Guided entry
Help prospective participants understand the program and begin with the right expectations.
Purpose
Program Reach in plain language
Make it easier for more people to enter, understand, and participate in the program without asking staff to carry every reminder and intake step by hand.
Candidate scope
What this phase could include
- Guided participant intake or referral workflow
- Appropriate participant reminders, if approved
- Additional learning pathways and worksheets
- Improved onboarding materials
- Content prompts that support consistent program delivery
- Selective communications workflows based on participant consent and program needs
Working detail
What we would define together.
Purposeful reminders
Use reminders only for actions that the program can support and participants have agreed to receive.
Learning paths
Add content and worksheets where participants show repeated need—not as a content dump.
Operational ownership
Clarify who owns messages, approvals, responses, and changes before anything becomes automated.