Built for Success

We’ve crafted tools and resources specifically tailored to the unique needs of IECs, ensuring that you have everything you need to thrive.

Here’s a full breakdown of how Achieve helps IECs succeed:

Optimizing Internal Operations 

  • Achieve allows IECs to send their custom contracts to clients for electronic signatures, eliminating the need for a 3rd party provider. This speeds up the contract finalization process, allowing clients to sign from any device, anytime.

  • Achieve makes it easy to manage appointments and consultations. These scheduled events automatically sync with Achieve's calendar, keeping your workflow organized. Better yet, for hourly clients, a charge will automatically be added to Achieve and sent to the parents monthly!

  • Achieve simplifies the billing process by automatically generating invoices based on time tracked or preset fees. This eliminates manual calculations and ensures accuracy in client billing, saving you time and reducing errors. It reminds your clients about outstanding invoices for you, saving you from those awkward emails.

  • Achieve tracks payments and outstanding balances, providing you with clear financial reporting. You can quickly assess your business’s financial health and plan your expenses accordingly.

  • Clients can easily access their billing history, view and pay invoices, set automatic bill pay, and track any upcoming payments through a secure client portal. This improves client satisfaction and makes financial transactions smoother.

  • Achieve allows IECs to keep track of all prospects in one centralized system. You can easily store and manage contact information, notes from initial consultations, and other relevant details, ensuring no potential client slips through the cracks. A prospect closing rate is automatically calculated for you, allowing you to have the health of your business at your fingertips.

  • Achieve automatically reminds you to follow up with prospects at an interval you set. This helps IECs move prospects through the pipeline quickly and seamlessly.

Monitor Your Prospects

Time-Saving Resources & Services

  • Achieve provides access to a crowdsourced library of resources contributed by other professionals in the field. This collective knowledge includes everything from college notes to tried and true senior gifts.

  • Achieve allows IECs to adapt and personalize curriculum pieces to fit the specific needs of their students and families.

  • Do you have PTA presentation coming up and no time to work on slides? No fear, that’s why Achieve is here!

  • Achieve provides a personalized onboarding process designed to fit the unique needs of your consulting business. Whether you’re a solo consultant or part of a larger team, your dedicated customer success manager will set up the platform to match your specific workflows and goals, ensuring you’re up and running quickly.

  • For Elevate and Enterprise subscribers, Achieve makes it easy to transfer existing client information, documents, and important data from your previous systems. The data migration process is handled with care by your dedicated custom success manager to ensure no valuable information is lost, and everything is securely transferred to Achieve.

Improve Client Oversight

  • Keep track of all your clients and schedules effortlessly, so you can focus on what matters most—helping students.

  • Create a one-off task, use Achieve’s pre-loaded task bank, or add a custom task for you and your students. It all comes with customizable reminders, saving IECs time and reducing administrative burdens.

  • Achieve greater efficiency with flexible workflows that adapt to your style, helping you manage your practice with ease.

  • You can store and manage all necessary documents in one place, from contracts to Google Docs. This ensures quick and easy access for both IECs and their students.

  • Achieve provides integrated time tracking, allowing IECs to log and monitor the hours spent on various client tasks and meetings.

  • Achieve leverages current data on colleges, helping IECs make informed recommendations. You can use Achieve’s college search tool to build personalized college lists for your students.

  • Achieve's app trackers are pre-filled with deadlines and requirements, including special deadlines for scholarships or programs. It’s also linked to automated tasks, allowing you to seamlessly push your students through the admissions process.

  • Once application decisions are released, Achieve tracks the results—from general admission decisions to scholarships—giving IECs and students a clear overview of the outcomes.

  • Once financial aid offers are received, Achieve allows IECs to compare award packages from different colleges side by side. This feature helps students and families make more informed decisions about which school offers the best financial aid opportunities.

Coming Soon!

  • Achieve will soon integrate easily with various form tools, allowing you to collect important client information, surveys, and feedback directly within the platform. This feature will streamline the data collection process, saving you valuable time.

  • Get clear insights into your progress with in-depth reports that make it easy to track client milestones, measure success, and adjust strategies as needed.

  • As an Achiever, you’re more than just a subscriber. You’re a valued member of our community and that comes with a voice. Let us know what would make your life easier - from a new curriculum template or new features, we’ll do our best to make it happen!

At Simply Succeed we aim to be your partner in building a successful IEC practice, providing the essential tools that empower you to succeed every step of the way.

See It In Action