The Manage Your Enquiries Spreadsheet

Keep track of your prospective parents

When parents start to look for nursery places, their first impressions of you will make all the difference. If you have a pile of Post-it notes with enquiries on, strewn across your desk, not only are you like to lose them, but the potential customers too.

This spreadsheet is an easy way to keep an overview of all your nursery or early years enquiries, keep track of parental contact information, and note down at what stage of your process they're at.

The outcome? You'll keep on top of communication, get more children in your setting and fewer interested parents falling through the cracks.

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How to use this spreadsheet

1. Click on the link to open up the spreadsheet in Google Sheets.
2. To stay in Google Sheets, click on File > Make a copy
3. To use the spreadsheet in Excel, click on File > Download > Microsoft Excel (.xlsx)

Now you're ready to go!

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Nurture your nursery's leads

To really get the most out of the spreadsheet, and fill every nursery place, use it to track your application process right from the first contact:

1. When a parent registers interest, note down their contact information and their child's details.
2. Start with names, the child's date of birth, desired start date, and whether they want a funded place. This will be useful when you're allocating places from your waiting list, later on.
3. You can also note down other information, like how they found you and how they booked.
4. Naturally, these aren't admissions criteria but can be useful for you in learning how parents heard about you.
5. Use the 'Status' list to mark at what stage of your process they're at, and get a quick overview of all current parent 'leads'
6. You can use this like a nursery waiting list, so you know who's looking for a space, when they need it from, and how much contact you've had with them.
7. There's also space for a suggested starting room and whether you've booked a showaround.
8. It may seem obvious that the youngest child on the list is waiting for a space in the baby room, but that's not always the case. A new parent might want to sign their child up for nursery a long time before they're actually ready to start, so they could remain on your waiting list for over a year!
9. Finally, you can use the feedback section to make any notes.
   This could be whether they want a full-time nursery place, or term-time only, whether they've asked for an application form, or if they've enquired about support for special educational needs. You could even add here if they've paid a deposit.

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Want to get more out of your enquiries?

Want to take this to the next level? With Famly, enquiry management is truly simple.

You can build a customised registration form for your website, so parents can easily apply online. The child information is uploaded immediately, and you can manage the enquiry status in seconds - even filtering based on whatever you want.

Even better, you can see whether a child on your waiting list matches your current availability, and import their information straight into Famly, as soon as they're ready to start. You can get your free demo today.

Keen to check out more smart tools to handle enquiries? Use this spreadsheet together with our Marketing Investment Calculator to get an even better overview of the enquiries, understand your marketing spend, and see how many more enquiries you need to fill up your empty places.