Ideas for Checklist Templates

Checklist templates are a great way to group a series of tasks that you need to accomplish for your clients. You can create checklist templates for processes you repeat (ex. setting up a student profile), specific school years (ex. Seniors - Fall Semester), and other specialized areas (ex. student-athlete, theater major, special needs, etc.).

You may create checklist templates from the Students Main tab and apply them to your student profiles. With templates, there’s no need to create a checklist from scratch every time! Below are a few examples to get you started:

New Client/Onboarding

• Initial meeting
• Parent Questionnaire
• Student Questionnaire 
• Establish meeting times
• Create Contact profile page(s)
• Create Student profile page(s)
• Send prepared contract
• Create and send invoices
• Collect payment

Setting up a Student Profile

• Fill in student details
• Assign a student to the appropriate counselor
• Purchase/activate Human eSources assessments
• Assign the student to-dos
• Assign me checklists
• Add tags to a student profile
• Add files to a student profile
• Create an initial list of schools for student
• Send student activation email

Seniors

• Ensure GPA and test scores are up-to-date
• Review final transcript after Junior year
• Assign probability labels to schools in the College List (designate ED, EA, etc.)
• Plan college tours/info sessions
• Create application plan
• Brainstorm essay topics
• Review essays/Common App essays
• Write LORs
• Discuss financial aid with family
• Send out acceptance congratulations

Financial aid

• Discuss scholarship opportunities
• Review CSS Profile
• Review FAFSA 
• Review scholarship essays
• Write LORs