This article walks through the essentials of account set up with links to resources. Follow articles in order.
Follow articles in order.
Client Management
Foundational Learning for the Primary Account Holder
Client Onboarding Best Practices
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MUST READ: Step-by-Step Client Inquiry to Booking (website, scheduling app, intake, invite)
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Initial Shared Client Documents: Welcome, Counselor Bio, Service methodology, Menu of services, cost of services, contract, generated CounselMore reports
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Self Guided Counselor Account Set up, Article and Videos, detailed steps
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When choosing default information data columns for my college lists, which columns do other Counselors choose most?
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Ideas for Serving a group of students instead of 1:1 services
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Client Management, Tagging Student Records for Organization and Analytics
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Choosing a Focus for your Service Offering
https://www.counselmore.com/finding-your-niche-in-the-educational-consulting-market -
CounselMore College Readiness Curriculum
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Parent/Student DIY Curriculum, College Sharks
- Purchase link on parent page
Branding and Appearance Customization, Preparing for the Client’s Experience:
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What does the Client Portal Look like?
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Unique Client Portal login page, Webmaster tools
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Adding logo and colors to client login page
- https://helpdesk.counselmore.com/my-business-branding-student-portal
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Advanced: Customize portals, white label Ideas
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Client’s Portal Experience, log in as the Client
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Account Branding
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Customize Client Portal Invite
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Lead Generation tools, Listing in CounselMore’s Professional Service Directory
Measuring Services:
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Creating Measurable Service Package
- https://helpdesk.counselmore.com/self-guided-7-accounting-profiles-time-tracking
- Case Study - Assignments as vehicles carrying information
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Using the Timer for Time Tracking & Invoicing
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Reports and Reporting, record information to make actionable reporting
Client Management: CounselMore is not a CRM but it has tools that supports the CRM process and integrations with other tools like Zapier are optional. Deeper customization of the platform is also available through our custom development projects, contact support for details
College List Building and Application Management
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Candidate Shaping Tools
Using the College Data Menu
https://helpdesk.counselmore.com/default-college-data-menu-basics-
- Customizing Data Columns
https://helpdesk.counselmore.com/college-data-add-your-custom-data-to-the-database - Pre-made College Lists
https://www.counselmore.com/college-search-and-list-builder
- Customizing Data Columns
- Application Management:
- Google Drive Integration for Essays https://helpdesk.counselmore.com/how-to-export-essay-prompts-to-google-drive
- Promoting Schools to the App Tracker
https://helpdesk.counselmore.com/new-accounts-college-search-to-app-tracker-tile-view-promote-schools-forward-back - Generating & Managing Application Tasks https://www.counselmore.com/application-tracker https://helpdesk.counselmore.com/app-tracker-status-strategy-columns-for-application-requirement-columns
- Outcome Tracking:
- Tracking Enrollment & Financial Appeals
https://helpdesk.counselmore.com/reports-accepted-/-declined-admissions-reporting
https://helpdesk.counselmore.com/toolbox - Broadcasting Messages to Clients
https://helpdesk.counselmore.com/settings-broadcast-messages
- Tracking Enrollment & Financial Appeals
- Requesting & Tracking Outcomes
https://helpdesk.counselmore.com/application
Can I add schools to the database? Yes , Submit via the app or send email to support@counselmore.com
How do I change or update data? Submit via the app or send email to support@counselmore.com
How do I know if the data has been updated? Every cell is data stamped for freshness
Where does the data come from? Common Data Set, Crowdsource, IPEDS, other paid resources
I'd like training from another counselor who uses CounselMore. Check our Peer Mentor page where you will find counselor - trainers.