New Student Onboarding
- 1Contract signed and initial deposit paid
- 2Student portal login automatically generated and sent
- 3Intake questionnaire and transcript upload task assigned
- 4Introduction email sent to parents with timeline overview
Systems for Admissions Consultants
Custom Systems for College Admissions Consultants
Educational consultants generate revenue through comprehensive guidance packages, hourly essay reviews, and standardized test strategy. The costliest gaps tend to show up during the busy application season when tracking individual student deadlines across multiple portals becomes manually intensive.
Education & Childcare
- Student Intake Portal
- Milestone Automation
- Parent Progress Dashboards
- Application Deadline Trackers
- Essay Workflow Management
Also for: College Admissions Consultants
How the business actually works
How the work flows, start to finish.
- 01
Inquiry
A prospective family reaches out for an initial consultation regarding college list building or academic planning.
- 02
Assessment
The consultant reviews transcripts, extracurricular activities, and testing history to determine the scope of work.
- 03
Onboarding
Contracts are signed and students are granted access to the portal to begin their inventory of achievements.
- 04
Strategic Planning
The consultant establishes a balanced college list and maps out a timeline for early action and regular decision deadlines.
- 05
Essay Development
Drafts for personal statements and supplemental prompts are exchanged through a structured feedback loop.
- 06
Application Submission
Consultants oversee the final review of Common App or institutional portals before the student hits submit.
- 07
Decision Management
Admissions results are tracked and the consultant assists with final school selection and financial aid appeals.
Where it leaks
Common problems for educational consultants.
01
Deadline Fatigue
Managing dozens of students with unique early action, early decision, and scholarship deadlines leads to high stress and potential oversights. Without automated tracking, a missed institutional priority date can derail a student's entire cycle.
02
Essay Version Chaos
Consultants often lose track of which draft is current when managing multiple supplemental essays per student. Emailing documents back and forth creates confusion and increases the risk of submitting an unpolished version.
03
Parent Communication Burdens
Parents frequently request status updates on their child's progress, leading to hours of repetitive reporting. A lack of transparent progress tracking forces the consultant into a role of constant administrative clarification.
04
Fragmented Student Data
Storing test scores, activity sheets, and counselor recommendations across different folders and spreadsheets is inefficient. Retrieving critical information for a recommendation letter or application check becomes a time consuming hunt.
05
Off Season Lead Leaks
Inquiries that arrive during the busy winter submission window are often ignored or forgotten. Failing to nurture sophomore and junior families during the peak season results in a weaker pipeline for the following year.
What LATTICE can build
Systems built around how you work.
Student Intake Portal
Centralize all student data, from GPA and test scores to brag sheets, in a single secure location for easy reference.
Milestone Automation
Set automatic reminders for students to complete draft one of their personal statement or request teacher recommendations.
Parent Progress Dashboards
Provide parents with a view of completed versus pending tasks to reduce repetitive status inquiries.
Application Deadline Trackers
Automatically sync institutional deadlines to a master calendar that alerts both the student and the consultant as dates approach.
Essay Workflow Management
Manage the lifecycle of an essay from prompt selection to final polish with clear status labels and version control.
Review Request Systems
Automatically request testimonials from families after a successful admission to build social proof for the next cycle.
Consultation Booking
Allow prospective families to book discovery calls based on your real time availability without the back and forth emails.
Payment Follow-up
Automate the billing of hourly blocks or package installments to ensure timely revenue without manual invoicing.
Example systems
What it looks like in practice.
Essay Deadline Alert
- 1System detects a deadline approaching in fourteen days
- 2SMS sent to student requesting their latest supplemental draft
- 3Task created for consultant to perform final proofread
- 4Confirmation email sent to student once draft is approved
Junior Year Nurture
- 1Inquiry form submitted by parent of a high school sophomore
- 2Series of educational emails regarding testing timelines sent monthly
- 3Automated invite to book a junior year planning session
- 4Consultant notified when family engages with planning content
Have a different problem?
Tell us what's slowing the business down. LATTICE can build around the way your business operates.
Questions from educational consultants
How can I keep students accountable for their deadlines?
The system uses automated SMS and email reminders that trigger based on the specific deadlines of each college on their list. By putting the reminder schedule on autopilot, you shift the role of the nag from yourself to the system, preserving your mentor relationship with the student.
Can I manage multiple essay drafts through this system?
Yes, you can track the progress of every supplemental essay for every school. The system organizes documents by student and institution, so you always know if a draft is with you for review or with the student for revisions.
Will this help reduce the number of emails I get from parents?
By providing a transparent dashboard where parents can see exactly which tasks their child has completed, you proactively answer their most common questions. This transparency builds trust and significantly reduces the volume of check in calls and emails.
Is the student data kept secure?
We prioritize security for sensitive academic records and personal information through secure client portals. Each student and parent has their own login, ensuring that their data, essays, and financial information remain private.
Can I automate my billing for hourly students?
The system can track time or manage pre-paid blocks of hours. Once a student reaches the end of their allotted time, the system can automatically send an invoice or prompt for a refill, ensuring you are never working for free.