This document summarizes the TargetX Engage product which aims to improve academic advising. It discusses challenges students face in their education and lists university support services available to help. TargetX Engage allows advisors to easily access student records and notes to better tailor support meetings. Advisors can prioritize at-risk students, track meeting details, and integrate advising with other campus systems like appointment scheduling. The product also enables advisors to conduct follow-up call campaigns with students. Feedback is sought on a prototype of TargetX Engage available at the company's Product Lab.

1. #TargetXSummit
TargetX Engage + Product Roadmap
DJ Jagannathan

2. #TargetXSummit
TargetX Vision:
Provide students and alumni
with the skills necessary to
achieve their life and career
aspirations.

3. Students need help managing one of their biggest predictors of success in life -
their education.

4. 1. Does the school offer high quality teaching?
2. What financial aid is available?
3. Is the school welcoming to international and diverse students?
4. How well known is the brand?
5. What are the employment rates for graduates? What assistance is available?
6. Are there affordable accomodations?

5. 1. Balancing work and studies is too hard
2. Tuition is too expensive
3. Illnesses get in the way
4. Stress is overwhelming
5. Classes and work are harder than expected
6. The parties are hard to resist
7. Not emotionally ready

6. ● Admissions Office
● Financial Aid
● Office of the Registrar
● Student Learning Center
● Career Center
● Counseling and Wellness Center
● University Housing

7. Academic advising is in the top 3 most important areas of the student
experience according to students polled at different types of universities.
Ruffalo Noel Levitz (2017). 2017 national student satisfaction and priorities report.

8. You can also see TargetX Engage in action at our Product Lab

9. Objective: Allow advisors to conduct meetings that actually push students closer to
achieving their goals.
● A common portal for supporting 1:1 engagement with a student
● Easy access to a student’s record in your CRM
● Keep a consistent set of notes and follow ups about the student to make sure
their support is tailored and effective no matter who they are speaking to

10. Prioritize students with
urgent concernsSee students who have requested to
meet with you
Pick up students out of order
if you recognize a name

11. Understand why the student came in
for a meeting View notes from past meetings for context
Track the length of your meeting and see
how many students are waiting in line
Access basic profile information and
the full contact record

12. ● Integration with Student Success Center and Appointment Scheduler
○ Run all your meetings in one place
○ Access all your notes on students in a centralized location
○ Keep an eye on all of your student interactions

13. Calendar of appointments for the day Waiting queue All of the other students assigned to you

14. ● Integration with Student Success Center and Appointment Scheduler
○ Run all your meetings in one place
○ Access all your notes on students in a centralized location
○ Keep an eye on all of your student interactions
● Telecounseling Center
○ Call at-risk students or students you haven’t heard from in a while
○ See relevant information about the student so you know what to address in your call
○ Take notes and record follow up steps for future reference

15. Begin a telecounseling
session from SSC

17. ● Make running call campaigns to past, current, and future students easy
● Upload and include scripts for calls
● Create dynamic lists of recipients
● Track the length of calls, take notes, assign follow up actions, and customize
call results
We have a prototype at the Product Lab and would love your feedback.

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Thank You
e: dj.jagannathan@targetx.com