demonstrated solutions

DEMONSTRATION OF PROCESS

This customer owns a tutoring company specializing in college guidance and uses CounselMore for all student assignments, achieving a 70% student portal adoption rate. They've integrated their CounselMore account with Calendly, allowing new clients to automatically populate their student list for immediate program enrollment. Additionally, they initiate client onboarding by welcoming parents to the Parent Portal, enabling parents to complete biography banners and minimize staff intake tasks. This is just one effective approach to client onboarding you can adopt with CounselMore.

BECOMING AN EDUCATIONAL CONSULTANT

Educational planner, college consultant, or admissions coach looking to elevate your practice? Discover the transformative power of CounselMore in this exclusive video featuring two successful entrepreneurs who used the CounselMore software platform to grow their business. They candidly discuss the real-life challenges of starting an educational consulting practice. This is your opportunity to gain insights on what its like to start your own lifestyle business from two who exceeded that goal. CounselMore can be your partner in success.

EXPERIENCED EDUCATIONAL SERVICES PRACTITIONER

Pam Shor, Mentor-In-Chief, a passionate college counselor with a rich background in education and media, has guided students to Ivy League Universities and hidden gems alike. Her experience ranges from developing award-winning multimedia software for Microsoft to working with gifted students at the University of Virginia. Pam's expertise in crafting compelling narratives helps students present their unique stories in the admissions process. Known for her straightforward wisdom, she's praised by peers and empowers everyone she meets. CounselMore is honored to have her approval and loves her dedication to mentoring. Listen to her wisdom in this short video. 3:20

COLLEGE SEARCH & BUILDING A COLLEGE LIST

Unlike anything found on the internet, this college list builder works because it understands exactly what educational consultants and college counselors are attempting to deliver to their clients. A detailed list of college acceptance history and current eligibility requirements. The most up-to-date admissions data in the world. The largest collection of domestic and international college admissions data and application requirements. Partner this capability with CounselMore's organized process management system and anyone who chooses to be an advocate for student success can be!

IS THE DATA RELIABLE?

Transform your college list building process with CounselMore, cutting the college list building time from three to five hours, down to just one. Use the extra hours to refine your services or even take a break!

CounselMore meticulously validates CDS data and leverages community crowdsourcing to ensure the most current admissions information available worldwide. Both domestic and international schools, add your own schools and information to create a unique database. It's a platform designed to empower educational consultants in school list building, application tracking and client service management.

GOOGLE DRIVE

As a new independent educational service provider, you have the option of an Associate plan to manage your client intake, task management and communications. Connecting Google drive is also included. The Professional level plan, adds the convenience of automation capabilities. Automations will duplicate the contents of any folder on your Google drive and drop the duplicate copies into the student's folder automatically. Save time, to counsel more students.

MULTIPLE STAFF MEMBERS

As your partner for success, CounselMore is designed to empower growth in educational consulting, offering multi-member licenses that are easy for owners to manage seasonal staff needs. The more licenses you add, the less you'll pay per license, starting at just $225 per month. With UNLIMITED student record storage, company Google drive integration, industry-first features that sets us apart. Each of your team members will access customizable Professional plan level capabilities. streamlined list building across your team, freeing up time to scale your practice. These are the tools, support, and affordability you need to grow. Migration takes 30 days or less! Contact us for your transition guide today.

ATHLETE COLLEGE SEARCH

The college search is complex for the average student, but even more so for athletes, with a nonlinear timeline and tasks that often take a step back for every two steps forward. CounselMore's tools, including a dynamic student list and app tracker, simplify this process. Advisors can create visual tracking grids and generate tasks that are sent to students via regular emails. This helps maintain focus in busy teenagers and keeps parents in the loop through their own portal. A video also showcases how one counselor uses CounselMore to track the process for elite high school athletes.

ACCOUNTING PAYMENT LINKS

Stop chasing payments, with CounselMore, you'll find invoicing your customers is easy. Choose any payment processing system that is best for your company. If you employ multiple payment options, you may want to create a payment center for your clients and our mentors will help you do that. Our friends at Short Story Marketing will help you to create a payment page, that offers all of the different options your customers can choose to pay you. Drop the link to your payment center into any of your invoices, your clients will click the link and be taken to your payment center, where they can choose the means that makes the most sense for them.