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Upsell Ladder — graduates who can step up to a combination

The combination programs are a progression. A CNA graduate can step up to Advanced PCT, a Phlebotomy graduate to Clinical Support Specialist, a Medical Assistant graduate to Clinical Medical Specialist. This page shows who is on each rung and what the next step is worth.

Watch how it works

Short videos recorded on the real dashboard with made-up sample data. No sound; the captions explain each step.

Upsell LadderPage tour · short video, no sound

1What this page is for

What this page is for

Graduates already trust the school. Selling them the next program up is cheaper than finding a stranger. The page lists every graduate of a single program who has not yet taken the combination that contains it, and the uplift — the difference between what they paid and the combination tuition.

The rungs

Graduated fromNext rungUplift
Certified Nursing AssistantAdvanced PCT+$2,200
PhlebotomyClinical Support Specialist+$750
Medical AssistantClinical Medical Specialist+$750

Who is counted

All-time graduates (not just the date window), one row per person, matched by the real Transition Enroll program names. People who already hold a combination are excluded.

2The number cards

The cards across the top of the page, left to right.

CardWhat it counts
Graduates who could step upCompleted a component of a combination and have not taken the combination.
Uplift availableSum of the uplift across all of them.
Average step upUplift per graduate.
Combination revenue bookedTuition booked on combination programs in the window.

3Who is on each rung

Graduates per single program that feeds a combination. Each bar is a pool of warm prospects for the combination above it.

4What each step up is worth

Left: total uplift per rung. Right: the mix of single versus combination enrollments.

5Combination take-up over time

Single-program against combination enrollments by month. Rising combination share means the ladder is working.

6Step-up candidates

Name, program completed, next rung, uplift, phone. Names appear because the page is behind the login.

7Step by step

Run a step-up campaign

  1. Scroll to Step-up candidates and note the rung with the most names.
  2. Open Comms, audience Graduates, and send the certification-follow-up or a custom message naming the combination.

8If something looks wrong

Uplift shows $0 for someone.Their program name did not match a known rung. Tell Mission Metrics the program name so it can be added.

9Flip-book edition

The same subject as a page-turning flip-book. Opens in a new tab.