Episode 17—Slate Sorcery: Unveiling Advancement Feats with Lloyd Lentz
Join hosts Susanna and Katie as they welcome the fabulous Lloyd Lentz! Lloyd’s the wizard behind the Advancement instance at Macalester College in the heart of St. Paul, Minnesota. With his technical aptitude and advancement expertise, he’s a rockstar in the Slate community. Susanna and Katie dive into Lloyd’s journey in Slate, the perks of leveraging Slate for advancement, and get the lowdown on his mind-blowing accomplishments in portals. Plus, they discuss some key differentiators between an admission and advancement instance, sharing must-ask questions for anyone mulling over the move to bring advancement into Slate. Tune in for the juicy details!
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 16—Holiday Prep in Slate
Tune in to the latest episode of Accelerate Slate where hosts Susanna Lehman Mayo and Katie Jordan dive into the holiday spirit and have a jolly discussion on everything holiday prep, from crafting seasonal headers, reminiscing about their all-time favorite holiday messages, chatting about configurable joins, ideas for religious messages, and decking out your portals to let students know you’re taking a holiday breather. Listen in and enjoy!
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 15—Updating & Maintaining Your Rules in Slate
This time on Accelerate Slate, hosts Susanna and Katie engage in lively conversation about best practices for updating and keeping track of all of your rules in your Slate instance. You’ll gain first-hand insight on how to strategize and prioritize which rules need updating—and of course hear Susanna and Katie chat about the best rules to use in Slate and what their personal favorites are. Kick off November by learning how to optimize your instance to serve you better!
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 14—Using Slate as Your Athletics CRM
In this week’s episode of Accelerate Slate, our host Katie Jordan interviews Blake Moore from the University of Manchester in Indiana to discuss the building of their Slate portal for athletics. Listeners will have an inside look at some of Blake’s experiences with setting up the Athletics Portal, field creation, processes for handling transfer student-athletes, keeping your coaches up to date, and the behind-the-scenes on bringing athletics exclusively into Slate. Tune in to get the scoop!
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 13—Your Slate Succession Plan
Listen in as hosts Susanna and Katie talk about the process and plans you should implement to replace your Slate Captains. Topics of discussion include your office structure, building upon and strengthening your team, and ensuring that you are not left hanging if your Captain leaves. These conversations are crucial to creating a failsafe, as well as establishing a system that benefits everyone at your institution.
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 12—Selecting Your Slate Captain
In this episode of Accelerate Slate, an enrollmentFUEL podcast, hosts Susanna and Katie discuss different things you should be looking for as you hire a new Slate Captain. They talk about the pros and cons of hiring internally versus externally, the skills you should be keeping an eye out for in a potential Captain, as well as provide some insight into the methods they have used when hiring, and encourage you to think about and look for the right person to run your instance of Slate.
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 10—All About Travel: Scheduling & Structuring Your Visits in Slate
This time on Accelerate Slate, Susanna and Katie discuss admissions travel. Your hosts chat about some of the tools in Slate that can assist your team as you plan where to go and which college fairs to attend, the structure of your templates and folders, trips, and invitations. They also talk about the importance of what to do after you complete an event to ensure you can develop reports to determine the effectiveness and return on investment of your team’s time on the road. We hope that listeners can walk away with new ideas on how to best set-up their travel in Slate.
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 9—Creative Forms to Build in Slate
Tune in as Susanna and Katie discuss creative ideas for forms you can build in Slate. Topics covered include ticketing systems with best practices related to the various types of tickets, pros and cons of tasks versus ticketing systems, creating forms in your instance that better engage prospective students and your staff, and more. Listeners will walk away with an idea of how to keep your team and system better organized.
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
Episode 8—Organization Techniques for Your Slate CRM Instance
In this week’s episode of Accelerate Slate, Katie and Susanna discuss common questions institutions have when thinking about using Slate for Student Success. They talk about whether or not to share an instance, organization techniques, determining who runs your instance, hiding communications on a timeline, understanding entities, and resources for better understanding what Slate for Student Success means.
Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)
