The K-12 Marketing & Sales Enablement Playbook Industry Execs Trust

Get Your Detailed Action Plan to Drive Growth

Our K-12 Marketing & Sales Enablement Playbook provides a meticulously crafted, data-drive strategy, optimized and refined through 15 years of experience working with education companies.

We don’t just provide theoretical frameworks we deliver a practical, bespoke roadmap built on tried and trusted strategies.

Customizable Budget Campaign Planner |

Message Map & Strategic Themes |

Campaign Blueprints |

Content & SEO Roadmap |

Performance Trackers & Dashboards |

Proven Lead Gen Programs

Customizable Budget Campaign Planner | Message Map & Strategic Themes | Campaign Blueprints | Content & SEO Roadmap | Performance Trackers & Dashboards | Proven Lead Gen Programs

Our 90-Day Process

Building your custom K-12 growth playbook is a collaborative effort. We begin with an extensive request for information (RFI) and a thorough review of your existing assets, processes, campaigns, capacity, results, and short and long-term goals.

This deep dive ensures we understand your unique needs and challenges. Over the following 90 days, we work alongside your team, meeting regularly to develop and refine each component of your playbook.

This iterative process allows for real-time adjustments and ensures the final playbook is perfectly aligned with your objectives.

First Step Advantages

  • Tried and Tested Strategies
    Benefit from optimized and refined approaches proven to succeed in K-12.

  • Publisher Relationships
    Leverage our established relationships with education publishers for discounted sponsorships and enhanced visibility.

  • Streamlined Processes
    Utilize our proprietary templates and processes to streamline workflows and validate results efficiently.

  • Bespoke Solutions
    We build the plan with you, not just for you.

One-off campaigns that rely too heavily on email just don’t work in K-12 markets. Integrated, multi-channel marketing is the best way to achieve the results you need.  Partnering with First Step Advisors allows you to build on what’s worked, and bring together the proven best practices that will elevate that work to new heights. here’s what some of our previous clients had to say —

“We worked with First Step Advisors to put together a marketing and sales enablement playbook for our phonics program, and we had a wonderful experience! Jim, Marla, and the team were so easy to work with. They were organized, and the accompanying materials they provided to us were clear and easy to use. Our team has continued to use the resources and insight they provided us, long after we finished working together! Their support and guidance has helped us reach many more schools, providing hundreds of teachers with the right tools so their students can become strong readers.”

- Alison Ryan, Founder and Chief Executive Officer at Learning At The Primary Pond, Inc.

"If you are looking for support with your marketing strategy, I highly recommend working with the team at First Step Advisors. We collaborated on a marketing playbook, and I was thoroughly impressed by their personalized approach. The team really took the time to dig into our business and truly understand both what our unique offering is as well as provide recommendations that were realistic to our resource and budget. This was far from a cookie-cutter solution; the playbook was bespoke and perfectly aligned with our goals.”

- Hazel Carter, Marketing Director at OxEd and Assessment

“This one product will save my Marketing team hundreds of hours of research and brainstorming.
The best purchase I've made this year.”

- Stuart Miles , Director of Customer Relations At Jupiter Ed