Sales strategy when using the Agency Discovery tool

Three Agency Discovery strategies: connect by market (before BD travels), connect with existing partners, find untapped markets via recruiting filter. Always send personal email after connecting + mention any incentive. Track via CRM, Agency Contact Dashboard, or export from support.

With 8,500+ agents on Edvisor, having a strategy makes outreach more effective.

Three connection strategies

Connect by market

If Business Developers are planning to travel to a country to establish partnerships, start by connecting through Edvisor first. The Edvisor connection becomes the first step toward a partnership.

Connect with existing partners

Connect with agencies the school has already worked with. Gives them ease and reassurance of selling through the platform.

Find agencies in untapped markets

Filter Discovery by markets where the school doesn't have a strong presence. Use the recruiting country filter to find agencies in those markets and connect proactively.

After connecting

Send a personal email outside the platform to establish first contact. This adds a personal touch beyond the platform connection.

Tip: kick-start with an incentive

If possible, mention a special offer in the first email. Example: waiving the registration/application fee for the first student sent.

Tracking new connections

With 50+ new connections, tracking gets hard. Recommended approaches:

• Use a CRM to organize and track each connection's status.
• Use Edvisor's Agency Contact Dashboard. A spreadsheet template provided by Edvisor for agencies without a CRM.
• Request a connection export from Edvisor support to get all connection details (contact name, email, phone).

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Source: https://help.edvisor.io/distribute/agency-discovery-strategy