Client

ANDI Labs — AI-powered instructional coaching platform for K–12 educators

Context

A pre-revenue edtech startup with a compelling product and a founder with deep domain credibility but no prior sales experience. I was engaged initially as a GTM Readiness Sprint (January–February 2026), which expanded into a full GTM Execution Sprint. The engagement was compressed when I transitioned to a full-time role mid-engagement, requiring aggressive front-loading of all core deliverables.

Challenges

  • No sales infrastructure, process, or tools in place — the founder was running outreach on instinct

  • Positioning was investor-oriented and not translating for school and district buyers

  • No research foundation to validate ICP, pain points, or product-market fit signals

  • The founder needed to be able to operate and sell independently after the engagement ended

Approach

  • Market Research & Positioning: Conducted 18+ primary interviews across teachers, instructional coaches, principals, and district leaders to validate pain points, surface authentic buyer language, and stress-test positioning assumptions. Synthesized findings into a Brand Narrative Kit with founder story, ICP matrix, message maps by persona, tagline candidates, and a field language glossary

  • Competitive Analysis & Pitch Development: Mapped the market landscape and ran four rounds of pitch iteration, culminating in a multi-sided PMF framework and a final pitch draft grounded in buyer research rather than founder assumptions

  • Sales Infrastructure & RevOps: Built full HubSpot CRM architecture — pipeline stages, contact properties, activity logging standards, and a build-as-you-go usage framework designed to avoid over-engineering early

  • Sales Enablement: Delivered a complete Sales Guide (demo structure, discovery questions, product moment mapping, and close framework), an Objection Handling Guide mapped by buyer persona, and 17 email templates across six sales stages with A/B test variants and sequencing logic by ICP

  • GTM Strategy: Developed a prioritized sequencing recommendation — wedge into large districts with at least one instructional coach, prove the model, then scale — with pricing rationale anchored to the cost of traditional PD and coaching

Impact

  • Stood up a complete sales infrastructure from scratch — HubSpot CRM architecture, seven-stage pipeline, contact properties, and activity logging standards the founder now runs independently

  • Built a repeatable sales process where none existed — demo structure, discovery framework, objection handling by persona, and a defined close motion

  • Delivered 17 email templates across six sales stages with A/B variants and sequencing logic by ICP, ready for immediate execution

  • Conducted 18+ primary research interviews across teachers, coaches, principals, and district leaders — surfacing validated pain points, buyer language, and product-market fit signals

  • Replaced investor-oriented positioning with buyer-grounded messaging across every touchpoint — founder story, ICP matrix, message maps by persona, and a field language glossary

  • Ran four rounds of competitive analysis and pitch iteration, resulting in a final pitch grounded in real market research rather than assumptions

  • Defined the GTM sequencing strategy — entry point, ideal buyer profile, and wedge approach — giving the team a clear, prioritized path to first contracts

  • Everything delivered was built for handoff — every system, process, and framework is actively in use, not sitting on a shelf

Dr. Jocelyn Logan-Friend, Co-Founder & CEO, ANDI Labs

“Karen brings a very human-centered approach to this work, and it shows in everything she builds. She helped us clearly articulate what we do, who we do it for, why it matters, and what outcomes people can expect. The frameworks, guidebooks, and messaging systems she developed were not theoretical. They were practical, relevant, and rooted in the realities of our market."

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