Simply Succeed offers Achieve, a project management platform designed for independent educational consultants that automates invoicing, application tracking, and contract management. By integrating scheduling tools and a crowdsourced resource library, Achieve streamlines administrative tasks, allowing consultants to focus on client engagement and improve operational efficiency.
Funding
Funding not disclosed
Founders
Product
Problem
Independent educational consultants (IECs) often struggle with time-consuming administrative tasks such as invoicing, application tracking, and contract management, diverting their attention from client engagement. Managing these processes manually can lead to errors, delays, and reduced operational efficiency.
Solution
Simply Succeed offers Achieve, a project management platform tailored for independent educational consultants, designed to automate and streamline key administrative workflows. Achieve automates invoice generation based on tracked time or preset fees, sends automated invoice reminders, and facilitates electronic contract signing. The platform also features pre-filled application trackers with deadlines and requirements, linked to automated tasks to guide students through the admissions process. By integrating scheduling tools and providing access to a crowdsourced resource library, Achieve reduces manual tasks and enhances collaboration, enabling consultants to focus on client relationships and strategic advising.
Target Audience
The primary users are independent educational consultants seeking to streamline administrative tasks, improve operational efficiency, and enhance client engagement.
Features
- Automated invoice generation based on tracked time or preset fees, with automated client reminders.
- Pre-filled application trackers with deadlines and requirements, linked to automated tasks.
- Electronic contract signing, eliminating the need for third-party providers.
- Acuity Scheduling and Calendly integration for appointment management, with automatic charge capture for hourly clients.
- Crowdsourced resource library contributed by other professionals in the field.
- Data-driven insights, decision tracking, and student tracking functionalities.
- Financial aid award package comparisons.
- Adaptable marketing templates.