Lead Management for Mathnasium franchisees.
Lead Management gives your team a live view of open leads, clearer next steps, and AI help with follow-up so promising inquiries do not sit in Radius until they go cold.
💡Why It Matters
Leads fall through without a system
Leads coming in from your website or chatbot are only valuable if someone follows up on them. Without a dedicated view, open leads get buried in Radius or spreadsheets and follow-up depends on whoever happens to remember.
Follow-up quality varies by who does it
When staff write their own follow-up from scratch, the quality and tone differ person to person. Mathnasium's sales approach works best when the communication is consistent and timely — not improvised.
You can't coach what you can't see
Owners and directors need to know what leads are open, how long they've been waiting, and what the next step is. That visibility doesn't exist today in a way that's actionable.
📋What You Get
- Live lead pipeline pulled directly from Radius — always current, no manual imports
- Real-time sync back to Radius so updates made in the portal reflect immediately in your CRM
- AI-generated follow-up notes and next-step recommendations grounded in Mathnasium's sales approach
- Auto-created follow-up tasks so nothing falls off the radar after a conversation
- Optional integration with call transcription and texting platforms to give the AI full context on every interaction
⚙️Why Franchisees Care
Every lead gets a real next step
The AI doesn't just surface open leads; it tells your staff what to say and what to do next, based on how Mathnasium's enrollment process actually works. Staff spend less time deciding and more time following up.
Your sales approach becomes a system
Mathnasium has a proven way to move a family from inquiry to enrollment. This tool puts that approach inside every lead interaction — so the outcome isn't dependent on which staff member handles the call.
Owners see the pipeline in real time
Directors and owners can see what's open, what's been followed up, and what's stalled — without asking staff to send a report. Accountability lives in the tool, not in someone's memory.
🧭How It Works
Step 1
Leads load from Radius
The portal pulls your current lead list from Radius so staff start from live data, not yesterday's export.
Step 2
Staff open a lead and review context
The lead view shows source, status, days since last contact, and any prior notes — everything needed to pick up where someone left off.
Step 3
AI drafts the next step
Based on where the lead is in the enrollment process and Mathnasium's sales methodology, the AI recommends what to say and what to do next.
Step 4
Staff review, edit, and log
Notes and next steps are reviewed and confirmed by staff before anything is logged — AI assists, humans decide.
Step 5
Updates sync back to Radius
Changes made in the portal write back to Radius in real time, keeping both systems current without double entry.
Does not include: Outbound SMS campaigns, marketing automation, or replacement of Radius as the CRM. The call transcription and texting integration is an optional enhancement — the core tool works without it.
Want to see whether this fits your center?
This tool is included in the Advanced Operations bundle at $99/month.
Want to talk through fit for your center?
I'm Jeremy Morrison, a Mathnasium franchisee operating four centers in the Capital Region of New York.
Or email directly: jmorrison@capitalregionmath.com