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Resources - Client-Facing, College Readiness Curriculum, Routine Assignments Packages

Resources - The Blueprints to College Counseling Client-Facing Routine Assignments Packages

 
 
Purchase Routine Assignment packages to be used exclusively with the CounselMore Routine Assignments functionality. The assignments can be used as the comprehensive college readiness product plan or break up the assignments into several smaller service packages, or spread out the assignments for preparation services in grades 8, 9, 10 and/or use with Broadcast Messages.
 

Common queries:

1. What is the discounted price for the curriculum and how do I access the discount as a new member?

  • All new members will find a discounted price offer in their app. Navigate to your Toolbox and click "see more" or next" the payment offer will open. 

2. If I purchase the curriculum and for some reason need to put my account on hold, would I need to purchase the curriculum all over again?

  • There isn't an option to put your account on hold but you can downsize to the smallest plan and still maintain all of your purchases

CounselMore College Readiness Curriculum

 
  • College Readiness Presentation Slides - Ready to use!
  • Resume examples by theme
  • Successful Candidate profiles
  • Templates Meeting Agendas
  • Letters to HS Counselors
and so much more...
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COURSE PROGRESSION PLANNING

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WORKING WITH DIFFICULT CLIENTS - SETTING EXPECTATIONS

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ROUTINE ASSIGNMENTS — USED IN ASSIGNMENTS TAB

Navigation:
Menu → Add Routine Assignments(Select Curriculum → Assignments)

Use the list of assignments as your service delivery roadmap.


WORKFLOW OF ROUTINE ASSIGNMENTS

  1. Check “Done” for any assignments that do not apply to the student.
    (These can be retrieved later if needed.)

  2. Edit each assignment according to your notes and preferences.

  3. Select the Audience — determines who the assignment is for.

  4. Set the Start Date — assignments become visible to the student on this date.

  5. Set Email Delivery Pattern — choose how often the student receives their active assignments via email.


PURPOSE AND PROFESSIONAL CONTEXT OF COUNSELMORE COLLEGE READINESS CURRICULUM

Most new Educational Consultants start their practice without knowing what other consultants include in their comprehensive service packages. Without that visibility, it’s difficult to determine:

  • Whether they are offering too much or too little.

  • How many hours are typically built into a comprehensive plan.

  • What deliverables are expected within those hours.

Even when a consultant knows the total number of hours to include, without understanding what those hours consist of, it’s nearly impossible to price or plan effectively.

 

The CounselMore Curriculum provides that missing structure.
It is both a jump start for new Educational Consultants launching their first company and a growth framework for experienced consultants who want to expand without reinventing the wheel.

While many consultants could create their own curriculum, doing so in isolation means working in a vacuum—without the benefit of knowing what’s standard across the industry.


By purchasing the CounselMore Curriculum, consultants gain:

  • A clear understanding of the most common products and packages offered in the profession.

  • Awareness of the average cost and scope of comprehensive services.

  • A ready-to-use framework that can be personalized with the counselor’s own flavor, nuance, and signature style.

  • Built-in software instructions inside the assignments, removing one step in client onboarding and delivery.


Counselors can even use the assignments as scripts for their own videos, turning each step of the process into a visual, branded experience for their students.

It’s a fast and effective way to professionalize your company while preserving your personal touch.


THE VALUE OF A REPEATABLE FRAMEWORK

Educational services are inherently intangible, and CounselMore’s approach makes them tangible and measurable.

By using structured assignments:

  • Counselors create a repeatable framework for service delivery.

  • Every student follows a consistent, measurable path through college readiness.

  • Counselors gain a global view of progress across their entire caseload.

 

During the College Readiness Phase, students complete emailed assignments that prepare them for the college application process.
When a student marks an assignment Done, the counselor is automatically notified and may either accept or return the work, creating a steady rhythm of communication and progress.

This structured process transforms an Educational Consultant’s expertise into a tangible, data-informed service — one that builds trust, demonstrates value, and scales efficiently.

Everything begins with the CounselMore Curriculum
your foundation for defining services, standardizing delivery, and accelerating the growth of your educational consulting practice.


 

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and several more

SEPARATE PARENT ASSIGNMENTS FROM STUDENT ASSIGNMENTS

EVERY ASSIGNMENT CAN BE EDITED

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How do I buy the Routine Assignments?
Click here to go to your Settings > Toolbox. The first item in the list is the 'Blueprints to College Counseling' / Routine Assignments.

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Who wrote the Routine Assignments?
CounselMore studied the service delivery process of hundreds of practicing college counselors. The best practices and common threads of the comprehensive college finding, planning, placement and enrollment service packages were identified, codified and systematized into the CounselMore College Counseling Software. This is why counselors easily find their process reflected back in CounselMore software because it was grown from the grassroots of college counseling.


Can I see the Assignments before I buy?
Of course! Sample can be found on our website here.
Or Follow the instructions below to see the sample assignments in your account. These are preloaded in your routine assignment settings:
Log into your CounselMore account
Click on your name at the top far right of your window
Click on "settings"
On the left hand side you'll see "routine assignments," click that, the center of your screen will now show sample assignments under banners that can be opened by clicking on the " > " to the left of the title.
TABLE OF CONTENTS


After purchasing either Assignments package - what happens?
Goto your Routine Assignments in your Settings menu and the assignments will auto-populate there.
You can begin editing there and the original copy will change.
You can apply to any student's record, Assignments tab and make edits once the assignment is in the student's record. That will preserve the original assignment.
You have also received an email with Google Drive access to a pdf document. That is the Counselor's Reader Version of assignments.
There are over 40 Assignments. Not all will pertain to every student. You will pick and choose which pertains to each student's needs.
The Assignments can be used for any grade. Consider using Assignments throughout the college readiness process.
You will receive Student And Parent And Counselor Assignments. The Parent Assignments are process education for your current and prospective clients. Use your Assignments in scheduled Broadcast messaging.
If you are new to educational consulting - Welcome! You are the first generation of independent educational counselors who have had the luxury of any codified college readiness process. Still today, no other application, certificate program, or training service offers you anything comparable. Why? Because we truly want you to counsel more!
Wouldn't a counselor have their own To Do list, A.k.A assignments?
Sure they do. Many counselors prefer to author their own Routine Assignments while others are interested in an off-the-shelf process they can trust but edit to their own style. CounselMore's Routine Assignments can also be edited by the counselor, making it the best collaboration tool.


How does CounselMore update Routine Assignments:
CounselMore is made aware of necessary updates by you!
In the header of your account, click Help > Submit an Idea
Some assignments are shepherd by one individual professional education consultant who is also a member of CounselMore. They've contacted support and have requested the opportunity to take responsibility for the annual revision of a single assignment. You are welcome to do that too!
There are supplement assignment packages (Financial, Arts, Athletes, and more.) Consider contributing to a supplement package.


How do CounselMore members participate in collaboration?
Submit your update suggestions: CounselMore Collaboration Lab
Sign into your forum account, using the same email address as your CounselMore account.
A new tab will open. You will enter the Collaboration Lab. First search to see if a colleague has already made the suggestion and contribute to their idea or up-vote their suggestion.
And/Or click Help > Contact Us and send a quick communication directly to our Support Team.


Can I edit the Assignments?
Yes! Each one is edit-able.


Do I have to pay an additional fee per student?
No. The cost of your CounselMore service plan remains the same. Please see pricing page. You must be an active member of CounselMore counseling tools (College data members are not eligible) to purchase the CounselMore Comprehensive Assignments packages.


How do I purchase Routine Assignments?
Settings Menu CounselMore
Purchase via your Settings > Toolbox > Assignments Packages

There is more than one set of Blueprints to College Readiness. There is the core set "Comprehensive" and there are supplemental assignment packages dedicated to topic areas. Choose appropriately.
Assignments will auto-download to your Routine Assignments bank.
You will be able to immediately access the assignments there:
Settings > Routine Assignments.

The total one-time cost is  $___ (please follow the purchase instructions above, you will be taken to the pricing page).
TRAINING VIDEO

A complete copy of the Terms and Conditions can be reviewed in your account Settings menu under "My Account". 
Advanced:
Check out how one counselor enhanced her Assignment delivery by creating a video to accompany each assignments.
Click to view an example of what you can do to enhance your high touch services.
support@counselmore.com

How would I build my own assignments?