Cuemath AC Message Generator
For Admissions Consultants · All 9 Stages
AI Offline
Post-Intro Call Message
Send immediately after the intro call. Personalised by grade and board. Covers MathFit ideology, pricing, and what's included.
📋 Lead Details
Confirmation Reminder
Sent ~72 hours before the trial slot. Reminds parent to confirm so teacher mapping can start.
📋 Details
Re-slot Request
Sent when the parent didn't confirm by the 36-hour mark and the slot was auto-released.
📋 Details
Login Credentials
Sent after teacher is mapped and trial is confirmed. Share all session details and login info.
📋 Details
Trial Reminder
Sent the evening before the trial. Full login details + quick prep checklist.
📋 Details
Post-Trial Follow-up
Two-phase: Phase 1 — upload transcript → get instant WhatsApp summary + trial report → send to parent → call them. Phase 2 — after the call, fill plan details → generate post-call follow-up message.
📋 Lead Details
Phase 1 — Transcript Analysis
📄 Trial Transcript
AI required for transcript analysis. Connect to AI first — status shown in the top bar.
Phase 2 — Post-Call Follow-up
💰 Plan Preference & Objections
AI generation offline. Run python ai_server.py in your terminal to enable personalised AI messages. Template generation works without it.
Enrolled Welcome Message
Send immediately after payment is confirmed. Celebrates enrollment, confirms the plan, and sets expectations for next steps.
📋 Details
Referral Calling Follow-up
Send after the referral check-in call to a recently enrolled parent (Referral Campaign — calling sheet). Message adapts automatically to whether the call connected and what feedback was logged — no referral push if the call didn't connect; feedback recap + referral link if it did.
📋 Lead & Call Details
📝 Feedback From the Call — log the same as the calling sheet columns
💡 If Issues Reported is filled, the message acknowledges the issue and commits to a follow-up date — no referral push language, just the informative referral banner. If it's blank and the call connected, the message recaps the positive feedback and includes the referral banner. If the call didn't connect, no referral banner is added at all.
K-2 Basic Plan Message
Win-back message for Grade 0-2 (Kindergarten/1/2) leads marked Not Interested over pricing before Sept 2026. Introduces the new 40+5 min Basic Plan (~24% cheaper than Standard) launched after the attention-span audit for this age group.
📋 Lead Details
💡 Only for leads whose child is in Grade 0 (Kindergarten), 1, or 2 — Basic Plan is the only plan offered at this age. Grades 3-5 can choose Basic or Standard; Grades 6-8 are Standard only. See India AC Sales Coach.md §2A for the full plan-eligibility table.