CRM Intake Form New

GYC - CRM Intake Form New

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WEBSITE INTAKE: LET'S GET THE PARTY STARTED!

We are excited to get to know you and your school through these questions. Feel free to leave blank anything you don't know or have access to right now; we'll revisit any gaps on your Vision Call. If you have any questions, please email awesome@growyourcenter.com. If there is anything you want to ADD, please include it in FINAL THOUGHTS at the end.

ABOUT YOUR SCHOOL

Center name:(Required)

Your name and role title(Required)

Mobile number (best number to reach you)(Required)

Center's main phone number

If you HAD to categorize your center, which would best describe you?(Required)

Daycare

Child care

Preschool

How accurate is the information on your existing website?(Required)

1 (Not accurate at all, needs to be updated)

5 (Very accurate)

Do you have access to your website domain logins? If so, please provide them below. Otherwise, please have them ready at the time of your vision call 🙂(Required)

Do you currently use a CRM (usually IntelliKid or ChildcareCRM)? If so, please provide your login for that account.(Required)

ADDRESSES - please list any locations NOT currently on your website - Type "N/A" if all your locations are currently accurate (address/phone #) on your current website: *(Required)

HOURS OF OPERATION - Are you open earlier or do you stay open later than competitors? Please share your hours and tell us if they are an advantage.(Required)

COMPANY HISTORY & ACHIEVEMENTS

When did your school open? Is your longevity a competitive advantage?(Required)

Why did YOU get started? Tell us more about you!(Required)

What is your VISION/MISSION STATEMENT? If you don't have one, not to worry, this is a great addition, but it's optional.

If you have CORE VALUES, please list them with a brief (1-2 line) description / summary of the value. If you're not clear on your core values yet, that's fine! This is optional too.

AWARDS - have you won any awards? If so, please list the name(s) and year(s) of the award(s).

ACCREDITATIONS

NAEYC

Eco-Healthy Certified

STAR or STATE RATING - are one or more of your centers rated by the state? Please provide the name of the program (ex. Keystone Stars, etc) if so.

MARKET RESEARCH

DEMOGRAPHICS/INCOME - What are the average incomes of your enrolled families and prospective families?(Required)

DEMOGRAPHICS/INCOME- Are they dual income or single income households?(Required)

Dual income

Single income

DEMOGRAPHICS/DIVERSITY - List in % the ethnic backgrounds of enrolled families and prospective families.(Required)

COMPETITORS - list your top 3 competitors. What are your key differentiators?(Required)

SUBSIDIES - Do you accept families who are subsidized? *(Required)

Yes

SUBSIDIES - What % of enrolled families are subsidized? List the subsidies along with governing body or organization.(Required)

What DISCOUNTS do you offer? Ex: sibling discount, military discount, Happy Family Guarantee etc. List the savings in $ amount.

What is your TARGET AUDIENCE? WHO do you want to attract? Please describe prospective families if they differ from the information provided above. If not, write N/A

What is your primary MARKETING AIM? HOW do you want to attract these families?

CURRENT CHALLENGE: WHY are you not effectively reaching these families right now?

WHAT do you believe impresses prospective families most on your tours?

WHAT do you believe matters most to enrolled families? Why do they stay?

What is your TAGLINE or slogan? Write N/A if not applicable.

LEADERSHIP

Is your school Family Owned/Operated?

Family Owned

Family Operated

Tell us about your/the owner's experience or certifications

Are you/is the owner on-site regularly?

Every day

Weekly/regularly

Not often

Tell us about your Director's experience/certifications

DIRECTOR(s) TENURE(Required)

Average 10+ years with us

Average 5+ years with us

Average 2+ years with us

We're a revolving door we're trying to fix! 🙂

TEACHER DEGREES - please provide a few details on your teachers' credentials. Is this an area of competitive advantage?(Required)

TEACHER TENURE:(Required)

Average 10+ years with us

Average 5+ years with us

Average 2+ years with us

It's a revolving door we're trying to fix! 🙂

PROGRAMS & LEARNING

What age-groups do you cater to?(Required)

Infants

Toddlers

Twos

Threes

Preschool

Prek-K

VPK

Kindergarten

Elementary

Before & After School

Summer Camp

Drop-In

E-Learning

What type of program do you offer? (select all that apply):(Required)

Play-based

Authentic Montessori (certified teachers)

Montessori inspired

Reggio

Reggio inspired

Full immersion Spanish

Full-immersion (other language)

Bilingual Spanish

Bilingual (other language)

Nature/Forest school

Faith based

Literacy-based

CURRICULUM - select all that apply:(Required)

Creative Curriculum

Frog Street

Abeka

FunShine Express

Kindness Curriculum

Mother Goose Time

STEAM/STEM Curriculum

Blended (describe more in Other)

How much do PARENTS WHO TOUR WITH YOU emphasize EDUCATIONAL OUTCOMES and curriculum as an important factor/consideration in their decision to choose you?(Required)

It's the most important thing they are looking for

It's important to touring parents, but they do want to balance it with social-emotional outcomes

It's not top of the list to most of our parents or they don't really ask about it much

KINDERGARTEN READINESS - please select best fit answer or supply OTHER(Required)

We GUARANTEE kindergarten readiness

Kindergarten readiness is a STRONG part of our outcome promise, but we can't guarantee it

Kindergarten readiness is NOT something we emphasize / focus on

How much do PARENTS WHO TOUR WITH YOU emphasize SOCIAL-EMOTIONAL OUTCOMES as an important factor/consideration in their decision to choose you??(Required)

It's the most important thing they are looking for

It's important to touring parents, but they do want to balance it with education

It's not top of the list to most of our parents or they don't really ask about it much

What SOCIAL-EMOTIONAL CURRICULUM do you use? Select all that apply:

Conscious Discipline® by Dr.Becky Bailey

Love and Logic

Non-Violent Communication™ (NVC)

None right now, but we use redirection

LITERACY - please select the best fit answer or supply OTHER(Required)

We GUARANTEE children will read at grade K or Grade 1 level by the time they graduate preschool

Literacy is a STRONG part of our outcomes, but we can't guarantee it

Literacy is NOT something we overly emphasize / focus on

Do you use STEAM/STEM as a part of your curriculum?

Yes, we incorporate STEAM/STEM development into all our daily activities.

Yes, we offer STEAM/STEM-specific classes and/or activities weekly.

Occasionally we will offer STEAM/STEM enrichment activities

Rarely, this is not an area of focus at present.

Do you offer any specialized classes?

Language classes (with a specialist instructor)

Music classes (with a specialist instructor)

Do you use any eco-practices?

OTHER EDUCATIONAL OUTCOMES - select all that apply

Strong emphasis on MATH

Strong emphasis on SCIENCE

Strong emphasis on SECOND LANGUAGES

Strong emphasis on PHYSICAL / MOVEMENT DEVELOPMENT (GROSS and FINE MOTOR SKILLS)

Strong emphasis on PRACTICAL LIFE SKILLS / SELF-CARE

Strong emphasis on MUSIC / ART

We also have CHESS programs

RATIOS: do you operate any of the classes at better than license- or state-mandated ratios? If so, please indicate your teacher-to-student ratios by class, and the state ratios they compare to.

USPs -- Enrichments

Let's explore your Unique Selling Propositions -- the things that make your center stand out!

ENRICHMENTS - select all that apply

Yoga

Music & Art

Baby signing

Spanish

Other languages (use Other)

Dance

Gymnastics

Computer Programming

STEAM/STEM included in activities

Football

Baseball

Basketball

Gardening

Ballet

Soccer

Karate

ALL INCLUSIVE

SOME HAVE AN EXTRA COST (we'll clarify on a call)

ALL HAVE AN EXTRA COST (not included in tuition)

FIELD TRIPS - (NOT including your Summer Program or Before/After School.) Describe any/all internal or external field trips that are typical (ex. fire truck, zoo, etc):

USPs -- Amenities

OUTDOOR PLAY(Required)

Standard issue play structures you'd find in most preschools/centers

Natural play structures (use other to describe more)

Large playgrounds/yard

Turfed playgrounds

Open fields

Age-separated areas

Basketball court

Mini water park/splash pad

Gardens/greenhouse/planted areas kids tend

Outdoor classroom

Our yard is AHH-MAZING -- use OTHER to describe (you can share photos with us later)

INDOOR PLAY STRUCTURES / GYMs / STUDIOS / GROSS MOTOR SKILLS AREAS - select all that apply

Indoor play structures

Gross motor skills rooms / area

Full size gym

Small gym

Any other amenities for learners?

Learning centers in classrooms

Computer lab

Library

Projection games

Cafeteria

What amenities do you offer parents?

Essentials included (diapers, wipes etc)

Curbside pick-up and drop-off

Parking on-site

Parent lounge/coffee bar

Parent library

Parent courses

On-site therapies

Dedicated breastfeeding space

PARENT COMM/REPORTING TOOLS

Kid Reports

Kangarootime

LifeCubby

BrightWheel

HiMama

Procare

FOOD PROGRAM - select all that apply!

All-inclusive

Breakfast, lunch, snack

Snacks only

Cater to child's needs (allergies, sensitivities)

Fully organic

Organic options/ingredients

Nut-free/peanut free environment

Preservative/Dye free

Catered meals

Home cooked meals

Cook on-site

Commercial kitchen on-site

State Food Program (please specify in OTHER)

SAFETY - how much do PARENTS WHO TOUR WITH YOU emphasize SAFETY as an important factor/consideration?(Required)

It's the most important thing they are looking for

It's important to touring parents - but not a top consideration/issue

Parents rarely or never ask about it, they assume the center/preschool is safe

SAFETY & SECURITY - Select all that apply.

Restricted access controls (specify in other: all doors locked, requires card/fob/key access, etc.)

Security cameras (internal-use only)

Live-streaming cameras (with parent-access)

Fenced in yard

CPR-trained staff

If you have live streaming video, which service do you use?

PB&J

WATCH ME GROW

CLEANLINESS - Select all that apply.

Professional cleaners (daily)

Professional cleaners (weekly)

Daily sanitization (by staff)

Air purification

ZONO cabinet

Disinfecting foggers

Electrostatic sprayers

LOCATION INFO

NEIGHBORHOOD - Describe your school's neighborhood. For example, is it in a residential area? Commercial area? (If you have more than one location, please describe the neighborhood for each location).(Required)

CONVENIENCE - Is your location close to any parks/shops/hospitals/amenities? Please list these here. (If you have more than one location, please specify the location).(Required)

Describe your CLASSROOMS - Do they have bright colour schemes? Lots of space? Big windows? Murals, artwork, or family photos on the walls? What about the furnishings? List anything you can think of that parents and children LOVE about your space... the more, the better!(Required)

USPs -- Community connection

Hang in there, we're almost done. Yes, we want to be THOROUGH! lol 😉

PARENT PARTICIPATION / PARTNERSHIP - do you emphasize parent partnership? If so, describe in a few sentences why this is important and if possible provide concrete examples:(Required)

COMMUNITY INVOLVEMENT - if this is something you emphasize please provide a few details and examples of your community participation/partnership:

CAREERS

OPEN POSITIONS - Please add links to all your current job posts (or list the open jobs with short job descriptions).(Required)

CRITIERIA FOR EMPLOYEE SELECTION - What qualifications, skills and personalities are you looking for?(Required)

PERKS & BENEFITS of working with you - what do you provide that’s competitive or better than your competitors?(Required)

BAMBOOHR- please provide a link to Bamboo HR with current open positions if you have one. If you don’t have one already, we can create an application form (please let us know the email to send the applications to).(Required)

STAFF TESTIMONIALS - please copy and paste testimonials here, provide a document, or link to glassdoor or indeed staff testimonials; we can copy and paste.

Final Thoughts

Anything else we missed you'd like to share with us?

Share anything else with us you'd like us to know about that we may have missed! You may also discuss this on your VISION CALL, where we'll dig deeper into the above! 🙂

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CRM Intake Form New

GYC - CRM Intake Form New

WEBSITE INTAKE: LET'S GET THE PARTY STARTED!

ABOUT YOUR SCHOOL

COMPANY HISTORY & ACHIEVEMENTS

MARKET RESEARCH

LEADERSHIP

PROGRAMS & LEARNING

USPs -- Enrichments

USPs -- Amenities

LOCATION INFO

USPs -- Community connection

CAREERS

Final Thoughts

Our Services