Step 01
Start your trial
30 days free, no credit card. Get full access to the platform from minute one.
Built for IECs
Run your entire IEC practice in one place.
Student management, college planning, family communication, scheduling, billing — everything an independent educational consultant needs to run an organized, professional practice.
30-day free trial · No credit card required
My Dashboard
My To-Do Items
✓
Call Patel family — intake
Due today
✓
Review Chen essay draft
Tomorrow
Upcoming Meetings
OT
Owen Thatcher
Mon · 1:30p
GJ
Grant Johnson · essay review
Wed · 6:30p
My Calendar · Thu
all-day
9aOwen Thatcher
10a
11a
1pSAT prep · Wang
2p
3pEssay review
Contacts Main
Reports
Prospective Students
Address Book Export
Invoice Reports
Payment Plan Report
Scheduled Note Emails
Contacts Overview
ALL
156
Client79
Recruiting62
Deferred12
Dormant3
Students Main
Checklist Templates · 3
9
9th Grade Checklist (3)
Lisa Davis
12
Senior Year Checklist (4)
Lisa Davis
S
Sample (0)
Ray Babul
Reports
Time Tracker Report
Exams & Tests Report
Team Caseloads
By Graduation Year
TOTAL
30
Class of 20268
Class of 202710
Class of 20287
Class of 20295
Broadcast Emails
Recipient Lists
All families
Seniors 2026
Prospective
Sent Messages
September recap
SAT reminder
Welcome — fall cohort
My Calendar · May 2026
Event Categories
Student Meeting
Prof. Development
Testing dates
Notes
Holidays
MonTueWedThuFri
4
5Essay review
6
7Owen Thatcher
8
11
12SAT date
13
14Wang intake
15
Colleges Main
Reports
Student Deadlines
Verified Deadlines
Application Requirements
Admission Decision
Received Scholarships
Patel — college list · 7
Stanford University
UC Berkeley
UCLA
UC San Diego
Cal Poly SLO
Trusted by 3,000+ independent educational consultants worldwide
IECA
HECA
NCAG
ArborBridge
Human eSources
Prompt
The family portal
A portal families actually want to use.
One place for students and parents — tasks, deadlines, college research, communication, documents — so they stay informed, you stay organized, and the family experience becomes a selling point for your practice.
- Students stay on track with shared tasks and deadlines.
- Parents stay appropriately involved without overstepping.
- Families remark on the portal — and become referrals.
MP
M. Patel — Family Portal
PARENT & STUDENT · LAST OPENED 2 HRS AGO
Upcoming tasks
Common App essay draft
Due Fri · 3 days
SAT score release
Mon · 6 days
UC personal insight
Next Fri · 10 days
College list · 7 schools
Reach3
Target3
Likely1
Student tracking
Know exactly where every student stands.
Track progress, application status, meetings, deadlines, and communication across your entire student roster. Spot who needs attention before the deadline does.
- See every student's status at a glance — milestone, deadlines, last touchpoint.
- Filter by application round, intervention need, or college list maturity.
- Never lose track of a student between sessions.
All · 28 Seniors · 12 Needs attention · 4 EA / ED
SD
S. Diaz
MP
M. Patel
JW
J. Wang
RK
R. Kim
EL
E. Lopez
TN
T. Nguyen
College research
Fiske Guide and college data, where you actually work.
College profiles, Fiske Guide ratings, side-by-side comparative reports, and customizable college lists — all built into the platform. Help families pick a fit without spreadsheet exports or tab juggling.
- Full Fiske Guide integration with current ratings and write-ups.
- Build, share, and revise college lists with families in real time.
- Generate comparative college reports families can take home.
FISKE
Comparative report · 3 schools
SHAREABLE WITH FAMILY · PDF EXPORT
| School | Fiske | Accept | Net cost |
|---|---|---|---|
| Tufts | ★★★★ | 10% | $38k |
| Northeastern | ★★★★ | 7% | $42k |
| UMass Amherst | ★★★ | 62% | $22k |
Billing & invoicing
Stop chasing invoices in a separate tool.
Send invoices, track payments, log billable time, and reconcile balances — directly from each student's profile. The business side of the practice lives where the counseling work already lives.
- Generate invoices linked to the student you're billing for.
- Track time spent per student or per service.
- Run payments through the platform — no separate QuickBooks export.
Outstanding
$4,200
3 invoices
Paid this month
$18.4k
+$3.2k vs last
Hours tracked
42
May to date
MP
Patel · INV-1247
SD
Diaz · INV-1248
RK
Kim · INV-1249
JW
Wang · INV-1250
How it works
Get your practice running in less than an hour.
No data migration team, no months-long implementation. Sign up, import your roster, invite your families — start using CollegePlannerPro the same day.
Step 02
Import your practice
Drop in your student roster, configure your meeting types and workflow templates. Our onboarding team will walk you through it if you'd rather.
Step 03
Invite your families
Send portal invitations and start delivering a more organized client experience the same week.
Plus everything else
And everything else a practice needs.
Tasks, communication, team collaboration — the operational glue that holds the practice together day to day.
Operations
Tasks, deadlines & workflows
Task templates, application deadline tracking, calendar, and reminders that keep students on pace.
Comms
Communication & collaboration
Broadcast emails, family messaging, internal team notes — all in one inbox.
Team
Multi-counselor management
Standardize workflows across counselors and keep visibility as your practice grows.
Scheduling
Scheduling & booking
Share your availability and a booking link to end the back-and-forth — even with prospective clients.
Documents
Files & document sharing
A secure home for every student’s files and folders, shared with the family.
Reporting
Reports & insights
Deadline, application-requirement, and admission reports that keep you on top of every student.
"Strategic Admissions Advice would not be as successful as we are without CollegePlannerPro. It's innovative, intuitive and ever-evolving. For over five years, CPP has helped us to grow from 25 clients to close to 400. Students and parents find it resourceful and our team of college coaches appreciate the ease of connectivity and wealth of information."
Now integrated · Athena AI
AI essay feedback, with the counselor still in control.
Athena helps IECs deliver structured, high-quality essay feedback faster — without sacrificing the personalization students need. Integrated directly with CollegePlannerPro and Google Docs.
Learn about AthenaThe first time I rebuilt a fountain pen at twelve, I didn't think of it as engineering — I thought of it as listening. Each part has a function, and the pen tells you when one isn't doing it.
By the time I was fourteen I had…
Athena
3 notes Counselor review pending
Pricing
Pricing that scales with your practice.
Every plan includes the full platform — student management, family portal, college research, scheduling, billing, and Athena AI. Pay by active-student capacity. Month-to-month, no contracts.
Starter
$69/mo
For solo IECs just launching their practice.
- Up to 10 active students
- Unlimited prospects
- Full platform — every feature
- Free support
Practice
$127/mo
For established solo IECs with a full caseload.
- Up to 30 active students
- Unlimited prospects
- Full platform — every feature
- Free support
Unlimited
$229/mo
For multi-counselor firms scaling without caps.
- Unlimited students
- Unlimited prospects
- Full platform — every feature
- +$20/mo per additional team seat
30-day free trial · $0 setup · Cancel anytime. IECA, HECA, and NCAG members + nonprofits save 25%.
Compare all 6 plans Why CollegePlannerPro
Built by the people who needed it first.
Travis and Brooke Daly founded CollegePlannerPro in 2009 because the tools they needed for their own IEC practice didn't exist. Seventeen years later, it's the platform 3,000+ educational consultants run their practice on.
Origin
Built by IECs
Travis & Brooke Daly, 2009 — still active in the IEC community.
Scope
One platform, not five
Replaces your CRM, scheduler, billing system, college research tool, and family portal.
Scale
Scales with the practice
Solo consultant or multi-counselor firm — same platform, more seats, same core.
Run your practice on the platform built for IECs.
30-day free trial. No credit card. Personalized onboarding when you're ready.
Strong concrete image. Consider whether “listening” sets up the rest of the essay or risks becoming a thesis the body doesn't pay off.