Membership Newsletter

March 2024

Improvements  |  Events | You need to try  |  Members  |  Special

This Month at CounselMore:

• Migration Continues - we are so happy to hear from so many of you that the new performance level and new price are hitting in just the right spot! We will keep moving as fast as we can to move you forward faster.
• COLLABORATION LAB
• ZAPIER IS HERE to help automate your accounting and client intake!

Hold on to your hat and integrate anything!

We have completed the zap integration so now you can connect any software with your favorite software.

You may have already experienced some of the zap influence on your account. Wherever zap is available you will see an orange Zapier Asterix in the app. Other areas of the application are also accessible to zap. Read more here.

Just a reminder that we offer a discount on technology services with short story marketing. So if you are in need of deeper technology services we've made those arrangements for you. Click Here to Engage your Services.

EVENTS

Mark Your Calendars!

ACCELERATOR WORKSHOPS:

In case you weren't able to attend our recent workshop, no need to fret! We have more exciting sessions lined up for you in the coming weeks. Stay tuned for  event details, and make sure to check your inbox about our next workshop. 

In our January workshop, we learned about using AI for passion projects from Marc Gray, Director of Education at Odyssey College Prep. Each participant received an additional instructional video, a website template, and AI whisper for each phase of the project. If you'd like to gain access to that workshop, please email Support@CounselMore.com  

MENTORSHIP CIRCLE:

Discover the keys to overcoming common challenges such as acquiring new clients and navigating online marketing. Drawing from her extensive experience as a financial aid officer to her role as Director of College Planning,  to coaching over a thousand families, Jackie will unveil innovative strategies for client acquisition and building a referral-generating powerhouse.

Beyond mere survival, Jackie's insights promise increased confidence, expanded networks, and a revitalized entrepreneurial spirit. Don't miss this opportunity to elevate your practice to new heights.

YOU WILL NOT WANT TO MISS THIS ONE! SEATS ARE GOING FAST!!

YOU NEED

TO TRY...

Explore with us

THE COLLABORATION LAB:

Your input has been crucial in refining this platform. Now, you can join us in the Collaboration Lab to share your ideas and feedback. By registering, you'll be able to shape CounselMore's future and engage with fellow users ideas. Don't miss out—register now and be part of the conversation!

First timers will need to register 

SPECIAL ANNOUNCEMENTS

Hear ye! Hear ye!

After months of hard work, our summer project is reaching its conclusion. (phew!) We are thrilled to announce that our new website and Knowledge Base are taking shape.

This will provide better service to our customers by better indexing the knowledge base so that they can retrieve answers to their most important questions 24 hours a day.

Introducing Our New Per-Student Pricing Plan with Even More Capabilities

If you are a  Single Counselor License Holder  who became a CounselMore license holder prior to January 1st, 2024 - this incredibly good news is for you.

The latest platform brings exciting additions such as seamless CRM synchronization through Zapier integration, efficient payment processing with Stripe integration, and personalized training sessions to help you master the new functionalities with ease.

Zapier

Stripe

Return of Financial Fit tab

Streamlined Assignments

New datapoints

Campus Tour Log

Professional Credit Log

College Counselors Near Me, increasing your celebrity and ability for your services to stand out in your field.

just to name a few things on the roadmap for 2024.

These exciting new features aim to optimize operations, enhance financial oversight, and deepen connections with students and families, aligning with CounselMore's dedication to innovation and support.

Key technology upgrades will reduce operational costs. A cost savings benefit we are sharing with our customers. In fact 98% of our customers will save on costs while simultaneously expanding their capabilities. What we are doing is absolutely unheard of in the world of business. But we saw an advantage for the technology and as a result we cam pass something truly special on to you, underlining our commitment to you and the industry at large. We believe in the future of Educational Services as an avenue for students to succeed.

As users shift to our updated platform, we can extend these savings. This transition not only offers immediate advantages but also ensures we have the necessary capacity to keep pioneering in technology for educational counseling.

Send an email to support@counselmore.com if you are a single license holder and would like to know more about migrating to the new platform.

We are not migrating multi license accounts at this time.