| Comprehensive Training Curriculum An overview of how we created a program to bring sales reps quickly up to speed and improve in-house trainers' design and delivery skills at the same time. |
Case Study 1.pdf |
| Fun with Mortgage Lending (Really!) More about the modules teaching lending fundamentals… And how a nice sales and service training company got into this line of work. |
Case Study 2.pdf |
| Consultative Selling for Contact Center Bankers Self-study A client asked us to translate a workshop into self-study form without losing the value of live coaching and practice. This Case Study details the resulting set, which is ready to customize for you! |
Case Study 3.pdf |
| Singular Programs – Two Examples "Preventing Student Loan Default – Know Your Customer" "When to Escalate to Your Poor, Harried Supervisor" "Know your customer" leveraged existing sales and service programs. "When to escalate" was first created to address what turned out to be a common problem. |
Case Study 4.pdf |
| Affordable but Confusing Home Loans How we improved sales of an important product by boiling-down eligibility to three easy steps. (And more about how we handle references and teaching tools) Design tips are included! |
Case Study 5.pdf |
| Reality Check Service - Example A non-profit couldn't figure out why completion rates for one of their e-learning programs were so low. We could, and did. |
Case Study 6.pdf |