Sales Training for EdTech Companies

THE PRINCIPAL LOVED THE DEMO. THE TRUSTEES NEVER SAW IT.

EdTech companies selling to institutions lose most deals after a good demo, because the person who liked it is not the person who signs. We train your team to reach the people who decide, build the case they need, and turn pilots into contracts.

Selling Excellently™, our ten-module B2B sales method, for EdTech teams selling to schools, higher education and corporate learning buyers. Diagnosed first, customised to your products and your buyers.

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9,000+ Salespeople Trained
100+ Companies
15+ Countries
2017 Training Sales Teams Since
Who We Work With

EDTECH COMPANIES SELLING TO INSTITUTIONS AND BUSINESSES

Whatever the product:

01

LMS and SaaS platforms

Learning management systems, assessment, school and campus ERP, sold on subscription where renewal matters as much as the first deal.

02

E-learning and content

Digital courseware, content libraries, custom e-learning and certification programmes.

03

Interactive training boards and classroom hardware

Interactive flat panels, smart classroom and lab solutions, often sold through dealers and with installation, training and AMC attached.

Sold to three kinds of buyer:

01

K-12 schools and school groups

Sold to owners, trustees, principals and academic coordinators.

02

Higher education

Platforms, online programme partnerships and accreditation tools. Sold to vice chancellors, registrars, deans and purchase committees.

03

Corporate learning

LMS, upskilling platforms and content libraries. Sold to CHROs, L&D heads, business heads and procurement.

WHAT THE PROGRAMME IS

Selling Excellently™ is our method for complex B2B selling: ten modules covering the full arc of a deal, from creating opportunities through to closing and growing the account. For EdTech teams selling to institutions the diagnosis most often weights four:

An inside sales team in a group exercise around a table
01

Reaching everyone who decides

In a school, the principal recommends and the trustees sign. In a university, a committee decides and accounts can stall it. In a company, L&D wants it and the business head funds it.
What you get: no deal decided by someone your team never met.

02

Building the outcome case

Institutions do not buy features. They buy results, admissions, board and accreditation scores, placement rates, skills that show up in business numbers.
What you get: a case the person who signs can approve, so deals are won on value, not on discount.

03

Turning pilots into contracts

Most pilots start without agreed success measures, so they end in “let us think about it”.
What you get: pilots with written success criteria and a decision date, agreed before they start.

04

Selling to the buying calendar

Schools decide before the academic year, colleges around budget approval, companies at the start of the financial year. Miss the window and the deal waits twelve months.
What you get: a pipeline built around when your buyers actually decide.

Built around your products, your buyers, your competitors and live deals.

01

Duration

Two days of core training, inside a three to six month engagement.

02

Format

Onsite, live online, or blended.

03

Languages

English, with Hindi, Gujarati and Tamil through certified trainers.

04

Group size

Typically 12 to 20, maximum agreed during scoping.

05

Who attends

Institutional and enterprise sales teams, key account managers, inside sales and SDR teams, pre-sales and academic consultants, partnership and channel managers, customer success teams responsible for renewals.

06

Who delivers

A certified Selling Excellently™ trainer.

Sound Familiar?

THIS IS FOR YOU IF

Team members building a call plan together on a large sheet
  1. 01

    Demos go well and decisions do not follow.

  2. 02

    Pilots run for months and few become paid contracts.

  3. 03

    Your team knows the principal or the L&D head, and has never met the person who signs.

  4. 04

    Deals slip by a full academic or financial year because the team missed the buying window.

  5. 05

    Renewals depend on usage, and nobody sells the adoption plan as part of the first deal.

  6. 06

    Your boards or hardware are sold through dealers, and the dealer competes on price because that is all they were equipped to sell.

WHAT WE KEEP FINDING

01

The champion is not the buyer.

A principal, a dean or an L&D head can love the product and still not be able to approve the spend. Teams treat the champion’s enthusiasm as a decision, and the pipeline looks healthy until the trustees, the committee or finance say no.

Question On your last ten losses, had your salesperson met the person who signed?

02

Pilots without a finish line.

A free pilot with no agreed measure of success has no natural end. The institution keeps using it, nobody calls it a success, and the deal drifts into the next year.

Question How many of your current pilots have written success criteria and a decision date?

03

The first deal is sold, adoption is not.

Renewal of an LMS or SaaS subscription depends on whether teachers, students or employees actually use it. Interactive boards that sit unused do not get reordered for the next campus. When adoption is left to customer success after the contract, renewal becomes a price negotiation every year.

Question Is adoption and usage part of the conversation that wins the first contract?

Two Sales

ALSO SELLING TO PARENTS AND LEARNERS?

Many EdTech companies run both. We also train admissions counsellor and inside sales teams who talk to parents and learners: discovery with two decision-makers in one conversation, an outcome case the parent can act on, fee conversations that separate price from doubt, and follow-up that moves the decision forward. The diagnosis tells us which sale needs attention first.

The Bigger Picture

WHERE THIS SITS IN THE SYSTEM

  1. 1

    Diagnose

    Win and loss review, pilot-to-contract conversion, stakeholder mapping against who actually signed.

    Sales Diagnostics
  2. 2

    Build Capability

    Selling Excellently™, weighted to stakeholder access, the outcome case and pilot structure.

    Sales Training Programme
  3. 3

    Coach the Manager

    Deal reviews built on who was met and what was agreed, not only on stage.

    Manager Coaching
  4. 4

    Reinforce

    Live coaching and AI-based practice, so committee and trustee conversations are rehearsed before they happen.

    Sales Training Reinforcement
  5. 5

    Measure

    Pilot conversion, signatory access and subscription renewal, baselined at diagnosis.

    How We Work

You can engage any phase on its own.

Before And After

WHAT GETS MEASURED

Opportunities where the person who signs was met before the proposal.

Pilots started with written success criteria.

Pilot-to-contract conversion.

Deals closed inside the buying window against deals slipped to the next cycle.

Discount given against list price.

Renewal and expansion rate by account.

Baselined before the programme begins. Targets agreed in writing. Institutional buying follows academic and budget calendars, and a programme should not be credited with a buying season.

FREQUENTLY ASKED QUESTIONS

We sell to schools, colleges and companies. Can one programme cover all three?

Yes. The method is the same, and the buyers, examples and practice cases are built separately for each segment during the diagnosis.

Most of our deals start with a free pilot. Should we stop offering them?

Usually not. The fix is to agree, before the pilot starts, what success looks like, who will judge it and when the decision will be made.

Our deals go through government or university tenders. Is there selling left to do?

More than most teams act on. The tender is the end of the process. Access, specification influence and relationships across the committee are available long before it is published.

We sell interactive boards through dealers. Can you train them?

Yes. We train your channel managers to equip dealer salespeople to sell the classroom outcome rather than the screen size and the price. Dealer teams can be included, scoped during the diagnosis.

Can you include customer success and academic consultants?

Yes, and we usually recommend it. They hold the relationship after the sale, and renewal and expansion depend on them.

We also have a B2C counselling team. Can you train them too?

Yes. We train admissions and counsellor teams as a separate track, built on their recorded calls.

WHAT HAPPENS NEXT

  1. A 20-minute call

    You tell us what you are seeing. We tell you what we would look at first, and whether training is likely to be the answer.

  2. A written diagnosis, in about two weeks

    Your own data, and interviews with your salespeople and managers, separately.

  3. A programme only if you need one

    Built on your deals, with measures and review points agreed in writing before anything starts.

EdTech sales in short

EdTech sales training for companies selling LMS and SaaS platforms, e-learning and interactive boards to schools, colleges and corporate L&D, where the person who liked the demo is rarely the one who signs. We train your team to reach every decision-maker, turn pilots into contracts, sell to the buying calendar and win the renewal.

Before You Spend Anything

IF THIS SOUNDS LIKE YOUR TEAM

If anything on this page sounds like your team, twenty minutes on the phone is a reasonable place to start. If the gap is not capability, we will say so.

Book a 20-Minute Diagnostic Call