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Education and Admissions Consulting

University admissions and student visas. Start each job from a ready-made project with its milestones, tasks and client documents already in place.

Templates
2
Milestones
5
Tasks and sub-tasks
11
Documents to collect
7

Look inside the templates

These are the projects a new firm gets on day one. Pick one to see how the work and the fee are laid out.

Overseas university admission

Guiding a student through university applications abroad: shortlist, tests, statements, applications and the offer.

  • Fixed price
  • 120 days
  • 3 milestones
  • 6 tasks
  • 4 documents

Milestones and tasks

  1. Day 0Registration
    • Profile assessment and counsellingCounsellor
  2. Day 75Applications submitted
    • University and course shortlistCounsellor
    • Test plan (IELTS, TOEFL, GRE, GMAT or SAT)Counsellor
    • Statement of purpose, essays and CVWriter
    • Submit the applicationsCounsellor
  3. Day 120Offer accepted
    • Interviews, offers and scholarship follow-upCounsellor

Document checklist

  • Academic transcripts and certificatesFrom the client 路 day 15 路 compulsory
  • PassportFrom the client 路 day 15 路 compulsory
  • Letters of recommendationFrom the client 路 day 50 路 compulsory
  • Test score reportsFrom the client 路 day 65 路 compulsory

Student visa application

Preparing and filing a student visa after an admission offer: financial documents, application, biometrics and interview.

  • Fixed price
  • 45 days
  • 2 milestones
  • 5 tasks
  • 3 documents

Milestones and tasks

  1. Day 20Application filed
    • Document checklist for the destination countryCounsellor
    • Review financial and sponsorship documentsCounsellor
    • Fill and submit the visa applicationCounsellor
  2. Day 45Visa decision
    • Biometrics and interview preparationCounsellor
    • Track the decision and pre-departure briefingCounsellor

Document checklist

  • Admission letter (CAS, I-20, CoE or equivalent)From the client 路 day 2 路 compulsory
  • Bank statements, loan letter or sponsor documentsFrom the client 路 day 10 路 compulsory
  • Passport and photographsFrom the client 路 day 10 路 compulsory

Templates are starting points, not professional advice. Rules and due dates change, so check them against your own practice. They're yours to edit.

Example

How a firm like yours could run it

A firm like this

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

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.

Where the work gets hard

  • Application deadlines for hundreds of students were tracked in spreadsheets.
  • Parents called daily for updates.
  • Documents arrived late and incomplete.

What MSMEPulse gives you

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

Read the full example

What happens when you start a project

Real dates and amounts

Enter the start date and contract value, and preview every milestone before anything is created.

Real people

Roles like Manager or Junior are filled with your team when the project starts.

Documents chased

A milestone can't be closed while a compulsory document is missing, unless a manager overrides it with a reason.

Your way of working

Edit any template, or save a finished project as a new one.

Guides for this industry

Related industries

Start with these projects already set up

Choose Education and Admissions Consulting when you sign up and its templates are in your library straight away.