The Challenge: Navigating Complex Partnerships and Stalled Opportunities

LearnWell operates in a highly specialized sector of edtech and education services, partnering with both treatment facilities and school districts to provide an integrated set of academic and mental wellness services for students facing mental health conditions. Because they support students across the entire continuum of care—from emerging needs in schools to hospitalization and discharge—their sales process is multifaceted and involves diverse stakeholders.

While doing this critical work, the sales team found it easy to get stuck in a rut and feel unsure about the specific next steps required to move opportunities forward. They needed a structured, reliable way to navigate common day-to-day sales challenges and consistently drive pipeline momentum.

The Solution: Bite-sized Virtual Training Focused on Prospecting and Discovery

I designed and delivered a targeted virtual training program for the LearnWell team focused exclusively on mastering Prospecting and Discovery.

Instead of a generic lecture, the engagement was delivered through a series of "bite-sized" virtual sessions. I made it a priority to dive deeply into their day-to-day experiences in sales so we could address their specific, real-world hurdles.

To make the learning stick, I incorporated "road-test" style homework between our sessions. The team immediately applied my frameworks to their actual workflow, crafting strategic first-touch emails for district administrators and developing persistent, value-driven follow-up sequences for mental health facility partners who had previously stalled.

The Outcome: Clear direction, Meaningful Conversations, and Consistent Meetings

The training provided the LearnWell team with practical advice that immediately impacted their sales motion.

• Refocused discovery: The team approached their discovery calls with renewed confidence, the right tools, and a mindset focused on understanding prospective clients' priorities.
• Actionable momentum: I helped simplify their sales process, giving reps clear direction on how to get unstuck and move opportunities forward.
• Predictable pipeline: Reps developed stronger relationship-building skills and recognized the importance of consistently booking meetings and building meaningful conversations.