Educational Consultants

SOFTWARE FOR EDUCATIONAL CONSULTANTS

For Student Planners who want to work faster

and smarter. Light a guided path to success.

Deliver your Services Confidently from the Beginning.


Our Easy Software and Counselor Training Programs Moves your Understanding Forward Quickly

to be the Best College Planner You Can Be.


Candidate Shaping Tools guide the counselor before guiding the student. Balanced assessment using the reported Common Data Set.


Integrated appointment scheduling, sync calendars and add to student 'To Do'. Make 'no-show' never happen.


Application Tracking with task generation brings your spreahsheet to a new level of productivity. Submitted, Accepted, Declined, Waitlisted, Scholarship, applied-major compiled analytics.


Your service delivery is simplified with  routines you build and customizations you define. Provide equity of service across unique clients by building process routines.


Google Drive integrations - to meet the Tech-Natives on their terms. Students use Google Drive - you should too!

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Save, Retrieve & Analyze your results year over year. You will change your application strategy when you have good information.


Never missing a deadline. Realtime updating on app-task status with text and color coding.


Build your niche focus services into routines you easily apply to student-process tabs. Pass on and train your system to others and grow your program.


Don't begin from scratch each, built your entire educational service delivery menu and track your unique student-clients effortlessly.

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"I signed on with CounselMore after years of creating my own systems and deciding I needed help scaling... I compared softwares and took the leap with CounselMore.


Since then, I, have been absolutely wowed by the training, customer support, and ease of learning the software."


- Claudine Vainrub, EduPlan

New Educational Consultants!

Many new private college planners come from the public space and need help transitioning from serving students at their high school to serving students through their private practice.


It's a balancing act but with peer-colleagues it's easier. You don’t have to piece together a comprehensive plan or spend years developing your service offerings.


You can counsel with the confidence of a seasoned professional with our Apprentice Resources Add-On.


Our Student Portal has a 72% engagement rate.

A tool for modern college planners looking to meet students where they are.

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As a CounselMore Member you will have



Student and Parent Portals


CounselMore is the only solution with dedicated Student AND Parent Portals, offering client-access to a wealth of college data and search tools, surveys, assignments, and additional resources. Immediate content for your service programming needs - included!

Effortless Client Intakes


Website inquiries transform Prospects into names in your portal. Removing schedule redundancy! Clients self-onboard, share bio, transcripts, and scores. Schedule calls, jot private notes, build a college list, send contracts—all within minutes.


College Research & List Builder


Every plan includes a proprietary college database, that can be shared with clients for collaboration list-building.  Beat writer's block with our provided topic-based lists. Explore summer programs and gap years. Export a list as frequently as a student changes their major or mind. Review subjective admissions probability. All included!

Application Tracker


Simplify essay drafting with a one-click Google doc prompt. Compare ED/EA strategies effortlessly. Gain traction in the application season. Record outcomes and awards. Eliminate procrastination with notifications and portal tracking.

Assignments


Stop typing the same notes over and over again. Build process routines to minimize your work and student confusion. Create consistency and remove redundancy! Bring your own comprehensive service package or use the CounselMore college readiness package to apply a plug-and-play set of assignments.

Try Candidate Shaping Tools Now

Candidate Shaping


Upon entering their portal your student will answer questions directly related to the college's reporting on the national common data set. This will evaluate your candidate readily giving the counselor information to drive an academic and soft skill assessment. The only software with this tool!

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