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SMS Growth AI

SecureMyScholarship

Caller coaching

Review how SMS counsellors qualify study plans and explain scholarship terms. Each scorecard highlights strengths, gaps and a practical coaching drill.

Callers

6

SMS counsellors + partner desk

Calls scored

429

this week

Counselling booked

69

16% of calls

Team score

82

weighted checklist

Rohit Sharma

SMS expert counselling · 84 calls · 61 connects · 14 visits

864
Opening + permission65%
Student or parent identified67%
Annual budget captured69%
Destination + course captured71%
Scores + intake captured73%
Scholarship eligibility explained75%
Counselling slot offered77%
WhatsApp consent confirmed79%

Working

  • · English/Hindi preference respected
  • · Explains tuition versus living costs clearly

Gaps

  • · Confirm passport readiness earlier

→ Confirm passport status on the next 10 calls.

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Sneha Kapoor

SMS student success · 79 calls · 57 connects · 13 visits

916
Opening + permission68%
Student or parent identified70%
Annual budget captured72%
Destination + course captured74%
Scores + intake captured76%
Scholarship eligibility explained78%
Counselling slot offered80%
WhatsApp consent confirmed82%

Working

  • · Strong parent involvement
  • · Clear shortlist next steps

Gaps

  • · Pause to check understanding

→ Ask the student to recap the next step.

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Amit Verma

SMS expert counselling · 74 calls · 53 connects · 12 visits

723
Opening + permission71%
Student or parent identified73%
Annual budget captured75%
Destination + course captured77%
Scores + intake captured79%
Scholarship eligibility explained81%
Counselling slot offered83%
WhatsApp consent confirmed85%

Working

  • · Persistent follow-up

Gaps

  • · Capture intake before discussing offers

→ Capture course, scores and intake before a shortlist.

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Ritu Shah

SMS student success · 69 calls · 49 connects · 11 visits

842
Opening + permission74%
Student or parent identified76%
Annual budget captured78%
Destination + course captured80%
Scores + intake captured82%
Scholarship eligibility explained84%
Counselling slot offered86%
WhatsApp consent confirmed88%

Working

  • · Good education-loan discovery

Gaps

  • · Avoid talking over parent concerns

→ Pause two seconds after each objection.

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Sagar Mehta

SMS expert counselling · 64 calls · 45 connects · 10 visits

885
Opening + permission77%
Student or parent identified79%
Annual budget captured81%
Destination + course captured83%
Scores + intake captured85%
Scholarship eligibility explained87%
Counselling slot offered89%
WhatsApp consent confirmed91%

Working

  • · Accurate eligibility explanation

Gaps

  • · Log annual budget in LeadSquared

→ Log annual budget and intake within five minutes.

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Pallavi Rao

SMS student success · 59 calls · 41 connects · 9 visits

685
Opening + permission80%
Student or parent identified82%
Annual budget captured84%
Destination + course captured86%
Scores + intake captured88%
Scholarship eligibility explained90%
Counselling slot offered92%
WhatsApp consent confirmed94%

Working

  • · Warm opening

Gaps

  • · Listen before recommending a course

→ Ask two open questions before recommending a destination.

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