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considering schools do not give time - Can we pitch new training module through sales?

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considering schools do not give time - Can we pitch new training module through sales?

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- Pre-call prep (very useful and cuts the meeting session shorter)
- Guide gave me reassurance that I'm doing everything correctly

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During sales if we can pitch about the extensive trainings so we get sufficient time for the coverage and ensure they are well-versed with the platform

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I like how I have the freddom to really show what thwe platform is capable of rather than it being a simple walkthrough.

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1. Setting up the Toddle Platform with unit plans, evaluation criteria, Scope and sequence, will help me with the train the schools better.
2. The script is quite handy and updated as per the platform, which is really helpful.

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- Being unsure of certain elements , the script helped clear a lot of doubts.
- Certain prep to be done on the Platform before the call. Checklist of items that need to be added.

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The preparation checklist is very helpful.
Using the proper terms to explain the platform.

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This activity has been very helpful as a Toddle newbie! It's actually the first time I'm doing this so it is a good practice for me. I'm basically starting as a blank slate so I'm trying to note all the comments and suggestions I'm hearing from everyone <3

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Really really helpful to get on and practice training sessions - differentiate what to say and what not to say, what should be prepared before the call and basically be ready with the training. Allowed myself to be more comfortable in navigating through the platform

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- Loved the pre-call preparations.
- Toddle notes in implementation plan.
- The Implementation itself!

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Emphasis on milestones.
Adding notes and capturing key information.
Asking for samples.
Data transfer discussion was handled very well.

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1-Be transparent about genuine timelines
2-Ask for samples to help understand better
3-Make better use of Toddle Notes section
4- Check for other accreditions and subscription ends (whenever transfer is involved)

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know more about the resources, articles that can be shared with the school

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Effectively explaining milestones (and making sure it's achievable)
Trying to get as much context on the teachers' experience and mindset in order to plan the training session

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1. Marking the dates for each Milestone
2. Adding links to docs ahead of time
3. Clear notes
4. Asking questions in between

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be transparent, assure timelines when you can, accommodate changes yet actively make suggestions/recommendations

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1. Explaining the need of each and every tab clearly
2. Sharing the best practices in terms of timelines, what works for the schools
3. Clear Action items in Toddle Notes action
4. Ask Progress report samples
5. Reassurance at every point.

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- Be flexible with the training order
- Since the implementation plan seems very overwhelming at first glance, buddy was able to reassure the school that they will be with them throughout this process
- Checking with the school mid-meeting to see if this is too extensive or should they continue

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Pausing every now and then for the school to share what's on their mind.
Making notes for yourself under Toddle notes
Ask for samples for unclear elements

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Setting expectations- Toddle + School

Framing the call

45 days--this is new for me!

Making relevant suggestions- dates for setup and training

Cross/upsell other programmes/modules

MB Subscription end-check

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1. Call out milestones.
2. Approach academic set up and progress reports as a collaborative process which needs to be achieved.
3. Asking for samples
4. Doing your homework helps
5. I would want a list of all documents that I could use for learning about different SIS, LMSs and how we can transfer data.
6 Keeping calm when you cant control things.

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1) Take the school POC through the first tab and get clarity on all their dates
2) Try to get to know their team a little better in order to put a better training plan together
3) Take short notes on the sheet

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STALK THEM ON HUBSPOT!
Go through the school's website.
Gather the context of timelines and migration information from the sales team.
Go through the integrations to be done.
Keep calm at all times!
Go over timelines that can be promised.
Take effective notes on the Implementation plan itself (all notes to be in one place)
Assure the school that the buddy will be with them throughout their Toddle Journey.

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I will incorporate my action items in Toddle Notes section.

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1. Explain milestones precisely
2. Set an expectation that this might take longer and might look like too much info, but it's important.
3. Take notes that I can refer to later
4. Practice and explain the new training module well

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Hubspot,website of the school

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Check the school website, ibo website, hubspot info, sales handover, conversation with Sales POC 

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Check the school website, ibo website, hubspot info, sales handover, conversation with Sales POC 

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Checking Hubspot, Gather info from Sales POC regarding add ons
Having a look at the website.
Check IBO
Add basic details to implementation and roster.

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Try to get maximum context from sales and their website

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Try to get maximum context from sales and their website

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Checking information from Hubspot - email thread, notes
Checking school website

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- Order form
- Any notes from Sales.
- Pain points
-- IBO (If the school is authorised
- Website.
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Go through the sales handover on hubspot. GO through the school website

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Try to get as much context from email threads Hubspot and school website.

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Check:
1. Hubspot
2. School website
3. Sometimes, LinkedIn
4. Fill relevant information in the Implementation Plan

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1. Take context from Sales
2. Update from hubspot
3. Check the  school website
4. Pre-fill the sheet with relevant data

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Adding hubspot notes and gathering info from sales POC

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STALK THEM ON HUBSPOT.
Go through the emails exchanged between the Sales POC and School POC.
Go through the school's website.
Gather as much information as I can from the sources available.

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1. Check website
2. Check IBO (For IB authorised schools)
3. Check hubspot
4. Follow up with sales buddy for more clarification
5. Fill implementation plan with the available information