Case Study: How to double your productivity in 3 months
“From Chaos to Clarity: How Educli Helps Migration Agents Work Smarter & Win More Clients”
Background:
Migration Services is a boutique agency based in Sydney, managing around 200 client matters a year with a team of three agents.
They struggled with:
— Leads slipping through the cracks
— Long hours drafting documents
— Emails back and forth to capture clients documents
— Invoicing and financial management
— Client files scattered across emails, folders, and spreadsheets
Solution:
Since 2024 Migration Services implemented Educli CRM across their team.
Results in 3 months:
– 100% of leads captured and followed up within 24 hours
– Contract drafting time reduced from 2–3 hours to under 30 minutes
– Clients began submitting documents faster thanks to secure upload links
– Financial management improved through direct link to XERO
– Agents reclaimed ~10 hours/week each, focusing more on client advice & business growth
Testimonial:
“Educli has transformed how we work. We feel organised, professional, and finally in control. Clients have noticed the difference too, they comment on how seamless the process feels now.”
Why This Matters
Migration agents are under increasing pressure:
– Higher client expectations
– More competition
– Tighter compliance requirements
To thrive, agencies need to work smarter not just harder.
Educli gives you the tools to deliver faster, more professional service without burning out.
Ready to Transform Your Agency?
Book a demo today and see how Educli can save you time, reduce stress, and help you grow.
Self-assessment: How Well Is Your Migration Agency Running? https://forms.gle/w5adg2XXybNnbHYj9