Case studies

Education consulting

Example: how an overseas education consultancy could run on MSMEPulse

An illustrative example for education & admissions consulting: how an overseas education consultancy could set up MSMEPulse, run a typical month, and what changes.

MSMEPulse team 路 路 1 min read

Example. This case study is an illustration of how a firm like this could work in MSMEPulse. It isn't a real customer, and it makes no claims about results.

Illustration: an MSMEPulse workspace with projects from ready-made templates for education consultancies.

The firm

Eight counsellors guide about 200 students a year through university applications abroad and student visas.

What made the work hard

  • Application deadlines for hundreds of students were tracked in spreadsheets.
  • Parents called daily for updates.
  • Documents arrived late and incomplete.
Diagram: from an enquiry to a proposal, a project, timesheets, an invoice and payment, for education consultancies.
How work moves through MSMEPulse, from the first enquiry to payment.

How they set up MSMEPulse

  • Chose Education & Admissions Consulting at signup, with overseas university admission and student visa templates.
  • Created a project for each student, with deadlines and their documents on the checklist.
  • Invoiced fees by stage: registration, applications, and offer.

The templates for Education & Admissions Consulting in MSMEPulse: Overseas university admission, Student visa application.

A typical month

Every Monday, counsellors review each student's next deadline. Students upload transcripts and test scores through the portal checklist. When an offer arrives, the student visa project starts. Families see progress without calling, and fees are invoiced as each stage is reached.

What changes

  • Every student's next deadline is visible.
  • Documents are tracked per student.
  • Families get updates without constant calls.

See it with your own industry

Sign up, choose your industry, and install sample data from Settings. You'll get a realistic business like this one, with projects from your industry's templates, clients, timesheets and invoices, to explore before adding your own records.