Demo

demonstrated solutions

How Educational Planners Leverage Technology

to Manage their Practice


3 Phase college shopping, list building & Application Tracker


Navigate the labyrinth of college admissions like a pro with our definitive guide on "College List and App Tracker: Settings." This must-watch video, for new comers to begin expertly crafting college lists. CounselMore captured the excellence of seasoned professionals, to empower every counselor to build a balanced college list and task-master application tracking. Say goodbye to application-season chaos and hello to streamlined efficiency. Unlock actionable insights, unparalleled collaboration, and application timelines, admissions strategies and college candidate shaping tools. Impress your parents with a well organized plan. Don't miss out; elevate your practice to new heights today!


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.


LEARN FROM INDUSTRY EXPERTS


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


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.




NEXT STEPS

Register for your Free Trial today.

Reserve your first training session.

Perfect your practice.

Start Your Free Trial
Share by: