How a National For-Profit Education Provider Increased Conversions 23% and Cut CAC 17% with Perch
1. Fragmented data across disconnected systems
Marketing, CRM, dialer, and voice analytics operated as separate silos. Leadership had no unified view of the enrollment journey, making it impossible to trace outcomes back to specific execution gaps or identify where prospects were falling through the cracks.
2. No visibility into agent execution or follow-up rigor
Contact strategy adherence sat below 50%. Agents were missing handoffs and delaying outreach across the funnel, but managers only discovered these issues weeks later during manual reviews. The gap between top and bottom agent quintiles was 42 percentage points, yet leadership had no way to intervene in real time.
3. Large performance variance across regions and tenures
Conversion rates swung wildly by region and agent tenure, but the root causes remained hidden. Without normalized comparisons that accounted for lead mix and opportunity exposure, coaching was based on gut instinct rather than data.
4. Missed opportunities due to delayed or inconsistent outreach
Stalled leads and missed follow-ups were eroding pipeline value. By the time managers identified a lapsed opportunity, it was often too late to recover. The organization was losing enrollments not because of demand quality, but because of execution breakdowns.
“We knew we had execution problems. We just couldn’t see them until it was too late. By the time we pulled reports, the leads had gone cold.”
— VP of Enrollment Operations
1. Unified data across CRM, dialer, marketing automation, and voice analytics
Perch integrated all core systems into a single customer journey model. For the first time, leadership could trace every prospect from initial inquiry through enrollment, with full visibility into what happened at each stage and which teams owned the outcome.
2. AI-powered detection of execution gaps
Perch’s AI flagged missed follow-ups, stalled leads, and KPI variance in real time. Instead of discovering problems weeks later, managers received proactive alerts the moment execution deviated from expected patterns. The system identified which agents, regions, and time periods were underperforming before the numbers hit the monthly report.
3. Real-time alerts that guided immediate action
Perch delivered alerts directly to frontline managers, enabling same-day intervention. When a high-value lead stalled or an agent fell behind on contact strategy, the right person knew immediately. Coaching shifted from reactive to proactive.
4. Leadership gained a unified view of execution gaps
Daily visibility into contact rate, pipeline movement, and agent actions replaced the old patchwork of spreadsheets and delayed reports. Leadership could finally answer the question: “Where exactly are we losing enrollments, and why?”
“Perch gave us eyes on execution we never had before. We stopped managing by rearview mirror and started managing in real time.”
— Senior Director of Sales Enablement
Agent performance gap narrowed from 42% to 12%
Targeted coaching, powered by Perch’s AI insights, closed the gap between top and bottom performers. Managers knew exactly which behaviors to reinforce and which agents needed intervention, compressing variance and lifting the floor across the organization.
Contact strategy adherence rose from below 50% to 90%
Real-time alerts eliminated the lag between execution failure and management awareness. Agents followed the contact strategy because deviations were flagged immediately, not discovered in a monthly review.
Follow-up rigor improved dramatically
Missed handoffs and delayed outreach dropped as Perch surfaced stalled leads and lapsed opportunities in real time. The result: more prospects received timely, consistent engagement throughout the enrollment journey.
CAC reduced by 17% through execution efficiency
By converting more of the existing pipeline rather than spending to generate new leads, the organization achieved a 17% reduction in customer acquisition cost. Better execution, not more marketing spend, drove the improvement.
“We finally have consistent execution. Follow-up gaps disappeared, and agent performance tightened fast.”
— Chief Enrollment Officer
Key Insight
The problem was never demand. It was execution. Perch gave leadership the visibility to see where prospects were falling through the cracks, and the alerts to fix it before revenue was lost.
About This Customer
This national for-profit education provider operates enrollment centers across multiple regions, supporting prospective students through a complex, high-touch enrollment journey. The organization manages thousands of inquiries monthly, with agents responsible for guiding prospects from initial interest through application and enrollment.
After deploying Perch, the organization shifted from reactive, report-driven management to proactive, alert-driven execution. Leadership noted that the time between identifying a problem and taking action collapsed from weeks to hours, fundamentally changing how the enrollment operation was managed.
National Education Provider
For-Profit Education
United States
$750M+ Revenue
Execution Visibility
“We finally have consistent execution. Follow-up gaps disappeared, and agent performance tightened fast.”
— Chief Enrollment Officer