Evolvance Growth Partners School of Rock Springfield live
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Interactions

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Active Leads

Leads the agent has messaged who haven’t replied, as of 6:00 AM today. Disengage a lead you’ve reached another way, and the agent stops following up.

Impact

The Evolvance Partnership Pricing Model — Impact Based Billing

Settings
Agent status Checking\u2026
Call booking

Your regular weekly call hours.

Pick one to start editing.
The agent
Your weekly pauses↻ Repeats every week
The school

These were filled in from your school’s page. Read them over: Edit opens the door each one is set in, and Confirm says they are right.

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Information for call bookings

Call handler details

Who families are told they’ll speak to, and the details the agent puts in its messages. Green means a field is ready; red means it needs fixing before the agent can send.

Ready

The name families are given for the intro call. First name only; if you type a full name, we keep the first.

Ready

Used with the name, as in “our owner Bill” or “our enrollment manager Renee”. “owner” unless somebody else takes the calls; the Setup card needs one.

Ready

Every booked call is sent as a calendar invitation to these addresses, and to the family. Add one row per person. Leave empty and bookings show only in the console.

Ready

Paste your HubSpot BCC address and every email the agent sends is copied to it, so the conversation is logged on the family’s HubSpot record. Families never see it. Texts are not copied. Leave empty to turn this off.

Ready

The number you’ll call families from. It’s in the booking confirmation and the calendar invite, so families don’t mistake your call for spam. Leave empty to leave it out.

Ready

What an hour of this person’s time costs the school, in dollars. The hours the agent saves are valued at this rate on the Home and Impact pages. Leave empty to use the standard rate.

Ready

The town the school is named for. “School of Rock” is added for you: the agent writes as School of Rock City and signs School of Rock City, ST. Cannot be left empty.

Ready

Used in the location line under the agent’s signature.

Ready

The school’s public number, shown in the email signature. Required.

Ready

Used for the call times the agent offers families.

Customization options

School Specific Information

Once you save “open”, the agent stops using pre-enrollment wording in its messages.

Anything families should know about where things stand right now. Optional.

When we reply

On: forms that arrive after 10:00 PM are answered at 7:02 AM the next morning, in your time zone. Off: they’re answered right away.

Text messages

Each email the agent sends is followed a minute later by a short text from , between 8 AM and 9 PM in your time zone. A reply on either channel stops the follow-ups on both.

Username & password

Change password

At least 12 characters.
How to use

Videos that walk you through how your new Evolvance workflow works.

The console itself