SOLO Counselor - FAQ
Know More • Do More • Counsel More
At CounselMore, we understand that navigating the college admissions process can be daunting.
That's why we've created a comprehensive FAQ section on our website to address your most pressing questions. Whether you're curious about how to optimize your use of our educational consulting software, seeking advice on college planning, or wondering how to best engage with our peer-to-peer collaborative environment, you'll find clear, concise answers designed to empower and inform. Our goal is to ensure that every educational consultant and student feels supported and confident at every step of their journey.
Your college planning process - In hand
- Our easy training program moves your understanding forward quickly.
- Your service delivery is simplified with customizations and automations.
- Custom data defaults for each type of list and data you won't find anywhere else.
- Integrated appointment scheduling.
- Google Drive integration - to meet the tech natives on their terms.
"My families absolutely love the simplicity of the student portal!"
-Lelaine Paik, Lelaine Paik Educational Consulting
Effortless client intake
1 Client Inquiry
Inquiries can automatically show up in your CounselMore account as Prospects.
Respond to client inquiries with a customized invitation to the Parent Portal, providing immediate engagement and value.
2 Get Personal
Parents complete biography, upload unofficial transcripts, high school profiles, and other parent brag sheets.
Review the information from the Parent Portal as your initial screening.
3 Next Steps
Schedule your first call or in-person meeting.
Keep private notes, construct a preliminary college list, send your contract - all in a matter of minutes.
Readiness
Candidate Shaping
Use the candidate shaping tools to build the character profile, plan course progression, propose college lists, summer programs or gap year search.
Assessments & College Shopping
Use the simple college shopping list to help parents and student narrow their focus and find common ground.
Pre Packaged
Assignments
Bring your own comprehensive service package or use the CounselMore college readiness package to apply a plug-and-play set of assignments.
Happiness is peace of mind
Be the Best Student Planner you can be!
Never miss a deadline.
The App Tracker is customizable, per student or across students.
Realtime updates on app-task status with text and color coding. Track Submitted, Accepted, Declined, Waitlisted, Withdrawn, Scholarship, applied-major and more. Then look back on your results year over year.
Student / Parent Portals
- Higher Education Consultants know their students:
- Give them a Portal they will love to use.
- Allow parents to participate in the process without steering the process.
- Student/Parent tech support is not the counselor's job, it's ours.
- Visual candidate evaluation tools show students how they measure up.
Application Tracker
- 1 click essay prompt to Google doc makes essay drafting easier.
- Deadline ED/EA strategy is easier to navigate when the options are there to compare.
- Application season can feel like you're spinning your wheels. Make traction. Point to the details and move forward.
- Admissions outcomes and awards recorded.
- Notifications, due dates and portal tracking encircles the issue of procrastination.
College research & List Builder
- Included in every plan, proprietary college information resource.
- College lists by topic for your list writer's-block.
- Summer Program & Gap Year search.
- Export a list as frequently as a student changes their major.
- Review subjective admissions probability.
Single Counselor Plans
Single Counselor: Apprentice / Associate
Apprentice / Associate is a stepping stone for a new practice or smaller programs.
For professional college planners looking for a simple, elegant management solution. Make no mistake, get everything you need, in one place, on day-one. Access all of the college information needed for list building and manage the dynamics of parent collaboration. Each plan includes a complete listing on College Counselors Near Me.
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Single Counselor: Professional
For growth-minded professional college planners who need to streamline and automate. With the innovation necessary to run a complicated college planning process with ease, the Single Counselor Professional plan turns the repetitive into automated routine. Lean on the scaffolding necessary to organize the delivery of services and the policies related to working relationships. Each plan includes a complete listing on College Counselors Near Me.
Need a team Solution?
Work collaboratively or independently, as one unit with Multi Counselor.
Assign students to counselors and reassign when needed.
Keep invoicing separate and confidential or each counselor bills their own. Teamwork requires flexibility, that includes your software.
Never miss a deadline or draft. We've scaffolded the core College Counseling Process into routines and automations with plenty of space for your signature service.
Consistently send congruent communications and branding.
No more copying and pasting files and folders. Google Drive Integration sends all (or just some) of your materials directly to your student on the platform they used most, Google.
Support
Not Tech Savvy? No worries, we're here.
Part of our Counsel With Confidence mission is to support and educate you, our college counseling colleagues.
Meet our not-judgy tech mentors and surprise yourself with how tech savvy you've become!
Long time college counselor or learning the ropes?
Reinventing your career or revitalizing an educational program, CounselMore is specifically designed to support your success. It's literally woven into the software.
College planning comes in all shapes and sizing, CounselMore tailors to your most comfortable fit.
NEXT STEPS
Register for your Free Trial today.
Reserve your first training session.
Perfect your practice.