A small education center brought order to a chaotic follow-up process and stopped losing leads when staff left.
Six advisors tracked hundreds of leads and students in a shared Excel file. Follow-ups were forgotten, nobody knew who had called a student, and when one advisor left, more than 200 student records walked out the door with them.
BrightPath moved every student and lead into BackCall. Each advisor got their own task list with follow-up dates. Call logs recorded every touch automatically, and the owner could see completion rates live on the dashboard. Permissions and data isolation meant no employee could export or take the customer list.
From about 45% to 92% within the first quarter.
Zero student records left the company after the switch.
Roughly 3.2x on the first quarter, matching BackCall's average ROI improvement.
"For the first time I can see who called, who is slacking, and which student needs attention right now. It changed how we work." — Center owner