Resources · Templates
Templates and checklists.
Ready-to-use checklists and templates for website launches, intake planning, campaign launches, lead response and NAAC evidence. Copy them, adapt them and share them with your team.
Website launch SEO checklist
Use this before any new website, redesign or microsite goes live. Each item lists why it matters and how to check it. Our web development team runs this checklist on every launch.
| # | Item | Why it matters | How to check |
|---|---|---|---|
| 1 | Server-side rendering | Crawlers and AI bots see full content without running JavaScript | View page source and confirm body text and links are present |
| 2 | robots.txt | Controls what crawlers can access; a staging rule left in can de-index the site | Open /robots.txt and confirm no Disallow: / and that the sitemap is listed |
| 3 | sitemap.xml | Helps search engines discover all important pages quickly | Open /sitemap.xml, check only canonical 200 URLs, submit in Search Console |
| 4 | Unique title tags | Titles drive rankings and click-through; duplicates confuse search engines | Crawl the site with an SEO crawler and filter duplicate or missing titles |
| 5 | Meta descriptions | Improve click-through from search results | Crawl for missing or duplicate descriptions; aim for about 140–160 characters |
| 6 | One H1 per page | Gives each page a clear primary topic | Crawl for pages with zero or multiple H1 tags |
| 7 | Canonical tags | Consolidates duplicate URLs, such as tracking parameters | Check each template for a self-referencing canonical |
| 8 | Open Graph images | Controls how pages look when shared on WhatsApp, LinkedIn and Facebook | Paste URLs into a social share debugger and check the preview |
| 9 | Custom 404 page | Keeps lost visitors on the site and returns a correct 404 status | Visit a random URL; confirm a helpful page and a 404 status code |
| 10 | 301 redirects | Preserves rankings and links from old URLs after a redesign | Test a list of old URLs; each should 301 once to the right new page |
| 11 | Image alt text | Accessibility and image search; describes images to crawlers | Crawl for images with missing alt attributes |
| 12 | WebP images | Smaller files mean faster pages on mobile data | Check image formats in browser developer tools or a speed test report |
| 13 | Lazy loading | Defers off-screen images so the first screen loads faster | Confirm loading='lazy' on below-the-fold images |
| 14 | Organisation schema | Confirms the official name, logo, address and profiles to search engines | Test the homepage in Google's Rich Results Test or Schema Markup Validator |
| 15 | Breadcrumbs | Shows hierarchy to users and search engines | Check visible breadcrumbs and BreadcrumbList schema on inner pages |
| 16 | Internal links | Spreads authority and helps discovery of programme pages | Crawl for orphan pages with no internal links pointing to them |
| 17 | Google Analytics | Measures traffic, enquiries and conversions from day one | Use GA4 DebugView or Realtime to confirm page views and form events |
| 18 | Search Console | Shows indexing, queries and technical errors | Verify the domain property and submit the sitemap |
| 19 | Privacy policy | Required for lead forms, ad platforms and data protection compliance | Confirm a linked privacy page in the footer and next to forms |
| 20 | Working contact form | Every broken form is a lost admission | Submit a test lead and confirm it reaches the CRM and triggers an acknowledgement |
Intake planning template: July intake
A month-by-month plan for a typical July intake of UG and PG programmes. Adjust windows to the entrance exams, board results and counselling rounds relevant to your programmes. KPIs should be set from your own previous-cycle data.
| Month | Phase | Channels | KPI |
|---|---|---|---|
| September–October | Review and plan | CRM analysis, website and SEO audit, creative planning | Last-cycle funnel by programme documented; seat targets agreed |
| November–December | Foundations and awareness | SEO content, YouTube and social brand content, Google Business Profile, school and coaching outreach | Organic traffic to programme pages; tracking and CRM integration complete |
| January | Early demand capture | Search campaigns on brand and programme terms, Meta lead campaigns, retargeting | Leads and qualified lead rate by programme |
| February–March | Demand capture at scale | Search, Meta, Performance Max with offline conversions, aggregator listings, webinars | Cost per qualified lead; lead-to-application rate |
| April | Application push | Deadline messaging, scholarship campaigns, WhatsApp nurture, counselling events | Applications started and submitted; cost per application |
| May | Results and decisions | Board and entrance result campaigns, parent sessions, campus visits | Application-to-admission rate; offers made |
| June | Conversion and fee payment | Counsellor follow-ups, fee deadline reminders, parent communication | Admissions and fee payments against seat target |
| July | Yield and joining | Pre-joining engagement, orientation communication, late-cycle search for vacant seats | Joining rate; seats filled; cost per admission |
| August | Close and learn | Post-cycle review, source-wise analysis, plan for next cycle | Final cost per admission by programme and channel |
Admission campaign launch checklist
Strategy
- Seat target, budget and target cost per admission agreed for each programme.
- Audience defined: student, parent or working professional; geography; language.
- Key messages, proof points and offer (scholarships, deadlines) approved.
- Intake dates, fees and eligibility verified with the admissions office.
Tracking
- GA4 events for form submission, WhatsApp click and call click tested.
- UTM conventions documented and applied to every link.
- GCLID and FBCLID captured in hidden form fields and stored in the CRM.
- Offline conversion import (Google) and Conversions API (Meta) configured for qualified and admitted stages.
Pages and forms
- Dedicated landing page per programme or programme group.
- Page loads quickly on a mid-range phone on mobile data.
- Form tested end to end: submission, CRM entry, acknowledgement message and counsellor assignment.
- Privacy policy linked and consent wording present.
Campaigns
- Search campaigns split by programme with brand and non-brand separated.
- Negative keywords added for jobs, free courses and irrelevant programmes.
- Ad copy states programme, mode, location and a clear call to action.
- Creative approved in required sizes and languages.
- Remarketing audiences created and exclusions set for admitted students.
Admissions team
- Counsellors briefed on campaign messages, offers and FAQs.
- Speed-to-lead SLA communicated and reporting in place.
- Lead stages and disposition codes agreed and trained.
- Weekly review meeting scheduled with marketing and admissions together.
Speed-to-lead SLA template
Adapt the targets to your team size and enquiry volumes. Review compliance weekly by counsellor and by lead source.
| Stage | Trigger | Action | Target time | Owner |
|---|---|---|---|---|
| Acknowledge | New enquiry received | Automated WhatsApp or SMS with counsellor name and programme link | Instant | CRM automation |
| Assign | New enquiry received | Auto-route by programme, language and region | Instant | CRM automation |
| First call | Enquiry during working hours | Counsellor call with programme script | [Set your target in minutes] | Assigned counsellor |
| First call | Enquiry outside working hours | Counsellor call next working morning | Within first hour of next shift | Assigned counsellor |
| Retry | No answer on first call | Second call plus WhatsApp message | Same day | Assigned counsellor |
| Persist | Still unreachable | Further attempts across call, WhatsApp and email on different days and times | [Set number of attempts and days] | Assigned counsellor |
| Escalate | SLA breached | Lead reassigned and team lead notified | Automatic on breach | Team lead |
| Report | Weekly | Median response time and SLA compliance by counsellor and source | Every Monday | Admissions head |
NAAC evidence folder structure by criterion
A repository layout that keeps evidence findable for the SSR, AQAR and DVV. Create one folder per criterion, sub-folders per key indicator and metric, and a folder per academic year inside each metric. Confirm metric numbering against the current NAAC manual for your institution type.
- 00_Institutional_Profile: IIQA, approvals and affiliation letters, previous accreditation reports, master dataset of students, faculty and finance.
- C1_Curricular_Aspects: Board of Studies minutes, syllabus revision records, value-added and certificate courses, feedback forms, feedback analysis and action taken reports.
- C2_Teaching_Learning_Evaluation: enrolment and reserved category data, faculty appointment and qualification records, mentoring records, CO-PO-PSO mapping and attainment, examination and result data, Student Satisfaction Survey.
- C3_Research_Innovation_Extension: research grants, publications and citations, patents, MoUs and collaborations, incubation and innovation records, extension and outreach activity reports with photographs and attendance.
- C4_Infrastructure_Learning_Resources: infrastructure and IT inventories, library resources and usage, expenditure statements, maintenance policies and logs.
- C5_Student_Support_Progression: scholarship and freeships records, capacity building and career guidance, placement and higher-study data, competitive exam results, student council and alumni records.
- C6_Governance_Leadership_Management: vision and perspective plan, organogram, committee minutes, e-governance evidence, faculty welfare and FDP records, audited accounts, IQAC minutes and initiatives, AQARs.
- C7_Institutional_Values_Best_Practices: gender, energy, environment and accessibility audits, code of conduct, event records, two best practices, institutional distinctiveness.
- 99_DVV_Responses: clarification requests, responses and final outcomes for learning in the next cycle.
For help setting up the repository and data workflows, see our NAAC support service or read the NAAC Re-accreditation Readiness Guide.
Free audit
Want these as editable files with a free audit?
Tell us about your institution and goals. We will come back with a benchmark and a prioritised plan within one working day.
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- A senior consultant, not a sales script
- A plan built around your seat targets
FAQ
Frequently asked questions
Can we use these templates freely?
Yes. Copy and adapt them for your institution. The targets in the SLA and intake plan should be set from your own data.
Do the NAAC folder names match the official manual?
They follow the seven-criterion structure. Always confirm metric numbering against the current NAAC manual for your institution type.