Manager(SIS) • When the lead turns into a student • Exams • Documents • Payments • Enrollments • Courses • Student Record • Academic Trajectory

30. From a single student facing portal, our platform enables students to manage their educational transactions:• Applying • Selecting Courses• Pay Tuition StudentPortal

31. StudentPortal • Course Selection

32. StudentPortal • Review academic trajectory• Pending courses• Program parameters• Payment balances

33. StudentPortal Payments and Balance Management

34. StudentPortal Programs can be created according to core requirements (including prerequisites and co-requisites)

35. Payment Portal ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Vista de pagos del alumno Payment and balance management • Date parameters • Term • Type • Package • Balance • Payment gateway security

36. Payment Portal ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Vista de todos los pagos Payments can be viewed: • As part of the student record • By Type • By Status • By cycle • Date parameters

37. Retention Management = Risk Mitigation ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Vista de todas las inscripciones Conversion doesn’t matter without retention. Our platform provides retention agents with critical information for meaningful conversations • Program Type • Number of Modules • Payment Date • Promotional Packages

38. Retention Management = Risk Mitigation ,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, Vista inscripciones del alumno Designed to to track student success and to mitigate risk, our platform integrates with most LMS / VLE systems • Grades • Course Engagement • Time on Task

39. Reporting Reporting designed with the user in mind: • Use our comprehensive standardized reports • Create your own

40. Reporting Reporting designed with the user in mind: • Standard and Custom • Easy to Access • Permission Driven • Exportable to Excel

41. Data Integration • Two-way SFPT or WS integration available • Files can be produced daily, or hourly depending on the operation • Flexible approach. Files structure can vary based on format and size. • Encryption can be applied to data exchange to meet privacy and GDPR standards

42. Serving the WorldUSA • Cincinnati • Xavier University • Loyola University • Drake University • University of Iowa • Point University Start University: Born Edu

43. Serving the WorldLATAM • UDEM • Siglo 21 • TecLab • Intercontinental • La Sabana • Remington • USMP • Anáhuac Start University: Born Edu

44. Serving the WorldEUROPE • Carlos III de Madrid • University of York Start University: Born Edu

45. Sirviendo al Mundo:ÁFRICA • University of Johannesburg • University of Western Cape • WITS • University of Free State • TUT Start University: Born Edu