Consultancy health check

Leads

When a new inquiry arrives, how does your team find out?Whoever sees it first, and nothing is recordedIt gets written in a sheet or a group chat laterThe whole team is alerted and one counselor clearly owns it

Where do messages from Messenger, Instagram, WhatsApp and your website arrive?On different phones and appsMostly in one place, with some exceptionsIn one shared inbox that everyone can see

What happens when someone messages after office hours?It waits until the next morningSomeone replies sometimes, if they happen to lookThey get an automatic greeting that saves their details or lets them book a time

Student documents

How do students send you their documents?As WhatsApp photos, one at a timeBy email or into a shared folderThrough a private link, against a checklist

Can you tell whose file is complete without asking the counselor?NoOnly by opening each fileYes, at a glance

Document requirements differ by country. How do you handle that?Counselors remember themThere is a list somewhereEach student gets the checklist for their destination automatically

Money

How do you track commission a university owes you?From memory or not at allIn an Excel sheetClaim by claim, with dates, currency and what has been received

How do you handle sub-agent payouts?Paid when the agent asksTracked in a sheetHeld until the university pays, then approved before payment

At the end of the day, is the cash drawer checked against your records?NoSometimesYes, every day

Staff and control

If a counselor left today, what would happen to your student list?They could take it with themIt is partly protectedAccess is limited by role, numbers are masked and only the owner can export

Do you know how quickly staff reply to new inquiries?NoRoughlyYes, measured by person and channel

Can you compare your branches side by side?NoOnly by asking each managerYes, in one report

Where is your consultancy leaking?

Leads

Student documents

Money

Staff and control

See your next lead claimed, live.