SALES TRAINING BUSINESS PLAN

I. Executive Summary

Company Description

Our company—named to reflect our Austin roots and revenue-first mission—launches in 2026 as a premier sales training academy serving the U.S. B2B technology and SaaS sectors. We deliver a continuous, cohort-based learning subscription that replaces one-off seminars with ongoing development, peer accountability, and measurable skill transfer. Based in Austin, Texas, our core offerings combine expert coach-led cohorts and a proprietary learning management system (LMS) to turn sales teams into repeatable revenue engines. One-liner: continuous cohort learning that replaces one-off training.

We sell subscription access to cohort programs, coach time, and the LMS, and operate by running scheduled cohorts, onboarding client cohorts, tracking performance metrics, and delivering tailored coaching sprints. What sets us apart is the subscription model, the cohort peer-accountability design, and embedded consultative selling frameworks taught by senior practitioners. We target U.S. mid-market and enterprise technology and SaaS sales organizations seeking scalable, modern sales capability. Short-term goal: launch operations and secure initial enterprise clients in 2026. Long-term goal: become the standard for ongoing sales capability in U.S. tech firms. One-liner: subscription cohorts plus expert coaching for scalable sales growth.

Problem

Talented B2B sales teams in U.S. technology and SaaS companies consistently miss quota because traditional, episodic training fails to teach modern skills like digital prospecting and consultative selling and does not provide ongoing reinforcement. That mismatch stalls revenue and raises turnover.

Existing solutions are one-off workshops or generic e-learning that do not deliver cohort-based practice, peer accountability, or continuous coaching, leaving organizations without a reliable path to predictable pipeline and conversion rates. One line: predictable revenue requires modern, repeatable sales behavior.

Solution

Many B2B sales teams miss targets because they use outdated methods that don’t work with today’s sophisticated buyers, leading to missed quotas, stagnant revenue, and high turnover—especially in SaaS and tech. Traditional one-time training fails to create lasting behavioral change or measurable ROI, and companies lack a structured, ongoing way to keep teams current on digital prospecting and value-based selling.

We deliver continuous, cohort-based sales training that combines live expert-led sessions, practical role-playing, peer accountability groups, and AI-integrated prospecting as a subscription. This turns training into an ongoing growth driver that produces measurable skill retention, faster ramp, and repeatable revenue performance. Continuous, cohort-based training plus AI prospecting turns sales teams into repeatable revenue engines.

Mission Statement

We empower B2B sales teams to become elite, repeatable revenue generators by replacing outdated seminars with impactful, cohort-based learning and continuous support. We commit to driving predictable growth for technology companies through innovative curriculum, disciplined coaching, and a culture of excellence and accountability. We aim to be the primary partner for scaling sales operations and to set the industry standard for measurable, lasting performance improvement.

Key Success Factors

These core advantages create predictable growth, defensible differentiation, and high capital efficiency.

• Recurring subscription revenue delivers financial stability and predictable monthly growth.
• Proprietary curriculum and lead trainers' expertise ensure consistent, high-quality outcomes and a defensible market position.
• Focus on high-growth SaaS and technology clients captures larger training budgets and urgent upskilling demand.
• Scalable virtual cohort model raises occupancy and seat counts with minimal incremental cost.
• Rapid breakeven and high return on equity reflect efficient margins and profitable unit economics.

Financial Summary

Financial snapshot: profitable from month one with rapid payback and steep EBITDA growth to Year 5.

Financial requirements: minimum cash need $891,000 (minimum cash month Jan-26); breakeven Jan-26; anticipated ROI described above.

The business is cash-positive immediately and scales to strong long-term EBITDA.

Funding Requirements

We seek $945,000 to cover startup capex, setup costs, and a minimum cash buffer to reach breakeven in January 2026.

Profitability starts in January 2026 with Year 1 EBITDA of $491,000; occupancy rises from 40.0% to 85.0% by 2030 producing Year 5 EBITDA of $23,446,000.

Model assumes falling COGS and variable costs as revenue scales, an IRR of 1.59%, ROE of 51.97%, and a 1-month payback.