Melody Kindyland
Lead Connector CRM + LittleLives Registration — Pipeline Swim Lane
Principal's Guide: from first WhatsApp message to enrolled child — what System / Principal / Parent each must do
System Automated
Principal / School Manual Action
Parent Action (LittleLives)
Branching / Special Stage
WON — Enrolled
LOST — Not Enrolled
No Action Required
Phase 1 — Lead Connector CRM (WhatsApp Lead Pipeline) Phase 2 — LittleLives Registration (after deposit verified) Phase 3 — Final Outcome
1
No Reply
Auto Entry
 →replies birth year
2
Pending Enquiry
Auto Entry
 →picks option
3a
Human Takeover
Auto Entry
 →appt booked
3b
Scheduled Enquiry
Auto or Manual
 →enquiry done
4
In Consideration
Manual Move
 →AI keyword detect
5a
Pending Balance
Auto Move
 →deposit verified
6
Interest Form Created
School / LittleLives
 →e-form composed
7
E-form Sent
School / LittleLives
 →parent receives email
8
Parent Fills Form
Parent Action
 →parent submits
9
School Review
School / LittleLives
 →approved
10
Finalise & Sync
School / LittleLives
 →form approved
11
Parent Orientation
School + Parent
 →full payment
5b
Waiting List
Manual Move
 →
✓
WON 🎉
Enrolled
✗
LOST ❌
No Intent
🤖
System
(Auto)
Auto
✉️ Sends welcome message asking for child's birth year
Auto
✉️✉️ Sends 2 follow-up messages if no reply
Auto → Lost
⏱️ After 24 hrs of silence → auto-moves to LOST
 →
Auto
📋 Sends dropdown menu: choose topic
Auto
🔗 Appointment booking link attached
Lead stays here until action
 →
Auto
🤝 Auto-moved here when they choose "Speak To Management"
Auto
🔗 Sends appointment link
Auto Move
➡️ Lead books via link → auto-moves to Scheduled Enquiry
 →
Auto
📅 Lead auto-moved here if self-booked via link
If manually booked → no auto-move
 →
Auto — On Entry
💬 Sends: "Thank You... we will follow up in 1 week"
Auto — +1 Week
✉️ Follow-up 1 sent
Auto
✉️✉️ Sends up to 3 follow-ups
AI Detect
🔍 Scans reply for: decision, decide, enrol → Auto-move to 5a
Auto → Lost
🚫 No reply after 3 follow-ups → LOST
 →
Auto Preset
📩 Sends message requesting 6 basic parent details
Principal handles deposit verification
 →
No automated action
School creates Interest form manually
 →
Auto
✉️ LittleLives auto-emails Registration link
Auto
🔐 Generates OTP
 →
Auto
🔔 School notified on submission
 →
School performs review manually
 →
Auto Sync
🔄 All info synced in LittleLives
Auto
📂 PDF Registration stored
 →
No automated action
 →
Lead held here until spot opens
 →
✅ Status = WON
🎓 Enrolled!
From Stage 1
🚫 Auto-moved after 24 hrs silence
From Stage 4
🚫 Auto-moved after 3 follow-ups unanswered
👤
Principal
(Manual)
No action needed
 →
Monitor engagement
 →
Do This
📞 Personally reach out and speak with lead
If Times Don't Fit
🤝 Agree on time → schedule manually in CRM
 →
If Manual
➡️ Move lead to Scheduled Enquiry
If Manual
📆 Update Outlook
After Meeting
✅ WON (if full payment)
⏸️ Cannot decide → move to Stage 4
 →
From 3b
➡️ Move indecisive lead here
System handles all follow-ups
 →
Step 1
💵 Verify deposit payment slip
Step 2
📝 Collect 6 basic parent details
Step 3
➡️ Proceed to LittleLives
 →
Step 1
🆕 Click New Interest in LittleLives
Step 2
📝 Fill basic details
 →
Compose
✉️ Email form to parents
 →
Wait for parent to submit
 →
Review
🔍 Review line-by-line
Decide
✅ Approve or ❌ Reject
 →
Export
📄 Print PDF for docs
Move
➡️ Change to Enrolled in LittleLives
CRM
✅ Change CRM to WON (after full payment)
 →
Briefing
🏫 Conduct orientation
Starter Pack
🎒 Hand over pack
Collect Docs
📁 NRICs, Birth Cert, Immunisation
 →
Do This
➡️ Move here manually if no spot
Spot Opens
📞 Contact lead → restart Stage 6
 →
Do This
🏆 CRM Status to WON
Do This
❌ Move to LOST manually if no intent
👨‍👩‍👧
Parent
(LittleLives)
N/A
 →
N/A
 →
N/A
 →
N/A
 →
N/A
 →
Reply
💬 Provide 6 basic details
Deposit
💵 Pay deposit & send slip
 →
N/A
 →
Inbox
📥 Check email for link
 →
OTP
🔐 Request and enter OTP
Fill Details
👨‍👩 Both parents' info, Emergency Contacts
Submit
✍️ Sign & Submit
 →
Wait for review
If Rejected
🔁 Re-submit correct details
 →
Balance
💳 Pay outstanding fees
 →
Attend
🏫 Attend orientation
Submit Docs
📎 Bring physical copies
 →
Wait
 →
🎉 Child Enrolled
N/A
📌 Key Rules:    ⏸️ Stage 4 If lead cannot decide after 3b, manually move to In Consideration — system handles all follow-ups.    💰 Pending Balance Verify payment slip + collect 6 parent details before opening LittleLives.    📝 LittleLives School creates Interest form → sends e-form → reviews submission → exports PDF → moves Interest to Enrolled → schedules Parent Orientation.    🏫 Stage 11 Parent attends orientation, submits physical documents & collects Starter Pack.    ✓ WON Change CRM status to WON only after full payment AND LittleLives = Enrolled.    ❌ LOST System auto-moves lead to LOST from Stage 4 if 3 follow-ups go unanswered.
Melody Kindyland
CRM Pipeline + LittleLives — Swim Lane
1
›
2
›
3a
›
3b
›
4
›
5b
›
5a
›
6
›
7
›
8
›
9
›
10
›
11
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✓
✗
Legend
System Auto
Principal Manual
Parent Action
WON — Enrolled
LOST
Phase 1 — Lead Connector CRM
1
No Reply
Auto Entry
▼
🤖 System (Auto)
Auto
✉️ Sends welcome message
Auto → Lost
⏱️ After 24 hrs of silence → auto-moves lead to LOST
👤 Principal / School
No action needed
↓ replies with birth year
2
Pending Enquiry
Auto Entry
▼
🤖 System (Auto)
Auto
📋 Sends dropdown menu
Lead stays here until they take action
👤 Principal / School
Monitor if leads engage
↓ picks option from dropdown
3a
Human Takeover
Auto Entry
▼
🤖 System (Auto)
Auto
🤝 Auto-moved when lead chooses "Speak To The Management"
Auto Move
➡️ Lead books via link → auto-moves to 3b
👤 Principal / School
Do This
📞 Personally reach out and speak with the lead
If Link Times Don't Fit
🤝 Schedule in Lead Connector under custom date/time
↓ appointment booked
3b
Scheduled Enquiry
Auto or Manual
▼
🤖 System (Auto)
Auto
📅 Lead auto-moved here if self-booked via link
👤 Principal / School
If Manually Booked
➡️ Move lead to Scheduled Enquiry in CRM & update Outlook
After Meeting
✅ Enrolled → mark as WON
⏸️ Cannot decide → manually move to Stage 4
↓ enquiry meeting done
4
In Consideration
Manual Move
▼
🤖 System (Auto)
Auto
✉️ Sends up to 3 follow-up messages over 3 weeks
AI Detect
🔍 Scans reply for: decide, enrol → Auto-move to 5a
👤 Principal / School
Do This — From 3b
➡️ Move lead here if they cannot decide yet.
↓ AI keyword detect
5a
Pending Balance
Auto Move
▼
🤖 System (Auto)
Auto Message
📩 Sends preset requesting parent's 6 basic details
👤 Principal / School
Step 1 — Verify
💵 Wait & verify payment slip
Step 2 — Collect
📝 Confirm parent replied with 6 required details
👨‍👩‍👧 Parent
Parent Reply
💬 Reply with 6 details & pay deposit
↓ deposit verified
Phase 2 — LittleLives Registration
6
Interest Form Created
School / LittleLives
▼
👤 Principal / School
Do This
🆕 In LittleLives → click New Interest & fill basic details
↓ e-form composed
7
E-Form Sent
School / LittleLives
▼
👤 Principal / School
Compose
✉️ Click "Email form to parents" → Send
👨‍👩‍👧 Parent
Check Email
📥 Check inbox for Link
↓ parent receives email
8
Parent Fills Form
Parent Action
▼
👨‍👩‍👧 Parent
Details
👨‍👩 Fill Father & Mother info + 2 Emergency Contacts
Submit
✍️ Sign and Submit
↓ parent submits form
9
School Review
School / LittleLives
▼
👤 Principal / School
Review
🔍 Review line-by-line & Approve
↓ approved
10
Finalise & Sync
School / LittleLives
▼
👤 Principal / School
Move Stage
➡️ Move from Interest → Enrolled in LittleLives
Lead Connector
✅ Once full payment received → mark CRM as WON
👨‍👩‍👧 Parent
Pay Balance
💳 Pay outstanding balance
↓ form approved
11
Parent Orientation
School + Parent
▼
👤 Principal / School
Briefing
🏫 Conduct orientation & hand over Starter Pack
👨‍👩‍👧 Parent
Submit Docs
📎 Bring physical copies (NRICs, Birth Cert, Immunisation)
↓ final outcome
Phase 3 — Final Outcome
🎉
WON
Enrolled
❌
LOST
Not Enrolled
✓
WON — Enrolled
Enrolled
▼
👤 Principal / School
Do This
🏆 Change CRM status to WON once full payment received
✗
LOST — Not Enrolled
No Intent
▼
👤 Principal / School
Do This
❌ Move lead to LOST manually if no intent to enrol
📌 Key Rules
⏸️ Stage 4

If lead cannot decide after 3b, manually move to In Consideration.

💰 5a

Verify payment slip + collect 6 parent details before opening LittleLives.

📝 LittleLives

Create Interest form → send e-form → review submission → export PDF → Enrolled.

✓ WON

Change CRM to WON only after full payment AND LittleLives = Enrolled.