The Pre-Selling Season Checklist Every Education Consultant Needs
Jan 29, 2026
The Pre-Selling Season Checklist Every Education Consultant Needs
If you want selling season to feel calm instead of chaotic, this is the truth you need to hear:
Selling season is not the time to build your business assets.
Selling season is when you leverage what you’ve already built.
The consultants who feel confident, booked, and steady didn’t scramble in August. They prepared months earlier. This pre-selling season checklist walks you through exactly what needs to be in place before selling season arrives.
Why Pre-Selling Season Preparation Matters
Selling season rewards clarity, consistency, and credibility — not hustle.
Administrators don’t make impulse decisions. They need time to:
- See your expertise
- Understand your process
- Build confidence in your solution
This is why your pre-selling season checklist matters so much.
1. Your Email Platform (Non-Negotiable)
Your email list is the backbone of your consulting business. It allows you to stay visible without chasing.
Before selling season, you should have:
- A real email platform (Kajabi or Mailchimp — not Gmail)
- A working opt-in form
- One simple nurture sequence
Email allows you to:
- Stay top of mind
- Share value consistently
- Build trust over time
Selling season works best when you’re following up with warm leads — not starting from scratch.
2. An Administrator-Focused Opt-In
Your opt-in is not for teachers. It’s not a curriculum guide. And it’s not meant to solve everything.
A strong opt-in should be:
- Short and skimmable
- Administrator-facing
- Positioned as a quick insight or gap-finder
Effective opt-ins include:
- A campus self-assessment checklist
- A short “You might have this problem if…” resource
- A simple quiz or walk-through
The goal is awareness — not perfection.
3. A Clear, Named Framework
If your offer still sounds like “I customize everything,” it’s time to refine.
Before selling season, you need:
- A named framework
- 3–5 clear steps or pillars
- Language you use consistently
- A simple visual representation
Frameworks build authority because they:
- Make your work feel proven
- Make your solution easier to explain
- Give administrators confidence in your process
If you can’t explain your framework in under 30 seconds, it’s not ready yet.
4. A Landing Page With One Job
Your landing page is not your resume.
Its job is simple: get an administrator to book a call.
A strong landing page includes:
- A problem-focused headline
- Administrator-specific pain points
- Your framework, clearly outlined
- Outcomes tied to student success
- Proof (data, stories, testimonials)
- A clear call to action (repeated)
If someone can’t tell what you do in 10 seconds, revise it.
5. Optional but Powerful: Website, Blog, LinkedIn
These assets don’t drive most sales — but they verify you.
At minimum, your digital presence should:
- Look professional
- Match your brand
- Clearly explain your transformation
- Make it easy to contact you
A blog and LinkedIn articles:
- Build credibility
- Support SEO
- Position you as a thinker
- Reinforce your authority
Two or three strong pieces aligned with your framework is enough.
Bonus: No Data Yet? Run a Beta Group
If you don’t yet have:
- Testimonials
- Case studies
- Student outcome data
Now is the time to run a beta.
Your goal is to gather:
- Before-and-after insights
- Teacher implementation stories
- Student impact administrators care about
Selling season gets easier when you’re sharing results — not just promises.
Final Reminder: Preparation Beats Hustle
Selling season doesn’t reward hustle.
It rewards preparation.
This pre-selling season checklist is your roadmap to:
- Clear messaging
- Strong systems
- Confident conversations
Pick one item from this checklist and work on it this week — so when selling season arrives, you’re booking calls, not scrambling to build your foundation.
If you’re serious about moving from being considered to being contracted, I’m hosting a LIVE webinar where I walk you through the exact framework I teach my clients to build authority, position their expertise, and book predictable consulting contracts.
Register for the LIVE webinar here
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