The Complete College Planning Platform for IECs
Use this intake form for your new clients when they sign up. Simply download it, add your logo and personal information, change the Client Agreement to match your needs and it will be ready to give to your clients! Intake form includes:
- Client Data Form (3 pages)
- Client Agreement Form (2 pages)
- Student Questionnaire (5 pages)
- Photography Release form (1 page)
Note: This is a fillable form that you can send to new clients via email. Simply add your logo and contact information, and it is ready to be used!
Student Intake Form
The Business of College Planning Course Testimonials
"This class was excellent and helpful in so many ways. Cindy is so generous with her time and expertise, and cares about helping each person in the class. I appreciated her time and attention and commitment to helping us learn. No matter where you are in terms of experience as an IEC I think you will learn something new to help you grow or improve your business. I would definitely recommend this class. Thanks so much Cindy!"
"I cannot begin to say enough positive things about Cindy, 360 Planner, her classes, and products. When I started the class I was hitting my ceiling, I knew I need to make some changes so I could grow. I left the class with everything that I really needed to make that happen. If you are serious about growing your business, making positive change and getting over the hump, then working with Cindy is a NO Brainer."