The student file checklist every consultancy should start with

A student file is only as useful as the details captured when it is created. Missing passport data or an unclear lead source turns into phone calls and chat searches weeks later.

Start with identity and contact: full name as on the passport, passport number, phone and email. Add where the applicant came from, so you can see which channels actually bring students in.

Then record ownership: which counselor is responsible, and what kind of profile this applicant has. With an owner on every file, nothing sits unnoticed.

Finally, decide when a file is finished and lock it. A locked file is a record you can trust during audits and partner reviews.