Reported outcome
Lead follow-up within five minutes
The challenge: an assistant needed at every step
Before the project, Jeff handled enquiries through a manual WeChat channel. The process depended on an admin assistant throughout enquiry handling.
The project focused on collecting the details needed to match a lead to a course and getting that information to Jeff promptly, so his team could follow up.
The solution: collect the details and match the course
Launched in January 2026, the workflow starts with an enquiry form. Leads provide details such as the student’s name and grade, and an AI system uses that information to determine the best-matching course.
When a lead supplies a phone number, the system immediately notifies Jeff. The information and course match go only to Jeff; the lead is not shown an immediate recommendation. His team contacts the lead afterwards.
The result: faster follow-up
FYAdvisers reports that Jeff’s team got back to leads far faster after the workflow launched, responding within five minutes.
The five-minute response time is a reported project outcome, rather than a measured average or guaranteed response time. No baseline response-time figure has been supplied, so a percentage improvement is not claimed.
Where the team stays involved
The automation collects information, matches the course and alerts Jeff. His team handles the subsequent contact with the lead. The workflow supports that first conversation; it does not establish automatic enrolment or replace the team’s role in follow-up.