Here's some of the general things I prep for and ask during my sales process as a Higher Ed vendor.
Might be helpful for higher ed web teams and other vendors in this space.
- Intros
- [Institution Name] Overview
- Cludo Overview
- Q&A Chat
- Potential next steps
- URL(s):
- Location(s):
- # of Sites:
- CMS:
- Search:
- SEO:
- Web Governance:
- Accessibility:
- CMS:
- Search:
- SEO:
- Web Governance:
- Accessibility:
- About:
- Enrollment:
- Degrees:
- Schools:
- News:
- Priorities:
- What do you like with your current solution?
- What could be improved upon?
- Can you give us a little lay of the land of what you priorities are with search and what you're looking for?
- How are you solving [the challenge] today?
- Any complaints on your existing site search or do you feel like you could deliver a better product?
- Are students able to find what they are looking for on your site?
- Where does site search fall in terms of priority?
- Any other projects you're working on?
- Why is search on your to do list?
- What is the main audience that your site is speaking to?
- Is it more about new prospective students or retainment for your undergrad?
- How are you promoting these programs on your site and online?
- Current projects you're working on? redesign? If yes, when will you go live?
- Any plans for a redesign?
- Goals of website - recruitment, retainment or specific programs like associates, certificates, continuing education, online v. in-person
- Seems like the university is doing well with recruitment and retainment - what are you contributing those successes to?
- What are your requirements for a site search solution?
- What are you looking for in a search provider?
- What are your must haves?
- Top priorities for site search?
- Do you have a chat bot? live chat? do you like it?
- In these challenging times in higher education…student recruitment and retainment seems to get more and more important. where is your team putting the focus to improve your numbers?
- Is it more about…improving user experience or increasing conversions
- Is it more about…improving user experience or saving money
- Is it more about…improving conversions or saving money
- What are you being asked most to do…driving more student applications or gaining more visibility into what people are searching for on the site
- What are you being asked most to do…get better web analytics data or maintain the site more efficiently?
- When your school makes technology decisions…are you more interested in revenue gained or cost savings?
