Resources
Practical guides for running an educational consultancy
Stage models that survive a real caseload, deadline habits that prevent late submissions, and the parts of a CRM rollout that actually take time.
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Basics
Applications
How Educational Consultants Can Track University Applications
A stage model that works, what to record per application, and how to stop deadlines surprising you.
7 min read
How to Manage Student Documents and Application Deadlines
Per-university checklists, working backwards from deadlines, and the few documents that always cause the delay.
7 min read
Operations
How to Move an Education Consultancy From Spreadsheets to a CRM
A migration order that keeps you working: clean first, then students, applications and money. And what to leave behind.
8 min read
How to Organize Student Follow-Ups in an Education Consultancy
Why follow-ups get missed, the one rule that fixes most of it, and a twenty-minute weekly routine.
6 min read
Educational Consultancy CRM Implementation Checklist
Four weeks: decide the model, migrate the active set, move the enquiry channels, switch off the old system.
7 min read
Growth
See how EduCRM handles all of this
The demo is the live software, with sample students, sessions and applications. No account needed.