Case Study: Expand Relationship with Existing Clients

Home/Case Studies/Case Study: Expand Relationship with Existing Clients

Expanding Relationships with Existing Clients

International Financial Services Training Company

Business issue: Go to market with more competitive learning solutions for financial service companies in the areas of sales, sales management, service, and leadership

  • Consulted with R&D SVP and CEO to plan new curricula
  • Designed and developed eight classroom workshops focused on sales and sales management
  • Designed and developed a Leading Through Change workshop
  • Designed and developed Web-delivered tools for reinforcement
  • Designed framework for blended learning deliverables to support classroom learning (Webinars, teleconferences, manager-led meetings, online assessments, etc.)
  • Trained internal consultants, contractors, and sales force in the new learning solutions
  • Served as lead facilitator as new programs conducted for client organizations

Outcome: Sales force of the training company able to attract new clients and expand relationships with existing clients via new learning offerings