Get your studio's CRM activated in 30 days
CRM Core Setup is a guided pathway that pairs a personal 1-on-1 onboarding call with focused cohort training — so your lead capture, follow-up, and pipeline are working before you're ever left on your own.
It starts with a required Intake Call so we build your account with nothing missing. Your seat is confirmed once your account is activated and ready for cohort.
Cohorts are capped to keep the experience focused. If a cohort fills, you'll be added to the waitlist for the next available group.
CRM Core Setup included with your Enrollio subscription
Every activation-ready Enrollio customer gets the full guided pathway — Intake Call, account build, 1-on-1 onboarding, and cohort training. No extra charge. No confusing tech maze. Just a clear path to get your core enrollment system live.
Optional done-for-you upgrades are available if you want our team to handle more of the build for you.
Request my cohort seatMost studios don't need more software. They need help getting it live.
A lot of studio owners sign up for a new system, poke around once or twice, get overwhelmed, and then nothing really changes. Lead forms sit unfinished. Follow-up stays manual. Trial bookings still get missed. Staff still rely on spreadsheets, sticky notes, and memory.
CRM Core Setup fixes that with a hybrid pathway.
We build your account for you, verify it together on a 1-on-1 onboarding call, then teach you the system in focused cohort training — so where a solo call falls short, the cohort delivers, and where a group falls short, your personal call already handled it.
A personal onboarding call
Before any group training, we review your live account 1-on-1, fix anything that's off, and get you an early win.
Focused cohort training
Two structured group sessions teach the system in depth, protect your time, and connect you with a community of studios.
Real activation
By the end, your CRM is doing real work — capturing leads, sending follow-ups, tracking trials, and moving your pipeline.
Your CRM Core Setup pathway, start to finish
A hybrid path that pairs a personal 1-on-1 onboarding call with focused cohort training. Every step gives you a win, so you build real confidence before you offboard.
Fully offboarded within 30 days of sign-upJust 22 days from your onboarding call
- Sign UpDay 0
Confirm your CRM-only scope and get set up for success
After you sign up, you get a recap email with what we'll need from you, a booking link for your Intake Call, and your Onboarding Bingo card.
- Intake CallRequired · 15 min · within 3 days
We gather everything needed to build your account
Your Onboarding Specialist collects the last details — trial class list, contacts, web access, enrollment platform, and integrations — so setup can start with nothing missing.
- Account Built & ActivatedLaunch Team
Your standardized CRM is fully built before you ever train
We configure your standardized pipeline, core automations, and every activation requirement so your account is ready and working before your onboarding call.
- Initial Onboarding Call1-on-1 · 15–30 min · 7+ days after sign-up
Review your live account together and get an early win
We log into your account with you, confirm everything is correct, troubleshoot live, and capture a quick win — a new lead or your first SMS or email campaign.
- Cohort 1Required · 60 min
Conversations & Contacts
You're added to the Enrollio cohort group and go deep on managing every communication with new and current families — contacts, notes, tags, smart lists, and conversations.
- Cohort 2Required · 60 min
Opportunities, Calendars & Automations
Hands-on training on your pipeline, trial calendars, and how automations support your studio. You offboard here and book your post check-in.
- Cohort 3Optional · 60 min
Expansion features
An optional deeper dive into Forms, Surveys, Sites, Products, and Marketing for studios who want to go further after offboarding.
- Post Check-in15 min · 1+ month after offboarding
Review your adoption and next steps
Once you've had real time to use the system, we review success, lead management, and adoption — then point you toward whatever comes next.
Fully activated before you train
Every account meets these activation requirements before your Initial Onboarding Call — so you enter cohort training with a system that already works, not a half-built account.
Activation target
Your studio leaves the pathway with a working CRM foundation and the community support to grow beyond it — not an account you "hope to get back to later."
Your Intake Call and required setup items must be completed before your Initial Onboarding Call is booked. That's what keeps your timeline — and the cohort — moving.
What you learn in cohort training
Two required 60-minute sessions split the core training into focused areas, plus an optional expansion session. Each is implementation, not theory.
Conversations & Contacts
Goal: Confidently manage every communication with new and current families.
- Contact records, family info, notes, and tags
- Smart lists to organize and search your database
- Reading, replying, and managing text and email
- Snippets, templates, and conversation views
Opportunities, Calendars & Automations
Goal: Run your pipeline and let the system do the follow-up for you.
- Pipeline stages and how leads move through them
- Opportunity filters, manual creation, and notes
- How trial calendars support your pipeline
- How automations trigger and support your studio
Expansion features
Goal: Optional deeper dive for studios who want to go further.
- Forms and Surveys: what they are and how to build one
- Sites to support your web presence
- Products and how they connect to your services
- Marketing tools and campaigns beyond core automations
You're added to the Enrollio cohort group at the start of Cohort 1, so you have community support throughout training and beyond.
Onboarding Bingo
Every new client gets a randomized 25-task Bingo card at sign-up. Get 5 in a row — across, down, or diagonally — before you offboard and earn a reward. It turns learning the system into something you actually want to do.
Sample card. Tasks are tiered Easy, Medium, and Hard, with one Bonus square and a Free center square.
Learn by doing
Every square is a real task inside Enrollio, so chasing Bingo means actually using your CRM.
Win together
Share your wins in the cohort group. When one studio hits Bingo, everyone sees it's doable.
Get rewarded
Get 5 in a row before offboarding and earn $25 in SMS credits, with more rewards from the team.
Learn from someone who has actually built this inside a studio.
Chill works directly with dance studios and has personally built out an Enrollio system for a studio using the same tools, workflows, and automations you'll be activating in the cohort.
That means you're not learning from someone reading a script. You're learning from someone who understands the real studio workflow — leads, trials, follow-up, staff handoffs, and the setup details that make the system actually work.
During the cohort, Chill will walk you through the core pieces step by step so your studio can leave with a working CRM foundation, not another half-finished software account.
Included with your active Enrollio subscription. Seat confirmed after intake review.
Built for studio owners who want the system live, not "someday"
New Enrollio customers
Perfect if you just signed up and want a clear, guided path to launch without getting buried in settings.
Activation-ready existing customers
Perfect if your account isn't partially built or blocked on A2P, and you just want a clean, guided setup done the right way.
If you've ever thought, "We have the tool, but we're not really using it," this pathway is for you.
Cohorts welcome anyone who needs training in the system. If a broken or partial setup needs repair, or you need portal migration or fully custom work, we'll guide you to the right pathway instead. Owners, front desk staff, office managers, and enrollment coordinators are all welcome.
Everything included in CRM Core Setup
One complete pathway to launch your CRM foundation with confidence — included with your active Enrollio subscription.
Want more help beyond CRM Core Setup?
CRM Core Setup is included with your subscription. If you want our team to handle more of the setup — or need portal, custom, or extra 1-on-1 help — these optional upgrades are available.
Portal Setup
We configure your Enrollio Portal so you can take enrollment online without guessing through setup.
- Classes and programs configured
- Families and enrollment flow reviewed
- Payments connected
- Portal launch support
Best after your CRM foundation is active.
Ask about Portal SetupComplete Growth Setup
Our team builds your core enrollment system for you — CRM, Portal, website when applicable, automations, and launch support.
- CRM setup
- Portal setup
- Website rebuild/setup when applicable
- Core automations
- Staff training
- Launch support
Website work is based on approved scope and available assets.
Talk to usPrivate Cohort
For associations, franchises, conferences, studio networks, or private studio groups that want a dedicated cohort experience.
- Dedicated private cohort calls
- Group-specific focus
- Dedicated cohort schedule
- Great for communities or studio networks
Additional 1-on-1 call$250 each
Only needed if setup is delayed because required information wasn't provided in time. Waived if the delay is on our side.
Upcoming cohorts
Choose the cohort that best fits your schedule. Seats update in real time.
Seat confirmed after intake review.
Seat confirmed after intake review.
Private cohorts start at $997.
Request your cohort seat
Tell us where your studio is now so we can place you in the right cohort and confirm what needs to be completed before your first call.
Important: Requesting a seat kicks off a required Intake Call so we can build your account. Your seat is confirmed once your account is activated and ready for cohort. Your 1-on-1 onboarding call is booked after intake is complete, no earlier than 7 days after sign-up. Delays in getting us your info can push back your timeline.
Frequently asked questions
Stop wrestling with software. Start enrolling students.
Request your spot in CRM Core Setup and get your enrollment system activated with a clear, guided pathway — from intake to offboarding.
Request my cohort seatCohorts typically run 5–15 studios. Your seat is confirmed once your account is activated and ready for cohort.