Savage and Greene

 
Design Work List

We believe training and reference materials
should teach how and why.

That's not only more interesting,
it's more effective.

Contact us for a complete & current project list.

Comprehensive Training Curriculum
(See Case Study)

Everything a new sales or service rep needs to have for success, including:
  • Sales and service skills
  • Product knowledge
  • Compliance
  • Systems manuals
  • Process and procedure
And everything the client needs to deliver and maintain the curriculum, including:
  • Train-the-trainer & trainer's guides
  • Managers' guides
  • Document finders
  • Trouble-shooting guides
Fun With Mortgage Lending (Really!)
What's a nice sales/service training outfit like us doing in underwriting?
(See Case Study to find out)

Customized for each client, these self-studies teach lending fundamentals. Great for sales and service reps, as well as processors and junior lenders.
  • The big picture, or Underwriting 101
  • Working with collateral
  • Analyzing income
  • Analyzing credit
  • Debt-servicing
  • Compliance
Singular Programs
(See Case Studies)

Of course, we often customize and deliver just one or two of our existing programs. And then there are the clients who need something more unusual. Case studies sneak peek:
  • Preventing student loan default – Know your customer.
  • When to escalate to your poor, harried supervisor.
Consultative Selling for Contact Center Bankers (Self-studies)
(Check out the Case Study to see more about the set)

Easily customized for other businesses. This set includes:
  • Self-study teaching the concepts.
  • Workbook for applying the concepts.
  • Supervisor's Guide.
References & Teaching Tools
(See Case Studies for more about how we handle these)

We design stuff people actually understand and use!
  • Complete process, policy and procedure references
  • Short and sweet: process or policy clarification
  • New product/service/policy launch
  • Credit/underwriting manuals
  • Product references
  • Work aids
Sometimes Called "Technical" Writing & Consulting

Projects covering stuff too proprietary to show samples, including:
  • How to use computer systems
  • How to use a vacuum food packer (yes, one of the more unusual assignments)
  • How buying online works (Included in Samples)

Instructional Design