Schools

A practice of SageRock · for independent K–12 schools

The systems that run an independent school. Admissions, and everything after.

Using the tools you already pay for — so your team spends less time chasing leads, parent emails, and spreadsheets, and more time on the human-centered work that brings families in and keeps them.

Book an Audit Or start with a free call

Three principles

We handle systems behind the scenes, so you can build relationships.

01 / Additive

Resist replacement.

Keep your SIS. Keep your CRM. Keep your email tool. Keep what works. We add workflow design and automation to the systems you already pay for, instead of selling you yet another platform that overpromises.

02 / Time

Return to relationship.

The point is never the technology. The point is fewer hours spent on follow-up emails, reminder spreadsheets, and retyping the same family’s information into a third system — and more hours spent with the families, students, and teachers who chose your school.

03 / Voice

Tell your Story.

Schools are each as unique as the people and pedagogy within. When you streamline the operations underneath, you can center storytelling. Spend more time on mission driven marketing and conveying core values.

Our brief, in one sentence

We design the marketing, communication, and administrative systems that quietly work behind the scenes — so independent schools have more time for the human, in-person work that builds an enriched, vibrant school community.

— SageRock Schools · A practice of SageRock · since 1999

Where most schools begin

The Enrollment Audit.

A deep dive into your marketing and enrollment funnel. We map every source, walk the journey a family takes, and hand you a blueprint to connect and streamline it. No new software, no guesswork.

No new software

What we examine

Website & visitors
Advertising — digital, print & events
Social media
Email campaigns
Inquiry forms
Lead follow-up
Tours & visits
Applied to enrolled

What you walk away with

A real-time, granular reporting strategy
A process & technology architecture
Noted system & funnel breaks
Recommended marketing integrations
Recommended process integrations
Recommended automation integrations

$2,500one-time audit

Actionable on its own, and entirely yours. Most schools begin here, then choose an ongoing plan below.

Book an Enrollment Audit

Everything after admissions

The Admin Audit.

A full inventory of the systems your school actually runs on, and the seams between them. We find every place a person is retyping data a computer already has, and hand you a sequenced plan to close those gaps. No new software, no rip and replace.

No new software

What we examine

Student information systems (SIS)
Donor relations systems (DRM)
Association management systems (AMS)
Project management systems (PMS)
Customer relationship & email marketing (CRM, eCRM)
Document management (DMS) & file digitization
QuickBooks & financial reporting
Email, Google Workspace & Microsoft 365
The handoffs between all of the above

What you walk away with

A written inventory of every system and who owns it
Every place data is being re-keyed by hand
Recommended integrations, in priority order
What to automate now, and what to leave alone
A sequenced plan you can execute with or without us

$2,500one-time audit

Same price as the Enrollment Audit, and just as actionable on its own. Many schools book both and get one connected picture.

Book an Admin Audit

Ongoing plans

Start with a report. Grow into a partner.

One assistant for your enrollment funnel, unlocked step by step, from a clear read in your inbox to done-for-you marketing. Start anywhere; move up when you’re ready.

01 · Report

Report

$100/ month

It comes to you.

Your own assistant, by email
A plain-English read on your enrollment funnel
Sent on your schedule, weekly or monthly

Reports out to you; not yet interactive.

Engage

$250/ month

Now it answers back.

Everything in Report, plus:

Write back and ask your own questions
A two-way conversation with your numbers
Dig deeper any time you want

The same assistant, now interactive.

03 · Advisor

Advisor

$450/ month

A human in the loop.

Everything in Engage, plus:

A live dashboard you can check any time
A monthly call with your SageRock team

Real people reading the data with you.

04 · Managed

Managed

$1,000+/ month, to start

We do the work.

Everything in Advisor, plus:

A custom implementation retainer
Social media, email & blog creation
Scoped to what you need

Starts at $1,000; grows with the scope.

Every plan is the same assistant, doing more as you grow. No new software to learn, no long contract, no jargon.

Curious whether this could work at your school?

Every engagement starts with a free 30-minute consultation. It costs nothing and commits you to nothing. We listen, you ask. Both of us figure out whether an audit is the right next step.

Schedule an Opportunity Call