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How to Write an Education Agency Business Plan [Sample Template]

Are you about starting an education agency? If YES, here is a complete sample education agency business plan template & feasibility report you can use for FREE . Okay, so we have considered all the requirements for starting an education agency. We also took it further by analyzing and drafting a sample education agency marketing plan template backed up by actionable guerrilla marketing ideas for education agencies. So let’s proceed to the business planning section .

Why Start an Education Agency?

If you have a robust background in education matters, and you intend starting your business, then you should consider starting your own education agency. There are many would-be international students and students aspiring to go to colleges / universities, who are trapped simply because they don’t know who to talk to when they have challenges with testing and educational related issues that is why it is important to set up your own education agency.

Being an education agents means that you will help your clients handle all their educational concerns, help to gain admission to colleges or universities of their choice, help them process admission and help them package their applications and documents amongst other services. You can also help your clients (international students) obtain work permits in their new country of residence / studies.

Launching an education agency is not too expensive except for the money required to rent and furnish an office space. Running this type of business requires that you should be trained as an educationist and it is indeed a very lucrative business in the United States, Canada, Australia and The United Kingdom simply because of the inflow of international students from different parts of the world.

If you are truly convinced that starting an education agency is the right business for you to do, then you need to write your own business plan. Below is a sample education agency business plan template that will help you successfully write yours with little or no stress;

A Sample Education Agency Business Plan Template

1. industry overview.

Education agents or agencies are part of the Testing and Educational Support Services industry and establishments in the Testing & Educational Support Services industry primarily provide non – instructional support services for the education industries. The major segments of this industry are educational testing services and educational consultants; they assist students in securing admission, processing admission and other relevant services

If you are a close observer of the Testing & Educational Support industry, you will agree that the controversial No Child Left Behind Act in the united states has been an important driver of revenue for the Testing and Educational Support industry over the past decade. This is due to the fact that education consultants and agents play a prominent role in administering the assessments that ensure schools meet federal guidelines.

Hence, the industry will be heavily impacted in the next half a decade by potential education reforms and fluctuations in federal funding. Nevertheless, college enrollment will continue to expand over the period, and international student growth will continue, driven by high demand from students from Nigeria, China and India. Even though tighter state budgets will limit unnecessary expenditure, underlying demand for support services will still be sustained.

The Testing & Educational Support Industry is indeed a large industry and pretty much active in countries such as United States of America, United Kingdom, France, Germany,  Italy, Holland, Switzerland, Australia and Canada et al.

Statistics has it that in the United States of America alone, there are about 7,639 registered and licensed education consulting firms and education agencies scattered all across the United States responsible for employing about 115,967 and the industry rakes in a whooping sum of $15 billion annually. The industry is projected to grow at 3.4 percent annual growth within 2011 and 2016. It is important to state that ETS and Pearson PLC have the largest available market share in the industry.

A recent research carried out by IBISWORLD reveals that the Testing and Educational Support industry has expanded over the five years to 2016. The report stated that during this time, revenue grew at an average annual rate of 0.9 percent to $13.7 billion in 2016. The report pointed that the Testing and Educational Support industry is composed of three main segments: educational testing providers, educational consultants and student-exchange program providers.

While overall growth has been strong, these segments have experienced different levels of growth over the past five years, with educational testing services accounting for the largest share of revenue growth. The research further revealed that the No Child Left Behind (NCLB) Act of 2001 has driven industry demand during much of the past decade. Under NCLB, which was signed into law in January 2002, states had to implement major educational changes to remain eligible for federal funding.

Lastly, one thing is certain about starting an education agency, if you are able to conduct your market research and feasibility studies, you are more likely not going to struggle to secure clients because there are always individuals, and even educational institutions / schools that would want to hire your services from time to time.

2. Executive Summary

School Runs Education Agency® is a registered and licensed education agency that will be based in San Diego – California.

We have been able to lock down a standard office facility in the heart of the city. We will handle all aspect of education related services; services such as securing and processing admission for students, securing scholarship for students, providing college selection services, providing educational consulting services, providing educational guidance counseling services, providing educational support services, providing educational testing services, attending school buses and facilitating student exchange programs.

We are aware that to run a standard education agency can be demanding which is why we are well trained, certified and equipped to perform excellently well.

School Runs Education Agency® is a client – focused and result driven education agency that provides broad- based services at an affordable fee that won’t in any way put a hole in the pocket of our clients.  We will offer a standard and professional education support services to all to our individual clients, and corporate clients at national, and international level. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they hire our services.

At School Runs Education Agency®, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in the testing and educational support industry

School Runs Education Agency® will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Our plan is to position the business to become the leading brand in the education agencies line of business in the whole of San Diego – California, and also to be amongst the top 20 education agencies in the United States of America within the first 10 years of operations.

This might look too tall a dream but we are optimistic that this will surely be realized because we have done our research and feasibility studies and we are enthusiastic and confident that San Diego – California is the right place to launch our education agency business before sourcing for clients from other cities in The United States of America and throughout the globe.

School Runs Education Agency® is founded by Clem Harry and Kennedy Bosch, his business partner for many years. The organization will be managed by both of them since they have adequate working experience to manage such business.

Clem Harry has well over 5 years of experience working at various capacities within the testing and educational support services industry in the United States of America. Clem Harry and Kennedy Bosch have the required experience and qualifications to build a world class education agency business that can favorably compete amongst leaders in the industry.

3. Our Products and Services

School Runs Education Agency® is going to offer varieties of services within the scope of the testing and educational support industry in the United States of America. Our intention of starting our education agency business is to favorably compete with leading players in the testing and educational support industry both in the United States of America and in the world at large.

We are well prepared to make profits from the industry and we will do all that is permitted by the law in the United States to achieve our business goals, aim and ambition. Our business offerings are listed below;

  • Assist students in securing and processing admission
  • Assist students in securing scholarships
  • Assist schools in marketing local and international students
  • Providing college selection services
  • Providing educational consulting services
  • Providing educational guidance counseling services
  • Providing educational support services
  • Providing educational testing services
  • Attending school buses
  • Facilitating student exchange programs

4. Our Mission and Vision Statement

  • Our vision is to build an education agency brand that will become the number one choice for both individual and corporate clients in the whole of San Diego – California. Our vision reflects our values: integrity, service, excellence and teamwork.
  • Our mission is to position our education agency to become the leading brands in the testing and educational support services industry in the whole of San Diego – California, and also to be amongst the top 20 education agency brands in the United States of America within the first 10 years of operations.

Our Business Structure

Ordinarily we would have settled for a hand full of full – time staff members, but as part of our plan to build a standard education agency in San Diego – California, we have perfected plans to get it right from the beginning which is why we are going the extra mile to ensure that we have competent, honest and hardworking employees to occupy all the available positions in our organization.

The picture of the kind of education agency we intend building and the business goals we want to achieve is what informed the amount we are ready to pay for the best hands available in and around San Diego – California.

We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

  • Chief Executive Officer
  • Education Agents / Consultants

Admin and HR Manager

Marketing and Sales Executive

  • Customer Care Executive / Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization

Education Consultants / Agents

  • Assists students in securing and processing admission
  • Assists students in securing scholarships
  • Assists schools in marketing local and international students
  • Responsible for providing college selection services
  • Responsible for providing educational consulting services
  • Responsible for providing educational guidance counseling services
  • Responsible for providing educational support services
  • Responsible for providing educational testing services
  • Attends to school buses as it relates to students under our care
  • Responsible for facilitating student exchange programs
  • Responsible for overseeing the smooth running of HR and administrative tasks for the organization
  • Designs job descriptions with KPI to drive performance management for clients
  • Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out staff induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Responsible for arranging travel, meetings and appointments
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversees the smooth running of the daily office activities.
  • Identifies, prioritizes, and reach out to new partners, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of relevant projects.
  • Writes winning proposal documents, negotiate fees and rates in line with company policy
  • Responsible for handling business research, marker surveys and feasibility studies for clients
  • Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represents the organization in strategic meetings
  • Helps to increase sales and growth for the organization
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • creates reports from the information concerning the financial transactions recorded by the bookkeeper
  • Prepares the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper.
  • Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the company
  • Serves as internal auditor for the organization

Client Service Executive / Front Desk Officer

  • Welcomes students and clients by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the manager in an effective and timely manner
  • Consistently stays abreast of any new information on the organization’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients
  • Receives parcels / documents for the organization
  • Distributes mails in the organization
  • Handles any other duties as assigned the line manager

6. SWOT Analysis

With respect to our vision, our mission and the kind of business we want to set – up, we don’t have any other option than to follow due process. Following due process involves hiring business consultant to help us conduct SWOT analysis for our business.

School Runs Education Agency® hired the services of a seasoned business consultant with bias in start – ups in the United States to help us conduct a thorough SWOT analysis and to guide us in formulating other business strategies that will help us grow our business and favorable compete in the testing and educational support services industry.

As an agency, we look forward to maximizing our strength and opportunities and also to work around our weaknesses and threats. Here is a summary from the result of the SWOT analysis that was conducted on behalf of School Runs Education Agency®.

Our core strength lies in the power of our team; our workforce. We have a team of highly qualified education consultants / agents and support staff members that can go all the way to give our clients value for their money; a team that are trained, qualified and equipped to pay attention to details and to deliver excellent education consulting cum agency services. We are well positioned and we know we will attract loads of clients (students and international students alike) from the first day we open our doors for business.

As a new education agency, it might take some time for our organization to break into the market and gain acceptance especially from international students in the already saturated testing and educational support services industry; that is perhaps our major weakness. So also, we may not have the required cash to give our business the kind of publicity we would have loved to.

  • Opportunities:

The opportunities in the testing and educational support services industry is massive considering the number of local and international students who can’t do with key services provided by only education agencies. As a standard and well – positioned education agency, we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as an education agency operating in the United States are unfavorable government policies, the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing / spending power. There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

  • Market Trends

If you a closer observer of the trends in the Testing & Educational Support industry, you will agree that the controversial No Child Left Behind Act in the united states has been an important driver of revenue for the Testing and Educational Support industry over the past decade. This is due to the fact that education consultants / agents play a prominent role in administering the assessments that ensure schools meet federal guidelines.

Although it is cheaper to start an education agency business, but the fact remains that it is a bit challenging for new entrant to come into this industry, the primary barrier to the entry for new establishment is the stiff registration requirements applicable in most countries not just the United States of America.

As a matter of fact, education agencies must comply with local licensing criteria set out by registration boards and professional associations to obtain registration in their country or the state they want to operate from. This usually requires applicants to hold an accredited tertiary qualification before they can undertake written tests of skills, knowledge and abilities.

Lastly, the geographic distribution of education agencies and revenue in the industry is based on population levels and business locations. education agencies tend to be located in areas with high populations students, and such areas tend to have higher level of students who would want to sit for college exams, apply for international studies or for student exchange programs.

8. Our Target Market

The demographic and psychographics composition of those who need the services of education agencies cut across students and schools at all levels.

School Runs Education Agency® will initially serve students within our immediate community, but that does not in any way stop us from growing to be able to compete with the leading education agencies and education consulting firms in the United States.

As a standard and licensed education agency, School Runs Education Agency® offers a wide range of education support services hence we are well trained and equipped to services a wide range of clientele base.

Our target market cuts across students at different level of studies, but local students and international students. We are coming into the industry with a business concept that will enable us work with individuals, and schools in and around San Diego – California and other cities in the United States of America.

Below is a list of the people and organizations that we have specifically design our products and services for;

  • International Students
  • Local students
  • Schools (High Schools, Colleges and Universities)
  • Tutorial colleges

Our competitive advantage

The level of competitions in the testing and educational support services industry depends largely on the location of the business and of course the business model. If you can successfully create a unique brand identity for your education agency or carve out a unique market, you are likely going to experience less competition.

For instance, if you are one of the few education agencies in your location that has the most qualified and experienced education consultant with successful track record under your payroll, you are likely going to have a competitive advantage over your competitors.

We are quite aware that to be highly competitive in the testing and educational support services industry means that we should be able to deliver expected results, our clients should be able to pay for our services and we should be able to meet the expectations of clients.

School Runs Education Agency® might be a new entrant into the testing and educational support services industry in the United States of America, but the management staffs and owners of the business are considered gurus. They are people who are core professionals and licensed and highly qualified education consultants and agents in the United States. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (start – ups education agency business) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

School Runs Education Agency® is established with the aim of maximizing profits in the testing and educational support services industry and we are going to go all the way to ensure that we do all it takes to attract clients (local and international students) on a regular basis.

School Runs Education Agency® will generate income by offering the following immigration consulting services;

10. Sales Forecast

One thing is certain, there would always be local students, international students, individuals, schools and tutorial colleges et al who would need the services of testing and educational support services providers.

We are well positioned to take on the available market in San Diego – California and other key cities in the United States of America and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond San Diego to other cities in California and other states in the U.S.

We have been able to critically examine the education agency services market space and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in San Diego – California.

Below are the sales projections for School Runs Education Agency®, it is based on the location of our business and the wide range of education support services that we will be offering to our clients;

  • First Fiscal Year-: $150,000
  • Second Fiscal Year-: $350,000
  • Third Fiscal Year-: $550,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales Strategy

We are mindful of the fact that there are stiffer competitions amongst education agencies and other related educational support service providers in the United States of America, hence we have been able to hire some of the best business developer to handle our sales and marketing.

Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization. We will also ensure that our excellent job deliveries speak for us in the market place; we want to build a standard and world – class education agency that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).

Our goal is to grow our education agency to become one of the top 20 education agency in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the San Diego – California, but also in other cities in the United States of America.

School Runs Education Agency® is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our education agency business by sending introductory letters alongside our brochure to migrant communities, schools, households and key stake holders in San Diego – California.
  • Advertise our business in relevant magazines, newspapers, TV stations, and radio station.
  • List our education agency business on yellow pages’ ads (local directories)
  • Attend relevant international and local education, international studies and business expos, seminars, and business fairs et al
  • Create different packages for different category of clients (local students and international students et al) in order to work with their budgets and still deliver quality education agency services to them
  • Leverage on the internet to promote our education consulting firm
  • Engage in direct marketing approach
  • Encourage word of mouth marketing from loyal and satisfied clients
  • Join local chambers of commerce and industries with the aim of networking and marketing our services.

11. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street or the city they are operating from must be ready and willing to utilize every available means (both conventional and non – conventional means) to advertise and promote the business. We intend growing our business which is why we have perfected plans to build our brand via every available means.

We know that it is important to create strategies that will help us boost our brand awareness and to create a corporate identity for our education agency business. Below are the platforms we will leverage on to boost our brand and to promote and advertise our business;

  • Place adverts on community based educational and related newspapers, radio stations and TV stations.
  • Encourage the use of word of mouth publicity from our loyal customers
  • Leverage on the internet and social media platforms like; YouTube, Instagram, Facebook, Twitter, LinkedIn, Snapchat, Badoo, Google+ and other platforms to promote our business.
  • Ensure that we position our banners and billboards in strategic positions all around San Diego – California
  • Distribute our fliers and handbills in target areas in and around our neighborhood
  • Contact migrant communities, schools, and households et al by calling them up and informing them of School Runs Education Agency® and the educational support services we offer
  • Advertise our business in our official website and employ strategies that will help us pull traffic to the site
  • Brand all our official cars and school buses and ensure that all our staff members and management staff wears our branded shirt or cap at regular intervals.

12. Our Pricing Strategy

Fixed prices and commissions for services rendered is a long – time tradition in the industry.  However, for some types of education support services, flat fees make more sense because they allow clients to better predict service charge.

As a result of this, School Runs Education Agency® will charge our clients (students) a flat fee for many basic services such as securing and processing admission for students, securing scholarship for students, providing college selection services, providing educational consulting services, providing educational guidance counseling services, providing educational support services, providing educational testing services, attending school buses and facilitating student exchange programs et al.

At School Runs Education Agency® we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance.  In addition, we will also offer special discounted rates to local and international students.

We are aware that there are some clients that would need regular access to education support services, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.

  • Payment Options

The payment policy adopted by School Runs Education Agency® is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that School Runs Education Agency® will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via credit cards / Point of Sale Machines (POS Machines)
  • Payment via online bank transfer
  • Payment via check
  • Payment via mobile money transfer
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for our testing and educational support services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for all education consultancy and advisory services rendered.

13. Startup Expenditure (Budget)

When it comes to calculating the cost of starting an education agency, there are some key factors that should serve as a guide.

Besides, in setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting / leasing a big facility, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business.

The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked. As for the detailed cost analysis for starting an education agency business; it might differ in other countries due to the value of their money.

Below are some of the basic areas we will spend our start – up capital in setting up our education agency business;

  • The total fee for incorporating the Business in the United States of America – $750.
  • The total cost for payment of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $9,400
  • The amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000
  • The total cost for hiring Business Consultant – $2,500
  • The cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $5,000
  • Marketing promotion expenses for the grand opening of Webster & Golden® Education Consulting, LLP in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of $3,580.
  • The cost for purchase of the required software applications (testing results tracking Software, Payroll Software, CRM software, and Accounting Software et al) – $10,500
  • The cost of launching our official Website – $600
  • Budget for paying at least three employees for 3 months plus utility bills – $10,000
  • Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
  • Miscellaneous: $1,000

Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand ( 150,000 ) U.S. dollars to successfully set – up a small scale but standard education agency business in the United States of America. Please note that the salaries of all our staff members for the first month is included in the expenditure.

Generating Funds / Startup Capital for School Runs Education Agency®

No matter how fantastic your business idea might be, if you don’t have the required money to finance the business, the business might not become a reality. No doubt raising start – up capital for a business might not come cheap, but it is a task that an entrepreneur must go through.

School Runs Education Agency® is a business that will be owned and managed by Clem Harry and Kennedy Bosch, his business partner for many years. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

  • Generate part of the start – up capital from personal savings
  • Source for soft loans from family members and friends
  • Apply for loan from my Bank

N.B: We have been able to generate about $50,000 ( Personal savings $40,000 and soft loan from family members $10,000 ) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have, the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting School Runs Education Agency® is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running. We know that one of the ways of gaining approval and winning customers over is to offer our education support services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

School Runs Education Agency® will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts various banks in the United States: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Securing a standard office facility (renovation of the facility inclusive): Completed
  • Purchase of All form of Insurance for the Business: Completed
  • Conducting Feasibility Studies: Completed
  • Generating part of the start – up capital from the founder: Completed
  • Applications for Loan from our Bankers: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of the Needed software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business (Business PR): In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with vendors and key players in the industry: In Progress.

More on Education

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How to Start an Education Consulting Business

Below you will learn the key steps to starting an educational consulting firm.

Download the Ultimate Consulting Business Plan Template

10 Steps to Starting Your Own Educational Consulting Business

1. conduct market research to determine demand.

An important step to starting an educational consulting business is conducting market research. To begin, you must learn what services your clients want and how much they are willing to pay for them. There are two ways you can go about conducting this research:

  • Survey your target market . This can be done by conducting online surveys, conducting phone interviews, or sending out questionnaires.
  • Review the competition . Look at how other educational consultants are marketing their services and what services they offer. This will give you an idea of what services are in high demand and how you can differentiate yourself from the competition.

Once you have analyzed the survey data, determine which types of businesses are likely to hire you and how much they are willing to pay. Use this information to set your consulting prices.

6-FIGURE CONSULTING BUSINESS BLUEPRINT

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2. Name Your Education Consulting Business

Once you have analyzed your market and determined what services clients want, it’s time to name your educational consultancy business. While naming a business can be difficult, there are a few rules of thumb to keep in mind:

  • Keep it Short : Your business name needs to be short enough for clients to remember and say.  
  • Keep it Relevant : Your business name should be relevant to the education services you offer and your target market’s needs.
  • Keep it Memorable : Using clever ideas and words, help your audience connect with your business.
  • Focus on Your Target Market :  Make sure that whoever sees or hears your company name understands who you are targeting as clients.

Read our article about choosing the right business name .

3. Choose Your Business Structure and Set-Up Your Company’s Legal Entity

As with any business, the type of legal entity you set up is critical.  After all, you want your company to be treated as a separate entity, not just an extension of yourself.  There are several types of structures in which you can start your own educational consulting business. Three popular options are sole proprietorship, S-corporation and LLC (limited liability company).

  • Sole Proprietorship :  A sole proprietorship is one in which the business and the owner are considered to be one entity. Therefore, you are personally responsible for all debts and liabilities your education consultancy business may incur. One benefit of this type of structure is that it’s easy to set up and there are no formal filings required.
  • S-Corporation : An S corporation is a type of C Corporation that was designed by the IRS to help small corporations minimize their paperwork while still gaining many of the tax benefits of incorporating. It also offers protection for business owners in case of lawsuits and other liabilities.
  • Limited Liability Company (LLC) :  An LLC is a structure in which the company is considered a separate legal entity from its owners. This means that the company is responsible for its own debts and liabilities. This type of structure offers protection for business owners in case of lawsuits.

Read our article comparing the most common consulting business structures .

4. Write an Education Consulting Business Plan

A business plan is a document that outlines your business goals, strategies, and how you plan to achieve them. For an educational consulting company, your business plan should include the following:

  • Business Description : Describe what your company does, who your target market is, and how you will differentiate yourself from the competition.
  • Industry & Market Analysis : Detail your research on the industry and what services clients are most likely to want.
  • Financial Plan : Outline your estimated income and expenses for the next three to five years.

Other sections of your plan will answer other key questions such as the following:

  • What are your areas of expertise?
  • What services can you offer your clients?
  • Who is your target audience?
  • How will you differentiate yourself from the competition?

Your business plan should also include several sections that detail your company’s history, current financial situation, and future goals. These sections will allow an investor to learn more about your company before they commit to investing in it.

Read our article about how to write a consulting business plan .

5. Apply for the Necessary Permits and Licenses

You must register your education consultancy business as a legal entity with the state in which you plan to do business.

To file your business with the state, obtain the necessary forms from the Secretary of State’s website or local County Clerk’s office. You will be required to pay a small fee for filing your business with the state.

Registering with the federal government may or may not be required. You can register your business on the federal level by obtaining an Employer Identification Number (EIN) from the IRS.

Read our article about obtaining the proper consulting business licenses .

6. Determine Your Budget & Apply for Funding as Needed

As with any business, you will need to use your own capital to finance the initial stages of your educational consulting company.  Your budget may also include several other costs including marketing expenses and the salary you wish to pay yourself.  

After determining how much money you will invest in starting your business, review some options for financing your business.  Here are several financing options that may be available to you:

  • SBA Loans : The Small Business Administration (SBA) is a government agency that provides financial assistance to small businesses in the U.S.  
  • Bank Loans : Many small business owners are able to secure loans from their local banks. Often, you can borrow money for any purpose that relates to the growth of your company.
  • Friends and Family : You can consider getting loans and/or equity investments from friends and family members..
  • Angel investors : Angel investors may provide debt or equity funding to you.

Read our article about the costs associated with starting a consulting business to help you determine if funding is needed.

7. Get the Technology & Software Needed to Run Your Educational Consulting Company Efficiently

As an educational consulting firm, you will need different types of technology to complete projects and keep track of your company’s operations. To simplify the process of starting a consulting company, we’ve provided a list below detailing some items that you’ll need:

Computers : Even if most of your work is done remotely with clients on the other side of the country or world, you will need at least one computer that is dedicated to your educational consulting company.

Software : Software is an essential component of any new business. The right software can help you manage projects, track expenses, and communicate with clients more effectively.

Here are some popular software platforms that may be beneficial to your business:

  • Microsoft Office : This software suite includes a variety of applications that can help you manage your company, including Word, Excel, and PowerPoint.
  • QuickBooks : This software is designed for small businesses and can help you track income and expenses, create invoices, and manage payroll.
  • Basecamp : This project management software can help you manage multiple projects simultaneously and keep track of deadlines and milestones.
  • Gmail : Google’s email platform offers several features that can be helpful for educational consultants, including the ability to access the same email from multiple devices.
  • CRM : Customer relationship management software can help you track customer communication, manage leads, and create reports that detail your sales activities.

There may be additional software options available for educational consultants, so be sure to ask other educational consultants to find the best options for your business.

Read our article about the technology and software you need to run a consulting business .

8.  Market Your Educational Consulting Firm to Potential Clients

Once you’ve established your educational consulting company, the next step is to market it to potential clients.

Here are some common marketing strategies used for educational consulting firms:

  • Networking : One of the best ways to market your company is by meeting people and building relationships. Attend industry events, meet-ups, and other networking opportunities to get in front of potential clients.
  • Online marketing : Marketing your business online, such as through a business website and pay-per-click and/or social media marketing, can help you reach a larger audience looking for your services.
  • Blog : A blog is a great way to showcase your knowledge and expertise in the educational consulting industry. Share case studies, how-to articles, and other content that will be helpful to potential clients.
  • Website : Your website is the central hub for your business. Make sure it is well-designed, easy to navigate, and provides all the information potential clients need to learn more about your company.
  • Referral Programs : Offer current clients a discount or other incentive for referring new clients to your business. This helps build word-of-mouth marketing for your company.

There are many ways to market an educational consulting firm, so be sure to explore all of your options and find the strategies that work best for you.

You should also consider ways to incentivize potential clients to choose you over another educational consulting firm. Some incentives that work well include:

  • Lower rates : Many consulting businesses offer lower rates on their services to attract new clients.
  • Discounts on services : Offering discounts on certain projects may help you win bids against other companies.
  • Free consultation : Providing potential clients with a free consultation can help them determine if your company is the best one for their needs.

Learn more about how to market your consulting business .

9.  Establish a Price Structure and Billing System

There are a few factors to consider when establishing your price structure:

  • Hourly rates : Charging by the hour is a common way to price consulting services. This allows clients to budget for your services and gives you the flexibility to charge more for complex projects.
  • Project rates : Charging a flat fee for a project can be beneficial for both the client and the educational consultant. It ensures that the client knows what they are paying up front, and it allows the consultant to charge more for more complex projects.
  • Retainers : A retainer is a set amount of money that the client pays upfront for services. This can be a good option for clients who need regular educational consulting services.

No matter which pricing structure you choose, be sure to clearly communicate it to your clients. Additionally, have a detailed invoice template that includes all the education services you provided so the client knows exactly what they are paying for.

10.  Manage Client Relationships and Deliver Projects

After finding new clients and marketing your educational consulting business, you should begin delivering the projects and getting paid. This means managing client relationships and making sure that clients are happy with your work. Some of the ways to manage relationships with your education clients include:

  • Regular communication : Keep in touch with clients regularly, either through email, phone calls, or face-to-face meetings. This will help ensure that they are happy with the work you are doing and that any issues are addressed promptly.
  • Project updates : Send project updates to clients throughout the course of the project. This will keep them in the loop on what you are doing and how the project is progressing.
  • Client feedback : Ask clients for feedback after every project. This will help you improve your services and ensure that clients are happy with your work.

Delivering projects on time and within budget is essential for an educational consulting business. It can be beneficial to create a project management plan that outlines how each project will be completed. This will help ensure that all deadlines are met and that the client is happy with the final product.

Learn more about how to effectively manage client relationships .

Starting an Educational Consulting Business FAQs

Why start an educational consulting business.

There are many reasons to start an educational consulting business:

  • You have a wealth of knowledge and experience in the education field (such as, as a classroom teacher, school administration, curriculum developer, etc.) and want to share it with others.
  • You are passionate about education and want to help students achieve their academic goals.
  • You are looking for a flexible business that allows you to work with the clients you choose.

What is Needed to Start an Educational Consulting Business?

There are a few things you will need before becoming an educational consultant:

  • Strong knowledge of the education system and how it works
  • Experience in teaching or tutoring
  • Strong marketing and sales skills
  • The ability to manage client relationships effectively

What are Some Tips for Starting an Educational Consulting Company?

The following tips can help you to start an educational consulting business:

  • Do your research . Make sure you understand the education system and how it works before starting your business. This will help you to provide accurate information to clients and manage expectations effectively.
  • Develop a strong marketing strategy . Marketing is essential for any business, especially a new one. Plan how you will reach potential clients and how you will differentiate your business from others.
  • Set your prices wisely . It is important to charge rates that reflect the services you are providing, but also be competitive so you can attract new clients.
  • Create a detailed invoice template . This will help ensure that clients understand what they are paying for and that you are billing correctly for services rendered.
  • Establish a project management plan . This will help ensure that all projects are completed on time and within budget.
  • Manage client relationships effectively . Keep in touch with clients regularly, send project updates, and ask for feedback to ensure they are happy with your work.

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How to start an education consulting business

How to start an education consulting business

Are you a seasoned educator with a passion for helping others succeed? Do you have an entrepreneurial spirit? If so, an educational consulting business may be the perfect career path for you. As an educational consultant, you can provide invaluable guidance, support, and expertise. You can offer your services to clients who want to achieve their educational and career goals. 

There are over 7,500 education consultants in the country. There’s increasing demand for expert guidance and support from students, parents, and educators. By starting your own consultancy business, you can tap into this growing market. 

This guide will help you lay a strong foundation for your consulting business. Read on to explore the essential steps to starting an education consulting business. 

What is an educational consulting business?

Starting an educational consulting business is a great opportunity for individuals with expertise in the education sector. An educational consultant provides guidance and support to students, parents, and educational institutions. This is to enhance their learning process and achieve their academic goals. 

Educational consultants help students and parents with college admissions, financial aid, and career choices. They also assist educational institutions with curriculum development, faculty development, and student recruitment.

Benefits of starting an educational consulting business

Starting an educational consulting business can be a highly rewarding and lucrative venture. It provides the opportunity to work in the education sector. You can help and impact the lives of students and educators. You can also work with educational institutions to improve their services. Additionally, an educational consulting business has the potential to generate significant revenue.

The education consultancy industry

The education consultancy industry is a growing sector as many parents and educators seek support and guidance in navigating the education system. The education consulting market size is expected to reach $3.45 billion by the end of 2030. With an increasing demand for quality education, these consulting businesses are increasingly relevant, helping students and parents make informed decisions about their educational journey. The industry includes a range of services, from college admissions counseling to curriculum development and teacher training. This provides businesses with a wide range of opportunities to specialize and stand out.

Conducting market research

Before you start your education consultancy business, it is essential to conduct thorough market research. This will help you understand your target audience, competition, and industry trends. 

Identifying your target audience

One crucial aspect of market research is identifying your target audience. You must understand your potential clients’ specific demographics, interests, and needs. This will help you develop services that cater to their unique requirements and create effective marketing strategies.

Analyzing competition in the education consultancy industry

Competitor analysis is another significant element of market research. By analyzing the services, pricing, and marketing strategies of your competitors, you can gain a competitive edge. This can help you identify opportunities to differentiate your services and stand out in the market.

Understanding market trends and demands

You must understand the current and future trends in the education consultancy industry. This includes understanding your target audience’s needs. You must understand the increasing demand for specific services. Additionally, you must explore advancements in technology that can impact your business. So stay up-to-date on trends. This way, you can adapt your services. This also lets you stay ahead of the competition.

Conducting comprehensive market research can help you understand your audience, competition, and industry trends. Consequently, this can help you develop effective strategies for growth and success.

Developing a business plan

A business plan is the essence of any business, including an educational consulting business. It is a roadmap for achieving your goals and objectives. A well-written business plan helps you define your business and identify your competition. It helps you determine your target audience and develop effective marketing strategies.

Setting specific goals and objectives

Before creating a business plan, you need to set specific goals and objectives for your educational consultancy. These goals should be measurable, achievable, and relevant to your business. Goal examples include:

  • Improving client conversion rate
  • Increasing revenue
  • Becoming a market leader in your niche

Say you’ve identified your goals and objectives. Then, you can create a plan that focuses on achieving those goals.

Creating a marketing strategy

A well-crafted marketing strategy can help you reach your target audience. Your marketing strategy should identify your target audience. This is where you outline your marketing channels (print ads, social media platforms, email marketing, etc.). This is also where you determine your budget for marketing activities.

Attract. Win. Serve.

Determining financial projections

Determining financial projections is vital for any business. You need to calculate your start-up costs and ongoing expenses. These include rent, utilities, equipment, and employees' salaries. You also need to determine your pricing strategy. You can base this on your competition and the value of your services. Additionally, you should prepare financial projections for the next two to five years. This will guide you in your financial decisions and ensure your business stays profitable.

Legal and financial considerations

Starting a consultancy business involves important legal and financial considerations. By addressing these aspects, you can ensure the smooth operation of your business and minimize the risks involved.

Choosing a business structure

You must choose a business structure. This includes sole proprietorship, LLC, partnership, or corporation. For an educational consultancy business, an LLC structure is commonly preferred as it offers limited liability protection and flexibility in management.

Meeting legal requirements

Starting a consultancy business also involves meeting legal requirements. This includes obtaining any required licenses or permits from your state and local government. You may also need to file for a tax ID number and register for taxes. Additionally, you must ensure compliance with relevant laws and regulations. For instance, data privacy laws.

Managing expenses and income

Managing expenses and income is an essential part of running a consultancy business. You can anticipate expenses through your business plan. You should keep track of your expenses and income through an accounting system. This can help you make informed decisions. Plus, this can ensure that your business stays profitable.

Protecting your business

You can protect your business in several ways. For example, you can purchase general liability insurance and professional liability insurance. These can cover legal expenses and damages resulting from liability claims and lawsuits. By investing in proper insurance coverage, you can minimize financial risks and safeguard your business.

Branding and marketing your business

Branding and marketing are essential elements of any successful consulting business. Below are some strategies that can help you establish a strong brand image and attract potential clients.

Creating a strong brand image

Your brand identity communicates your values, expertise, and personality to your target audience. To create a strong brand image for your education consulting business, you need to consider the following aspects.

  • Logo and color scheme: A well-designed logo and color scheme can make your brand memorable and recognizable. Choose colors and fonts that represent your brand's personality and appeal to your audience.
  • Messaging and tone: Your brand messaging should clearly communicate your value proposition and unique selling points. The tone of your messaging should be tailored to your audience and aligned with your brand values.

Developing a website and social media presence

A website and social media presence are essential tools for promoting your education consulting business and reaching potential clients. 

  • Website: Your website should be easy to navigate. It should be visually appealing and optimized for search engines. Your website should feature clear calls to action and compelling content that highlights your services and expertise. B12 is an AI website builder favored by growing consultancies for its ease of use, on-platform experts, and built-in client tools like scheduling and invoicing.
  • Social media: Choose social media channels that are popular among your target audience. Create a content strategy that includes a mix of educational content, industry news, and promotional messages. Engage with your followers and respond to their comments and feedback.

Establishing partnerships with educational institutions

Partnering with educational institutions can help you expand your network and reach more potential clients. Here are some ways to establish partnerships:

  • Networking: Attend industry events, conferences, and meetups to meet potential partners and clients. Build relationships with school administrators, educators, and other professionals in the education industry.
  • Offering value-added services: Consider offering value-added services, such as professional development workshops or teacher training programs, to school districts and institutions. This can help you establish yourself as a thought leader in the education space and build credibility with potential clients.

By implementing these strategies, you can develop a strong brand image and attract potential clients to your education consulting business. Remember to continuously monitor and refine your marketing efforts to ensure that they are aligned with your business goals and target audience.

Growing your consultancy business

Congratulations, you have successfully started your own education consultancy business! But the work doesn't stop here. To achieve long-term success, you must continuously grow and improve your services. 

Continuously improving your services and offerings

The education consultancy industry is constantly evolving. So you must stay up-to-date with the latest trends and practices. Keep yourself informed by attending conferences, reading industry publications, and networking with other professionals. Additionally, continuously gather feedback from your clients and use it to improve your services.

Retaining clients and building long-term relationships

Building long-term relationships with your clients impacts your consultancy business’s success. Keep in touch with your clients through regular communication and provide them with regular updates on your services and offerings. Respond to their concerns and questions promptly, and always go the extra mile to exceed their expectations. This will help build trust and loyalty. Plus, this will build a positive reputation for your business.

Seeking opportunities for expansion and growth

As your education consultancy business grows, you may want to consider expanding into different markets or offering new services. But before you do so, conduct market research and assess the risks and benefits of the expansion. Consider hiring additional staff and investing in new technologies to support your growth.

Grow your education consulting business with B12

Starting an education consultancy business is a challenging yet rewarding journey. It requires a solid business plan, a strong brand image, and a clear understanding of your target audience. With these, you can create a consultancy business that will thrive in the ever-changing education industry.

After starting your education consulting business, you need to make sure that you have a solid online presence. This will help you attract the right audience. More importantly, this will help you offer your services to those who are more likely to engage with your business. 

B12 is the all-in-one platform that helps professional service small businesses launch an online presence with tools like payments, scheduling, email marketing, and contracts. See your new site for free in 60 seconds to start winning, attracting, and serving clients in no time.

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Business Plan Template for Education

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Starting or expanding an educational venture can be an exciting yet challenging endeavor. To ensure that your goals are clearly defined and your strategies are solid, you need a comprehensive business plan. That's where ClickUp's Business Plan Template for Education comes in!

This template is perfect for education institutions, entrepreneurs, or investors who want to outline their goals, strategies, and financial projections. With ClickUp's business plan template, you can create a roadmap for success and attract potential stakeholders to support your educational venture.

This template includes everything you need to:

  • Define your educational goals and mission
  • Develop strategies for growth and sustainability
  • Create financial projections and budgets
  • Outline marketing and outreach plans
  • Identify potential risks and mitigation strategies

Don't miss out on the opportunity to bring your educational vision to life. Get started with ClickUp's Business Plan Template for Education today!

Business Plan Template for Education Benefits

A business plan template for education offers a multitude of benefits to education institutions, entrepreneurs, or investors looking to start or expand their educational ventures. Some of the key benefits include:

  • Providing a clear roadmap for success by outlining goals, strategies, and financial projections
  • Attracting potential stakeholders, such as investors or partners, by showcasing a well-thought-out plan
  • Ensuring alignment and focus by defining the mission, vision, and values of the educational enterprise
  • Analyzing market trends and competition to identify unique selling points and opportunities for growth
  • Guiding resource allocation and budgeting decisions to optimize financial sustainability
  • Facilitating communication and collaboration among team members and stakeholders
  • Supporting decision-making processes by evaluating risks and creating contingency plans
  • Enhancing credibility and professionalism for grant applications or funding proposals
  • Monitoring progress and tracking key performance indicators to measure success and make adjustments as needed.

Main Elements of Education Business Plan Template

ClickUp's Business Plan Template for Education provides all the essential elements to help you create a comprehensive and strategic roadmap for your educational venture:

  • Custom Statuses: Track the progress of your business plan with statuses such as Complete, In Progress, Needs Revision, and To Do.
  • Custom Fields: Utilize custom fields like Reference, Approved, and Section to add important information and categorize different sections of your business plan.
  • Custom Views: Access different views to organize and analyze your business plan, including Topics view to focus on specific topics, Status view to track the progress of each section, Timeline view to visualize milestones and deadlines, Business Plan view for a holistic overview, and the Getting Started Guide view to help you navigate through the template.

With ClickUp's Business Plan Template for Education, you can streamline your planning process, collaborate with stakeholders, and ensure a clear path to success for your educational venture.

How To Use Business Plan Template for Education

If you're in the education industry and need to create a business plan, our Business Plan Template for Education can help guide you through the process. Follow these four steps to effectively use the template and create a comprehensive and actionable plan for your educational institution:

1. Define your vision and mission

Start by clearly articulating your vision and mission for your educational institution. What is the long-term goal you want to achieve? What values and principles will guide your organization? By clearly defining your vision and mission, you'll have a solid foundation for your business plan.

Use a Doc in ClickUp to brainstorm and outline your vision and mission statements.

2. Conduct market research

To create a successful business plan, you need to have a deep understanding of the market and the competitive landscape. Research trends in the education industry, analyze your target audience, and identify your unique selling points. This information will help you position your institution effectively and develop strategies to attract and retain students.

Use the Table view in ClickUp to organize and analyze your market research data.

3. Develop your curriculum and programs

The curriculum and programs you offer are crucial to the success of your educational institution. Define the courses and programs you will offer, outline the learning objectives, and design a comprehensive curriculum that aligns with industry standards and meets the needs of your target audience.

Create tasks in ClickUp to outline each course and program, assign responsible team members, and set deadlines.

4. Create a financial plan

A solid financial plan is essential for the sustainability and growth of your educational institution. Determine your startup costs, projected revenue, and operating expenses. Additionally, consider funding options, such as grants or investments, and create a budget that aligns with your financial goals.

Use Dashboards in ClickUp to track your financial projections, expenses, and funding options in one centralized location.

By following these four steps and utilizing our Business Plan Template for Education in ClickUp, you'll be well on your way to creating a comprehensive and actionable business plan for your educational institution.

Get Started with ClickUp’s Business Plan Template for Education

Education institutions, entrepreneurs, or investors who are looking to start or expand educational ventures can use the ClickUp Business Plan Template for Education to create a comprehensive and organized business plan.

First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.

Next, invite relevant members or guests to your Workspace to start collaborating.

Now you can take advantage of the full potential of this template to create a successful business plan:

  • Use the Topics View to outline and organize the different sections of your business plan
  • The Status View will help you track the progress of each section, with statuses like Complete, In Progress, Needs Revision, and To Do
  • Utilize the Timeline View to set deadlines and milestones for each section, ensuring timely completion
  • The Business Plan View provides a comprehensive overview of your entire plan, allowing you to review and make adjustments as needed
  • Create a Getting Started Guide View to provide step-by-step instructions for team members or stakeholders involved in the implementation of the plan
  • Customize the template by adding custom fields like Reference, Approved, and Section to provide additional information and categorization for each section
  • Update statuses and custom fields as you progress through the plan to keep everyone informed and ensure accountability.
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Did you find what you are looking for.

Thinking of starting a school or a coaching business? Or is it about vocational school?

Well, no matter what’s your business segment in the education and training sector—you need a solid business plan to turn it into a long-term success.

This library of education and training business plan samples here can inspire and guide you as you begin to plan your business. So, don’t worry; we got you covered on that part.

Let’s learn more about these sample training and education plans, starting with their benefits.

Benefits of using an industry-specific business plan example

Believe it or not, using an industry-specific business plan example is the best and probably the quickest way of writing a business plan.

Doubt it? Hold, this may change your perception; an extended list of the benefits of using an industry-specific business plan template.

  • Inspiration : Reading a business-specific template can be incredibly helpful in getting content inspiration. Furthermore, it helps you gain insights into how to present your business idea, products, vision, and mission.
  • Risk-free method : You are taking a reference from a real-life, let’s say, After-school program business plan—so you know this plan has worked in the past or uses a method subscribed by experts.
  • Deep market understanding : Analyzing and reading such examples can provide clarity and develop a deeper market understanding of complex industry trends and issues you may not know but relate directly to the realities of your business landscape.
  • Increased credibility : A business plan developed using an example follows a standard business plan format, wisely presents your business, and provides invaluable insights into your business. There’s no question it establishes you as a credible business owner, demonstrating your deep business and market understanding.
  • Realistic financial projections : Financial forecasting being a critical aspect of your plan, this real-life example can help you better understand how they project their financials—ultimately helping you set realistic projections for your business.

These were the benefits; let’s briefly discuss choosing an education or training business plan template that best suits your business niche.

Choosing an Education or Training Business Plan

This category has business plan templates for various education or tutoring businesses. With many similar business types and templates, you may not find the most suitable one through manual scrolling.

Here are the steps to consider while choosing the most suitable business plan template.

Identify your business type

Are you going to be an online coaching platform? Or a traditional school? Or a general daycare center?

Asking yourself these questions will help you identify your business type, which will help in choosing a niche-specific business plan template.

Once you identify your business type, you can choose between templates for different business segments.

Search for the template

We have an in-built search feature, so you can easily search for a business-specific template using your business name as a key term(e.g., summer camp business plan). Once you have the search results, choose the most suitable one. Simple as that.

Review the example

Look closely at the content of the sample business plan you are considering. Analyze its sections and components to identify relevant as well as unnecessary areas.

Since all the Upmetrics templates are tailored to specific business needs, there won’t be many fundamental customizations. However, a hybrid business model targeting multiple customer segments may require adjustments.

No big deal—you can view and copy sections from other business plan examples or write using AI while customizing a template.

That’s how you find and select the most suitable business plan for educational services. Still haven’t found the perfect business plan example? Here’s the next step for you.

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Education is seeing a gradual transition and expansion to online services. That being said, there’s still a place for innovative and fun educational experiences. Whether you’re inspired to develop efficient online courses or an engaging art or children’s museum, you’ll need a business plan to do it. Check out our assortment of education services sample plans and start your business today.

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Education Consulting Business Plan Sample

Published Dec.10, 2021

Updated Apr.22, 2024

By: Jakub Babkins

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Education Consulting Business Plan Sample

Table of Content

Do you want to start Education Consulting business plan?

You might wonder how to start an educational consulting business. In that case, you can take help from this education consulting business plan. Starting a consultation business doesn’t require many resources. You just need basic expertise in the domain.

So, if you have a fundamental understanding of the education sector, you can start this business. However, in order to create a successful venture, you’ll need a good business plan. For that purpose, you can refer to this document or any related business plan such as life coaching business plan , etc. You can also take help from the best business plan experts .

Executive Summary

2.1 the business.

Pro Learning will be an education consultation firm started by Harry Brown. The firm will aim to provide consultation services catering to the requirements of the clients in Stockton. The firm will provide a wide range of services for both students and educational institutes in the US.

2.2 Management of Education Consulting Company

Starting an educational consulting business requires appropriate management of the resources you possess. You can ensure this through an education consultant business plan. In this plan, you should mention all the technical as well as human resources you have along with your plans for their management.

In this strategic and operational business plan , all the requirements for business consulting education have been mentioned.

2.3 Customers of Education Consulting Company

The backbone of an education consulting business is its customers. Our customers will mainly be people who directly belong to the educational domain. They are identified as follows:

  • Universities
  • International Education Agents

2.4 Business Target

Our primary goal is to become the most trusted place for all kinds of education-related consultancy services.

The financial targets that we want to achieve within the first few years of launch are demonstrated below:

3 Years Profit Forecast - education consulting business plan

Company Summary

3.1 company owner.

Harry Brown will own Pro Learning. Harry did his M. Ed two years ago. After that, he served as a freelance consultant to many clients. But he decided to expand his business and provide more services.

3.2 Why the Education Consulting company is being started

Harry observed that many schools around the Stockton area had a deficiency of adequate educational consultancy resources. Many able students needed guidance, but there was no one they could go to. Therefore, he decided to make use of his experience and start a consultancy firm.

3.3 How the Education Consulting company will be started

Step1: Plan Everything

A solid education consultant business plan is the first step in how to start an education consulting business. For developing your business plan, you can refer to this education business plan sample or any related business plan like business consulting business plan .

This sample educational consultant proposal can be used to guide the development of a business plan for any business because Harry decided to offer a wide variety of services.

Step2: Define the Brand

The next step in your journey is to advertise your business. You can do this by developing a brand. In your brand, you have to highlight your competitive advantage by listing your unique services and policies.

Step3: Establish Your Corporate Office

For the time being, Harry decided to rent out an office in Stockton. He will now put together a team and gather the technical equipment required.

Step4: Establish a Web Presence

Establishing a solid web presence is necessary when starting a business in this digital age. Keeping this in view, Harry created social media profiles of his business. He also had a simple website developed where clients could reach out.

Step5: Promote and Market

The last thing to do is develop a marketing plan and promote your business by following it.

Startup Cost - education consulting business plan

Services of Education Consulting

Before you start education consulting business, you need to identify the services you will be providing to your clients. That way, you can develop your education consultant services business plan accordingly.

As Harry wanted to offer a wide variety of services through his business, so this education consulting business plan sample pdf can be used as a guide to writing any business plan. Even a mortgage lender business plan .

Below, we have described the education consulting services. So, if you want to know how to become an education consultant, you can take help from here.

  • Education Counselling Service

The main service provided by Pro Learning will be education counseling for students. Students can book an appointment directly or through their institutes to gain the help and perspective they need. Our firm will help students:

  • Realize their potential
  • Understand their areas of aptitude
  • Make an educated decision about their future learning
  • Admission Procedure Help

Another important service of Pro Learning will be to guide students about the application procedures of the institutes of their choice. Many students shy away from applying to educational institutes because of the overwhelming and complex application procedure.

Pro Learning will:

  • Guide students about application dates
  • Help students plan out their application submission process
  • Inform students about necessary academic and financial requirements
  • Financial Advice

Pro Learning will also help students plan out their finances. And inform them of financial resources they can turn to if needed.

  • Visa Assistance

Our firm will also handle visa applications and guide students throughout the whole process so that they are as efficient as possible.

Marketing Analysis of Education Consulting Company

Starting an educational consulting firm will require you to have an in-depth knowledge of the target market. You can gain this knowledge through a marketing analysis. A marketing plan for education consultancy business will help you identify your customers and competitors in a better way.

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Conducting marketing analysis is an essential step in the steps to become an educational consultant. However, if you don’t know much about marketing analysis, you can take help from education business plan samples. You can also look to specialized documents like Harvard business school marketing plan template for a more in-depth understanding.

In this document, we have detailed the marketing analysis of Pro Learning.

5.1 Market Trends

According to IBISWorld, the education consultant market is valued at $2 billion. The industry is expected to increase at a steady rate of 2% or over in the next five years. It is because people have finally realized the importance of suitable education. So more and more people are turning towards professional consultancy services to boost their careers.

5.2 Marketing Segmentation

The customer groups of Pro Learning are as follows:

Marketing Segmentation- education consulting business plan

Business plan for investors

5.2.1 students.

Our primary services will be dedicated to helping students and coaching their academic path. They are expected to be our main customers and are expected to avail our resources the most. The services they are expected to use involve:

  • Counseling for future academic opportunities
  • Guide for choosing a career path
  • Help in deciding and managing academic activities

5.2.2 Universities

Our second target customers will be universities and other institutes of higher education. We want to connect students with suitable universities. Thus, we are expected to partner with many universities throughout the year to provide them with a good candidate pool.

5.2.3 International Education Agents

We will also be partnering with international educational agents and connecting them with the universities in the US. So we expect them to avail our resources quite often as well.

5.2.4 Schools

Lastly, we will also reach out to schools to provide high school students counseling for deciding their future academic paths and careers.

5.3 Business Target

  • To become the most sought out counseling service firm throughout Stockton
  • To expand our services steadily and reach out to more schools
  • To keep customer satisfaction rate above 95%
  • To earn a profit margin of $30k per month by the end of our first year.

5.4 Product Pricing

Our prices will be very reasonable considering our main target audience is students. We will provide a greater range of services at the same price as our competitors.

Marketing Strategy of Education Consulting

To become prominent among the businesses for education consulting careers, you need to have a strong marketing strategy for educational consultancy. A good marketing strategy will help you highlight your competitive advantage to your customers. Therefore, it should be a part of your business plan.

Here, we have a sample business plan educational services that highlights the marketing strategy of Pro Learning. This is just an example. And you can use any business plan for guidance, may it be a   counseling private practice business plan .

6.1 Competitive Analysis

  • We have excellent client care services available that will be ready to help our clients whenever they need them.
  • We will implement a feedback system to improve our services for our clients.
  • Our clients can contact us directly by phone. Or they can reach out to us through our website or social media platforms. This will allow them to easily book appointments from the comfort of their home.
  • We will have timings for walk-in sessions where our first-time customers can just come and go through a session without needing to book an appointment.

6.2 Sales Strategy

  • We will offer reduced prices and sales for our long-term customers
  • We will provide cheaper and affordable packages for students.
  • We will advertise through word of mouth, Google Ads, and social media.

6.3 Sales Monthly

Sales Monthly - education consulting business plan

6.4 Sales Yearly

Sales Yearly - education consulting business plan

6.5 Sales Forecast

Unit Sales - education consulting business plan

Personnel plan of Education Consulting

Any good sample educational consultant proposal includes employee hiring criterion. It’s because the success of a business, especially a consultancy business, depends on the employees and their behavior.

Realizing the importance of employee selection, Harry also decided to implement a selection criterion while selecting the employees mentioned below in the educational services business plan.

7.1 Company Staff

  • 1 Co Manager
  • 4 B. Ed graduates to help with the workload
  • 8 Career Specialists
  • 1 Web Developer/ Mobile App Developer to manage online sites
  • 1 Sales Executive to organize and promote sales
  • 1 Accountant
  • 1 Receptionist

Financial Plan of Education Consulting

To start education consulting business, you need much more than sales. The success of a business is ensured by a proper financial plan that is usually a part of education consulting business plan.

A financial plan allows you to manage your time and other resources efficiently in order to reap the benefits. It also helps you to analyze the degree of profitability or loss that your business is incurring.

In your financial plan, you need to identify the ways and plan how you will earn profits and pay up your expenses. The financial analysis of a company also helps to identify ways to reduce expenses and increase productivity.

Here we’re providing the detailed financial plan for Pro Learning. You can go through this document on any business plan, such as a business plan for electrical contractor to help you develop a financial plan.

8.1 Important Assumptions

8.2 break-even analysis.

Break-even Analysis - education consulting business plan

8.3 Projected Profit and Loss

8.3.1 profit monthly.

Profit Monthly - education consulting business plan

8.3.2 Profit Yearly

Profit Yearly - education consulting business plan

8.3.3 Gross Margin Monthly

Gross Margin Monthly - education consulting business plan

8.3.4 Gross Margin Yearly

Gross Margin Yearly - education consulting business plan

8.4 Projected Cash Flow

Projected Cash Flow - education consulting business plan

  • How do I start an educational consulting business?

If you are wondering how to start an education consulting business, you can do it by writing a sample educational consultant proposal. You can refer to any business proposal such as business plan computer software for guidance.

  • How much do educational consultants make?

If you are wondering how much do educational consultants make, then on average, an educational consultant makes $65k per year. But the salary may vary depending on the scale of the business and the job post.

  • What is the average cost of an educational consultant?

On average, an educational consultant charges $85 to $200 per hour. The rates will be dependent on the services required and the scale of the business.

Download Education Consulting Business Plan Sample in pdf

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ProfitableVenture

Education Consulting Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Education Sector

Are you about starting an education consulting firm? If YES, here is a complete sample education consulting firm business plan template & feasibility report you can use for FREE .

If you are an educationist or someone who has background in education matters, and you intend starting your business, then you should consider starting your own education consulting firm.

There are many would – be international students and students aspiring to go to colleges / universities who are trapped simply because they don’t know who to talk to when they have challenges with testing and educational related issues that is why it is important to set up your own education consulting firm.

Being an educational consultant means that you will help your clients handle all their educational concerns, help to gain admission to colleges or universities of their choice. You can also help your clients (international students) obtain work permits in their new country of residence / studies.

Starting an education consulting firm is not too expensive except for the money required to rent and furnish an office space. Running this type of business requires that you should be trained as an educationist and it is indeed a very lucrative business in the United States, Canada, Australia and The United Kingdom simply because of the inflow of international students from different parts of the world.

If you are truly convinced that starting an education consulting firm is the right business for you to do, then you need to write your own business plan. Below is a sample education consulting firm business plan template that will help you successfully write yours with little or no stress;

A Sample Education Consulting Firm Business Plan Template

1. industry overview.

Establishments in the Testing & Educational Support industry that education consulting belongs to primarily provide non – instructional support services for the education industries. The major segments of this industry are educational testing services and educational consultants.

It is important to state that computer software designers that develop education support software are not part of the Testing & Educational Support industry; they are part of the IT Consulting industry

If you are a close observer of the Testing & Educational Support industry, you will agree that the controversial No Child Left Behind Act in the united states has been an important driver of revenue for the Testing and Educational Support industry over the past decade.

This is due to the fact that education consultants play a prominent role in administering the assessments that ensure schools meet federal guidelines. Hence, the industry will be heavily impacted in the next half a decade by potential education reforms and fluctuations in federal funding.

Nevertheless, college enrollment will continue to expand over the period, and international student growth will continue, driven by high demand from students from Nigeria, China and India. Even though tighter state budgets will limit unnecessary expenditure, underlying demand for support services will still be sustained.

The Testing & Educational Support Industry is indeed a large industry and pretty much active in countries such as United States of America, United Kingdom, France, Germany,  Italy, Holland, Switzerland, Australia and Canada et al.

Statistics has it that in the United States of America alone, there are about 7,639 registered and licensed education consulting firm scattered all across the United States responsible for employing about 115,967 and the industry rakes in a whooping sum of $15 billion annually.

The industry is projected to grow at 3.4 percent annual growth within 2011 and 2016. It is important to state that ETS and Pearson PLC has the largest available market share in the industry.

A recent research carried out by IBISWORLD reveals that the Testing and Educational Support industry has expanded over the five years to 2016. The report stated that during this time, revenue grew at an average annual rate of 0.9 percent to $13.7 billion in 2016.

The report pointed that the Testing and Educational Support industry is composed of three main segments: educational testing providers, educational consultants and student-exchange program providers. While overall growth has been strong, these segments have experienced different levels of growth over the past five years, with educational testing services accounting for the largest share of revenue growth.

The research further revealed that the No Child Left Behind (NCLB) Act of 2001 has driven industry demand during much of the past decade. Under NCLB, which was signed into law in January 2002, states had to implement major educational changes to remain eligible for federal funding.

Lastly, one thing is certain about starting an education consulting firm, if you are able to conduct your market research and feasibility studies, you are more likely not going to struggle to secure clients because there are always individuals and even educational institutions / schools that would want to hire your services from time to time.

2. Executive Summary

Webster & Golden® Education Consulting, LLP is a registered and licensed education consulting firm that will be based in New York City – New York.

The firm will handle all aspect of education related services; services such as providing college selection services, providing educational consulting services, providing educational guidance counseling services, providing educational support services, providing educational testing services, attending school buses and facilitating student exchange programs.

We are aware that to run a standard education consulting firm can be demanding which is why we are well trained, certified and equipped to perform excellently well. Webster & Golden® Education Consulting, LLP is a client – focused and result driven education consulting firm that provides broad- based services at an affordable fee that won’t in any way put a hole in the pocket of our clients.

We will offer a standard and professional education consulting services to all to our individual clients, and corporate clients at national, and international level. We will ensure that we work hard to meet and surpass our clients’ expectations whenever they hire our services.

At Webster & Golden® Education Consulting, LLP, our client’s best interest would always come first, and everything we do is guided by our values and professional ethics. We will ensure that we hire professionals who are well experienced in the testing and educational support industry

Webster & Golden® Education Consulting, LLP will at all times demonstrate her commitment to sustainability, both individually and as a firm, by actively participating in our communities and integrating sustainable business practices wherever possible.

We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely. We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Our plan is to position the business to become the leading brand in the testing and educational support industry in the whole of New York City – New York, and also to be amongst the top 20 educational consulting firms in the United States of America within the first 10 years of operations.

This might look too tall a dream but we are optimistic that this will surely be realized because we have done our research and feasibility studies and we are enthusiastic and confident that New York City – New York is the right place to launch our education consulting firm before sourcing for clients from other cities in The United States of America and throughout the globe.

Webster & Golden® Education Consulting, LLP is founded by Webster Magnus and Golden Jade, his business partner for many years. The organization will be managed by both of them since they have adequate working experience to manage such business.

Webster Magnus has well over 5 years of experience working at various capacities within the testing and educational support industry in the United States of America. Webster Magnus and Golden Jade have the required experience and qualifications to build a world class education consulting firm that can favorably compete amongst leaders in the industry.

3. Our Products and Services

Webster & Golden® Education Consulting, LLP is going to offer varieties of services within the scope of the testing and educational support industry in the United States of America. Our intention of starting our education consulting firm is to favorably compete with leading players in the testing and educational support industry both in the United States of America and in the world at large.

We are well prepared to make profits from the industry and we will do all that is permitted by the law in the United States to achieve our business goals, aim and ambition. Our business offerings are listed below;

  • Providing college selection services
  • Providing educational consulting services
  • Providing educational guidance counseling services
  • Providing educational support services
  • Providing educational testing services
  • Attending school buses
  • Facilitating student exchange programs

4. Our Mission and Vision Statement

  • Our vision is to build an educational consulting brand that will become the number one choice for both individual and corporate clients in the whole of New York City – New York.
  • Our vision reflects our values: integrity, service, excellence and teamwork.
  • Our mission is to position our education consulting firm to become the leading brands in the testing and educational support industry in the whole of New York City – New York, and also to be amongst the top 20 education consulting firms in the United States of America within the first 10 years of operations.

Our Business Structure

Normally we would have settled for two or three full – time staff members, but as part of our plan to build a standard education consulting firm in New York City – New York, we have perfected plans to get it right from the beginning which is why we are going the extra mile to ensure that we have competent, honest and hardworking employees to occupy all the available positions in our organization.

The picture of the kind of education consulting firm we intend building and the business goals we want to achieve is what informed the amount we are ready to pay for the best hands available in and around New York City – New York.

We will ensure that we only hire people that are qualified, honest, hardworking, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more depending how fast we meet our set target. In view of that, we have decided to hire qualified and competent hands to occupy the following positions;

  • Chief Executive Officer

Education Consultants

Admin and HR Manager

Marketing and Sales Executive

  • Customer Care Executive / Front Desk Officer

5. Job Roles and Responsibilities

Chief Executive Office:

  • Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
  • Creates, communicates, and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for fixing prices and signing business deals
  • Responsible for providing direction for the business
  • Creates, communicates and implements the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
  • Responsible for signing checks and documents on behalf of the company
  • Evaluates the success of the organization
  • Responsible for providing college selection services
  • Responsible for providing educational consulting services
  • Responsible for providing educational guidance counseling services
  • Responsible for providing educational support services
  • Responsible for providing educational testing services
  • Attends to school buses as it relates to students under our care
  • Responsible for facilitating student exchange programs
  • Responsible for overseeing the smooth running of HR and administrative tasks for the organization
  • Designs job descriptions with KPI to drive performance management for clients
  • Regularly hold meetings with key stakeholders to review the effectiveness of HR Policies, Procedures and Processes
  • Maintains office supplies by checking stocks; placing and expediting orders; evaluating new products.
  • Ensures operation of equipment by completing preventive maintenance requirements; calling for repairs.
  • Defines job positions for recruitment and managing interviewing process
  • Carries out staff induction for new team members
  • Responsible for training, evaluation and assessment of employees
  • Responsible for arranging travel, meetings and appointments
  • Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
  • Oversees the smooth running of the daily office activities.
  • Identifies, prioritizes, and reaches out to new partners, and business opportunities et al
  • Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of relevant projects.
  • Writes winning proposal documents, negotiate fees and rates in line with company policy
  • Responsible for handling business research, marker surveys and feasibility studies for clients
  • Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
  • Develops, executes and evaluates new plans for expanding increase sales
  • Documents all customer contact and information
  • Represent the organization in strategic meetings
  • Help increase sales and growth for the organization
  • Responsible for preparing financial reports, budgets, and financial statements for the organization
  • creates reports from the information concerning the financial transactions recorded by the bookkeeper
  • Prepares the income statement and balance sheet using the trial balance and ledgers prepared by the bookkeeper.
  • Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
  • Responsible for financial forecasting and risks analysis.
  • Performs cash management, general ledger accounting, and financial reporting for one or more properties.
  • Responsible for developing and managing financial systems and policies
  • Responsible for administering payrolls
  • Ensures compliance with taxation legislation
  • Handles all financial transactions for the company
  • Serves as internal auditor for the organization

Client Service Executive / Front Desk Officer

  • Welcomes students and clients by greeting them in person or on the telephone; answering or directing inquiries.
  • Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
  • Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
  • Manages administrative duties assigned by the manager in an effective and timely manner
  • Consistently stays abreast of any new information on the organization’s products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients
  • Receives parcels / documents for the organization
  • Distributes mails in the organization
  • Handles any other duties as assigned the line manager

6. SWOT Analysis

Going by our vision, our mission and the kind of business we want to set – up, we don’t have any other option than to follow due process. Following due process involves hiring business consultant to help us conduct SWOT analysis for our business.

Webster & Golden® Education Consulting, LLP hired the services of a seasoned business consultant with bias in startups in the United States to help us conduct a thorough SWOT analysis and to guide us in formulating other business strategies that will help us grow our business and favorable compete in the testing and educational support industry.

As a company, we look forward to maximizing our strength and opportunities and also to work around our weaknesses and threats. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Webster & Golden® Education Consulting, LLP.

Our core strength lies in the power of our team; our workforce. We have a team of highly qualified education consultants and support staff members that can go all the way to give our clients value for their money; a team that are trained, qualified and equipped to pay attention to details and to deliver excellent education consulting services.

We are well positioned and we know we will attract loads of clients (students and international students alike) from the first day we open our doors for business.

As a new education consulting firm, it might take some time for our organization to break into the market and gain acceptance especially from international students in the already saturated testing and educational support industry; that is perhaps our major weakness. So also, we may not have the required cash to give our business the kind of publicity we would have loved to.

  • Opportunities:

The opportunities in the testing and educational support industry is massive considering the number of local and international students who can’t do with key services provided by only the testing and educational support industry. As a standard and well – positioned education consulting firm, we are ready to take advantage of any opportunity that comes our way.

Some of the threats that we are likely going to face as an education consulting firm operating in the United States are unfavorable government policies, the arrival of a competitor within our location of operations and global economic downturn which usually affects purchasing / spending power.

There is hardly anything we can do as regards these threats other than to be optimistic that things will continue to work for our good.

7. MARKET ANALYSIS

  • Market Trends

If you a closer observer of the trends in the Testing & Educational Support industry, you will agree that the controversial No Child Left Behind Act in the united states has been an important driver of revenue for the Testing and Educational Support industry over the past decade.

Although it is cheaper to start an education consulting business, but the fact remains that it is a bit challenging for new entrant to come into this industry, the primary barrier to the entry for new establishment is the stiff registration requirements applicable in most countries not just the United States of America.

As a matter of fact, education consulting firms must comply with local licensing criteria set out by registration boards and professional associations to obtain registration in their country or the state they want to operate from. This usually requires applicants to hold an accredited tertiary qualification before they can undertake written tests of skills, knowledge and abilities.

Lastly, the geographic distribution of education consulting firms and revenue in the industry is based on population levels and business locations.

Education consulting firms tend to be located in areas with high populations students, and such areas tend to have higher level of students who would want to sit for college exams, apply for international studies or for student exchange programs.

8. Our Target Market

The demographic and psychographics composition of those who need the services of education consulting services providers cut across students and schools at all levels.

Webster & Golden® Education Consulting, LLP will initially serve students within our immediate community, but that does not in any way stop us from growing to be able to compete with the leading education consulting firms in the United States.

As a standard and licensed education consulting firm, Webster & Golden® Education Consulting, LLP offers a wide range of education consulting services hence we are well trained and equipped to services a wide range of clientele base. Our target market cuts across businesses of different sizes in both the individual and corporate clients.

We are coming into the industry with a business concept that will enable us work with individuals, small businesses and bigger corporations in and around New York City – New York and other cities in the United States of America. Below is a list of the people and organizations that we have specifically design our products and services for;

  • International Students
  • Local students
  • Tutorial colleges

Our competitive advantage

The level of competitions in the testing and educational support services industry depends largely on the location of the business and of course the business model. If you can successfully create a unique brand identity for your education consulting firm or carve out a unique market, you are likely going to experience less competition.

For instance, if you are one of the few education consulting firms in your locations that has the most qualified and experienced education consultant with successful track record under your payroll, you are likely going to have a competitive advantage over your competitors.

We are quite aware that to be highly competitive in the testing and educational support services industry means that we should be able to deliver expected results, our clients should be able to pay for our services and we should be able to meet the expectations of clients.

Webster & Golden® Education Consulting, LLP might be a new entrant into the testing and educational support services industry in the United States of America, but the management staffs and owners of the business are considered gurus.

They are people who are core professionals and licensed and highly qualified education consultants and experts in the United States. These are part of what will count as a competitive advantage for us.

Lastly, our employees will be well taken care of, and their welfare package will be among the best within our category (startups education consulting firms) in the industry meaning that they will be more than willing to build the business with us and help deliver our set goals and achieve all our aims and objectives.

9. SALES AND MARKETING STRATEGY

  • Sources of Income

Webster & Golden® Education Consulting, LLP is established with the aim of maximizing profits in the testing and educational support services industry and we are going to go all the way to ensure that we do all it takes to attract clients (local and international students) on a regular basis.

Webster & Golden® Education Consulting, LLP will generate income by offering the following immigration consulting services;

10. Sales Forecast

One thing is certain, there would always be local students, international students, individuals, schools and tutorial colleges et al who would need the services of testing and educational support services providers.

We are well positioned to take on the available market in New York City – New York and other key cities in the United States of America and we are quite optimistic that we will meet our set target of generating enough income / profits from the first six month of operations and grow the business and our clientele base beyond New York City to other cities in New York and other states in the U.S.

We have been able to critically examine the education consulting services market and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projections are based on information gathered on the field and some assumptions that are peculiar to similar startups in New York City – New York.

Below are the sales projections for Webster & Golden® Education Consulting, LLP, it is based on the location of our business and the wide range of education consulting and advisory services that we will be offering to our clients;

  • First Fiscal Year-: $250,000
  • Second Fiscal Year-: $450,000
  • Third Fiscal Year-: $950,000

N.B : This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and natural disasters within the period stated above. There won’t be any major competitor offering same additional services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

  • Marketing Strategy and Sales strategy

We are mindful of the fact that there are stiffer competitions amongst education consulting firms and other related educational support service providers in the United States of America; hence we have been able to hire some of the best business developer to handle our sales and marketing.

Our sales and marketing team will be recruited base on their vast experience in the industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall goal of the organization.

We will also ensure that our excellent job deliveries speak for us in the market place; we want to build a standard and world – class education consulting firm that will leverage on word of mouth advertisement from satisfied clients (both individuals and corporate organizations).

Our goal is to grow our education consulting firm to become one of the top 20 education consulting firms in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the New York City – New York, but also in other cities in the United States of America.

Webster & Golden® Education Consulting, LLP is set to make use of the following marketing and sales strategies to attract clients;

  • Introduce our education consulting firm business by sending introductory letters alongside our brochure to migrant communities, corporate organizations, households and key stake holders in New York City and other cities in New York.
  • Advertise our business in relevant magazines, newspapers, TV stations, and radio station.
  • List our education consulting firm business on yellow pages’ ads (local directories)
  • Attend relevant international and local education, international studies and business expos, seminars, and business fairs et al
  • Create different packages for different category of clients (local students and international students et al) in order to work with their budgets and still deliver quality education consulting services to them
  • Leverage on the internet to promote our education consulting firm
  • Engage in direct marketing approach
  • Encourage word of mouth marketing from loyal and satisfied clients
  • Join local chambers of commerce and industries with the aim of networking and marketing our services.

11. Publicity and Advertising Strategy

Any business that wants to grow beyond the corner of the street or the city they are operating from must be ready and willing to utilize every available means (both conventional and non – conventional means) to advertise and promote the business. We intend growing our business which is why we have perfected plans to build our brand via every available means.

We know that it is important to create strategies that will help us boost our brand awareness and to create a corporate identity for our education consultancy services firm business. Below are the platforms we will leverage on to boost our brand and to promote and advertise our business;

  • Place adverts on community based educational and related newspapers, radio stations and TV stations.
  • Encourage the use of word of mouth publicity from our loyal customers
  • Leverage on the internet and social media platforms like; YouTube, Instagram, Facebook, Twitter, LinkedIn, Snapchat, Badoo, Google+ and other platforms to promote our business.
  • Ensure that we position our banners and billboards in strategic positions all around New York City – New York
  • Distribute our fliers and handbills in target areas in and around our neighborhood
  • Contact migrant communities, schools, and households et al by calling them up and informing them of Webster & Golden® Education Consulting, LLP and the educational support services we offer
  • Advertise our business in our official website and employ strategies that will help us pull traffic to the site
  • Brand all our official cars and school buses and ensure that all our staff members and management staff wears our branded shirt or cap at regular intervals.

12. Our Pricing Strategy

Hourly billing for education consulting services is a long – time tradition in the industry.  However, for some types of education consultancy services, flat fees make more sense because they allow clients to better predict consultancy costs.

As a result of this, Webster & Golden® Education Consulting, LLP will charge our clients a flat fee for many basic services such as providing college selection services, providing educational consulting services, providing educational guidance counseling services, providing educational support services, providing educational testing services, attending school buses and facilitating student exchange programs et al.

At Webster & Golden® Education Consulting, LLP we will keep our fees below the average market rate for all of our clients by keeping our overhead low and by collecting payment in advance.  In addition, we will also offer special discounted rates to both local and international students from time to time.

We are aware that there are some clients that would need regular access to education consultancy and advisory services and assistance, we will offer flat rate for such services that will be tailored to take care of such clients’ needs.

  • Payment Options

The payment policy adopted by Webster & Golden® Education Consulting, LLP is all inclusive because we are quite aware that different customers prefer different payment options as it suits them but at the same time, we will ensure that we abide by the financial rules and regulation of the United States of America.

Here are the payment options that Webster & Golden® Education Consulting, LLP will make available to her clients;

  • Payment via bank transfer
  • Payment with cash
  • Payment via credit cards / Point of Sale Machines (POS Machines)
  • Payment via online bank transfer
  • Payment via check
  • Payment via mobile money transfer
  • Payment via bank draft

In view of the above, we have chosen banking platforms that will enable our client make payment for our testing and educational support services without any stress on their part. Our bank account numbers will be made available on our website and promotional materials to clients who may want to deposit cash or make online transfer for all education consultancy and advisory services rendered.

13. Startup Expenditure (Budget)

When it comes to calculating the cost of starting an education consulting firm, there are some key factors that should serve as a guide. Besides, in setting up any business, the amount or cost will depend on the approach and scale you want to undertake.

If you intend to go big by renting / leasing a big facility, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The tools and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting an education consulting firm; it might differ in other countries due to the value of their money. Below are some of the basic areas we will spend our start – up capital in setting up our education consulting firm;

  • The total fee for incorporating the Business in the United States of America – $750.
  • The total cost for payment of insurance policy covers (general liability, workers’ compensation and property casualty) coverage at a total premium – $9,400
  • The amount needed to acquire a suitable Office facility in a business district 6 months (Re – Construction of the facility inclusive) – $40,000
  • The total cost for hiring Business Consultant – $2,500
  • The cost for equipping the office (computers, software applications, printers, fax machines, furniture, telephones, filing cabins, safety gadgets and electronics et al) – $5,000
  • Marketing promotion expenses for the grand opening of Webster & Golden® Education Consulting, LLP in the amount of $3,500 and as well as flyer printing (2,000 flyers at $0.04 per copy) for the total amount of $3,580 .
  • The cost for purchase of the required software applications (testing results tracking Software, Payroll Software, CRM software, and Accounting Software et al) – $10,500
  • The cost of launching our official Website – $600
  • Budget for paying at least three employees for 3 months plus utility bills – $10,000
  • Additional Expenditure (Business cards, Signage, Adverts and Promotions et al) – $2,500
  • Miscellaneous: $1,000

Going by the report from the market research and feasibility studies conducted, we will need over one hundred and fifty thousand ( 150,000 ) U.S. dollars to successfully set – up a small scale but standard education consulting firm in the United States of America. Please note that the salaries of all our staff members for the first month is included in the expenditure.

Generating Funds / Startup Capital for Webster & Golden® Education Consulting, LLP

No matter how fantastic your business idea might be, if you don’t have the required money to finance the business, the business might not become a reality. No doubt raising start – up capital for a business might not come cheap, but it is a task that an entrepreneur must go through.

Webster & Golden® Education Consulting, LLP is a business that will be owned and managed by Webster Magnus and Golden Jade, his business partner for many years. They are the sole financial of the firm, but may likely welcome partners later which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

  • Generate part of the start – up capital from personal savings
  • Source for soft loans from family members and friends
  • Apply for loan from my Bank

N.B: We have been able to generate about $50,000 ( Personal savings $40,000 and soft loan from family members $10,000 ) and we are at the final stages of obtaining a loan facility of $100,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Webster & Golden® Education Consulting, LLP is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our education consultancy and advisory services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Webster & Golden® Education Consulting, LLP will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and retraining of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List / Milestone

  • Business Name Availability Check: Completed
  • Business Incorporation: Completed
  • Opening of Corporate Bank Accounts various banks in the United States: Completed
  • Opening Online Payment Platforms: Completed
  • Application and Obtaining Tax Payer’s ID: In Progress
  • Application for business license and permit: Completed
  • Securing a standard office facility (renovation of the facility inclusive): Completed
  • Purchase of All form of Insurance for the Business: Completed
  • Conducting Feasibility Studies: Completed
  • Generating part of the start – up capital from the founder: Completed
  • Applications for Loan from our Bankers: In Progress
  • Writing of Business Plan: Completed
  • Drafting of Employee’s Handbook: Completed
  • Drafting of Contract Documents: In Progress
  • Design of The Company’s Logo: Completed
  • Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
  • Recruitment of employees: In Progress
  • Purchase of the Needed software applications, furniture, office equipment, electronic appliances and facility facelift: In progress
  • Creating Official Website for the Company: In Progress
  • Creating Awareness for the business (Business PR): In Progress
  • Health and Safety and Fire Safety Arrangement: In Progress
  • Establishing business relationship with vendors and key players in the industry: In Progress.

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  3. EZ Agent Business Plan

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  4. UP Education

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  5. How to choose an education agent

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  6. Business Plan Examples And Templates

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VIDEO

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  5. I appreciate your support in 2023! & Wishing 2024 to be the year of doing in the Logistics industry!

  6. How to become education agent in australia?

COMMENTS

  1. Education Agency Business Plan [Sample Template for 2022]

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  2. Writing an Education Agency Business Plan [Sample Template]

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  20. PDF Education Agents Manual

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