How to Talk about Budget with Educators

Matt GambinoSales Mindset & Frameworks

How to Talk about Budget with Educators

By Matt Gambino

I want you to get as creative about having financial conversations with educators as you are about avoiding them.

I hear the excuses every day.

  • "Matt, I only talk to teachers, and they don't have connectivity to the budget."
  • "What I sell is all about the kids, not the money."
  • "I don't want to come off as being too salesy."

Let's be clear: talking about budget is being a trusted advisor.

The landscape has changed. Funding windfalls are gone. School leaders who hired 20 new math tutors with that money are now in a defensive posture, trying to justify those salaries without the funding to pay for them.

They are running multimillion-dollar organizations, and they are being forced to make cuts. Your product—especially if it was a "freemium" pilot—is on the chopping block.

If you're still only talking about "student engagement," you are going to lose. You have to connect your solution to the financial reality of the district.

The "Bowling Pin" vs. "The Domino Effect"

The problem is that most of us are stuck in a bowling pin sales model.

This is traditional solution selling. You identify a problem (the bowling pin) and knock it down with your solution.

  • Pin: "Kids can't hear the teacher."
  • Ball: "We have audio solutions."
  • Pin: "Kids can't remember vocabulary."
  • Ball: "We have spaced-learning software."

This is fine, but it's insufficient. It's what everyone else is doing.

To win in a tight budget year, you must demonstrate the Domino Effect. You have to show how that one bowling pin you're solving for tips over other, more expensive, problems. You must spread the problem around and show its full impact.

This isn't instead of talking about kids; it's in addition to it. Here are three strategies to do it.

1. Share Financial Insight (The Reverse-Engineer)

You are one of the only people qualified to give an educator insight into what's happening at other schools. You have to give this insight to earn the right to ask about their problems.

Don't hit them over the head with a product. Let them connect the dots.

Example:

  • The Insight: "I'm having a lot of conversations with districts that are in the middle of tough collective bargaining negotiations. It's a fact that many unions are bargaining to reduce the number of professional development days—say, from 186 down to 183—in exchange for salary increases. Are you seeing that as well?"
  • The Domino: You haven't mentioned your product. But what did you just do? You established a financial reality: the district will have less time and money for teacher training.
  • The Connection (that they make): Your supplemental product, which provides individualized instruction without requiring more PD time, just went from a "nice-to-have" to a mission-critical, cost-saving strategy.

2. Ask the Control Question: "Can I confirm some numbers?"

At the end of your discovery, after you've identified the bowling pin, you need to ask this question. It's a non-threatening way to get to the back of the envelope cost of their problem.

It implies you've done your homework, and no one will say no to it.

Example:

  • You: "Can I confirm some numbers with you? I'm seeing your student-to-teacher ratio is around 32-to-1. That's high. Is that contributing to teachers considering heading for the exits?"
  • Them: "Yes, we lost three teachers last year. They're burned out."
  • You (The Domino): "I'm not a mathematician, but my research shows the average cost to turn over just one teacher is about $20,000 in hard and soft costs. Based on what you're telling me, that's a $60,000 problem you're dealing with in turnover costs alone... and that's before we even talk about the kids."

Now, when you talk about your $12/student vocabulary solution, you're not selling a $12 product. You're selling a fix to their $60,000 problem. You're showing them the costly, unseen problems.

3. Bargain for Introductions (Preempt the "Over-Functioner")

Teachers are incredible. They are hard-working, they are answering a calling, and they over-function.

This is why they fall into the influencer trap. They get excited about your product and tell you, "This is great! Give me everything you have, and I'll get this in front of the principal!"

This feels like a win, but it's a disaster. You've lost control of the sale. That teacher is passionate, but she is unqualified to do your job.

You must preempt this by making a fair bargain.

The Script:

"I like where this conversation is going, and I'm willing to give you a 45-day pilot because I think it's a great idea.

But I need a couple of things in return.

First, you and I have to stay close. I'll put two check-in meetings on the calendar so I can understand how you and the kids are reacting to it.

Second, the last thing I want to do is put all the responsibility on your shoulders. If you like this after 45 days—and I know you will—I need you to help me introduce this to your principal. I don't want to make you do my job.

Does that sound good to you?"

You've validated them, given them what they want, and maintained control—all while positioning yourself as a fair partner.

Stop playing reactive defense. Stop just knocking down bowling pins. Be the trusted advisor who sees the whole board and isn't afraid to talk about the real financial dominoes.


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