For solo tuition-appeal consultants running the financial-aid-negotiation play: intakes student family financials, researches each school's specific appeal policy + criteria, drafts customized appeal letters in the student's voice, manages back-and-forth with financial aid offices, and tracks negotiated savings as the basis for your success fee. ## What's included - **Financial intake engine** — full family profile across 4 sections (student academics, family financials, original aid packages, competing offers); flags strongest appeal grounds per school - **School-by-school research briefs** — stated appeal criteria, submission method, key contacts, whether competing-offer leverage is likely productive - **Customized appeal letters** — drafts every letter using the school's own policy language with specific dollar amounts + dates; not a template, a tailored argument - **Correspondence management** — logs submissions, sets follow-up reminders, tracks response types, drafts counter-appeals when a partial improvement opens the door for round 2 - **Negotiated savings tracker** — annual + 4-year grant improvement per school; distinguishes grants from loans; clean success-fee invoice basis memo - **Season pipeline** — /pipeline shows every case + every school + every status + every enrollment deadline on one screen - **Deadline protection** — /deadline-check surfaces any case with an enrollment decision date within 14 days - **Discretion-aware data handling** — family income, FAFSA SAI/EFC, divorce situations, non-custodial parent circumstances, medical histories stored only within encrypted session ## Limitations - **Agent never contacts schools or families directly** — every letter goes through you (consultant) - **Not legal counsel** — appeal letters are advocacy drafts; high-conflict situations (divorce decree complications, custody) need a family law attorney + financial aid pro - **Not a CPA** — uses your input numbers; complex business-owner income calculations need a financial aid consultant + CPA together - **U.S.-college-financial-aid-focused** — Canadian + UK + AU tuition appeal regimes differ entirely - **Single-consultant scope** by default — appeal-consulting firms with 5+ caseworkers run per-caseworker sessions ## Best fit Solo tuition-appeal consultants closing 15-50 families/season on a success-fee model. You've already validated the market — now you need a back-office that scales with your caseload without adding staff. Especially valuable during March-May peak when juggling 30+ active families with 2-5 schools each is the difference between case throughput and missed deadlines that cost a family $5-20K of leverage.
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