Guide 4 of 10

How to Run a Consultation Call With Any Firm

Published by InGenius Prep · Figures checked 27 August 2026

Nine questions, what a real answer sounds like, what a deflection sounds like, and what to get in writing.

The consultation call is a sales meeting. That is not a criticism, it is a description, and knowing it changes how you run the call. Most firms do not publish pricing, so this conversation is where you get the numbers, the names, and the commitments. Handled well, forty-five minutes tells you most of what you need. Handled passively, you will hear a pitch, feel encouraged, and learn very little. Here is how to run it.

Before the call

  1. Write down your budget ceiling. Do not share it. You need it to evaluate what you hear, not to anchor what you are offered.
  2. Write your student's actual profile. Unweighted GPA, course rigor, test scores if any, two or three activities that are real, and intended major if known. Say these plainly.
  3. Decide what you are buying. Expertise you lack, time you cannot spare, or a non-parent adult who will hold your student to deadlines. Most families want a mix, and naming yours keeps the call from drifting.
  4. Schedule three calls, not one. A single quote has no context. Three quotes for one scope is a market.
  5. Have your student on at least part of the call. They are the one who has to work with this person for eighteen months.
  6. Take written notes with dollar figures and names. You will not remember which firm said what by Thursday.

The questions, and how to read the answers

1. What is the total cost for the scope we just described?

Good: a number, or a tight range with the variables named. "Twelve thousand five hundred for senior year, up to twelve applications. Above twelve, it is four hundred per additional school."

Deflection: "It depends entirely on the student." "Let's talk about fit first and get to investment later." "We have options at several levels." Push once: "Understood. What is the range?" A second deflection is your answer.

2. Who specifically will work with my student, and can I meet them before I sign?

Good: a name, their background, and a scheduled introduction. Or an honest "assignment happens after enrollment, but you can change counselors within thirty days at no cost."

Deflection: "We match you with the best fit from our team." That is a description of a process, not an answer. Ask again for a name.

3. What is that counselor's specific background, and how do I verify it?

Good: institution, role, and years. "She was an assistant director at Northwestern from 2017 to 2022, read roughly nine hundred files a year." A named Duke Former Admissions Officer, or a Graduate Coach in a relevant field, is checkable. Check it.

Deflection: "All of our counselors are former admissions officers at highly selective schools." Team-level claims do not commit anyone to your student.

4. How many students will this counselor carry this cycle?

Good: a number, with last year's number for comparison. Anything under about 25 for a full-service senior package is workable. Above 40, ask how October gets handled.

Deflection: "We manage caseloads carefully." Ask for the integer.

5. What exactly is included, and what costs extra?

Good: a specific list. Number of meetings, essay review rounds, application count, interview preparation, response time on email, whether financial aid or scholarship work is in or out.

Deflection: "It is comprehensive, everything is included." Then ask directly whether interview preparation, additional schools, transfer applications, and summer program applications are covered. Something will not be.

6. Walk me through a student like mine from last cycle.

Good: a specific and unglamorous story. Where the student started, what the counselor recommended, what the student resisted, where they enrolled. The useful version includes something that did not work.

Deflection: a list of admits to famous institutions. Admit lists tell you who a firm accepts as clients, not what the firm added.

7. What do you do when a student misses deadlines or stops responding?

Good: a concrete escalation practice. "Two missed sessions and we call the parent. We do not chase silently."

Deflection: "That rarely happens with our families." It happens with everyone's families.

8. What is your refund and cancellation policy?

Good: stated terms tied to a schedule. "Prorated by unused hours through December 1, non-refundable after."

Deflection: "We have never had anyone want to cancel." Read the contract clause before signing regardless of the answer.

9. What results can you promise?

This is a trap question, and you are checking the answer against one standard. Good: "None. We can improve the application. We cannot affect a decision." Disqualifying: any admissions promise, any suggestion of relationships at institutions, any claim of current influence over readers. End the process there.

What to get in writing before you pay

Things offered casually during a sales conversation have a way of not existing in the contract. If it was promised, it goes in the document.

Warning signs

End every call the same way. "Please send me the total price, the assigned counselor's name, and what is included, in writing, by email." Then wait. What arrives, how fast, and how closely it matches what you were told on the call is the single most useful data point you will collect. Firms that are precise in writing tend to be precise in the work. Firms that send a brochure have answered you.

After the three calls

Put the three written summaries side by side and normalize them to the same scope: same applications, same hours, same add-ons. Prices that looked far apart often converge. Then ask your student which counselor they would actually work with. That answer is worth more than the spreadsheet, because the best counseling money can buy is worthless if your seventeen-year-old will not open the email.

Next guide

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