A tutoring or training business gets enquiries in waves. Three weeks before term, the fortnight after results, the month a company decides its team needs a qualification. They arrive together, and they all want an answer the same evening.
The ones that convert are usually the ones that got a straight answer quickly: yes we teach that level, here is the cost, here is the next start date, here is a time to talk. The ones that go elsewhere rarely say no. They simply enrol somewhere that replied on Tuesday.
This guide handles the enquiry the moment it lands, gathers what you need to answer it properly, and follows up through to an actual enrolment. Budget about three hours to build.
What you are building
A single enquiry form, an instant reply that answers the obvious questions before anybody has to ask them, an AI step that turns the answers into a short brief for whoever will teach, and a follow-up sequence that runs until the person enrols or says no. Then a second, shorter sequence between enrolment and the first session, which is where a surprising number of people quietly disappear.
Tools: a form tool, your booking or scheduling software, a spreadsheet or your course admin system, an automation tool such as Zapier, Make or n8n, an AI assistant such as ChatGPT or Claude, and email or SMS.
Step 1: ask the six things that decide the answer
Most enquiries arrive missing the one detail that determines whether you can help. Ask for it on the form rather than in a reply, because every round trip costs a day.
- Subject or course, and the level, syllabus or awarding body where that matters.
- Who the learner is, and whether the person enquiring is the learner, a parent or an employer.
- The deadline driving this: an exam date, a term, a compliance date, a job start.
- Availability, in days and rough times rather than exact slots.
- In person, online or either, and where they are if it is in person.
- What they have already tried, and anything you should know before the first session.
Six questions is short enough to finish on a phone and long enough to answer without a call. Make the deadline field required. It is the single field that tells you how fast this enquiry needs to move.
Step 2: the instant reply does real work
The message that goes out in the first minute is not a receipt. It should answer the three things everybody asks, so that what comes back is a booking rather than another question.
Write the email we send within a minute of a course enquiry arriving. Business: [one line about what you teach and to whom]. Tone: warm, straightforward, no hype. It must do five things: confirm we have the enquiry and name the subject or course they asked about; state the price and how sessions or cohorts are structured; give the next available start dates; offer one specific next step, either a short call or a first session, with a booking link; and say when a person will reply if they would rather speak to us. Use the placeholders CONTACT_NAME, COURSE, LEVEL, PRICE, NEXT_START_DATES and BOOKING_LINK. Under two hundred words. One link only, no attachments, no exclamation marks.
Put the price in it. Every business that hides the price at this stage spends the following week on calls with people who were never going to pay it, and loses the people who assumed it was worse than it is.
Step 3: turn the form into a brief for the tutor
The person taking the first session should not have to read a form. Give them four lines they can absorb walking into the room.
Here are the answers from a new course enquiry: [paste the form]. Write a short brief for the tutor taking the first session. Give me: the learner and their stated level in one line; the deadline driving this and how many weeks away it is, if a date was given; what they said they are struggling with, in their own words; the practical constraints on scheduling; and two questions the tutor should ask in the first five minutes. Use only what is in the form. Where something was not answered, write NOT GIVEN. Do not assess the learner, do not recommend a programme of study, and do not guess their level from the subject alone. Under a hundred and fifty words.
The instruction not to assess is the one that keeps this useful. A brief that arrives with a confident judgement about a learner nobody has met yet is worse than no brief, because the first session gets planned around it.
Step 4: the follow-up sequence
Enquiries about teaching have a deadline attached, which makes the timing easier to decide than in most businesses. Work back from the date they gave you.
- Day two, if nothing has been booked. One message answering the most common hesitation in your subject, whether that is cost, level or whether online really works.
- Day five. Offer two specific times this week rather than a link to an empty calendar. A named slot gets answered more often than an invitation to choose.
- Day ten. Ask for a clear answer and say that a no is a perfectly good one. If they gave a deadline, mention how many weeks are left, as a fact rather than as pressure.
- After that, stop, and move them to a termly list they can leave in one click.
Every step reads the status first and stops if they have booked, replied or asked for space. The suppression rule matters more here than almost anywhere else, because a parent who has already booked and still receives a chase reasonably wonders whether anyone is paying attention.
Step 5: the gap between yes and the first session
The forgotten sequence in every teaching business is the one after somebody enrols. A learner who has paid but not yet attended is not yet a student, and the week in between is where the paperwork stalls and the enthusiasm cools.
- A confirmation the same day with the date, the time, the place or the link, and the name of the tutor.
- One short message asking for whatever you need before the first session: a past paper, a syllabus code, a workplace form, a completed starter questionnaire.
- A reminder the day before with what to bring and how long it runs.
- A message after the first session asking one question, answerable in one line, about whether the level was right.
Wire those four off the enrolment date the same way as the follow-ups. They take twenty minutes to add and they are the difference between an enrolment and an attendance.
What changes
Enquiries get a real answer within a minute at any hour, including the ones that arrive at eleven at night during results week. Tutors walk into first sessions knowing who they are meeting. And the follow-up happens on day five whether or not that week was the busiest of the term.
Turning enquiries into enrolments without anything going cold is the subject of Workflow 04: Get More Customers, the AutomateFirst module about lead generation and follow-up sequences that stop good enquiries going cold. This guide is one complete build from it, free. The playbook has seven workflows for one payment of $297, with a 30 day refund.
Workflow 04: Get More Customers
Six more workflows, written exactly like this one
The AutomateFirst playbook covers seven repetitive jobs end to end, with the prompt library, PDF checklists and lifetime access. One payment of $97, no subscription.
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