Consulting

Turn state approvals into revenue you can see.

The states worth entering, what it takes to get paid in each one, and how to reach the families who decide.

Customers you can’t reach.
Funds you can’t access.

Your customers already have the money to buy from you. They have no way to spend it with you.

In the states where you are not approved, the sale is not available to you at all. In the states where you are approved, the approval sits there with no plan behind it and never scales into revenue.

That is what I fix. Which states are worth entering, what it takes to get paid in each one, who the buyers actually are, and how to reach them.

What engagements cover

01

Market assessment and state prioritization

Which states repay the effort and in what order, with the competitive picture, the regulatory requirements, and revenue modeling by state and timeline. Density analysis down to county and zip code where the state publishes enough to support it.

02

Platform and operational strategy

ClassWallet, Odyssey, Student First, Step Up For Students. What each one does, how your product should be listed, titled, and priced inside it, and what compliance in that state actually asks of you. Including a live walkthrough of your existing back ends and what to fix in them.

03

Personas and messaging

Who your buyers are across both general and disability-funded audiences, how each budgets an allocation, where they get their information, when they buy, and what messaging lands with each. Frameworks by persona and by product line.

04

Channels, communities, and partnerships

The advocacy organizations, homeschool communities, conventions, and groups that decide what families in a given state buy, researched and prioritized, ready for outreach. Content and SEO built for how these families actually search. Ambassador and influencer frameworks.

05

Fund-drop planning

Campaign and email calendars built around when the money lands, because a single day can move a quarter’s volume.

06

Approvals and credentialing

Getting into new states. What each program requires, what it costs in time, and hands-on work on the applications and credentialing where you want it.

07

Ongoing advisory

Continued counsel as the plan goes into market and the programs change under it.

Every engagement answers four questions.

01

Can you get paid here?

Approval, eligibility, and how money actually reaches you in each state you are considering.

02

Who is buying?

The families in those programs, what they call themselves, and how they decide.

03

How do you reach them?

The communities, channels, and messages that work on those audiences.

04

What comes first?

The order to move in, and the reasoning behind it.

How deep an engagement goes in each depends on what you already know. Every one is scoped in writing and priced as a fixed fee before it starts.

A dedicated ESA lead is commonly a $275,000 to $300,000 hire, and a three to six month search before they start.

Most companies have neither that budget nor that runway, and the fund drops do not wait for either.

An engagement delivers the strategy in weeks. If you do hire later, they inherit a finished roadmap instead of a blank whiteboard.