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US Academy

🔍 OVERVIEW

This document presents a comprehensive revamp strategy for the US Academy funnel, aimed at simplifying internal workflows, enhancing user experience, and improving conversion rates across the student journey.

Internal Stakeholder Painpoints

Current Funnel Flow

Proposed Funnel Flow

Paths Based on Course Type

Zoho CRM from Student Tracker

Website IA & Wireframe

JTBD - User/Internal Stakeholder

Academy websites using Shopify

Next Steps

Internal Stakeholder Painpoints

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https://docs.google.com/spreadsheets/d/10pwz18D-oVAuAsBEufbs3A_HNG7Nc5DBzLY9a7w-rtI/edit?usp=sharing⁠

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🔄 Current Funnel Flow – As-Is (Present State)

more details on current flow :

Current flow⁠

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1. Website Visit (Hosted on WordPress)

Users land on course pages or other content like blogs, quiz, webinars.

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2. Lead Generation (Multiple Disconnected Entry Points)

Quiz (exports sheet, sent to Zoho manually)

Website Inquiry Forms → Zoho CRM - automatic

Webinar Signups via Zoom → Zoho - manual

“Apply” Button → Triggers email to team + data to Zoho

Workshop Signup → Redirects to MBO (MindBodyOnline) payment page

Direct Emails to admissions@keralaayurveda.us - manual

Phone Calls → Manually added to Zoho

get info on the form below

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https://www.keralaayurveda.us/courses/contact-admissions/⁠

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pre-requisite :

https://www.keralaayurveda.us/courses/anatomy-and-physiology/⁠

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3. Application Review (Manual)

Kavitha/Suzanne manually check if applicant fits course requirements (using an internal checklist)

Email sent manually to accepted applicants

Rejected applicants are either ignored or replied to via email - rejection email should include the nudge to the courses the applicants can take - on completion of which they will be eligible for the course they applied

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4. Enrollment via Waiverking

Student clicks on link → taken to Waiverking

Fills out:

Personal Info

Signs documents

Enters credit card info (for MBO)

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5. Payment & System Sync

Payment processed via MBO (not on website)

Auto-email with receipt + basic instructions

Student gets added to MBO database

Info manually exported/imported to Zoho

Student also tracked in Google Sheet

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6. Student Tracker (Google Sheet)

Maintained by Suzanne & Kathy

Includes status of:

Applications

Docs signed

Payment

Onboarding

Past history

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7. LMS Access & Onboarding

Every 30 days, Kathy creates new batch in TalentLMS

Sends batch-wise Zoom onboarding session link

Group Code for TalentLMS sent manually

Students register using the code and gain access

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New funnel flow

New funnel flow

Stage

Action

Owner

Tool

Awareness

Visit website

Marketing

Shopify

Interest

View course pages / take quiz

Marketing

Shopify + Zoho CRM

Consideration

Submit form for info / apply directly

Marketing

Shopify Form → Zoho CRM

Application Approval

Auto-evaluate checklist → Approval Email

Admissions (Suzanne/Kavitha)

Zoho CRM

E-sign

Sign compliance documents

Student

DocuSign / Zoho Sign

Payment

Pay for course

Student

Shopify (Stripe gateway)

Post-Payment Onboarding

Auto-send LMS instructions, course access

Support

Zoho CRM + TalentLMS

Course Start

Join Zoom intro session + TalentLMS classes

Student

Zoom + TalentLMS

Post course start

Check TalentLMS, mark attendance, share assignments, raise doubts

Student

Talent LMS

There are no rows in this table

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SEO

Paths Based on Course Type

A. Short Courses / Workshop (Direct Buy)

Visit → Add to Cart → Pay → Email Zoom link/Access to LMS

B. Long Courses (Apply First)

Visit → Apply → Approval → Sign Docs → Pay → LMS Access + Zoom Orientation

Types of Programs

Types of Programs

Column 1

Column 2

Course Format

In-person & Live streamed

Course Format

Live Streamed

Course Format

Pre-Recorded

Course / Workshop duration

Some are 2-3 days program, 6 months, 12 months, 18 months, 3 years e.t.c

There are no rows in this table

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Zoho CRM from Student Tracker

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Zoho CRM setup (from student tracker)⁠

- This page has details about Zoho CRM setup

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Website IA & Wireframe

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Website IA & Wireframe⁠

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https://whimsical.com/kal-academy-wireframe-95ckpsGUNeZoWM2LYczQEt@2bsEvpTYSt1Hj4LyGs7TSxoGzAMkTEyzWez⁠

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JTBD - User/Internal Stakeholder

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JTBD - User/ Internal Stakeholder⁠

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Academy website using shopify

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https://liveayurprana.com/⁠

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Next steps

Create data migration checklist

Discuss with marmeto on implementation timeline

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Hitesh

Mindbodyonline

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E learning product →

Lead page ranking -

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