Journey stage
School approval
31 days in stage · typical 3
Enrollment likelihood
4/5High
Complete file, fast replies, tour done
Responsiveness
3/5
Answers texts within hours, evenings. Doesn't pick up calls.
Balance
$0 past due
$250 deposit due Sep 20 · $50 app fee paid
Next step
Call to confirm start date
Due today · Josh
Mia's read
Suggested next stepUpdated 2h ago
David's application has waited 31 days for school approval; the typical wait is 3. His file is complete: application, transcript, and FAFSA results (Pell eligible). He answered the first text in 4 minutes and has asked twice about evening clinicals.
Recommendation: approve today and send the enrollment agreement with the evening clinical schedule attached. A same-day text has a higher reply rate than a call for David.
Why Mia thinks so: stage age vs. cohort median · 5 of 5 texts answered, 0 of 2 calls · FAFSA ISIR received Sep 3.
Activity
42 eventsSep 12 · 2 days ago
Mia texted David · no reply yet
6:40 PMHi David, quick check-in from Demo Academy. Your application is still waiting on school approval on our side, sorry for the delay. Want me to hold your seat in the Oct 5 Medical Assistant cohort?Delivered 6:40 PM · Mia will escalate to Josh if no reply by Sep 15
Sep 10
Josh Williams created a task: Call to confirm Oct 5 start date · due Sep 14
9:15 AMSep 3
FAFSA results received · ISIR 2026-27 · Pell eligible
2:02 PMAug 28
Josh Williams texted David
7:22 PMYes! Clinicals for the Oct cohort run Tue/Thu 5–9 pm at Cheyenne Regional. I'll send the full schedule once your approval clears.Delivered · Read 7:24 PM
David replied by text
6:58 PMYes still interested! Do you have evening clinicals? I work days.
Aug 21
Email opened: "Your Medical Assistant application: what happens next" · sent by Josh Aug 20
8:10 AMAug 14
Stage changed Applied → School approval · automatic on application submit
9:13 PMApplication submitted: Medical Assistant, Oct 5 cohort · via student portal
9:12 PMPayment received: Application fee $50.00 · Visa ··4242
9:11 PMInquiry to Enrollment
- New inquiryWebsite form · Mia replied in 2 minAug 7
- ContactedReplied by text in 4 minAug 7
- Tour scheduledCampus tour with Josh, 45 minAug 12
- AppliedApplication + $50 feeAug 14
- School approval31 days here · typical 3 · blocks the agreementAug 14
- Financial plan$250 deposit + payment plan
- EnrolledOct 5 cohort · 2 of 6 seats filled
Tasks
2 openDetails
- Mobile
- (307) 555-0142SMS opted inConsent captured on the website form, Aug 7 · 7:41 PM · view proof
- david.kim@gmail.com
- Address
- 1420 Pine St, Cheyenne, WY 82001
- Emergency
- Susan Kim (mother) · (307) 555-0190
- Birth date
- Mar 3, 2001 (25)
- Student ID
- Assigned at enrollment
- Record ID
Money
Application fee
$50.00Paid Aug 14 · Visa ··4242
Enrollment deposit
$250.00Due Sep 20 · unlocks after approval
Tuition · Medical Assistant
$14,900No payment plan yet · Pell eligible
What Mia has learned
- Prefers text. 5 of 5 texts answered, 0 of 2 calls picked up; replies land 6–9 pm.
- Asked about evening clinicals twice. Works days as a CNA at Cheyenne Regional.
- Mentioned employer tuition assistance. Worth checking before the payment plan.
- Has a 2-year-old; schedule flexibility matters more than price.
What Mia may do here: send texts and emails, answer program questions, book tours. Escalates to Josh after 2 unanswered messages or any question about money. Never: approve, charge, or change a stage. Change rules in AI Teams
Learnings personalize voice, SMS, and email outreach. Sensitive-looking fields are never read by Mia.
All activity
42 events since Aug 7Sep 12 · 2 days ago
Mia texted David · no reply yet
6:40 PMHi David, quick check-in from Demo Academy. Your application is still waiting on school approval on our side, sorry for the delay. Want me to hold your seat in the Oct 5 Medical Assistant cohort?Delivered 6:40 PM · Mia will escalate to Josh if no reply by Sep 15
Sep 10
Josh Williams created a task: Call to confirm Oct 5 start date · due Sep 14
9:15 AMSep 3
FAFSA results received · ISIR 2026-27 · Pell eligible
2:02 PMAug 28
Josh Williams texted David
7:22 PMYes! Clinicals for the Oct cohort run Tue/Thu 5–9 pm at Cheyenne Regional. I'll send the full schedule once your approval clears.Delivered · Read 7:24 PM
David replied by text
6:58 PMYes still interested! Do you have evening clinicals? I work days.
Aug 21
Email opened: "Your Medical Assistant application: what happens next" · sent by Josh Aug 20
8:10 AMAug 14
Stage changed Applied → School approval · automatic on application submit
9:13 PMApplication submitted: Medical Assistant, Oct 5 cohort · via student portal
9:12 PMPayment received: Application fee $50.00 · Visa ··4242
9:11 PMAug 12
Campus tour completed with Josh Williams · 45 min
4:30 PMInterested in evening clinicals. Works days as a CNA at Cheyenne Regional; employer may offer tuition assistance. Has a 2-year-old. Uploaded CNA certificate.Note by Josh Williams
Aug 9
Call Josh → David · 12 min · answered
11:05 AMWalked through program length (9 months), schedule, and cost. Sent the program guide after the call.Call summary by Mia
Josh Williams emailed: "Medical Assistant program guide" · opened Aug 9
11:20 AMAug 7
Stage changed New inquiry → Contacted · first reply received
7:47 PMDavid replied by text · 4 min after first touch
7:47 PMYes
Mia sent first-touch text · 2 min after inquiry
7:43 PMHi David, this is Mia with Demo Academy. Thanks for asking about the Medical Assistant program! Is texting a good way to reach you?Delivered
Form submitted: Request information · website widget
7:41 PMContact created from lead capture widget · owner set to Mia (AI), then Josh Williams
7:41 PMApplications
| Program | Submitted | Status | Reviewer | |
|---|---|---|---|---|
| Medical Assistant Oct 5, 2026 cohort · 12 fields · transcript attached | Aug 14, 2026 | Awaiting school approval 31 days | Unassigned |
Contracts
| Document | Status | Blocked by | |
|---|---|---|---|
| Enrollment agreement Medical Assistant · $14,900 · Oct 5 start | Not sent | School approval |
Form submissions
2| Form | Submitted | Source | |
|---|---|---|---|
| Medical Assistant application | Aug 14, 2026 · 9:12 PM | Student portal | View |
| Request information Program: Medical Assistant · Start: Fall 2026 · "Do you have evening classes?" | Aug 7, 2026 · 7:41 PM | Website widget | View |
Balance & plan
Past due
$0.00
Nothing overdue
Due next
$250.00
Enrollment deposit · Sep 20
Paid to date
$50.00
1 payment
Payment plan
Not set up
Tuition $14,900 · Pell eligible
Transactions
| Date | Description | Method | Amount | Status |
|---|---|---|---|---|
| Sep 20, 2026 | Enrollment deposit | Payment link | $250.00 | Scheduled |
| Aug 14, 2026 | Application fee | Visa ··4242 | $50.00 | Paid |
Attendance starts Oct 5David isn't enrolled yet. Once he starts the Medical Assistant program, daily attendance, hours toward the 900-hour requirement, and at-risk alerts appear here.