Contact profiles are for the families you are recruiting and working with as clients. Contacts allow you to group family members including parents, step-parents, student, siblings, legal guardians, etc. into one Contact record. By adding Contacts to CollegePlannerPro you can easily and efficiently maintain profiles. You can save time and energy by documenting all your interactions with parents and students. You’ll know how your prospects are finding you, how many families you are actively recruiting, and also if any previously client families have younger students that may be interested in your services and other valuable information that helps you establish a business workflow from beginning with prospective families to working with paying clients. You can build a sales pipeline that ensures you continue a healthy client base while still maximizing the amount of time available to work with your Students.
Adding a Contact/Parent Profile
Get started by adding a Contact Profile to your CollegePlannerPro account. This will be the first key to unlocking the power behind all of the features CollegePlannerPro can deliver to help you manage the families you are recruiting and currently working with as clients. Check out the Add a Contact/Parent Profile article for specific directions.
Setting a Contact’s Status
The most popular status settings for a Contact are “Client” and “Recruiting.” However, there are two additional options you might find handy as you group your Contacts. Check out this article What are the four different Contact Status categories all about? on grouping your Contacts.
Setting a Recruitment Source
Your prospective clients are reaching you from various sources. Perhaps they’re referrals from a current client or they attended a workshop or seminar you hosted. By tracking their Recruitment Source you can easily pin down where your clients and prospects are coming from and thus focus your marketing efforts. Learn more about Recruitment Sources and how to set them up.
It’s important to know exactly what’s happening, where you stand with a prospective-client family, and the interactions you’ve had. Contact Notes are a fast and easy way to document all of that information. You can even have notes appear on your Calendar to remind you of any follow-up you have with a Contact. Check out this article, What are Contact Notes and how can I use them? to learn more!
Adding Student(s) to Contact Profiles
All Students in CollegePlannerPro are first added to Contacts. This workflow ensures that Parents (a.k.a. Contacts) are linked to their respective Students. Plus, students are generally introduced to you via their Parents. It only makes sense that Students first begin by being added to their Parent’s profile located in the Contact’s section. To learn more on how to add your Students to CollegePlannerPro, check out this article, How do I add Students?