TEMPLATES TO USE WITH YOUR CLIENTS

Stop causing yourself and your clients unnecessary stress! You can spread most of the college application workload out over a year-long period. Our students begin filling out their applications during September of their junior year and finish their last supplemental essays before their senior year begins. We adjust the timing for clients that start later, but stick to the same plan.

Not only do you get our time-tested process, it’s in an editable format that you can share with your own clients during your consultations or meetings.

WHAT IS IT?

One editable Microsoft Word file containing our Class of 2021 Meeting Plan and Schedule Template. You can copy my process or adjust it to fit your own needs.

WHO IS IT FOR?

The plan will be used for high school juniors, but the document itself is very helpful for anyone seeking to understand the process.

WHAT IS IT NOT?

This is not content created specifically for Educational Advisory Group. You can find the copyrighted PDF version on my DC College Counseling website. I use it with all of my own clients because I think it’s fantastic! However, you are not able to use my copyrighted PDF version legally, which is why I have uploaded an editable version with a limited commercial use license for your use here.

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement.

IN NON-LAWYER LANGUAGE..

This means that you can remove my logo, put yours on, make edits as needed and share it with your clients. You do not have to tell your clients who created the document and can let them assume that you created it yourself. However, you cannot share or distribute it with anyone outside of your own existing client base. 

As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.

Make your client-onboarding process easy with pre-written templates!

No need to reinvent the wheel by typing new emails over and over!

WHAT IS IT?

One editable Microsoft Word file containing the following documents:

INTRODUCTORY EMAIL TO JUNIORS AND SENIORS WITH LARGER PACKAGES, Page 2

INTRODUCTORY EMAIL TO JUNIORS AND SENIORS WITH SMALLER PACKAGES - CONTAINS BREAKDOWN OF HOURS, Page 4

INTRODUCTORY EMAIL TO JUNIORS AND SENIORS WITH SMALLER PACKAGES - NO BREAKDOWN OF HOURS, Page 6

INTRODUCTORY EMAIL TO ALL FRESHMAN AND SOPHOMORES, Page 8

WHO IS IT FOR?

Any new students between 9th-12th grade.

WHAT IS IT NOT?

This does not provide additional documents to the students beyond the initial welcome emails that I send to them.

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement.

IN NON-LAWYER LANGUAGE..

This means that you can remove my logo, put yours on, make edits as needed and share it with your clients. You do not have to tell your clients who created the document and can let them assume that you created it yourself. However, you cannot share or distribute it with anyone outside of your own existing client base. 

As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.

Make your rising senior early summer meetings and communication easy with pre-written templates. The document is yours to edit and use without attribution for the next year!

Includes one Microsoft Word file containing the following documents:

JUNE EMAIL TO RISING SENIORS AND PARENTS, Page 2

JUNE/JULY RISING SENIOR FAMILY MEETING TEMPLATE, Page 4

JUNE/JULY RISING SENIOR FAMILY MEETING RECAP EMAIL, Page 8

It’s so easy to fall into the trap of working with anyone, especially if you’re a beginner. Yet, as experienced service providers in any industry know, this doesn’t help you at all in the long run. If the fit’s not right from the beginning, you will run yourself ragged and the client will still be unsatisfied at the end of the day. No good will come of this for either one of you!

It’s important to set boundaries from the start. In some cases, you will wind up to have a very productive working relationship with these prospective clients, once they realize that they can’t walk all over you. If that doesn’t happen, don’t hesitate to cut ties when it’s clear that it’s not working out. Either way, it’s critical to leave things on a positive note. Whether I can help someone or not, I want them to leave any interaction with me feeling positive about their experience.

Stop obsessing over how to phase these difficult messages, and make it easy with pre-written templates! The eleven template emails in this document are yours to edit and use without attribution for the next year!

Includes one Microsoft Word file containing the following documents:

Paperwork-Related Warning Emails, Page 3

FINAL WARNING EMAIL TO PARENTS REFUSING TO COMPLETE INITIAL PAPERWORK 

FINAL WARNING EMAIL TO PARENTS WHEN STUDENTS REFUSE TO COMPLETE INITIAL PAPERWORK 

FINAL WARNING EMAIL TO STUDENTS REFUSING TO COMPLETE INITIAL PAPERWORK

Scheduling-Related Warning Emails, Page 5

WARNING EMAIL TO PARENTS ATTEMPTING TO REPEATEDLY RESCHEDULE INITIAL SESSION

WARNING EMAIL TO PARENTS ATTEMPTING TO VIOLATE CANCELLATION POLICY FOR INITIAL SESSION

EMAIL TO PARENTS WANTING REPEATED ONE-TIME SESSIONS

Cancellation Emails, Page 7

CANCELLATION  EMAIL TO PARENTS WITH PAPERWORK ISSUES

CANCELLATION  EMAIL TO STUDENTS WITH PAPERWORK ISSUES

CANCELLATION  EMAIL TO PARENTS WITH SCHEDULING ISSUES

Post-Cancellation Emails, Page 10

POST-CANCELLATION SUCCESSFUL REFERRAL EMAIL TO PARENT

POST-CANCELLATION UNSUCCESSFUL REFERRAL EMAIL TO PARENT

Too many educational consultants either allow unlimited client work or fail to charge for overage because the conversation can be uncomfortable.

First, remember that your time is valuable and you need to charge for it.

Second, you should protect yourself by documenting this in writing instead of having a verbal conversation.

Lastly, don’t stress over what to write - use our pre-written templates! I deal with overage in one of two ways depending on the client and our history: I either charge in three-hour increments or move to an ongoing billing system. Some IECs would probably find it easier to stick with one method for everyone. You know your clients best - you pick!

The document is yours to edit and use without attribution for the next year.

Includes one Microsoft Word file containing the following documents:

OVERAGE HOURS CONFIRMATION EMAIL: TEMPLATE A (3 HOURS PAID IN ADVANCE)

OVERAGE HOURS CONFIRMATION EMAIL: TEMPLATE B (BI-WEEKLY RETROACTIVE INVOICES)

I use this every day to complement Asana. It helps me focus on the immediate short term!

You can modify the different sections to fit your own needs and daily pain points. Don’t laugh about the meal sections - I feel so much more at ease all day if I don’t have to stress over what’s for dinner that night!

Includes one Microsoft Word file containing a daily organizer template.

Some of my clients come up with the craziest resume templates. I’m not sure what’s worse: the sloppy half-finished version or 20-page one that mom and dad created, complete with the “outstanding student award” from Pre-K (Don’t laugh. You know you’ve seen it!).

This template is classic, effective, and maxes out at one page. Download it and put it in all of your electronic new client folders, so that they can enter their own information at their convenience. They can change the headings to fit their own experiences, and of course can modify everything else as well!

The document is yours to edit and use without attribution for the next year.

Includes one Microsoft Word file containing a high school student resume template.

This document is a guide that I use for my own graphic standards and it serves as a perfect template for you to use to create your own graphic standards guide after you swap in your own practice’s logo, color scheme, and font scheme.

(It’s hard to explain, but you NEED this if you don’t have a graphic standards guide. Trust me. This is definitely the most-used part of my handbook and probably my most-used document of all in terms of day-to-day dependence on it! You will wonder how the heck you ran a business without one of these).

You can see how I have specific headings that I use, the order in which I use them, and so forth. The guide template is yours to edit and use without attribution for the next year, but my logo, color scheme, and fonts are not yours to copy. They serve as place filler in the guide template.

TO BE EXTRA-CLEAR SINCE THIS IS DIFFERENT FROM OTHER TEMPLATES You are purchasing the rights to use the very helpful graphic standards guide template, not my logo or color scheme. You need to insert your own logo, color scheme, and fonts into this template. Please respect this and don’t put me in a tough position, but know that I will pursue any and all intellectual property violations to the fullest extent of the law.

Includes one Microsoft Word file containing a template for a graphic standards guide.

Sick of nagging? Ugh! Us too! There’s no email template to stop teenagers from being teenagers, but the reminders will be much more palatable with pre-written reminders that you can send with a click of a button!

Our template emails will provide a reminder sequence to keep students on track. By asking them to weigh in on their own due dates, they will be more likely to take ownership and follow through.

WHAT IS IT?

One editable Microsoft Word file containing four student template emails and one parent template email.

WHO IS IT FOR?

These emails should be sent to students that have missed internal deadlines that you have provided.

WHAT IS IT NOT?

This does not provide information to deal with students missing actual college deadlines. We’ve never had that problem yet because we get everything done WAY beforehand - this bundle of email templates helps to make sure of that!

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement.

IN NON-LAWYER LANGUAGE..

This means that you can remove my logo, put yours on, make edits as needed and share it with your clients. You do not have to tell your clients who created the document and can let them assume that you created it yourself. However, you cannot share or distribute it with anyone outside of your own existing client base. 

As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.

Start off on the right foot from the very beginning with a carefully planned agenda for your new employee or contractor’s first day of work. By providing an outline of what to expect, your new addition will feel more at ease and you will look like the organized person you are!

This is a “two for one” document: Not only do you get our process for first-day employee onboarding, it’s in an editable agenda format that you can share with your new employee and other team members. The document is yours to edit and use without attribution for the next year!

Includes one Microsoft Word file containing a one-page agenda for a new team member’s first day.

As you begin to scale your business, you need to provide your employees and independent contractors with an operations manual for guidance on tasks and policies. The ideal operations manual is very extensive and would detail every small detail or instruction that lives inside your head! Get started with the introductory components: you can either pass this out to your staff as a temporary manual with must-know critical information, or combine it with all of our other documents (graphic standards, application guides, templates, so on) for a more extensive manual.

WHAT IS IT?

One editable Microsoft Word file containing a model for the introductory components of an operations manual. It also includes sample external and internal best practice policies for an IEC to adopt and share with their own team.

WHO IS IT FOR?

IECs can use this manual to standardize their operations and policies for team members. IECs without team members can still use it to record emergency information.

WHAT IS IT NOT?

This does not provide every single component of an operations manual, which can be hundreds of pages long!

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement. .

IN NON-LAWYER LANGUAGE..

This means that you can remove my logo, put yours on, make edits as needed and share it with your clients. You do not have to tell your team members who created the document and can let them assume that you created it yourself. However, you cannot share or distribute it with anyone outside of your own existing employee/contractor base.

As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.

Tired of dealing with emails over the holiday season or tracking down the seniors that go MIA in the spring? Use our email templates to keep the seniors on task while you focus your energy to the junior class ahead!

Our December - May senior email template bundle will set expectations and keep seniors on task with where they need to be - WITHOUT adding more tasks to your plate.

WHAT IS IT?

One editable Microsoft Word file containing fourteen pages of email templates for monthly check-ins. It includes separate versions for assistants and IECs, depending on which member of the team is checking in. It also includes separate reminders for ED Admits and those who are still deciding!

WHO IS IT FOR?

Seniors (whether admitted ED or not!)

WHAT IS IT NOT?

This does not provide separate versions for seniors admitted EA. We continue to play it safe with these students and operate as if there could be a change in the spring until they deposit. At that time, we switch to sending them the ED Admit versions.

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement.

IN NON-LAWYER LANGUAGE..

This means that you can modify these emails as needed and send them to your clients. You do not have to tell your clients who wrote the emails and can let them assume that you wrote them yourself. However, you cannot share or distribute these emails or this document with anyone outside of your own existing client base. 

As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.

Tired of caregivers that don’t do what they are supposed to do? Sick of writing out long notes every day and forgetting important details? Hate coming home to a messy house?

Our working parent caregiver instruction template will change your life. Literally.

Spend 20 minutes going through it and adjusting it to fit your specific situation. Print 100 copies and leave them in your office. Every night, pick out the correct day’s template and spend 5 minutes writing in anything unusual for the following day. DONE!

WHAT IS IT?

One editable Microsoft Word file containing seven days of caregiver instruction templates, along with suggested tasks for each day and time of day.

WHO IS IT FOR?

Working parents with caregivers at home. Or even non-working parents with someone else taking care of their children, I suppose! This is most appropriate for a caregiver working on a split schedule (before and after school) but can be easily modified to fit any schedule.

WHAT IS IT NOT?

This does not provide instructions as to how to perform a specific task; i.e. how to do laundry.

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement.

IN NON-LAWYER LANGUAGE..

This means that you can modify these documents as needed and provide them to your caregivers. You do not have to tell your caregivers who wrote the documents and can let them assume that you wrote them yourself. However, you cannot share or distribute this document to anyone else. 

As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.

Our Virtual Research Comparison Chart template will help your students organize their plans for virtual tours and information sessions and take notes for further discussion.

WHAT IS IT?

One editable Microsoft Word file containing a chart to organize virtual research opportunities (tours and information sessions) for each school along with a place to take notes.

WHO IS IT FOR?

Students will be able to use this chart to organize their information using the two examples provided. IECs may also fill out the chart on behalf of their students if desired. This can be used by younger students developing a college list or 12th grade students making their final college choice.

WHAT IS IT NOT?

This is not a list of virtual tours and information sessions. Two examples are provided, but students and/or IECs will have to look up this information individually as it pertains to the students’ college lists.

WHAT ARE YOU PAYING FOR?

You are paying for my expertise and time in compiling this Content. If you view, purchase or access this Content, you will be considered our Licensee. For the avoidance of doubt, you are granted a revocable, non-transferable license for personal, non-commercial use only, limited to you only. 

This means you may view, download, print, email and use one copy of individual pages of the Program and Content for your own personal purposes or your own business only.

You may not republish, reproduce, duplicate, copy, sell, display, disclose, distribute to friends, family, or any other third party, or otherwise use any material from the Program or Content for commercial purposes or in any way that earns you or any third party money (other than by applying them generally in your own business). By downloading, printing, or otherwise using the Program or Content for personal use you in no way assume any ownership rights of the Content – it is still Company property. Any unauthorized use of any materials found in the Program or Content shall constitute infringement.

IN NON-LAWYER LANGUAGE..

This means that you can remove my logo, put yours on, make edits as needed and share it with your current clients. You do not have to tell your clients who created the template and can let them assume that you created it yourself. However, you cannot share or distribute it with anyone outside of your own existing current client base. As this is a digital download file, no physical items will be shipped and we cannot provide refunds. If you have any questions about an item, please email me before placing your order.