Raising Readers | Intake to Assessment Flow
Celis Advisory  |  Built to Run Method

Raising Readers: New Family Journey

This is the path a new family follows, from their first inquiry to a booked assessment, and everything that happens automatically along the way.

1

New Inquiry

Action

Family fills out the New Inquiry form on the website. https://zcform.ca/xZz2O

Action

Family receives an email with a self-serve link to book a free consultation. Consultation booking page

Note

The consultation call is held over Zoom. The link is generated automatically and included in the booking confirmation.

↓ Family books a consultation time. Consultation Date and Time is saved to their record.
2

Intake Pending

Trigger

45 minutes after the consultation time

Action

Family receives an email with the intake form link.

Action

If the form isn't completed 3 days later, one friendly reminder is sent automatically.

↓ Family completes the intake form.
3

Assessment Date Pending

Trigger

Intake form submitted

Action

Student profile is created automatically in TutorBird.

Action

Family receives an email inviting them to book their child's assessment. Assessment booking page

↓ Family books an assessment time. Assessment Date and Time is saved to their record.
4

Assessment Date Booked

Action

Family receives a confirmation email with their assessment date, time, and location.

What's next

The assessment itself, and everything after enrollment, is managed in TutorBird from here.

Celis Advisory  |  celisadvisory.com  |  Reference diagram for internal build discussion