
Helping mission-driven companies achieve growth
What You Get | How It Works | About Me | Experience | Contact
A company’s ability to collect sales data has never been greater.
But collecting and even analyzing data does not guarantee insight into the effectiveness of your sales operations.
Using a time-tested methodology, Chuck Kleiner can show you how to develop a data-driven sales process that will help your salespeople become better performers, your sales support teams (pre and post) become more efficient, and your managers become more proactive in leading the sales effort.
Learn how to develop a sales process that will help your:

salespeople become better performers

sales support teams (pre and post) become more efficient

managers become more proactive in leading the sales effort
Creating a data-dependent, systemized sales process can produce coherency in your sales team, allowing for more visibility into your team’s performance as well as the real time status of your business. By having high-quality sales data to analyze, company founders, executives, and managers will become more confident in telling their story to investors. And investors will be more confident in their evaluation of your company.
What You Get

Improved Forecasting
Clearer view of pipeline
More complete analysis of potential future business
Improved decision making for where to put resources

Improved Sales Management
Salesforce with unified message and consistent process
More effective onboarding of new sales people
More effective management of existing sales team

Improved Client Retention and Renewal
Consistent, smoother handoff of pre-sales accounts to post-sales support
Better client experience
Improved morale and working relationship between sales and customer success/support

Continuous Improvement of Pipeline Analysis
Measuring probability of sales closing at each step of the sales process for budget management
Comparison of individual sales reps by analyzing closed/lost results from each step in the sales process for evaluation
How It Works

The System
Customized multi-stage sales process designed specifically for your company

The Toolbox
Tools and strategies to overcome objections and close business

The Coach
Regular meetings with sales executives 2-4 times per month
About Me
Description
Mission driven, award-winning, high-performing sales and marketing executive, with over 30 years experience selling into the education market. Currently working with early stage and turn around companies that want to improve their sales operations, sales strategies and sales processes.
Specialties
Expert in building new or restructuring existing sales organizations for high performance and sustainable growth. Proven success in formulating data-driven, return-on-investment marketing initiatives to increase sales. Effective management of customer-relations to maintain and grow customer base. History of helping mission-driven companies connect with educational institutions to improve operational efficiency and student performance.

Experience





Paper: Follow-on financing
Smarthinking: Acquired by Pearson
InsideTrack: Acquired by Strada Education
Riverdeep: IPO
Academic Systems: Acquired by Plato as part of its acquisition of Lightspan
What My Clients and Colleagues Say
“Chuck’s sales expertise and knowledge of the education sector has helped our team optimize our internal processes and better understand how to leverage our solutions to meet our customers’ problems. Chuck has also helped align our sales and post-sales teams to ensure that our customers experience a cohesive customer journey. I would recommend him to anyone looking for a motivating sales leader to help develop an excellent team.”
– Alyssa Tuman
VP Customer Experience at Paper.co
“Chuck is honest, highly practical, and knows how to build and motivate a high performing team. He’s an entrepreneur at heart who thrives in challenging new markets. As a former educator, he is focused on helping other educators make a measurable difference in the lives of their students.”
– Neil Allison
Vice President Strategy at Pearson
“Chuck offers a deep insight into the anomalies of education sales that can only come from 30+ years of wisdom and experience. Chuck grew Smarthinking from a small to mid-sized education company while successfully recruiting and building a high-performing institutional sales force — quadrupling revenue. Moreover, Chuck is a straight-shooter, is easy to work with, and is cognizant of the multiple tensions inherent in building a business”
– Burck Smith
Founder of Smarthinking and StraighterLine
“Chuck’s training and consulting have given us control of our sales pipeline, sales organization and our individual deals. Never have I worked with someone willing and able to offer such thoughtful, specific and proven advice… and the results are clear. By implementing Chuck’s EdTech Sales Forecast, we have been able to accurately forecast our growing revenue giving us quality data for budget and strategic planning. He is an absolute pleasure to collaborate with and bases all of the work he does around building strong relationships and being honourable in the Salesperson profession. I would recommend Chuck and his services to any organization who has a strong mission and a coachable team who are hungry for more success. I feel extremely lucky that Paper has access to such a great person.”
– Jacob Geller
VP Sales at Paper.co
