Is there an industry standard for getting new clients?

Presenters

• Katie Andersen     President |  katie.andersen@collegefitoc.com
• Cyndy McDonald | Founder & Coach | The College Counselors Coach | cyndy@cyndymcdonald.com 
  

Katie Andersen

Katie Andersen is a private college counselor in Dana Point, CA. She specializes in working with student-athletes to help them identify schools that are the best fit for both the "student" and the "athlete" as well as guiding them through the college athletic recruiting and application process. Her unique perspective is based on personal experience as a Division 1 soccer player at Duke University, alumni interviewer, college counselor, and experience working for 15 years in the software and web design industries in the United States and Europe. She received her College Counseling Certificate with distinction from UCLA Extension and is a member of IECA and HECA.

Show Notes

Guide For Selecting New Technology Platforms

Blueprint for Adopting or Changing Technology by Cyndy McDonald

College Planning Platforms User Stories

I asked current users to share 5 things the software they use does really well, and 1 thing they wish it did better.

• Hollis: User Story for College Planner Pro
• Kathryn C: User Story for Counselmore
• Kathryn M: User Story for College Kickstart
• Lakievia: User Story for 360 Planner
• Dan: User Story College Aid Pro

Coupons/Links

If you are trying out any of the college planning platforms, let them know I sent you! This helps me to provide Friday Forum and other resources.

CollegePlannerPro

• Coupon code: CYNDYCPP
•  Set up a demonstration of CPP: https://go.collegeplannerpro.com/request-demo

College Aid Pro

• Book a meeting using this scheduling link with Dan Bisig to learn more about College Aid Pro:  https://meetings.hubspot.com/dan-bisig/mcdonald-iec-intro-call-
• When you do a demonstration with them, let Dan know you were referred by Cyndy McDonald.

360 Planner

Coupon code: Cyndy

• Set up a free demo: https://outlook.office365.com/owa/calendar/G652ad961a43348aeb1d86ab03acdc365@360planner.com/bookings/s/6Ss2gOyr9U6YAHqRMT0qKQ2
• Set up trial account here: https://app.360planner.com/register

HoneyBook

• Learn more about Honeybook here: http://share.honeybook.com/cyndy
• Coupon code: cyndy

Cyndy McDonald's Interactive Workshops

Interactive Workshops offered as a small group, interactive experience.  View upcoming schedule: https://mailchi.mp/cyndymcdonald.com/workshop

Upcoming workshops

• July 12 | Content Gold: Lead Magnets & Email Lists: https://form.jotform.com/230258007302140
• Aug 17 | Name Your Price: Setting Your Rates: https://form.jotform.com/230586908846167
• Aug 21 | Essay in A Box: https://form.jotform.com/230867550001145
• Aug 23 | Content Gold: Lead Magnets & Email Lists: https://form.jotform.com/230258007302140
  

Presentation

View Presentation and other resources here.

Webinar Recording