| 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 (Just part of a comprehensive program created for Edfund.) When to Escalate to Your Poor, Harried Supervisor (A program that increased the quality of service for both customers and internal customers) |
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 |