K-12 budgets are set annually (typically July-June); purchasing windows are narrow
Time outreach to budget planning season (January-April for next fiscal year)
Committee-based decisions
Multiple stakeholders must approve; no single decision maker
Map the buying committee; build consensus across roles
Procurement rules
Public schools follow strict procurement guidelines; RFP requirements
Understand district thresholds; some purchases under $10K-$25K skip RFP
Summer break
Schools are closed June-August; administrators may not respond
Best outreach: September-November and January-April
Teacher gatekeeping
Teachers are the end users; their resistance can block adoption
Get teacher champions; offer free trials; provide PD support
FERPA compliance
Student data privacy laws restrict what tools schools can use
Have FERPA compliance documentation ready; be transparent about data practices
Slow decision-making
Education institutions move slowly by design
Be patient; plan for 6-18 month sales cycles
Title I and grant funding
Some purchases require specific funding sources
Understand federal programmes (Title I, IDEA, E-Rate, ESSER)
State adoption lists
Some states require textbook/curriculum adoption before purchase
Check if your product category requires state adoption
Outreach Timing
K-12 calendar for EdTech sales
Period
Activity
Outreach strategy
August-September
School year starts; immediate needs
Outreach for quick-deploy tools; free trials
October-November
Settled into year; evaluating needs
Product demos; pilot programmes
December
Holiday break; limited availability
Minimal outreach
January-March
Budget planning for next fiscal year
Budget-related outreach; ROI materials
April-May
Purchasing decisions; budget deadlines
Closing; contracts and quotes
June-July
Summer break; some PD occurs
Professional development; conferences; limited outreach
Higher education calendar
Period
Activity
Outreach strategy
August-September
Fall semester starts; immediate needs
Quick-deploy tools; faculty tools
October-November
Evaluation period
Demos; pilot programmes
December-January
Budget planning; winter break
Budget materials; strategic outreach to leadership
February-April
Procurement and purchasing
Closing; RFP responses
May-June
Summer planning; reduced availability
Conference season; strategic relationship building
July
Budget year may reset (varies by institution)
Renewal and expansion conversations
Compliance Considerations
Regulation
Who it applies to
Key requirements
FERPA (Family Educational Rights and Privacy Act)
K-12 and higher ed in the US
Protects student education records; limits data sharing
COPPA (Children's Online Privacy Protection Act)
Products used by children under 13
Parental consent required; limits data collection
State student privacy laws
Varies by state (California SOPIPA, New York Ed Law 2-d, etc.)
State-specific requirements for student data
Section 508 / WCAG
Products sold to government and public institutions
Accessibility requirements for disabled users
GDPR (for international)
Products used in EU/UK
Data privacy requirements for EU students and staff
SOC 2
Expected by many education institutions
Security audit certification
Building EdTech Contact Lists
When compiling contacts from state education directories (HTML), NCES data downloads (CSV), conference attendee lists (PDF), district staff directories (HTML) and LinkedIn research exports, upload the files to Email Extractor to extract and deduplicate email addresses. Education contacts appear across multiple public directories and event lists, so deduplication prevents sending duplicate outreach to the same administrator or technology director.