A CollegePlannerPro Case Study: The College Planning Center
College Planning All in One
Meet Terri Streetman and Lynette Mathews, owners of The College Planning Center North America Inc. and longtime CollegePlannerPro members. Terri and Lynette spent years building a successful educational consulting business that offers a place for students to plan for their futures – not just chart out high school academics, but really plan for a fulfilling life after graduation.
In addition to working with students, Terri and Lynette also authored and created the TRACK IT! College Planning Curriculum which they use with their students as well as sell directly to many of the top IECs in the country.
Terri and Lynette found success in consulting and their curriculum but needed to keep track of students, deadlines, and correspondence in an efficient and organized manner. They were in search for a software solution that allowed them to combine their TRACK IT! College Planning Curriculum with an organizational tool – college planning all in one!
We gained so much value from our TRACK IT! College Planning Curriculum and then we discovered CollegePlannerPro. Once we tied together our college planning curriculum with progress tracking and student management on CollegePlannerPro, we really saw the exponential value in combining these two tools. We call it the “Slam Dunk” of College Planning.
The Perfect Match
When searching for a software solution to implement, Terri and Lynette had three things at the top of their list. “When evaluating our options for software solutions, we focused on ease of use, ability to add content – our curriculum, for example, and scalability – our growing team needed to be able to work with many students.”
CollegePlannerPro offers The College Planning Center team a way to manage appointments and to-dos – with built in-reminders, a checklist that works seamlessly with their curriculum, and most importantly, keeps them from wasting time trying to recall which activities have been completed and which ones are still to come.
“It would be much more difficult to grow our business without CollegePlannerPro and TRACK IT! Curriculum.”
The College Planning Center's Favorite Features
The College Planning Center relies on CollegePlannerPro’s many features to seamlessly integrate their curriculum and deliver their services. This is what they had to say about some of their favorites.
Multi-Student Files & Folders
“Because we are able to upload all of our documents from our curriculum to the Files and Folder section, CPP is essentially an all-in-one system that allows us time to focus on our students instead of re-creating our plans with every new student or season.”
“The checklist is invaluable. We base our checklist templates on our curriculum units. We always know where we are in the process with each student. It gives us peace of mind.”
Organization and Business Growth
“CollegePlannerPro allows us to focus our time on growing our client base and more importantly, to focus our energy on getting to know our students. Time saved on organization equals more time spent helping a family!”
Webinar: Using TRACK IT! Curriculum within CollegePlannerPro
Lynette Mathews and Terri Streetman, owners of The College Planning Center and creators of the Track It! College Planning Curriculum, joined the CollegePlannerPro team to showcase the exponential benefits of combining their proven curriculum with a CollegePlannerPro account.
Helping students with the college planning process is incredibly satisfying and rewarding. But getting your practice off the ground can be overwhelming. The TRACK IT! Curriculum is designed to take a student from the very beginning of the college planning process, all the way through college applications. If you have been curious about what a curriculum can do for your practice, you won’t want to miss this webinar.
As an added benefit, you’ll see how The College Planning Center has implemented the TRACK IT! curriculum into their own CollegePlannerPro account for seamless use with students.
Watch the recorded webinar to learn more about the TRACK IT! Curriculum and how it can be implemented into a CollegePlannerPro account for maximum benefit.
The College Planning Center's Recommendation
“The College Planning Center highly recommends using CollegePlannerPro to IECs – new or established. CollegePlannerPro helps consultants manage more students, more deadlines and requirements, and more information about colleges. We’ve found that CPP is capable of providing a consistent structure to our work with students and families while also giving us the flexibility to track each student individually as we work through our TRACK IT! College Planning Curriculum. We love using the Student To-Dos, the Checklist, the internal texting feature, and the appointment system. And because we are able to upload all of our documents from our curriculum to the Files and Folder section, CPP is essentially an all-in-one system that allows us time to focus on our students instead of re-creating our plans with every new student or season.”
“The CollegePlannerPro team has always been responsive to our needs and the needs of the IEC industry as we all grow and change with the complex college admissions world. We look forward to continuing to work with them!”