CollegePlannerPro Blog

Lisa Davis

CollegePlannerPro's Director of Sales and Marketing. Lisa joined the CollegePlannerPro team after several years building partnerships with IECs through her work at ArborBridge. Her passion for efficient, organized systems and growing small businesses is what drives her contagious enthusiasm for CollegePlannerPro and its members.
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Recent Posts

Preparing Your Business for the IEC Industry Growth

Posted by Lisa Davis on November 6, 2020

In CollegePlannerPro's recent COVID-Impact Survey, 53% of survey participants reported business growth since the pandemic hit in March, with 19% reporting significant business growth. Citing the uncertainty and changing landscape of college admissions, less access to school counselors, and the ability to reach more students virtually, 28% of survey participants made the prediction that COVID-19's impact will have a positive financial result on their individual businesses and/or the IEC industry as a whole. 

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Topics: Member Resources, Business Tips For Educational Consultants, Organization tips for IEC's

Survey Results: COVID-19's Impact on Independent College Consultants' Businesses

Posted by Lisa Davis on October 8, 2020

We know that 2020 is the year in which no amount of planning could have anticipated all the twists and turns since its start. While there have been challenges, there has been resilience, too. Many have made tweaks and even wholesale changes to their IEC practices. We surveyed more than 200 IECs to help tell an industry-wide story about the impact COVID has had so far and may continue to play in the future.  

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Topics: Business

Introducing the Mobile-Responsive Student Portal

Posted by Lisa Davis on September 8, 2020

Throughout the years, one common piece of feedback we have heard from consultants like you is that students are reluctant to log in and engage with a student portal. Our goal is to make this a thing of the past. 

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7 Tips to Overcome Your Fear of Technology

Posted by Lisa Davis on April 11, 2020

We hear from many prospective members that their general discomfort with technology is the roadblock holding them back from implementing a student management software platform. Although "old-school" methods are acceptable, they take up unnecessary time and could very well be stalling business growth opportunities.

If you are timid about diving in, here are 7 tips for overcoming your fears and making the most of the CollegePlannerPro platform.

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Email Marketing Strategy for IECs

Posted by Lisa Davis on April 3, 2020

Email marketing can help independent educational consultants foster better customer relationships and build a stronger brand, both of which will contribute to a growing business. 

In this blog post, we outline the four critical steps to building a successful email strategy. 

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Topics: Marketing, Business Tips For Educational Consultants

Here's How to Optimize an Independent Educational Consulting Practice

Posted by Lisa Davis on February 6, 2020

Becoming an educational consultant can be a financially rewarding and emotionally fulfilling profession.

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IECA Professional Member Retreat Takeaways

Posted by Lisa Davis on February 6, 2020

CollegePlannerPro was fortunate enough to join and sponsor the IECA Professional Members retreat last month in Phoenix, AZ. Participants spent the retreat with their business hats on, learning from small business marketing and branding professionals as well as from one another during group conversations. All members left refreshed and equipped with a wealth of new business strategies to take back and implement in their practices, including the CollegePlannerPro team!

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Topics: Best Practices, Business Tips For Educational Consultants, Organization tips for IEC's

Top Resources for Pricing Your IEC Services

Posted by Lisa Davis on February 26, 2019

Pricing your services is hard and getting it wrong can greatly impact your ability to build a thriving college consulting business. That's why we did some research to bring you the most recommended books, relevant for IECs, on pricing strategy and practice. Whether you are just getting started, or a veteran IEC who feels like they never got the pricing thing right, these resources will give you the tools necessary to evaluate your pricing model and deliver your services with confidence.

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Topics: Sales, Best Practices, Business Tips For Educational Consultants

How to Get Your Business Organized in 2020

Posted by Lisa Davis on January 11, 2019

Small business owners often struggle with getting and staying organized. The brainpower and time associated with the day’s ever-evolving task list leaves us with just enough energy to stay afloat. And typically, the things that get sacrificed in this commotion are the very processes and projects that are meant to keep us organized and confidently on track.

But, we now have a new year and a fresh start to get organized so that we can be our most productive selves in 2020. Here are some tips for making it happen.

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Topics: Business Tips For Educational Consultants, Organization tips for IEC's

Grow Your Company through Word-of-Mouth Referrals

Posted by Lisa Davis on August 3, 2018

Chances are, especially if your IEC business is in its early stages, most clients will find you through a recommendation from a friend or family member. This is a great way to get your first few clients, but eventually, you’ll want and need more prospective clients coming your way. So, what are some proactive things that you can do to increase the number of word-of-mouth referrals that you receive?

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Topics: Marketing, Best Practices