Accelerate Slate: An enrollmentFUEL Podcast

In this episode of your higher ed CRM podcast, Susanna and Katie take a plunge into the art of crafting unforgettable individual visits using your instance of Slate. Get ready for a dose of scheduling wizardry as they share top recommendations regarding Scheduler, Active Scheduler, and Event, and details on shared instance universes, accommodating your diverse student needs, managing group visit r...

This time on Accelerate Slate, an enrollmentFUEL podcast, host Susanna Lehman chats with Stephanie Shukis , Technolutions’ own Product Manager! Stephanie shares details about her path from elementary education to the heart of innovation at Slate and the exciting experiences and projects she’s been a part of. Stephanie gives exclusive insight on Slate product management, its team, how they source i...

In this installment of Accelerate Slate, hosts Susanna and Katie guide you through the nuances of starting in a new Slate instance, highlighting elements that are frequently overlooked. They delve into easy-to-implement additions and updates, sharing a range of tips and tricks to enhance your Slate experience. The goal is to equip you with quick, impactful solutions that can elevate your efficienc...

This time on Accelerate Slate, join hosts Susanna and Katie for a lively chat about origin sources and groups in your higher ed CRM. Not sure what those terms mean? We've got you covered! This episode breaks down origin source concepts and shares top-notch tips for setting them up and navigating the tricky task of selecting the right source types. By the end, you'll strut away with a com...

Tune in for this installment of Accelerate Slate where Susanna and Katie talk about sharing your instance of Slate across multiple departments of your institution. Among all the bells and whistles this robust CRM provides, it allows sharing between colleagues to ensure you don't reinvent the wheel. Learn how your graduate and undergraduate admissions teams can benefit just as much as your adv...

Join hosts Susanna and Katie as they welcome the fabulous Lloyd Lentz! Lloyd's the wizard behind the Advancement instance at Macalester College in the heart of St. Paul, Minnesota. With his technical aptitude and advancement expertise, he’s a rockstar in the Slate community. Susanna and Katie dive into Lloyd’s journey in Slate, the perks of leveraging Slate for advancement, and get the lowdow...

Tune in to the latest episode of Accelerate Slate where hosts Susanna Lehman Mayo and Katie Jordan dive into the holiday spirit and have a jolly discussion on everything holiday prep, from crafting seasonal headers, reminiscing about their all-time favorite holiday messages, chatting about configurable joins, ideas for religious messages, and decking out your portals to let students know you'...

This time on Accelerate Slate, hosts Susanna and Katie engage in lively conversation about best practices for updating and keeping track of all of your rules in your Slate instance. You'll gain first-hand insight on how to strategize and prioritize which rules need updating—and of course hear Susanna and Katie chat about the best rules to use in Slate and what their personal favorites are. Ki...

In this week’s episode of Accelerate Slate, our host Katie Jordan interviews Blake Moore from the University of Manchester in Indiana to discuss the building of their Slate portal for athletics. Listeners will have an inside look at some of Blake's experiences with setting up the Athletics Portal, field creation, processes for handling transfer student-athletes, keeping your coaches up to dat...

Listen in as hosts Susanna and Katie talk about the process and plans you should implement to replace your Slate Captains. Topics of discussion include your office structure, building upon and strengthening your team, and ensuring that you are not left hanging if your Captain leaves. These conversations are crucial to creating a failsafe, as well as establishing a system that benefits everyone at...

In this episode of Accelerate Slate, an enrollmentFUEL podcast, hosts Susanna and Katie discuss different things you should be looking for as you hire a new Slate Captain. They talk about the pros and cons of hiring internally versus externally, the skills you should be keeping an eye out for in a potential Captain, as well as provide some insight into the methods they have used when hiring, and e...

On this episode of Accelerate Slate, Katie chats with Senior Software Engineer at Technolutions, Jacob Mattison , to dive into a variety of fun topics including what he likes to listen to on the way to work, potential top secrets within Technolutions, and a little bit about the evolution of his time at Technolutions company headquarters. We hope listeners will walk away with a deeper insight to th...

This time on Accelerate Slate, Susanna and Katie discuss admissions travel. Your hosts chat about some of the tools in Slate that can assist your team as you plan where to go and which college fairs to attend, the structure of your templates and folders, trips, and invitations. They also talk about the importance of what to do after you complete an event to ensure you can develop reports to determ...

Tune in as Susanna and Katie discuss creative ideas for forms you can build in Slate. Topics covered include ticketing systems with best practices related to the various types of tickets, pros and cons of tasks versus ticketing systems, creating forms in your instance that better engage prospective students and your staff, and more. Listeners will walk away with an idea of how to keep your team an...

In this week’s episode of Accelerate Slate, Katie and I discuss common questions institutions have when thinking about using Slate for Student Success.  We’ll talk about whether or not to share an instance, organization techniques, determining who runs your instance, hiding communications on a timeline, understanding entities, and resources for better understanding what Slate for Student Success m...

In this week’s episode of Accelerate Slate, an enrollmentFUEL podcast, Katie and I welcome guest Paul Turchan, the Director of Service at Technolutions . We discuss the changes to the service desk, community conversations, community forums, the social channels for Slate involvement, user groups and the use of preferred partners. Make sure to listen to the end to hear our version of “what grinds my...

In this episode of Accelerate Slate, Katie and I discuss strategies for planning and prioritizing your summer Slate to do list. We chat about the post Summit excitement and how to manage that back on your campus. We hope that you can walk away with some ideas that help you put together your list and create a plan for how to implement those updates on your campus. Hot Topics! [00:01:12] Create summ...

Susanna and Katie share valuable tips to simplify and enhance your communication flows during cycle prep. From building recipient lists more efficiently using import queries to utilizing translation codes for dynamic deadlines, Susanna and Katie share their expert insights to make your life easier and optimize your messaging. Tune in for a fun and informative discussion that will help you master t...

On this episode of Accelerate Slate, hosts Susanna and Katie discuss cycle preparation and applications for Slate captains. They provide ideas for sustainable processes, recommend using categories instead of overriding prompts, and suggest simplifying rounds and periods. The episode covers topics like moving bins, consistent round keys, and expiring term prompts. Don't miss this helpful episo...

Slate Summit is almost here! As veterans of this energizing annual event, Susanna and Katie settle in to discuss tips and advice for how you and your institution can maximize the benefit of attending in Nashville, TN on June 1. Give it a listen and be prepared to rock down South! Currently navigating through the difficulties of managing an enrollment CRM? Our Slate Coaches can help! Check us out h...

Susanna and Katie discuss the advantages of using Slate for enrollment management. They highlight the benefits of having a paperless system, including the ease of using the Slate reader and the ability to move reader forms to the registrar's file as needed. They also share their experiences with using widgets and reports on the dashboard, allowing for customization and a more personalized exp...

Susanna Mayo and Katie Jordan discuss their diverse experiences in implementing and working with Technolutions Slate (CRM for enrollment) in their professional journeys. They believe that enrollment management is tough, but they can provide an honest and candid look at the realities of becoming a Slate captain and managing the constant changes that come with the role. Tune in for their insightful...