Collected from this site only. Field values are never recorded. Kept 90 days.
Follow-ups due
Closes, last 14 days
Closer Performance, MRR
Closer Performance, Calls
Parent Leads, Today
Parent Bookings
Lead Flow, 14 days
■ Parent ■ Recruitment
WhatsApp Inbox
Select a conversation
Scheduled messages
Sent automatically from the server at the chosen time, even with every device off. One-to-one chats only (not groups). If the contact hasn't messaged us in the last 24 hours, WhatsApp needs an approved template, otherwise the message is held and you're alerted.
Email Inbox
Select a conversation
AI Client Success & Retention Engine
Exceed Concierge™
Parent consultations are transcribed and analysed automatically. Tutor lessons are recorded but never sent for paid AI analysis; student profiles use stored tutor feedback only when an administrator deliberately selects Build profile or Analyse latest history.
Checking intelligence connectionHuman approval requiredRaw transcripts not stored in profiles or call records
Active Students
0
Connected learning journeys
Staff-Built Profiles
0
Updated only when requested
Needs Attention
0
Proactive interventions
Success Signals
0
Moments worth celebrating
Awaiting Approval
0
Nothing sends automatically
Living Student Profiles
Open any student to see what Exceed currently understands and what should happen next.
Parent Communication Queue
Edit, approve and then send through the family’s Messages conversation.
Follow-ups awaiting approval — still deciding, not paid
Families who had a consultation, haven't paid in Stripe, and the call suggests they're still deciding. Each message is drafted from that call. Edit if you like, then approve to send by SMS + email. Nothing sends on its own.
Consultation Conversion Intelligence
Understands prior consultation calls, joins each one to its calendar booking and Stripe outcome, then shows what appears to encourage or deter purchase.
0Calls analysed
0Stripe purchases
0No purchase linked
0Decision open
0Verified close rate
Outcome figures are factual: a purchase is counted only when Stripe is linked to that exact booking. Objections stated on calls are evidence; deterrents and causal patterns are clearly marked as AI inference and should be checked against the source calls.
Permanent Call Intelligence
Every recorded lesson, consultation and interview is retained as a detailed analysis record. Select any call to open the complete evidence and actions.
0 analysed0 need attention
Every Parent Call Recording
Every recorded parent consultation, straight from the call platform, with the family name and a download button. This is the complete list, whether or not analysis has run.
0 recordings
Concierge Activity
Tutor Sessions
Every video session in the messaging platform is logged automatically when the call starts and ends, and recorded to the cloud. Use the hours below to double check tutor invoices.
Master Lessons Calendar
Scheduled Live Completed Absent or rescheduled Awaiting attendance
Recordings Vault
Every call ever recorded, consultations, interviews and tutor sessions, kept permanently in the cloud. Download links are generated fresh and securely each time.
Parent Leads
0
Parent Bookings
My Availability UK time · controls the booking page
Closer Performance by Month
New business each month, per closer (the monthly value of clients they signed).
Revenue by Day of Week
Revenue Analytics
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YearPrior
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Month
Year
Prior
Change
Payments
Share
New Client Acquisition by Month
Counts each client once, in the month of their first successful Stripe payment. Revenue includes that first payment plus any later add-on hours a parent buys, credited to the month the add-on was paid. Routine renewals and existing MRR are excluded.
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Month
New clients
New-client revenue
Average first payment
Revenue share
Client Retention
Clients gained (new subscriptions), kept (active right through the month) and lost (subscriptions that cancelled or ended that month). Based on live Stripe subscriptions, so churn is included.
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Month
Gained
Kept
Lost
Net
Retention
Ad Performance (Meta)
Pipeline (editable)
Conversion KPIs
Unit Economics
Active Clients
Client
Plan
Monthly
Total Paid
Next Payment
Closer
Since
With Us
Status
Team Accounts
Create logins for closers. They can see their own stats, clients and generate payment links.
Add New Account
Generate Payment Link
Sibling / multi-package link
Add a package for each student and send one enrollment link. Tick the sibling discount to take 10% off each additional child.
Bundle link ready
Create a custom payment link
Enter the normal amount, choose the weekly hours and apply the 10% family discount for a second child when appropriate.
Subscriptions only. Card saved now, first payment on this date.
Custom link ready
£100 refundable deposit, send this first. Fully refundable; credited against first month if they proceed.
Link ready, paste into your message
Landing page funnel
Where visitors drop off between landing and booking. Tracking started 28 Oct.
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Ads performance
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More tools
Audience: age and genderWho Meta showed your ads to, and who became a lead
Uses the date range chosen under Full history and exports (last 30 days by default).
Meta audience demographics
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Full history and exportsAny date range, forecasts, day-by-day record, CSV downloads, Stripe payment trace
Campaign Intelligence Permanent history
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Ad spend
0
Total investment
Impressions
0
, reach
Clicks
0
, CTR
Meta leads
0
, CPL
CRM enquiries
0
Stored permanently
Affluent leads
0
Affluent ads + results-first
Bookings
0
, per booking
Calls
0
, show rate
Stripe-verified closes
0
, paid close rate
Paid customers
0
, paid close ·, CAC
Cash collected
0
, ROAS
Summer GCSE form comparison
Form A versus Form B, using only measurements actually received by the backend.
Unique submitted leads
Funnel health and 30-day outlook
Actuals use the selected period. Trend compares its two equal halves; forecast uses stored weekday and recent business patterns.
Calculating forecast…
Day-by-day record
Stripe payment → booking trace
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Tracking setup and link auditCheck every ad links to the right page and carries our tracking tags
Audit ad linksFlags any live ad still pointing at an old page.
Where enquiries come from
Meta URL parameters
Place this in each Meta ad’s URL parameters. It connects the advert to the enquiry, booking, call and revenue.
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Campaign on/off switchesPause or restart a whole campaign, plus the pixel backfill tool
Turn whole campaigns on or off
Changes apply in Meta straight away. Budgets and individual ads are still managed in Ads Manager.
Pixel backfill
Re-send today’s Back to School Leads that fired to the wrong pixel over to the correct one, using each lead’s stored match data. Safe to run more than once; copies already on the old pixel cannot be removed.
Booked calls to Meta
Sends parent consultations booked in the last 48 hours to Meta as a “Schedule” event, with each parent’s original ad click ID, so Ads Manager can credit the ad that brought them in. New bookings are sent automatically; this catches up anything earlier. Already-sent bookings are skipped, so it is safe to run again.
Messages
Select a chat, you're in every conversation.
Calls Log
Student Reports
Tutors submit reports from the report builder. Review each one, then Finalise to publish it to the student’s and parent’s Exceed Prep account under Reports & progress. Finalised reports are kept here.
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Upload a Document
· Files are encrypted (AES-256) before storage. Only signed-in admins can list, view or delete them.
Document Vault
Recruited This Week
0
New team members
Total Team
0
Current employees
Recruitment Leads Today
0
All recruitment campaigns
Recruitment Spend Today
0
0
New student
Fill this in after the consultation. One submit creates the student's and parent's Exceed Prep accounts, links each tutor to the student, writes the weekly timetable, and sends the welcome email + SMS to the parent, the student and each tutor. You then create the WhatsApp group from the checklist it gives you.
Weekly lessons
Invite previous applicants
Paste the list (one per line: name, email, phone — the CSV columns work as-is). Preview shows who would be contacted and skips anyone already invited or already applied. Send emails each person from hello@exceedwithtuition.com and texts them via ClickSend with a pre-filled application link tagged invite.
Applicant Pipeline
Applications from the recruitment pages. Toggle between Tutors and Operations Managers. Move each applicant through the stages; message templates pop up ready to send. Operations Manager applicants can be invited to an interview on the interview calendar by WhatsApp or ClickSend.
Recruitment Leads, Today
Recruitment Campaigns
Team Roster
Recruitment Interviews
Owed to tutors this month
Running total from lessons marked completed × each tutor's rate, less anything already paid for the month. Updates as lessons are marked.
Tutor Invoices & Payouts
Invoice files and full bank details open only when an authorised staff member chooses to view them.
Enrolments
Every family after their consultation who hasn't paid yet. Calls are added automatically.
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Exceed Prep, account approvals
Every student, parent and tutor who registers on Learn is held here until you approve them. Approving emails them instantly and unlocks the app.
A read-only copy of the Adapt client and lead data, kept completely separate from Exceed. None of this is counted in Exceed's revenue, MRR or analytics.
