Outbound Sales Playbook for EdTech (Series B Stage)
Step-by-step outbound sales playbook for EdTech companies at Series B. Team: 30-80 people, budget: $1.5-5M. Implementation steps, KPIs, and expert guidance.
Timeline: 2-4 weeks
Prerequisites
- ✓ Product-market fit
- ✓ Analytics infrastructure
- ✓ Team capacity for 2-4 weeks execution
Step-by-Step Guide
Discovery & Audit phase for outbound sales in edtech. Focus on understanding the landscape and planning.
Strategy Design phase for outbound sales in edtech. Focus on understanding the landscape and planning.
Initial Implementation phase for outbound sales in edtech. Focus on execution and iteration.
Measurement Setup phase for outbound sales in edtech. Focus on execution and iteration.
Optimization Cycle phase for outbound sales in edtech. Focus on execution and iteration.
Scale & Systematize phase for outbound sales in edtech. Focus on execution and iteration.
Expected Outcomes
- ✓ Validated outbound sales as channel for EdTech
- ✓ Baseline KPIs established
- ✓ Repeatable process documented
KPIs to Track
- ● SQL Conversion
- ● Average Deal Size
- ● Sales Cycle Length
- ● Activity per Rep
- ● Reply Rate
- ● Meeting Booked Rate
Common Mistakes to Avoid
Ehsan's Growth Commentary
After working with 72+ EdTech companies, the pattern is clear: Outbound Sales at the Series B stage requires systematic processes. The teams that win start smaller than they think they should and iterate 3x faster than their competitors.
With 30-80 people and $1.5-5M budget, focus Outbound Sales efforts on the single highest-ROI activity. Do not spread thin across multiple sub-channels. Validate one approach before adding another.
Ehsan Jahandarpour
AI Growth Strategist & Fractional CMO
Forbes Top 20 Growth Hacker · TEDx Speaker · 716 Academic Citations · Ex-Microsoft · CMO at FirstWave (ASX:FCT) · Forbes Communications Council