Slate Consulting: Strategy, Support & Training

Unlock the full power of Slate with ERI’s tailored solutions—expert consulting, training, and integrations that elevate the student experience and drive enrollment results.

Unlock the Full Potential of Slate with ERI

At ERI, we understand that technology is only as powerful as the strategy and training behind it. That’s why we’re expanding our digital marketing services to include dedicated Slate CRM consulting—built for institutions ready to maximize their enrollment marketing ROI, streamline operations, and empower teams through better understanding and use of Slate.

Slate Strategy & Optimization

Whether you’re new to Slate or looking to refine your current setup, we’ll work with you to audit, optimize, and align your instance with your strategic goals—so Slate becomes an engine for enrollment success, not just another tool.

Instance audits
Campaign strategy & performance optimization
Process automation consulting
Segmentation and personalization best practices

Enrollment-Focused Slate Setup

Your prospective student journey deserves to feel intentional, seamless, and authentic. We help institutions create experiences that move the needle—from inquiry through matriculation.

Event and campus visit management
Application workflows and communications
Behavioral tracking and journey mapping
Data integration with institutional systems

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Hands-On Slate Training

We don’t just do it for you—we teach you how to get more from Slate. ERI’s approach includes robust knowledge transfer and collaborative sessions designed to empower your team.

Custom training sessions tailored to your staff roles
Real-time walkthroughs and use-case demos
Tips, tricks, and time-saving shortcuts
Ongoing support to ensure long-term confidence

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Creative & Technical Integration

As a digital-first strategy and design firm, ERI is uniquely positioned to bridge the gap between your Slate setup and your brand experience. We ensure visual and technical consistency across your enrollment marketing ecosystem.

Branded campaign templates & assets
Microsite and landing page development
Integrations with websites, CRMs, and analytics tools
Custom portals and personalization strategies

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Why ERI?

We’re not a plug-and-play vendor. We’re a higher ed partner—blending award-winning creative with deep technical expertise. From Harvard Business School to regional liberal arts colleges, our team has helped institutions transform the way they communicate, recruit, and inspire.

With our Slate services, we aim to make powerful technology more accessible, actionable, and aligned with the heart of your mission.