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CONNECT × GREENHOUSE

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Partnership proposal

One simple CRM.
A pipeline that fills itself.

A focused partnership giving Greenhouse a simpler place to manage every school relationship, automated prospecting into trusts and local authorities, and outreach built on the schools you already delight.

  • Simpler CRM
  • Automated prospecting
  • MAT infill
  • Local authority coverage
  • Referral-led social proof
Section 01

Why Connect

Turn happy schools into the next twenty.

Greenhouse already has the reputation, the portfolio and the referrals. Connect gives the team one straightforward workspace to turn that into targeted conversations with trusts, local authorities and neighbouring schools.

01 / ORGANISE

A Simpler Sales CRM

One clear workspace for schools, trusts, contacts, renewals and live opportunities — far quicker to keep up to date than spreadsheets or a heavy CRM.

  • Schools, trusts and contact management
  • Sales opportunity pipeline
  • Tasks and follow-up reminders
  • Conversation history
  • Simple sales reporting
  • Account ownership
  • Meeting and activity tracking

02 / ENGAGE

Full Email Marketing

Build focused lists by trust, local authority or postcode and run branded campaigns and follow-ups, with engagement tracked against each school contact.

  • Branded hero campaigns
  • Persona-specific email sequences
  • Automated follow-ups
  • Trust, LA and postcode segmentation
  • Open and click reporting
  • Engagement history
  • Campaign performance monitoring

03 / SCALE

AI Agents

Three named agents — Perry, Coby and Luka — support email prospecting, conversations and LinkedIn engagement, always with human approval before anything is sent.

  • Perry — finds verified email addresses for key personas
  • Coby — conversations and follow-up
  • Luka — LinkedIn engagement
  • Persona segmentation
  • Suggested sales messaging
  • Lead prioritisation
  • Human approval and oversight

04 / CONNECT

Dripify LinkedIn Software

Dripify handles the LinkedIn side of lead generation: connecting with heads, business managers and trust leaders, with sequenced follow-ups tracked alongside the pipeline.

  • Targeted LinkedIn prospect lists
  • Connection request campaigns
  • Sequenced LinkedIn follow-ups
  • Profile visits and engagement
  • Acceptance and reply reporting
  • Daily activity limits and safety
  • Leads passed into the CRM

Meet the AI agents

Each agent handles a distinct part of the growth process. They prepare the work; the Greenhouse voice and every approval stay with people.

Prospecting

Perry

Hunts verified email addresses for heads, business managers, marketing leads and trust executives, building lists by trust, local authority and postcode.

Conversations

Coby

Supports email conversations and follow-ups, suggesting relevant messaging and keeping replies moving towards a demo.

LinkedIn

Luka

Handles LinkedIn engagement — connection activity, persona segmentation and timely, natural follow-up on accepted connections.

Connect — Sales pipeline
One simple view of schools, trusts, contacts and live opportunities.
Connect — Email marketing
School and trust lists, campaigns and follow-up sequences in one place.
AI Agents — Conversation campaign
Persona segmentation and suggested messaging, always with human approval.
Dripify — LinkedIn software
Structured LinkedIn outreach to heads, business managers and trust leaders.
Section 02

Sales person narrative

Greenhouse has a compelling story: beautiful, easy-to-update school websites for primary schools, secondary schools and multi-academy trusts, backed by unlimited support from a friendly UK team. Our job is to put that evidence in front of neighbouring schools, the rest of the trust and the wider local authority, start credible conversations and give every opportunity a clear next step.
  • Primary school websites
  • Secondary school websites
  • Multi-academy trust websites
  • Content management & training
  • Unlimited ongoing support
  1. 01

    Identify

    Build focused lists of schools, trusts and local authorities around the customers Greenhouse already serves.

  2. 02

    Prospect

    Two separate lanes: Perry sources verified email addresses for heads, business managers and trust leaders, while Dripify sends natural LinkedIn connection requests to the same people.

  3. 03

    Engage

    Coby handles the email conversation — segmenting each audience, drafting relevant replies and keeping follow-up moving. Luka manages LinkedIn engagement, while Dripify automates the sequenced LinkedIn messages. Everything is reviewed by a human before it is sent.

  4. 04

    Convert

    Manage replies, actions, demos and live opportunities through Connect CRM.

Proven ground · what schools value

  • Mobile friendly by design
  • Accessibility-aware builds
  • Compliance-ready school pages
  • Unlimited UK-based support

Who Greenhouse already works with

Primary schools · Secondary schools · Multi-academy trusts · Federations · Local authority school groups

Section 03

Two growth lanes

Grow outwards from the schools you already serve.

Every existing Greenhouse website is a reference point. Outreach is built around real, nearby proof rather than cold, generic approaches.

Multi-Academy Trust Infill

Where Greenhouse already builds for one or two schools in a trust, target the remaining schools and the central trust team to win the whole estate.

  • Map every school inside trusts already served
  • Perry sources trust and school persona email addresses
  • Approach central trust marketing, operations and finance leads
  • Lead with the sites already live inside that trust
  • Offer consistency across the trust's school websites
  • Run persona-led LinkedIn and email campaigns
  • Track trust-level opportunities in Connect

Local Authority & Postcode Penetration

Use current customers as social proof to reach neighbouring schools in the same local authority and surrounding postcodes, where referrals carry the most weight.

  • Prioritise local authorities with existing Greenhouse schools
  • Build postcode-radius lists around live customers
  • Reference nearby school websites by name in outreach
  • Ask happy customers for warm referrals and quotes
  • Target heads, business managers and marketing leads
  • Time approaches around website renewal cycles
  • Track coverage by local authority and postcode
Section 04

Dedicated LinkedIn service

Dripify opens the conversation.

Prospecting and connecting are two distinct lead generation activities. Perry hunts verified email addresses for key school personas, while Dripify connects on LinkedIn with heads, business managers and trust leaders using a natural introduction, then moves engaged prospects into a coordinated Connect campaign.

  1. 01Agree target trusts, local authorities and postcodes
  2. 02Agree the personas Dripify should connect with
  3. 03Send a natural connection request
  4. 04Monitor acceptance and engagement
  5. 05Move suitable LinkedIn contacts into Connect
  6. 06Begin a relevant AI-supported conversation campaign
  7. 07Assign human follow-up actions
Example connection approach
Hi [First name], we recently built the new website for [Nearby school] and I noticed you look after [Organisation]’s site. Thought it would be useful to connect.

Credible, low-pressure and specific to the person—not a hard sell within the connection request.

Dripify — LinkedIn campaign
Connection activity, acceptance rates and engaged prospects at a glance.
Section 05

Targeted email outreach

Make Greenhouse websites impossible to overlook.

Connect will be used to send visually engaging email campaigns to carefully selected schools and trusts. Each campaign pairs a nearby, recognisable website launch with a clear reason to start a conversation.

  • Campaigns segmented by trust, local authority and postcode
  • Recent Greenhouse school website examples
  • Personalised messaging by persona
  • Clear but low-pressure calls to action
  • Planned follow-up sequences
  • Campaign engagement reporting
  • Interested schools moved into the active pipeline

Campaign flow

  1. 1Target school
  2. 2Nearby proof
  3. 3Hero campaign
  4. 4Engagement
  5. 5Conversation
  6. 6Demo
Connect — Hero email campaign
A branded campaign built around recent Greenhouse school website launches.
Section 06

Partnership KPIs

Clear measures of momentum.

These measures keep the partnership focused on a tidier CRM and genuine school conversations rather than vanity activity.

1

A simpler CRM in daily use

Every school, trust, contact and opportunity in one workspace the team actually keeps up to date, replacing spreadsheets and scattered notes.

2

Automated lead generation

Perry prospects verified email addresses for key school personas each month, with Dripify connecting on LinkedIn, so new conversations start without manual list building.

3

Multi-academy trust infill

Additional schools targeted inside trusts Greenhouse already serves, working towards full trust coverage rather than isolated sites.

4

Local authority & postcode penetration

Neighbouring schools approached in the same local authority and postcode areas, using current customers as referrals and social proof.

Section 07

What is included

Everything in one agreement.

Products and services included in the partnership
Product or serviceIncludedPurpose
Connect SubscriptionYesSales CRM, email marketing, campaigns, pipeline management and reporting
AI Agents (Perry, Coby & Luka)YesEmail prospecting, conversations and LinkedIn engagement with human approval
Email Hero CampaignsYesBranded outreach campaigns and structured follow-up activity

Please note: Dripify is a separate subscription, taken out directly by Greenhouse at approximately £40 per user per month. It is not included in the Connect subscription above.

Section 08

Build your platform

Pay for the modules you need. Nothing you don’t.

A small platform fee covers the connected customer record. Add the modules that matter today, and agent credits only for the work agents actually carry out.

Select your modules

Prices are per workspace, per month, however many people you invite.

Platform fee · always included

People and organisations directory, storage, infrastructure and support.

£16

Agent credits

One credit is 1p at list price. Credits are used when an agent finds an email address, researches a page, runs a search or sends outreach.

Need more mid-month? Top-ups are £10 for 1,000 credits and roll over.

Your monthly total

£133/month

Platform fee
£16
3 modules
£67
Agent credits
£50

Unlimited team members. No per-seat charges.

Indicative list pricing. We’ll confirm the right shape for your team.

Section 09

Commercial terms

Term
12 months
Investment
Modules selected below, plus agent credits
Total contract value
See build your platform
Delivery
Monthly subscription

Products included

Connect modules, AI agents and a dedicated LinkedIn service

The partnership is a rolling monthly subscription, with priorities agreed each month between Connect and Greenhouse. Module selection can change as the business changes, and agent credits are only consumed by work the agents actually carry out.

Indicative list pricing. Final figures confirmed before start.

Section 10

Fill the trusts. Cover the map.

On approval, the subscription begins with an onboarding session to agree priority trusts, local authorities, target schools, key personas and the referral proof to lead with.

  1. 1Approve the subscription
  2. 2Arrange an onboarding session
  3. 3Configure Connect and Dripify
  4. 4Launch the first campaigns

Book your onboarding

Choose a time for the onboarding session

Pick a slot that suits your team and we will agree priority trusts, local authorities, target schools, key personas and the first campaigns.

Book your onboarding session