Live training & mentor sessions
Three tracks. Pick where you need support — set up the platform, learn the workflow, or develop your practice. Take all three, or just the one you need.
Live mentors 1:1 & group Included with every plan Drop in any week
Choose your starting point
Get the platform wired up. Settings, branding, integrations, custom intake — the mechanical work, done quickly with a Tech Mentor or fully self-guided.
Where the software meets your service delivery. Group sessions led by Peer Mentors — learn alongside other counselors, see how others work, build the muscle memory of the platform.
Beyond the software. Build your product, price your services, scale to a team — and when you're ready to grow, sit down with our most experienced Peer Mentors. Included with your subscription.
Not sure where to start?
Your progress, not your sessions
The real markers of momentum — and they show up on your dashboard, not in your inbox.
"How do I get clients?"
Client acquisition, pricing, and building your product belong in Track 3 — Practice Development, not in the platform training sessions. Book a Practice Strategy session when you're ready to dig in — we'll route you to the right Peer Mentor.
Book a Practice Strategy session →Ongoing community sessions
Drop in any weekSelf-serve reference
Read or watch on your own. Linked from every Foundation session.
Better counselors. Better outcomes. Every student.
Three tracks, one community, real mentors. Foundation gets you set up, Workflow gets you fluent, Strategy gets you growing — all included with your subscription.
Bootstrapped since 2016 Your data stays yours Cancel anytime
CounselMore respects your time and the way you already run your practice. The platform is flexible — built to fit your existing process, not replace it. Move through the seven steps using self-guided videos and articles, book live sessions with our Peer Mentors and Tech Mentors, or do both in the order that works for you. Pause, implement, come back when you're ready.
CounselMore is the fastest way to get a real system in place. The college list and application tracking tools become indispensable within your first week. The bonus most new counselors don't expect: in your live sessions, our Peer Mentors walk you through not just how the platform works, but why they make the choices they make in their own practices. That's professional mentorship layered on top of training — and it's the part most new IECs say accelerated their first year.
You'll get up and running quickly, and you'll be pleasantly surprised by how present our team is once you're in. The people behind the software actually care about your practice — when you need help, you get help. If you're transitioning from another platform, our migration experts will populate your account for you so change management stays manageable. Your process, your structure, your client history — preserved.
Multi-counselor practices get hands-on support: our trainers work directly with your counselors, and our developers help connect the tools you already use. We meet your team where they are and build adoption in stages — core staff first, expanding as confidence grows.
Take every session, take none, or mix and match. The steps are designed so you can pause and implement at every stage — your account grows up alongside your practice. Big Practice? Big Plans? Yes we support large teams and deep technology infrastructure too. Questions here
Now you're ready to follow up with these articles & live support sessions to make systematic choices that improve your service delivery.
Book 1:1 Account Setup - 30 min.
Select default data columns and learn best practice for working a college list. Follow up by clicking the link below for a live talk-through.
Group List Building Walkthrough - 1 hour
Create your customer's experience with standard or enhanced options. Brand your login page and fire up onboarding. This session takes a deep dive into the end-user's service delivery performance.
Student Portal Overview - 1 hour
4. Google Drive - article
You will need a paid subscription before connecting your chosen Google Drive. The linked article above will guide you easily or meet with us for a quick connect & friendly chat.
Book Integration - 15 min.
5. Routine Assignments - article
If you're a new practitioner, consider the CounselMore College Readiness Curriculum as your first product offering. That will expedite your launch. If you are experienced, then standardize your product into consistent, measurable process delivery via the Assignments functions.
Routine Assignments Building - 1 hour
6. Scheduling Tools - article
Choose between Acuity or Calendly scheduling tools for simple sync across platforms & calendars. Student Last Meeting, Next Meeting and links, all work in your CounselMore portal.
Book Calendar Sync Session - 30 min.
7. Accounting & Time - article
Add your products & prices, Track time-spent per product, add payment links to invoices, email to customers. Export financial reports - all in one platform.
Join Billing Setup - 15 min.
New to Educational Services?
Join a demonstration especially for new consultants or those transitioning from the high school.
Demo - 30 min. (20 min. Q&A)
Click the link for Sales Help Get your immediate questions answered!
We’re here to help you build a sustainable, modern practice that elevates the work you do every day. CounselMore is a service delivery platform. Here, you will manage students, deliver services AND access the most up-to-date admissions information available in the the world!
Register for your free trial and start exploring CounselMore’s tools immediately.
Start Free TrialWatch a short video that walks through College List building and the App Tracker setup.
Watch Training VideoSchedule a meeting with a Peer Mentor who will guide you through onboarding and setup.
Book Your Mentor MeetingListen in on this Peer Mentor call. Our Peer Mentors are professionals who are ready to help you launch your practice! Join today!
NEW TO EDUCATIONAL CONSULTING
Being new to anything is an awkward feeling. Most new educational consultants speak about dedicating their time and attention to training programs that left them with more questions. New members of CounselMore are surprised by our pragmatic resource sharing, ACCELERATOR Academy, and codified college-readiness plans, making it so easy for anyone with an interest in educational planning for student success to learn the steps every student needs before applying to college, submitting financial appeals, athlete recruitment, and the service platform to deliver and track those services effortlessly.
ADMISSIONS EVENTS CALENDAR
CounselMore's admissions calendar is a unique and invaluable resource for educational consultants, featuring a comprehensive compilation of college admissions events. If it is a professional event of college informational, you'll find it on our unique calendar. From college fairs to scholarship announcements and decision release dates. This unparalleled tool exemplifies CounselMore's dedication to providing cutting-edge resources that streamline the admissions journey, making it an indispensable asset for professionals in the field.
"I love it. What’s even more important is that my students and their parents love it."
- Lee Bierer,
Bierer Consulting & Publishing
"I wanted to move from part time consulting to full time. I thought I just needed to get more clients but even an independent practice needs infrastructure."
- Espie Flores,
All College Pros
It's efficient, affordable and easy to use! When I was researching different platforms it stood out because it was going to be a tool for me and families and most importantly, my students!
- Gerene Keesler,
Admissions Untangled
CounselMore is overflowing with intelligent tools to improve your service delivery.
Seamlessly search for schools, make recommendations, generate tasks and keep track of each application requirement per school in our one-of-a-kind
app tracker!
Even get notified when student assignments are completed.
Centralize all your student-client information under one tool and you can even integrate it with your digital marketing tools. Add customizations to your data, making unique, repeatable programming.
Find out how your peers use CounselMore—attend
Study Hall!
