Slate CRM Services
Maximize Slate. Empower your team. Achieve results.
Slate is one of the most powerful tools in enrollment management, but only if it’s designed and used effectively. We help institutions implement, optimize, and sustain their CRM so it becomes a true driver of recruitment and admissions success.
What makes our approach different is that our Slate services are values-based: we empower your team to maintain and grow your system over time. We don’t lock you into long-term contracts or provide “black box” code you can’t update. Instead, we blend our deep technical expertise with a coaching mindset—equipping your staff with the knowledge, confidence, and tools to own Slate for the long run.
Slate Discovery
Our Slate Discovery provides a comprehensive assessment of your instance against institutional goals and industry best practices. We evaluate:
- Current rules, queries, workflows, and forms
- Data integrity, reporting practices, and system bloat
- Configuration alignment with your enrollment strategy
- Team use, confidence, and efficiency within Slate
You’ll receive a visual report that shows your current state, your readiness for the future, and our tailored recommendations—giving you clarity and a roadmap to move forward.
Implementation Leadership & Support
Whether you’re launching a brand-new instance or redesigning an existing one, we provide leadership and hands-on support. We collaborate with your team to build a project plan, configure Slate for efficiency, and align the system with your broader enrollment goals.
Slate Coaching
Our favorite offering—Slate coaching, meets your team exactly where they are. We design customized support:
- Weekly training and touch-base sessions to build confidence and skill
- Project-based, on-call support for targeted needs
- Long-term coaching partnerships that turn your staff into Slate experts
A la Carte Services
We also deliver focused project support, including:
- Migration of rules and forms to Configurable Joins (CJs)
- Transition of exports and workflows to CJ-compatible formats
- Cleanup and deactivation of outdated rules, queries, and forms
- Retention policy design (sample builds and documentation following consultation)
- Population reviews and rebuilds (identifying missing/duplicate records)
- Portal design—from simple dashboards to complex staff or student-facing portals
- Campaign implementation, reporting structures, and operational efficiency improvements
Why It Works
Our Slate work is never just technical, it’s strategic. We don’t simply “clean up” your instance; we align it with your institutional goals and empower your team to use Slate as a growth engine.
“As I sit here and get more involved with Slate on a daily basis, I would be remiss if I didn’t thank you for getting me to this point. The creativity you both used to allow for me to work and train with my EMP Slate coach is greatly appreciated. Without that experience I don’t think I would be on the path to becoming a “Slate Captain” for SJU. (…) the ability to go on this journey has helped solidify my position and contributions with the division.”
Gus DiStefano
Frequently Asked Questions
Do you require a long-term contract?
No. Our services are values-based—we empower your team to maintain Slate long-term. We don’t lock you into proprietary code or contracts you can’t manage.
What if our Slate instance is already live?
We support institutions at any stage—whether you’re cleaning up data, optimizing rules, building portals, or designing advanced reports.
Will my staff learn how to manage Slate after you leave?
Yes. We pair technical solutions with a coaching mindset so your staff understand how everything works and feel confident managing it moving forward.
Ready to See Results?
Let’s transform your Slate CRM into a powerful driver of enrollment growth and team success. Contact us to start your Slate conversation today.