Accelerate Slate: An enrollmentFUEL Podcast

Parents are the top influencers for incoming first-year students, yet many schools struggle to communicate with them consistently and effectively. In this episode of Accelerate Slate, Susanna talks with Dave Becker, CEO and Co‑Founder of CampusESP, about what inspired the platform and how it supports parent engagement. They explore what parents expect from message frequency to topics that matter, along with common pitfalls to avoid. They also break down how CampusESP integrates with Slate!Whether you use CampusESP or not, this conversation is a helpful reminder of the critical role parents play and an opportunity to reflect on the content and cadence of your own parent communications. To further pique your interest, consider taking CampusESP's Prospective Family Survey at https://www.campusesp.com/2025-prospective-family-survey .Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Susanna is back with a new episode of Accelerate Slate in which she chats with Ryan Motevalli-Oliner from Kenyon College. While Kenyon’s new Advancement Instance is an insightful addition, the topic Ryan presented on at Summit and the Ohio Slate User Group Conference—the Daily Visit—brings the most exciting discussion. Ryan shares how he’s simplified getting students to classes, connected them for an interview, tracked tour guides, and managed all his visit communications. We hope you’ll find new efficiencies that can make your team’s life a little easier and, exclusively for this episode, we've provided Ryan's suitcase code below to help you get started!1eb9d038-2ef5-4c26-9a32-656a27f42900:keCurrently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

We're back with another episode of your favorite Slate podcast and our host Susanna Lehman had the pleasure of chatting with enrollmentFUEL's own Senior Director of Slate Partnerships, Claire Hirte. An avid advocate of all things Slate, Claire gives us the scoop on workflows and all their bells and whistles that make your CRM a well-oiled machine through general structure, rules, permissions, bin movement, and reader forms. Don't miss this insightful installment!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Joining our host Susanna on this episode of your favorite higher ed CRM podcast is Technolutions' very own Ken Higgins, General Manager of Student Success and Strategic Partnerships. Ken takes us on a journey into his realm of using Slate for student success and all the best practices and challenges that come with it. Tune in for insights and even some deets on some new features for enrollment. Happy listening!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this episode of Accelerate Slate, host Susanna is joined by Janelle Dietrich, one of enrollmentFUEL's talented Slate Project Managers, whose journey into Slate began—believe it or not—completely by accident.What started as a few curious clicks from another department turned into a deep dive into admissions, data, and process improvement. Janelle shares how her natural curiosity led her to uncover inefficiencies, propose smarter solutions, and earn the trust of her team to implement real change.Whether you’re a campus leader looking to cultivate untapped talent or someone eager to grow your Slate skills, this episode offers inspiration, practical insight, and a reminder that some of the best journeys begin with a little curiosity.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

On this insightful episode of your favorite higher ed CRM podcast, host Susanna Lehman welcomes Erin Jensen, the president elect of the Pacific Northwest Association for College Admission Counseling. Coming from one of the first organizations to use Slate as its CRM, Erin shares details of the transition including the "why," the "how," the challenges, and the solutions and learning experiences derived from them. If you're hoping to hear firsthand experience on Slate implementation and using it in a non-traditional way, listen in!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this episode of Accelerate Slate, gear up to learn more about Slate.org from guests Sarah Kotlinski of Gettysburg College and Ian Harkness of Malvern Prep.  Discover what Slate.org is and how it can be used to share important information for colleges and high schools. Hear about the unique approach Gettysburg took to implement their counselor portal and the challenges and discoveries as they went through this process. Prepare to be inspired to lean into using Slate.org and think about how you can create a more robust experience for high school counselors!  Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, an enrollmentFUEL podcast, Susanna Lehman is joined by Christopher Kwan of Technolutions. They dive into how Christopher first started working in Slate, learn more about the Slate community model, and find out about his favorite and least favorite questions to answer. Listen in to discover more about some creative ways to use Slate and chats about Summit 2025. We hope you enjoy this episode!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Susanna Lehman and Katie Jordan are back to cover a popular topic in the Slate world—auditing your instance! Lots of institutions may recognize that they need one, but what does an audit of your instance of Slate actually consist of? Listen in to hear how enrollmentFUEL approaches taking your use of this powerful tool to the next level using a deconstructed model, common occurrences seen in audits and how to solve them, and best-practice methods for fine-tuning your instance to keep it running smoothly.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Listen in as Katie Jordan chats with Dan Saavedra of StriveScan, a system designed for student registration for college fairs. Dan shares how robust your reporting can grow with this valuable tool and Katie chimes in to link its benefit to Slate and how your institution could integrate the data for its tracking and outreach. From best practices for implementation to talks about how to drive more traffic to your table at a fair, this episode promises deep insight into software designed to help your school succeed.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this episode of Accelerate Slate, Susanna Lehman and Katie Jordan dive into the ins and outs of managing travel and Trips effectively. We discuss the best practices for setting up Trips and the benefits of utilizing them. We also explore new Slate features, like Deliver precision timing and the modern UI, and share insights from Katie's Slate Summit presentation on using receipts to determine ROI. Plus, we touch on slate.org portals and connecting visits. Tune in for this valuable insight!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Our hosts Susanna Lehman and Katie Jordan are back with another insightful episode of Accelerate Slate to highlight an endeavor worth discussing in detail—migrating from Legacy Reader to Workflows in Slate. Among the multiple facets involved in this process, they talk about why you should make the switch, the timing by which to tackle this project, and tips for how to make the transition as seamless and painless as possible. Tune in for this tutorial and other perks on the Workflows feature to enhance your instance!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Joining Susanna Lehman on this episode of Accelerate Slate is Spenser Smith, Director of Graduate Admissions at Haslam College of Business at the University of Tennessee, Knoxville. A doctoral candidate, Spenser has pioneered the use of Slate to create engagement scores to benefit student success departments for higher education institutions. Listen in to learn how your CRM can identify incoming students who are most at risk for retention so you can prioritize their support and college experience.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, Susanna Lehman has the honor of sitting down with guest speaker Aaron Porter, enrollmentFUEL's very own Associate Vice President of Client Relations. Susanna and Aaron uncover the often overlooked importance of cultivating a strong communication plan for parents of prospective students. Parents are still one of the top ranking influencers for incoming, first-year students. Listen in for details on how best to reach parents, collect student information, and what topics to include in your messaging.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Back by the microphone with co-host Katie Jordan is Technolutions' Cody Gray to talk about the 2024 Slate Summit conference that took place in June. They chat about the Inaugural Wednesday Slate.org Summit, some favorite features from the opening session of the conference, and what listeners can begin getting amped up about for the next Slate Summit next year in Vegas! Tune in for the debrief and think about sharing with us what your favorite parts of Summit were!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Joining Susanna Lehman for this episode of Accelerate Slate is Tori Simon, enrollmentFUEL's very own Associate Vice President of Campaign Strategies. Tori brings valuable insight on digital strategies schools can use to reach prospective students and how these can be tied back to Slate. From multi-platform marketing to social media influencer marketing, this discussion promises to share methods that have been proven successful for higher ed institutions for increasing quality engagement. Listen in and take some notes!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Join our hosts Susanna Lehman and Katie Jordan as they dive deeper into Slate reports. This time, learn more about the depreciation of widgets and how you and your institution can use reports to visualize your pertinent data, like averages and other formula results for at-a-glance notes and reporting primed for sharing and distribution. As a bonus, Susanna and Katie delve into Voyager and its specific uses and benefits for Admissions and Advancement offices. 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 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In Part 2 of this two-part interview, Katie Jordan sits down with Cody Gray of Technolutions—and a proud Slate Summit veteran—to talk about the evolution of this highly-anticipated, annual event. Cody offers a unique perspective on the growth of Summit over the years and shares some of his favorite aspects of the event and working with his team at Technolutions. Listen in for an inside look on what you can look forward to out of Slate Summit!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In Part 1 of this two-part interview, Katie Jordan sits down with Cody Gray of Technolutions—and a proud Slate Summit veteran—to talk about the evolution of this highly-anticipated, annual event. Cody offers a unique perspective on the growth of Summit over the years and shares some of his favorite aspects of the event and working with his team at Technolutions. Listen in for an inside look on what you can look forward to out of Slate Summit!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Join our hosts Susanna Lehman and Katie Jordan as they dive deeper into Slate reports. This time, discover a comprehensive analysis of travel ROI reports for both admission and advancement strategies, delve into goal reports, open rates, A/B testing and more for unlocking insights into effective communication strategies. From enhancing Student Success through to optimizing registration processes, we leave no stone unturned. Don't miss this episode packed with actionable intelligence for higher education institutions!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

For this one-year anniversary special of Accelerate Slate, hosts Susanna Lehman and Katie Jordan are thrilled to welcome the illustrious Alexander Clark, founder and Chief Executive Officer of Technolutions. Tune in as we delve into his world and explore the inspirations behind his success, a glimpse into his daily routine, and the most thrilling moments of his journey. From discussing the future direction of Slate to uncovering invaluable lessons and the essence of being a top-tier Slater, every moment is brimming with insight. Listen for an enriching conversation!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, hosts Susanna and Katie dive into reports in Slate. Providing expert advice, they share when to build a report instead of a query, discuss uses for homepage reports, tell about best practices for funnel reports for your campus audiences, and finally navigate the ins and outs of Data Explorer. Tune in for cutting-edge insight on one of higher education’s most powerful CRMs!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, an enrollmentFUEL podcast, Katie chats with Slate Community Ambassador, Margarita Clarke. You may recognize her name from the community forums, Slack channel, and Facebook page. They talk about Margarita’s experience with Slate, the Community Ambassador program, and exciting aspects of the coming platform, which will replace some of the current tools Slate users employ. Tune in for a teaser on what you can look forward to next in your own instance. We hope you enjoy this episode!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Listen in to this episode to hear Susanna Lehman and Katie Jordan's discussion and advice for yield strategies. While myriad challenges continue to roll in, there is always a new angle for higher ed institutions to face them head-on. This episode covers ways to evaluate student engagement within Slate, potential events, opportunities to leverage individuals invested in your campus, and other considerations as you yield this class. Catch up on these ideas and update your recruitment efforts to match the trials ahead.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, Susanna and Katie focus on diversifying your communication flow in your instance in Slate in light of the recent Gmail and Yahoo! updates. Our hosts are here to guide you in the best strategies for ensuring your emails reach inboxes while offering advice on paying attention to spam rates, additional forms of outreach for student engagement, and more. Brush up on the latest and listen in to spur creative thinking on how you can connect with your audience!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this episode of your higher ed CRM podcast, Susanna and Katie take a plunge into the art of crafting unforgettable individual visits using your instance of Slate. Get ready for a dose of scheduling wizardry as they share top recommendations regarding Scheduler, Active Scheduler, and Event, and details on shared instance universes, accommodating your diverse student needs, managing group visit requests, and more. Campus visits should be as dynamic as you are—listen in to learn how to let Slate guide your way!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, an enrollmentFUEL podcast, host Susanna Lehman chats with Stephanie Shukis, Technolutions’ own Product Manager! Stephanie shares details about her path from elementary education to the heart of innovation at Slate and the exciting experiences and projects she’s been a part of. Stephanie gives exclusive insight on Slate product management, its team, how they source ideas for new features, and how YOUR ideas for Slate come to fruition. Listen today and don’t miss this inside 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 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this installment of Accelerate Slate, hosts Susanna and Katie guide you through the nuances of starting in a new Slate instance, highlighting elements that are frequently overlooked. They delve into easy-to-implement additions and updates, sharing a range of tips and tricks to enhance your Slate experience. The goal is to equip you with quick, impactful solutions that can elevate your efficiency in Slate. Tune in and discover valuable insights to enhance your instance!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

This time on Accelerate Slate, join hosts Susanna and Katie for a lively chat about origin sources and groups in your higher ed CRM. Not sure what those terms mean? We've got you covered! This episode breaks down origin source concepts and shares top-notch tips for setting them up and navigating the tricky task of selecting the right source types. By the end, you'll strut away with a comprehensive grasp of origin groups, sources, their strategic use, and the knack for giving them a good refresh. Don't miss out on this enlightening conversation!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Tune in for this installment of Accelerate Slate where Susanna and Katie talk about sharing your instance of Slate across multiple departments of your institution. Among all the bells and whistles this robust CRM provides, it allows sharing between colleagues to ensure you don't reinvent the wheel. Learn how your graduate and undergraduate admissions teams can benefit just as much as your advancement and student success teams, and all pertinent considerations before you divvy out the goods. Happy listening!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners )Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

On this episode of Accelerate Slate, Katie chats with Senior Software Engineer at Technolutions, Jacob Mattison, to dive into a variety of fun topics including what he likes to listen to on the way to work, potential top secrets within Technolutions, and a little bit about the evolution of his time at Technolutions company headquarters. We hope listeners will walk away with a deeper insight to the world of Slate and how well-equipped its people are to serve you and your institution.Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Consultants can help! Check us out here. (We're Slate Platinum Partners )Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

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 Consultants can help! Check us out here. (We're Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this week’s episode of Accelerate Slate, Katie and I discuss common questions institutions have when thinking about using Slate for Student Success.  We’ll 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 Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this week’s episode of Accelerate Slate, an enrollmentFUEL podcast, Katie and I welcome guest Paul Turchan, the Director of Service at Technolutions. We discuss the changes to the service desk, community conversations, community forums, the social channels for Slate involvement, user groups and the use of preferred partners. Make sure to listen to the end to hear our version of “what grinds my gears.”  We hope that listeners can walk away with a better understanding of the resources available to support their work in Slate.Currently navigating through the difficulties of managing an enrollment crm? Our Slate Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

In this episode of Accelerate Slate, Katie and I discuss strategies for planning and prioritizing your summer Slate to do list. We chat about the post Summit excitement and how to manage that back on your campus. We hope that you can walk away with some ideas that help you put together your list and create a plan for how to implement those updates on your campus.Hot Topics![00:01:12] Create summer to-do list with team collaboration.[00:03:23] Use the home page instead of the dashboard/portal.[00:08:34] Prioritizing projects based on intensity and wins.[00:12:08] Technolutions may lack documentation; anticipate changes.[00:13:41] Wait for bugs to be fixed before using.[00:19:15] Expect the unexpected at the Summit conference.[00:20:49] Content available in different formats and schools.[00:27:01] Explore options, network, build sustainably, ask questions.Currently navigating through the difficulties of managing an enrollment crm? Our Slate Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Susanna and Katie share valuable tips to simplify and enhance your communication flows during cycle prep. From building recipient lists more efficiently using import queries to utilizing translation codes for dynamic deadlines, Susanna and Katie share their expert insights to make your life easier and optimize your messaging. Tune in for a fun and informative discussion that will help you master the art of delivering effective messages in the world of enrollment.Hot Topics![00:01:32] - Efficiently Reach Your Audience with Slate's Recipient List[00:04:38] - Maximizing Message Efficiency with Translation Codes[00:11:12] - Revolutionize Your Messaging with Content Blocks[00:15:36] - Best Practices for Email Marketing Templates[00:18:38] - Revamp Your Marketing Templates with Easy Options[00:25:16] - Tips for Better Email Marketing Engagement[00:27:46] - Don't make this mistake when messaging parents!Currently navigating through the difficulties of managing an enrollment crm? Our Slate Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

On this episode of Accelerate Slate, hosts Susanna and Katie discuss cycle preparation and applications for Slate captains. They provide ideas for sustainable processes, recommend using categories instead of overriding prompts, and suggest simplifying rounds and periods. The episode covers topics like moving bins, consistent round keys, and expiring term prompts. Don't miss this helpful episode on cycle prep and applications for Slate captains.Hot Topics!(05:22) - Mastering Application Round Structures: Simplify and Streamline(08:15) - Streamline Your Round Access with Direct URLs(11:28) - Improving Cycle Prep with Consistent Round Keys(16:20) - Mastering Drip Campaigns: Tips from a Pro(19:58) - Effective Population Management: The Importance of Archiving(22:09) - Managing Inactive Student Records: Best Practices Explained(25:06) - Managing Configurable Joins: Timing is Everything(28:05) - Cycle Prep: Tips and Questions for SuccessCurrently navigating through the difficulties of managing an enrollment crm? Our Slate Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Slate Summit is almost here! As veterans of this energizing annual event, Susanna and Katie settle in to discuss tips and advice for how you and your institution can maximize the benefit of attending in Nashville, TN on June 1. Give it a listen and be prepared to rock down South!Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Susanna and Katie discuss the advantages of using Slate for enrollment management. They highlight the benefits of having a paperless system, including the ease of using the Slate reader and the ability to move reader forms to the registrar's file as needed. They also share their experiences with using widgets and reports on the dashboard, allowing for customization and a more personalized experience for admission counselors. They really emphasize the importance of a streamlined process and the use of technology in achieving this goal. Tune in for their insightful stories, valuable lessons, and encouragement for those working in the Slate ecosystem.Hot Topics!(00:28) - Benefits of Slate & how (02:06) - Using Slate for communication(09:12) - Streamlining processes with Slate(15:02) - Improving data management with Slate(19:58) - Simplifying event management with Slate(26:47) - Advantages of Slate reader for evaluation(35:04) - Using widgets and reports on the dashboardCurrently navigating through the difficulties of managing an enrollment crm? Our Slate Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)

Susanna Mayo and Katie Jordan discuss their diverse experiences in implementing and working with Technolutions Slate (CRM for enrollment) in their professional journeys. They believe that enrollment management is tough, but they can provide an honest and candid look at the realities of becoming a Slate captain and managing the constant changes that come with the role. Tune in for their insightful stories, valuable lessons, and encouragement for those working in the Slate ecosystem.Hot Topics!(00:30) - Meet your personal Slate Captains!(12:09) - Gaining more responsibilities and expanding skill set with Slate(14:51) - Katie's biggest mistake in Slate and valuable lessons learned(17:22) - How to balance consulting and being a Slate captain on campusCurrently navigating through the difficulties of managing an enrollment CRM? Our Slate Ninjas can help! Check us out here. (We’re Slate Platinum Partners 😉)Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out here. (We’re Slate Platinum Partners 😉)