Checklists 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 the apply them to your student profiles. With templates, there’s no need to create a checklist from scratch each and 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 invoice
- Collect payment
Setting up a Student Profile
- Fill in student details
- Assign student to the appropriate counselor
- Purchase/activate Human eSources assessments
- Assign the student to-dos
- Assign myself checklists
- Add tags to student profile
- Add files to 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 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
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